Analyst
TD Cowen
Equibles does not estimate personal net worth.
Robert Moskow is recorded as Analyst at TD Cowen. Robert Moskow has spoken on 19 earnings calls across 12 companies, most recently for B&G Foods, Inc. on August 11, 2026. Those appearances were for Simply Good Foods Co (SMPL), B&G Foods, Inc. (BGS), Once Upon a Farm, PBC (OFRM), Pepsico Inc (PEP), J M SMUCKER Co (SJM) and 7 other companies. The companies whose calls Robert Moskow spoke on are classified in the Consumer Defensive sector.
“Maybe I'll just go right to that last point. Tones and Weber are going from brands to partner brands. Is that new, Bruce? And can you give a little more context as to what the rationale for that is?”
“I was intrigued by the price increase and you have a pretty confident elasticity assumption. I think you said you don't expect any volume impact. So it sounds great.”
“The guidance for share count of $90 million would imply that there's a lot of share repurchase going on in fourth quarter. So, as you went through your capital priorities, I didn't hear you bring that up.”
“There was an article in the press about six weeks ago about a 10% to 20% price increase that you're taking on Frito-Lay smaller bags, and I suspect that that is really for the convenience channel.”
“There's some comments about what the transformation office is up to. They're rather brief. And a lot of your peers are doing some accelerated work to reduce overhead costs. and you might have some opportunities that you want to get to.”
TD Cowen
Analyst
Source not stated
SMPL
Packaged Foods · Consumer Defensive
BGS
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
PEP
Beverages - Non-Alcoholic · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
CLX
Household & Personal Products · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
UTZ
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
Beverages - Brewers · Consumer Defensive
