Analyst
Stephens Inc.
Equibles does not estimate personal net worth.
Ben Bienvenu is recorded as Analyst at Stephens Inc.. Ben Bienvenu has spoken on 6 earnings calls across 4 companies, most recently for Zevia PBC on May 12, 2022. Those appearances were for Utz Brands, Inc. (UTZ), Caseys General Stores Inc (CASY), Zevia PBC (ZVIA) and Mission Produce, Inc. (AVO). The companies whose calls Ben Bienvenu spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“The pricing discussion and ASP dynamics can we could you talk a little bit about what role if measurable mix is playing in the ASP per case equation and how does that evolve as we move”
“Following up on the inflation outlook, given how rapidly things are evolving in the last few weeks, as you think about the pricing increases you have forthcoming, were those decisions made in anticipation of tightening beyond what you've seen year-to-date, including recent geopolitical events?”
“I want to ask about the price mix versus volume balance. As we see the pricing action contribution build as we go through the fourth quarter and presumably into the first half of next year, is sustaining volume on, call it a two-year stack level, reasonable?”
“I want to follow up on the comments regarding the Laredo facility. I think you said it was about a 50 basis-point headwind to margins in the quarter. Can you talk about the duration of that headwind and the ramp to maturity?”
“I want to piggyback on Karen’s questions about OpEx. You stated your commitment to the long-term EBITDA growth algorithm. I am curious, you’ve — I think within that, you’ve targeted a high single-digit OpEx growth as a component of the EBITDA.”
Stephens Inc.
Analyst
Source not stated
UTZ
Packaged Foods · Consumer Defensive
Specialty Retail · Consumer Cyclical
ZVIA
Beverages - Non-Alcoholic · Consumer Defensive
Food Distribution · Consumer Defensive
