Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Thomas Palmer is recorded as Analyst at J.P. Morgan. Thomas Palmer has spoken on 6 earnings calls across 5 companies, most recently for Once Upon a Farm, PBC on August 6, 2026. Those appearances were for Kroger Co (KR), Once Upon a Farm, PBC (OFRM), Post Holdings, Inc. (POST), J M SMUCKER Co (SJM) and Bunge Global SA (BG). The companies whose calls Thomas Palmer spoke on are classified in the Consumer Defensive sector.
“Maybe just to start off, a little bit of added clarity on the pricing actions that are planned later this year, just in terms of the types of products and just how impactful that it might ultimately be as we think about, you know, kind of the size and gross margin flow through.”
“I'd like to echo my congratulations to both of you, and I appreciate all the help, Rob, as I've rants on post. Thank you. I wanted to maybe follow up on David's question on the food service business, just some of the egg dynamics.”
“I think my questions are not going to be totally different than the two topics we've addressed so far. But just first on sweet baked snacks, I think a quarter ago the message was that the earnings pressures would be greatest in the second quarter, and then we'd see sequential improvement.”
“In the release discussing the fulfillment center closures, there was the mention right of the $400 million in savings. Could you maybe get a little bit of a breakdown of where these savings will be seen?”
“I wanted to clarify maybe expectations as we move from 3Q into 4Q in terms of the different reporting segments. Are there kind of segments where we might see, just given the lower earnings outlook in 4Q that's implied, more of a step-down?”
J.P. Morgan
Analyst
Transcript header (unverified)
KR
Grocery Stores · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
