MAT
Leisure · Consumer Cyclical
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Megan Clapp is recorded as Analyst at Morgan Stanley. Megan Clapp has spoken on 32 earnings calls and 1 other investor event across 14 companies, most recently for J M SMUCKER Co on June 9, 2026. Those appearances were for Mattel Inc (MAT), Hasbro, Inc. (HAS), Mondelez International, Inc. (MDLZ), J M SMUCKER Co (SJM), Simply Good Foods Co (SMPL) and 9 other companies. The companies whose calls Megan Clapp spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“Maybe to follow up there, Tucker, just on Uncrustables in terms of the strategic investments with price being down slightly. I believe you took a price increase on the brand.”
“You obviously had a really nice beat, at least, versus what consensus was looking for in the first quarter and talked a lot about the momentum you're seeing quarter to date.”
“Maybe we could just build on that and talk a little bit about the category and the promotional environment, which, you know, Darcy, I appreciate all the color you gave in the prepared remarks just around what has changed.”
“When we sat here two and a half months ago, I think the initial outlook you provided included what you called prudent assumptions, which you reiterated today, but obviously since then the backdrop has gotten more challenging.”
“I wanted to start, you know, maybe, Paul, where you left off. You said you're monitoring what's going on in the Middle East. Obviously, things are fluid and the guidance assumes a range of assumptions and scenarios.”
Morgan Stanley
Analyst
Source not stated
MAT
Leisure · Consumer Cyclical
HAS
Leisure · Consumer Cyclical
SJM
Packaged Foods · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
VITL
Farm Products · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
COOK
Furnishings, Fixtures & Appliances · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical