Analyst
UBS
Equibles does not estimate personal net worth.
Peter Grum is recorded as Analyst at UBS. Peter Grum has spoken on 8 earnings calls across 5 companies, most recently for YETI Holdings, Inc. on August 13, 2026. Those appearances were for Molson Coors Beverage Co (TAP), YETI Holdings, Inc. (YETI), e.l.f. Beauty, Inc. (ELF), Simply Good Foods Co (SMPL) and Celsius Holdings, Inc. (CELH). The companies whose calls Peter Grum spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“So, a quick follow-up just on drinkware, you know, maybe just the 2% growth in the quarter, it's a little bit below your full year guidance range. It was a bit below consensus as well.”
“I actually wanted to ask a follow-up to Filippo's question just on the category. And you noted the weaker performance in C2, and this may be hard to do, but is there a way to kind of parse out the impact from higher gas prices, maybe some unfavorable weather versus maybe some shifts that may be more structural?”
“So maybe just starting on the stronger organic sales outlook, and I know you mentioned that you expect all brands to grow through the balance of the year, but I was kind of curious what drove the confidence to increase the outlook for organic sales at this point in the year.”
“So I was just hoping to get some perspective on the top-line trajectory. I think the quarter itself came in better than most were expecting, but the guidance does imply a bit of a weaker exit rate.”
UBS
Analyst
Transcript header (unverified)
Beverages - Brewers · Consumer Defensive
YETI
Leisure · Consumer Cyclical
Household & Personal Products · Consumer Defensive
SMPL
Packaged Foods · Consumer Defensive
Beverages - Non-Alcoholic · Consumer Defensive
