Analyst
Stiefel
Equibles does not estimate personal net worth.
Matt Smith is recorded as Analyst at Stiefel. Matt Smith has spoken on 9 earnings calls across 7 companies, most recently for Westrock Coffee Co on August 6, 2026. Those appearances were for Post Holdings, Inc. (POST), Altria Group, Inc. (MO), Westrock Coffee Co (WEST), General Mills Inc (GIS), Freshpet, Inc. (FRPT) and 2 other companies. The companies whose calls Matt Smith spoke on are classified in the Consumer Defensive sector.
“Good afternoon, everyone, and thanks for taking my question. um scott you mentioned in your prepared remarks that the strong results are ahead of even your internal expectations maybe you can flesh that out a little more in terms of what's driving the upside is it faster execution is it more business wins and maybe…”
“Kofi, a follow-up question on the cost outlook. When we think about the 4% to 5% net inflation, can you clarify if that includes any tariff refunds, and your expectation for timing around that?”
“You had another strong EBITDA on cash flow performance in the quarter, and the guidance reiteration referenced caution around new cost pressure and uncertainty.”
“A follow-up question on omni-channel growth. You referenced 82% of orders fulfilled through the fridge network. In the past, there's been some constraint on fridge space and out-of-stocks.”
“Mike, I wanted to pick back up on the North America top-line comments. Volumes are quite strong in the quarter and accelerated on a sequential basis.”
Stiefel
Analyst
Transcript header (unverified)
POST
Packaged Foods · Consumer Defensive
WEST
Packaged Foods · Consumer Defensive
FRPT
Packaged Foods · Consumer Defensive
