Commodity Inflation

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Gross Profit Under Pressure: Can Mondelez Withstand Cocoa Surge?
ZACKSยท 2025-06-19 15:56
Key Takeaways MDLZ posted 3.1% organic revenue growth in Q1, led by pricing gains in its chocolate portfolio. Gross profit and EPS declined as record cocoa prices pressured margins despite cost controls. Volume mix fell 3.5% due to chocolate pricing elasticity and planned pack downsizing.Mondelez International (MDLZ) entered 2025 facing one of the most formidable headwinds in its global supply chain: record cocoa inflation. While first-quarter 2025 organic revenues rose 3.1%, driven largely by strong pric ...
Texas Roadhouse(TXRH) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Texas Roadhouse (TXRH) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Bailen - Senior Director of Investor Relations & Financial AnalysisGerald Morgan - President and Chief Executive OfficerChristopher Monroe - CFODavid Palmer - Senior Managing DirectorDavid Tarantino - Director of ResearchKelly Merrill - Equity Research AssociateDennis Geiger - Executive Director - Equity ResearchJeff farmer - Managing DirectorLauren Silberman - DirectorBrian Vaccaro - Managing Director - Equit ...
Texas Roadhouse(TXRH) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
Texas Roadhouse (TXRH) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good evening, and welcome to the Texas Roadhouse First Quarter Earnings Conference Call. Today's call is being recorded. All participants are now in a listen only mode. After the speakers' remarks, there will be a question and answer session. I would now like to introduce Michael Balen, Head of Investor Relations for Texas Roadhouse. You may begin your conference. Speaker1 Thank you, Kayla, and good evening. By now, you should ha ...
First Watch Restaurant (FWRG) - 2025 Q1 - Earnings Call Transcript
2025-05-06 12:00
First Watch Restaurant Group (FWRG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Thank you for standing by and welcome to the FirstWatch Restaurant Group Inc. First Quarter Earnings Conference Call occurring today, 05/06/2025 at eight a. M. Eastern Time. Please note that all participants are currently in a listen only mode. Following the presentation, the conference call will be open for analyst questions and instructions on how to ask a question will be given at that time. This call will be arch ...