Unilever PLC (NYSE:UL) Barclays 17th Annual Global Consumer Staples Conference September 4, 2024 4:30 PM ET Corporate Participants Hein Schumacher - Chief Executive Officer Conference Call Participants Warren Ackerman - Barclays Warren Ackerman To the stage, thank you Hein for supporting the conference, it's great to see you. Hein Schumacher Good to see you again. Warren Ackerman I think it was December last year when we did our last fireside chat and a lot's happened since then with the growth action plan ...

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Morgan Stanley 22nd Annual Global Healthcare Conference September 4, 2024 11:30 AM ET Company Participants Ryan Crowe - Senior Vice President, Investor Relations and Strategic Analysis Chris Fenimore - Senior Vice President, Finance and Chief Financial Officer Conference Call Participants Terence Flynn - Morgan Stanley Terence Flynn Great. Thanks for joining us, everybody. I'm Terence Flynn, the U.S. biopharma analyst at Morgan Stanley. We are pleased to be host ...

Start Time: 16:20 January 1, 0000 5:05 PM ET American International Group, Inc. (NYSE:AIG) 2024 Keefe, Bruyette & Woods Insurance Conference September 04, 2024, 16:20 PM ET Company Participants Peter Zaffino - Chairman and CEO Conference Call Participants Meyer Shields - Keefe, Bruyette & Woods Meyer Shields Going to move right along and I'm thrilled to have Peter Zaffino, CEO of AIG. He is going to make some opening comments and then the regular Q&A plus audience participation from there on. Peter Zaffino ...

Company and Industry Overview * **Company**: Etsy, Inc. (NASDAQ: ETSY) * **Industry**: E-commerce, Handmade and Vintage Goods Key Points 1. Shift in Focus to Engagement and Browsing * **Change**: Etsy is shifting its focus from driving Gross Merchandise Sales (GMS) conversion to improving overall platform health and engagement. * **Approach**: * Redesigning the search and discovery algorithm to prioritize quality over relevance. * Launching a loyalty program to increase frequency and loyalty. * Investing in the Etsy app to drive more traffic and improve the shopping experience. 2. Search and Discovery Algorithm Redesign * **Objective**: Improve the quality of search results and enhance the buyer experience. * **Changes**: * Incorporating quality metrics, such as seller and item quality scores, into the search algorithm. * Providing sellers with a dashboard to track their quality scores and make improvements. * Creating a virtuous cycle where sellers compete based on quality to earn higher search rankings. 3. Loyalty Program * **Purpose**: Increase frequency and loyalty among occasional buyers. * **Details**: * Invite-only beta program focusing on occasional buyers. * Members will receive exclusive deals, drops, and other benefits. * Aim to understand buyer behavior and test the economic sustainability of the program. 4. Etsy App * **Importance**: Drive more traffic and improve the shopping experience. * **Strategy**: * Introducing friction in the mobile web to encourage app downloads. * Prioritizing app experience in product development. * Leveraging mobile web to drive organic traffic and improve sales. 5. Marketing Strategy * **Focus**: Maximize the return on marketing spend. * **Approach**: * Investing in Google PLAs for measurable results. * Investing in brand advertising to increase awareness. * Targeting mid-funnel customers with generalized needs using Gen AI and social media platforms. 6. Market Opportunity * **TAM**: Etsy believes there is significant growth potential in various markets, including home furnishings, gifting, and other categories. * **Competitive Landscape**: Etsy views itself as a unique alternative to commoditized e-commerce and aims to capture a larger share of the market. 7. Macroeconomic Challenges * **Consumer Discretionary Spend**: Etsy acknowledges the challenges posed by the current economic environment but remains optimistic about its growth potential. * **Competitive Response**: Etsy focuses on differentiating itself through quality, unique products, and the value it offers to customers. 8. Regulatory Environment * **De Minimis Tax Regulations**: Etsy supports the de minimis exemption for cross-border shipping and advocates for targeted regulations to prevent abuse. 9. Gifting * **Growth**: Gifting GMV increased by 4% in the second quarter, driven by product improvements and marketing efforts. * **Opportunity**: Etsy sees significant growth potential in the gifting market, particularly in the US. 10. Leadership Transition * **CFO Retirement**: Etsy's CFO, Rachel Glaser, is retiring, and the company is actively searching for a replacement. 11. Seller Demographics * **Seller Composition**: Approximately 85% of Etsy sellers are women. * **Buyer Composition**: Approximately 80% of Etsy buyers are women. * **Strategy**: Etsy aims to attract more male buyers and sellers by leveraging male-centric media channels and showcasing products that appeal to men.

Editas Medicine, Inc. (NASDAQ:EDIT) Morgan Stanley 22nd Annual Global Healthcare Conference September 4, 2024 4:05 PM ET Company Participants Gilmore O’Neill - President and Chief Executive Officer Erick Lucera - Executive Vice President and Chief Financial Officer Conference Call Participants Terence Flynn - Morgan Stanley Terence Flynn All right. Thanks for joining us everybody. I'm Terence Flynn, the U.S. Biopharma analyst here at Morgan Stanley, very pleased to be hosting Editas. Today from the company ...

Warner Bros. Discovery, Inc. (NASDAQ:WBD) Bank of America's 2024 Media, Communications and Entertainment Conference September 4, 2024 3:35 PM ET Company Participants Gunnar Wiedenfels - Chief Financial Officer Conference Call Participants Jessica Reif Ehrlich - Bank of America Securities Jessica Reif Ehrlich [Call Start Abruptly] Gunnar Wiedenfels, the CFO of Warner Bros. Discovery, and we have a lot of ground to cover. So, we actually made this session a bit longer than everybody else's because you're so s ...

KLA Corporation (NASDAQ:KLAC) Citi's 2024 Global TMT Conference September 4, 2024 10:00 AM ET Company Participants Bren Higgins - Chief Financial Officer Oreste Donzella - Executive VP & Chief Strategy Officer Conference Call Participants Atif Malik - Citi Atif Malik Good morning. Welcome to Day 1 of Citi Global TMT Conference. My name is Atif Malik. I cover U.S. semiconductor, semiconductor equipment and networking equipment stocks here at Citi. It's my pleasure to welcome Bren Higgins, EVP, CFO, KLA; as ...

Datadog Inc (NASDAQ:DDOG) Citi's 2024 Global TMT Conference September 4, 2024 10:00 AM ET Company Participants David Obstler - Chief Financial Officer Conference Call Participants Fatima Boolani - Citi Fatima Boolani Thanks for your patience. The elevator was a little bit of a sardine in a can situation, but we've made it. Day 1 of Citi's Global Tech Conference. I'm Fatima Boolani. I jointly head up the software research team here, and I'm very, very excited to host the CFO of Datadog, David Obstler. Thank ...

Analog Devices, Inc. (NASDAQ:ADI) Citi's 2024 Global TMT Conference September 4, 2024 1:20 PM ET Company Participants Mike Lucarelli - VP of Finance, IR, FP&A Conference Call Participants Chris Danely - Citi Chris Danely Everyone, I'm Chris Danely, your friendly neighborhood semiconductor analyst here. It's our pleasure next to have one of our topics, Analog Devices. The normally scheduled program of Vivek, the VP of Ops, is not here today. So being as it's baseball season, we've got the best pinch hitter i ...

MP Materials Corp. (NYSE:MP) Jefferies Global Industrial Conference September 4, 2024 1:20 PM ET Company Participants James Litinski - Founder, Chairman and CEO Conference Call Participants Laurence Alexander - Jefferies Laurence Alexander [Call Started Abruptly] afternoon session of the Jefferies Industrials Conference. First day of the Industrial Conference. I'm Laurence Alexander with the Jefferies Chemicals team. Up next is MP Materials. And with us today is CEO, Founder and Chairman, James Litinski. Th ...