Bristol-Myers Squibb Company (NYSE:BMY) J.P. Morgan 42nd Annual Healthcare Conference Call January 8, 2024 10:30 AM ET Company Participants Chris Boerner - Chief Executive Officer Conference Call Participants Chris Schott - JPMorgan Chris Schott Good morning, everybody. I'm Chris Schott at JPMorgan. It's great to see everybody back in person again this year for second year in a row. It's my pleasure this morning, though, to be introducing Bristol-Myers to again kick off the JPMorgan Healthcare Conference. F ...

CVS Health Corporation (NYSE:CVS) 42nd Annual J.P. Morgan Healthcare Conference January 8, 2023 10:30 AM ET Company Participants Karen Lynch - President & CEO Thomas Cowhey - CFO Conference Call Participants Lisa Gill - JPMorgan Chase Lisa Gill I don't think this is -- oh, now it's working, okay, and I'm loud. Karen Lynch Well, thank you, Lisa. Good morning, everyone, and Happy New Year. I'm really thrilled to be with you today to talk about CVS. And as Lisa said, I'm joined by our brand new CFO, Tom Cowhey ...

Bristol-Myers Squibb Company (NYSE:BMY) Goldman Sachs Healthcare C-Suite Unscripted Conference January 4, 2024 11:00 AM ET Company Participants Adam Lenkowsky - CCO Conference Call Participants Chris Shibutani - Goldman Sachs Operator Hey, it’s the start of the year. Welcome to 2024. Anyway, my name is Chris Shibutani. I'm a member of the Goldman Sachs healthcare team. We are deeply grateful for the teams that were able to join us for this conference this very early date this year, and obviously, the point ...

Merck & Co., Inc. (NYSE:MRK) Goldman Sachs Healthcare C-Suite Unscripted Conference January 4, 2024 ET Company Participants Peter Dannenbaum - Head, IR Rob Davis - CEO Conference Call Participants Chris Shibutani - Goldman Sachs Chris Shibutani I suspect that people are going to be strolling in, but I don't like to penalize people who are on time, and let's try to stay on time. So let's get underway here. Welcome to what is by definition, in my opinion, the keynote presentation of this conference. We are th ...

Phillips 66 (NYSE:PSX) Goldman Sachs Energy, CleanTech & Utilities Conference January 4, 2024 10:20 AM ET Company Participants Mark Lashier - President and Chief Executive Officer Jeff Dietert - Vice President of Investor Relations Kevin Mitchell - Chief Financial Officer Conference Call Participants Neil Mehta - Goldman Sachs Neil Mehta All right. We got a full room here for what is always a highlight of the Goldman Conference, a conversation with Phillips 66. This is really a diversified conversation. So, ...

EOG Resources, Inc. (NYSE:EOG) Goldman Sachs Energy, CleanTech & Utilities Conference January 4, 2024 9:00 AM ET Company Participants Billy Helms - President and Chief Operating Officer Conference Call Participants Neil Mehta - Goldman Sachs Umang Choudhary - Goldman Sachs Neil Mehta Alright, guys. We'll kick off here. So in our fireside chat here, we're going to have EOG. We're going to talk about balancing growth, returns and free cash flow. We're with Billy Helms, the President of EOG. Billy, thank you s ...

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Westwater Resources, Inc. (NYSE:WWR) Business Update Conference Call December 14, 2023 11:00 AM ET Company Participants Frank Bakker - President and CEO Operator Thank you for standing by. This is the conference operator. Welcome to the Westwater Resources, Inc. Business Update Conference Call. [Operator Instructions] And the conference is being recorded. I would now like to turn the conference over to Frank Bakker, President and CEO. Please go ahead, sir. Frank Bakker Thank you, moderator, and thanks to th ...

Regeneron Pharmaceuticals Inc. (NASDAQ:REGN) American Society of Hematology 2023 Investor Conference Call December 14, 2023 8:30 AM ET Company Participants Ryan Crowe - Vice President, Investor Relations George Yancopoulos - Board Co-Chair, Co-Founder, President and Chief Scientific Officer Andres Sirulnik - Senior Vice President, Translational & Clinical Sciences, Hematology Conference Call Participants Beth Scott - TD Cowen Nicole Germino - Truist Securities Carter Gould - Barclays Malcolm Hoffman - BMO C ...

Unilever PLC Conference Call Summary Company Overview - **Company**: Unilever PLC (NYSE: UL) - **Date**: December 14, 2023 - **Participants**: Hein Schumacher (CEO), Warren Ackerman (Barclays) Key Points Strategic Changes and Growth Action Plan - Unilever is implementing a **Growth Action Plan (GAP)** aimed at improving performance and closing the valuation discount [5][10] - The company is focusing on **fewer initiatives with greater impact**, prioritizing resources on the top 30 brands [4][5] - A significant **leadership overhaul** has occurred, with 60-70% of the team changed to drive the new strategy [4][10] Financial Performance and Market Share - Unilever reported an **inflection point in gross margin** at the beginning of 2023, indicating positive momentum [6][26] - The company acknowledged a decline in market share, currently at **38%**, down from **58%** over the past several quarters, and aims to improve this metric [21][22] - The top 30 brands, which represent over **70% of revenue**, are growing faster than the company average, indicating potential for recovery [22][27] Investment and Resource Allocation - Unilever is committed to **increasing investments** in advertising, research and development (R&D), and capital expenditures, with a focus on the top brands [24][28] - R&D spending is set to increase from **1.6 billion** to support innovation, while capital expenditure will rise from **2.7 billion** to between **3 and 3.5 billion** [28][29] Cultural and Organizational Changes - The company is working to change its culture to enhance **accountability and speed** in decision-making, moving away from a complex matrix structure [15][20] - Remuneration will be tied more closely to performance, with a shift from a narrow payout corridor to a more differentiated approach [19][20] Market Dynamics and Competitive Landscape - Unilever faces challenges in Europe, where volume has declined by **11%** in the last quarter, partly due to pricing pressures and SKU reductions [49][51] - The company is focusing on **premiumization** strategies in both emerging and developed markets, with a cautious approach to expanding prestige brands [37][39] Regional Insights - **India** remains a key growth market, with expectations for continued strong performance despite short-term pricing pressures [53][56] - **Indonesia** has stabilized after a period of share loss, with new leadership and strategies being implemented to improve performance [60][61] - In **China**, Unilever is focusing on organic growth and leveraging strong brand positions without major acquisitions [63][64] Innovation and Product Development - Unilever aims to increase the size of its innovation pipeline to **five times** the 2020 baseline, focusing on breakthrough innovations [33][34] - The company is actively measuring consumer perceptions across various product dimensions to enhance brand superiority [30][32] Conclusion - Unilever is undergoing significant strategic and organizational changes aimed at revitalizing growth and improving market share. The focus on fewer, high-impact initiatives, along with increased investment in key areas, positions the company for potential recovery and long-term success.