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EquityResearch
USA|FoodJune9,2025
U.S.Food:PreppingforNantucket-Questions
forManagement
Jefferiesishostingthe15thAnnualConsumerConferenceattheWhite
ElephantinNantucket,MA,onJune17th(Tues)and18th(Wed).Wellbehosting
BGFoods,FlowersFoods,Mondelez,SproutsFarmersMarket,TreeHouse
.
Foods,andVitalFarmsontheU.S.Foodside,withcorequestionsfor
managementincludedinthisnote.Welookforwardtoseeingeveryonenext
week,andarehappytofollow-uppost-conferencewithourtakeaways.
JefferiesNantucketConsumerConference
DatesJune17-18,2025
LocationWhiteElephant,Nantucket,MA
ParticipatingCompaniesclickhere
BreakoutSessionAgendaclickhere
FoodCompaniesAttending
BGFoods(BGS)
FlowersFoods(FLO)
MondelezInternational(MDLZ)
SproutsFarmersMarket(SFM)
TreeHouseFoods(THS)
VitalFarms(VITL)
ScheduleofEvents
Tuesday,June17th,2025:Afternoon1x1smallgroupmeetingsandQAbreakoutsessions,
followedbyareceptionatCiscoBrewery.
Wednesday,June18th,2025:Fulldayofinvestormeetingsandbreakoutsessions,followedbya
LobsterandClamBakeatJettiesBeachandAfterPartyatChickenBox.
GeneralInformationThisyear’sconferencewillfocuson1x1/smallgroupmeetings,QAbreakout
sessionsnetworking.Therelaxedandcasualsetting,withmultipleorganizedevents,willprovide
manyopportunitiestointeractwithinvestorsandindustryleaders.Weencourageyoutobringyour
partner,spouse,or
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