Webinar starting in 1hr: U.S. Consumer Staples 2Q26 Check-In | Friday, 12 June 2026

Research evidence excerpt

Webinar starting in 1hr: U.S. Consumer Staples 2Q26 Check-In | Friday, 12 June 2026

A "who said what" compilation of C1Q earnings commentary

regarding the impact from/mitigation plans against the rising

cost environment.

Meet the Analysts

Andrew Lazar is a New York-based Managing Director and

Equity Research analyst, specializing in the packaged food

sector. Prior to joining Barclays in 2008, he was with

Lehman Brothers beginning in 1995. Since 2001, Andrew

has consistently been recognized as a top-ranked analyst

and was inducted into Institutional Investor’s All-America

Research Team Hall of Fame in 2012. Earlier in his career,

he spent three years in strategic planning at Unilever and

two years in management consulting with Mars & Co.

Andrew holds a Bachelor of Science in Finance from The

Wharton School of the University of Pennsylvania and an

M.B.A. from Columbia Business School.

View Analyst Page

Lauren R. Lieberman joined Barclays in September 2008

and is currently a managing director and Barclays Equity

Research's U.S. CHPC (Cosmetics, Household & Personal

Care) & Beverages analyst. Prior to Barclays, she was with

Lehman Brothers beginning in 2005. Lauren has ranked in

Institutional Investor's All-America Research Team survey

since 2006, most recently ranking #2 in 2025. She earned a

B.A. in Economics and Psychology from Dartmouth

College and an M.B.A. from The Wharton School of the

University of Pennsylvania.

Companies Under Coverage

U.S. Food Industry View: NEUTRAL

Company Ticker Rating Analyst

B&G Foods BGS Equal Weight Andrew Lazar

BellRing Brands BRBR Overweight Andrew Lazar

Conagra Brands CAG Overweight Andrew Lazar

General Mills GIS Equal Weight Andrew Lazar

Hain Celestial HAIN Underweight Andrew Lazar