First Takes: MAR, SRAD, Macau July GGR, NWL Model Update

研报英文原文证据摘录

First Takes: MAR, SRAD, Macau July GGR, NWL Model Update

Briggs Barton - Specialist Sales - US Consumer AC North America Specialist Sales J P M O R G A Nbriggs.barton@jpmorgan.com

J.P. Morgan Securities LLC 03 August 2026

AUTO RETAIL ECOSYSTEM JUNE CALL SERIES - SONIC

Company Marketing Jun 18 Conference Call - United States

AUTOMOTIVE

Boston, Chicago, Los Angeles, New York, San Francisco -

Company Marketing Jun 22 MITSUBISHI CORP

United States

Los Angeles, Orinda, Pasadena, San Francisco, Santa

Analyst Access Jun 23 CHRISTOPHER HORVERS

Monica - United States

Analyst Access Jun 23 ANDREW STEINERMAN Denver - United States

AUTO RETAIL ECOSYSTEM JUNE CALL SERIES - LITHIA

Company Marketing Jun 29 Conference Call - United States

MOTORS

Investor Tour Jul 01 DOLLAR TREE, INC. (DLTR) - HQ VISIT Chesapeake

Company Marketing Jul 08 UNITED NATURAL FOODS, INC. Virtual - United States

Company Marketing Jul 15 MCCORMICK & CO., INC. New York - United States

Company Marketing Jul 17 DARDEN RESTAURANTS INC Orlando - United States

Virtual - Mccormick, Virtual - Private Company, Virtual -

Analyst Access Jul 22 US DEEP DIVE SERIES ( JULY 26)

United Kingdom

J.P. Morgan Consumer Contacts

Sector Specialists:

US Consumer: Briggs Barton briggs.barton@jpmorgan.com +1 212-622-2677

EU Consumer: Olivia Petronilho olivia.b.petronilho@jpmorgan.com +44 207 134 2676

APAC Consumer & Internet: Lisa Otani lisa.otani@jpmorgan.com +852 2800 8871

Consumer Trading:

Alexandra Murphy (US Consumer) alexandra.murphy@jpmorgan.com+1-212-622-7029

Brian Heavey (US Consumer) brian.j.heavey@jpmorgan.com +1 212 272 9617

Leon Aboudi (US Consumer Derivs) leon.aboudi@jpmorgan.com +1 212-622-2754

David Nicolas (EU Consumer) david.c.nicolas@jpmorgan.com

Retailing – Department Stores & Specialty Softlines / Leisure Research: