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- **Q1 Results**: Organic sales down 6% YoY, driven by Snacks (-17%) and Baby (-10%). North America EBITDA +37% to $17M, margin 8.3%.
- **Strategic Actions**: 30% SKU reduction by FY27, Garden Veggie relaunch with 4 new flavors, 25% Cully & Sully growth.
- **Cost Efficiency**: SG&A down 8% YoY, restructuring charges $14M. Target 12% SG&A reduction by FY27.
- **2H Outlook**: Pricing benefits, marketing investments, and Snacks recovery to drive stronger performance.

**【CEO Opening Remarks】**
- Q1 2026 organic net sales declined 6% YoY, driven by North America Snacks (-17%) and International Baby & Kids (-10%).
- Sequential improvement in North America: Beverages (+2%), Baby & Kids (+1%), Meal Prep (+1%).
- Snacks relaunch: New Garden Veggie Straws with avocado oil, 4th straw flavor (sweet potato), and cheddar recipes with real cheese. Convenience channel sales up 24%.
- 5 key actions: Portfolio streamlining (30% SKU reduction by FY27), brand renovation, pricing, productivity, digital capabilities.
- International Baby leader: Ella's Kitchen #1 in UK, 25% Cully & Sully growth, 38% EBITDA decline due to volume mix.

**【CFO Financial Commentary】**
- Q1 net sales $368M, adj. EBITDA $20M (vs. $22M YoY). Adj. EBITDA margin 5.4%.
- North America: Adj. EBITDA $17M (+37% YoY), margin 8.3% vs. 5.3%.
- International: Adj. EBITDA $13M (-38% YoY), margin 7.7%.
- SG&A $66M (-8% YoY), restructuring charges $14M (total $103M to date).
- Free cash flow outflow $14M, net debt $668M (4.8x leverage).
- FY26 outlook: Positive free cash flow, stronger 2H with pricing, productivity, and marketing investments.

**【Q&A Highlights】**
- **Sales Moderation**: 2H 2026 expected to improve with Snacks relaunch, Ella's marketing, and tea pricing benefits.
- **Pricing Elasticity**: Tea pricing elasticity ~1%, Baby pricing in line with expectations. North America pricing to ramp up.
- **Consumer Dynamics**: Health-focused products retain value; price pack architecture adjusted for varying budgets.
- **Working Capital**: North America inventory reduced 10% QoQ, DPO 57 days (target 70+ by FY27).

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