Brown-Forman Corporation (BF.B) Analyst/Investor Day Transcript

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Brown-Forman Corporation (NYSE:BF.B) Analyst/Investor Day October 15, 2025 10:00 AM EDT

Company Participants

Susanne Perram – VP & Director of Investor Relations
Lawson Whiting – CEO, President & Director
Jeremy Shepherd – Executive VP & Chief Marketing Officer
Mark Bacon – Senior VP & Global MD of Jack Daniel’s Family of Brands
Jamie Butler
Amanda Fowler
Chris Fletcher
Jennifer Powell
Michael Masick – Executive VP & President of Americas
Christina Graven – Executive VP & Chief Strategy Officer

Conference Call Participants

Javier Gonzalez Lastra
Nadine Sarwat – Sanford C. Bernstein & Co., LLC., Research Division
Filippo Falorni – Citigroup Inc., Research Division
Kevin Grundy – BNP Paribas Exane, Research Division
Robert Ottenstein – Evercore ISI Institutional Equities, Research Division
Gerald Pascarelli – Needham & Company, LLC, Research Division
Andrea Pistacchi – BofA Securities, Research Division
Max Boudreaux – Rothschild & Co Redburn, Research Division

Presentation

Susanne Perram
VP & Director of Investor Relations

Hey, everyone. All right, I need a little bit better than that, come on. How many of you were on Broadway last night? Come on. I told you all to get a good night’s sleep.

So good morning, everyone. It is so nice to see each and every one of you today. Thank you so much for joining us. I am Sue Perram, the Vice President and Director of Investor Relations. And it is my great pleasure to welcome you to our 2025 Investor Day.

Prior to this role, I’ve had the opportunity to work across numerous roles at Brown-Forman, but I had the pleasure of working 4 years on the global Jack Daniel’s brand team. It was just amazing to work on this iconic brand and to be able to steward this brand over the 4 years that I served on the team. So it always stays very close to my heart, no matter what I’m doing, but also because Jack Daniel’s has been a part of

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