Consumer >> Sector Roundtables >> October 26, 1998

Roundtable Forum: Brands & Packaged Foods

JOHN M. O'NEIL is an Executive Director at UBS Warburg. He was previously associated with BT Alex. Brown and Oppenheimer & Co. Mr. O'Neil has been cited for his stock picking and earnings estimate accuracy. He is quoted in trade journals and has provided televised industry commentary on CNN and CNBC. Mr. O'Neil has been a featured speaker at the World Wide Food Expo, the IDFA Dairy Forum and the GNPD New Products Conference, and he also is a member of CAGNY, the consumer analyst group of New York. He received an MBA from Georgetown University, studied International Finance at Oxford University and graduated from Dartmouth College with a double major in Economics and Government. In his spare time he enjoys hiking and adventure traveling. Profile
JEFFREY G. KANTER is a Senior Food Analyst and Vice President with Prudential Securities. Previously, he was associated with Salomon Brothers and Smith Barney. Mr. Lazar holds a Bachelor's degree from SUNY at Oswego and an MBA from Fordham University. A Chartered Financial Analyst, he is a member of the NYSSA and the Consumer Analyst Group of New York. Mr. Kanter is married and enjoys triathlons and road bike racing in his free time. He is also a member of the United States Cycling Federation. Profile
ANDREW LAZAR is a Research Analyst in the Packaged Food Sector at Lehman Brothers. Previously, he was associated with Unilever in strategic planning and with Mars and Company in management consulting. A member of the Consumer Analyst Group of New York, Mr. Lazar received his Bachelor's degree in Finance from the Wharton School of the University of Pennsylvania and an MBA from the Columbia School of Business. Mr. Lazar is married, has one daughter, and includes sports and travel among his personal interests. Profile
TWST: We should start with the review of the performance of the brands

and packaged food stocks in 1998, year to date. To what extent have

these stocks moved with the overall market?

Mr.