Vivek Juneja (JPMorgan)

Focus Areas5 topics

Revenue Growth2Capital Allocation1Competitive Dynamics1Macroeconomic1Cost Pressure1

Trends2 quarters

Questions per Quarter

Companies Covered

Question History5 questions

BACBank of America1 quarter

2024 Q4

what are you assuming for incentive comp in '25 in your guidance? Is it flat year on year? Are you assuming some increase?

Cost PressureView in transcript →

BSBY hedges, since those started to accrete this quarter, how much was the benefit this quarter? And what is the cadence of that as we look out over '25?

Revenue GrowthView in transcript →

C