i wouldn't expect anything earth shattering. I'm sure they will focus everyone on lower coffee costs and recent national account wins (both which most investors already know). It will be great that the CEO is finally making presentations, so hopefully it exposes FARM to many new investors. I'm hoping they convey several things:
1) FCF generation accelerating = rapid debt paydown
2) GM% expansion for remainder of the year returns the company to profitability on an EPS basis.
3) Continued SG&A controls
4) Dividend reinstatement plans