Why TreeHouse Foods’ Bottom Line Rose in 4Q15 and 2015
TreeHouse Foods (THS) has a market cap of $4.4 billion. THS rose by 0.37% to close at $79.59 per share as of February 11, 2016.
Barclays has upgraded Tenneco rating from “equal-weight” to “overweight” and set the price target of $55 per share.
Reynolds American reported fiscal 4Q15 net sales of $3,054.0 million, a rise of 43.1% compared to net sales of $2,134.0 million in fiscal 4Q14.
Kimberly-Clark has increased its quarterly dividend to $0.92 per share, a rise of 4.5%. The dividend will be paid on April 4, 2016, to shareholders of record on March 4, 2016.
Bunge (BG) has a market cap of $6.8 billion. It fell by 18.2% to close at $47.79 per share as of February 11, 2016.
SunTrust Robinson Humphrey has downgraded Flowers Foods from “buy” to “neutral.” It reduced the price target to $20 from $30 per share.
On February 11, 2016, the S&P Consumer Discretionary slightly outperformed the S&P Consumer Staples and the S&P 500 as a whole. The indexes had returns of -0.08%, -0.81%, and -1.2%, respectively.
The Qdoba Mexican Eats management has set 1Q16 guidance for company-operated restaurants at 0% to 2% while the analysts expect it to be around 1.3%.
Sales leverage and lower commodity prices are expected to expand Jack in the Box’s EBITDA margin from 19.6% in 1Q15 to 19.9% in 1Q16.
Since the beginning of 1Q16, JACK has been trading between 19x and 22x. As of February 8, the company has been trading at 19.4x due to declining share prices.
In fiscal 2015, Jack in the Box has returned over $350 million to its shareholders through share repurchases and dividends.
As of February 8, 2016, Jack in the Box (JACK) was trading at $72.7.
If we look at the last four years, Jack in the Box’s actual EPS has beaten the guidance twice and it has come in lower than the guidance twice.
The overall revenue of Jack in the Box (JACK) in 1Q16 is expected to increase by 1.5% from 468.6 million in 1Q15 to $475.5 million.
The company has set 1Q16 guidance for Jack in the Box company-owned restaurants to be in the range of 1% to 3%.
With Jack in the Box’s 1Q16 results around the corner, this pre-earnings series will look at what to expect of the earnings release.
VF Corporation (VFC) consistently increased its dividends to shareholders. VFC increased its dividends for 43 consecutive years. This isn’t a small feat!
VFC’s gross profit and operating income margins fell in the first nine months of 2015. Its gross margin fell by 40 basis points to 48.3% during this period.
VF Corporation (VFC) expects sales headwinds from its Imagewear, Sportswear, and Contemporary Brand segments to impact its 4Q15 and 2015 results.
DTC channel sales’ contribution to VFC’s revenue pie is rising. It represents sales made online and through the company’s owned retail stores.