Gabriel Kane

Bunge (BG) has a market capitalization of $8.1 billion. BG fell by 2.8% to close at $56.75 per share as of February 9, 2016.

Wolverine World Wide rose by 7.7%. It closed at $18.61 per share at the end of the last week of February 2016. It reported fiscal 4Q15 revenue of $751.2 million.

Bank of American Merrill Lynch has upgraded Crown Holdings’ rating from “neutral” to “buy” and set the price target at $57 per share.

Colgate-Palmolive (CL) reported a rise of 160 basis points in its gross margins for 4Q16. In 2016, its gross margins rose 140 basis points.

Clorox delivered adjusted EPS (earnings per share) of $1.36 in fiscal 1Q17. It missed consensus analysts’ earnings estimate of $1.42.

WestRock (WRK) reported fiscal 1Q17 net sales of $3.45 billion, a fall of 0.7% compared to net sales of $3.47 billion in fiscal 1Q16.

Gentex (GNTX) reported 4Q16 net sales of $419.9 million, a rise of 3.5% compared to net sales of $405.6 million in 4Q15.

In fiscal 2016, Greif (GEF) reported net sales of $3.3 billion, a fall of 8.1% year-over-year.

Whirlpool (WHR) reported 4Q16 net sales of $5.7 billion—a rise of 1.7% compared to net sales of $5.6 billion in 4Q15.

On January 27, 2017, the S&P 500 Index had slightly outperformed the S&P Consumer Staples Index and the S&P Consumer Discretionary Index as a whole. The indexes had respective returns of -0.09%, -0.63%, and -0.30%.

Silgan Holdings (SLGN) rose 9.1% to close at $59.77 per share during the fourth week of January 2017.

Spectrum Brands Holdings (SPB) rose 8.9% to close at $132.67 per share during the fourth week of January 2017.

Oshkosh (OSK) rose 4.2% to close at $72.55 per share during the fourth week of January 2017.

Whirlpool (WHR) fell 8.0% to close at $170.85 per share during the fourth week of January 2017.

Mead Johnson Nutrition Company (MJN) fell 4.8% to close at $71.24 per share during the fourth week of January 2017.

Harman International reported fiscal 2Q17 net sales of $1.95 billion—a rise of 9.9% compared to net sales of $1.77 billion in fiscal 2Q16.

Spectrum Brands reported fiscal 1Q17 net sales of $1.21 billion—a fall of 0.6% compared to net sales of $1.22 billion in fiscal 1Q16.

Mattel has a market cap of $8.9 billion. It fell 17.7% and closed at $25.99 per share on January 26, 2017. Mattel reported 4Q16 net sales of $1.8 billion.

Whirlpool (WHR) has a market cap of $13.0 billion. It fell 8.6% and closed at $173.94 per share on January 26, 2017.

PVH Corporation (PVH) has a market cap of $7.5 billion. It fell 1.6% and closed at $93.30 per share on January 26, 2017.

Allison Transmission Holdings (ALSN) has a market cap of $5.9 billion. It rose 0.37% and closed at $35.61 per share on January 26, 2017.

Delphi Automotive declared a quarterly cash dividend of $0.29 per share on its common stock. The dividend will be paid on February 15, 2017.

On January 25, 2017, Morgan Stanley initiated the coverage of Carter’s with “overweight” rating. It set the stock’s price target at $103.0 per share.

Constellation Brands declared a quarterly cash dividend of $0.40 per share on its Class A common stock and $0.36 per share on its Class B common stock.

Ball Corporation declared a cash dividend of $0.13 per share on its common stock. It will be paid on March 15 to shareholders of record as of March 1, 2017.

Hanesbrands reported fiscal 3Q16 net sales of $1.8 billion—a rise of 10.7% compared to net sales of $1.6 billion reported in fiscal 3Q15.

On January 25, 2017, Telsey downgraded Kate Spade’s rating to “market perform” from “outperform.” It reported fiscal 3Q16 net sales of $316.5 million.

On January 25, 2017, CLSA downgraded Coach’s rating to “outperform” from “buy.” Atlantic Equities downgraded Coach’s rating to “neutral” from “overweight.”

On January 25, 2017, the S&P 500 slightly outperformed the S&P Consumer Staples and the S&P Consumer Discretionary as a whole.

Consumer goods manufacturer Clorox (CLX) is scheduled to announce its fiscal 2Q17 results on February 3.

On January 23, 2017, Bank of America/Merrill Lynch upgraded Silgan Holdings’s (SLGN) rating to a “buy” from “underperform.”

WestRock Company (WRK) has a market cap of $13.4 billion. It rose 1.8% to close at $53.16 per share on January 23, 2017.

J&J Snack Foods (JJSF) reported fiscal 1Q17 net sales of $225.6 million, a rise of 1.2% compared to net sales of $222.9 million in fiscal 1Q16.

Pinnacle Foods (PF) reported fiscal 3Q16 net sales of $758.8 million, a rise of 19.3% compared to net sales of $636.3 million in fiscal 3Q15.

Price movement Delphi Automotive (DLPH) has a market cap of $19.3 billion. It fell 0.83% to close at $70.07 per share on January 23, 2017. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -2.2%, 4.2%, and 4.0%, respectively, on the same day. DLPH is trading 0.87% above its 20-day moving average, 2.8% […]

Herbalife expects its 4Q16 net sales to be lower than expectation due to the strong US dollar and lower volumes.

J.M. Smucker (SJM) reported fiscal 2Q17 net sales of $1.9 billion, a year-over-year fall of 7.9% compared to net sales of $2.1 billion in fiscal 2Q16.

On January 20, 2017, Jefferies upgraded International Paper’s rating to “buy” from “hold.”

Post Holdings declared a quarterly dividend of $0.9375 per share on its 3.75% Series B Cumulative Perpetual Convertible Preferred Stock.

In fiscal 2016, BERY reported net sales of $6.5 billion, a rise of 32.9% year-over-year.

Graphic Packaging Holding (GPK) reported 3Q16 net sales of $1.1 billion, a rise of 3.1% compared to $1.2 billion in 3Q15.

Procter & Gamble (PG) reported an expansion by 80 basis points in its gross margin in fiscal 2Q17, which ended on December 31, 2016.

Procter & Gamble’s (PG) net sales remained almost flat in fiscal 2Q17. However, its organic sales rose 2.0% with the rise in organic volume.

Procter & Gamble reported sales of $16.9 billion for fiscal 2Q17—ended on December 31, 2016. It beat consensus analysts’ sales estimate for fiscal 2Q17.

Kate Spade (KATE) reported fiscal 3Q16 net sales of $316.5 million—a rise of 14.1% compared to net sales of $277.3 million in fiscal 3Q15.

Under Armour (UAA) reported 3Q16 net revenues of $1.5 billion, a year-over-year rise of 22.2%, compared to $1.2 billion in 3Q15.

Nike (NKE) has a market cap of $86.7 billion. It fell 0.64% to close at $52.93 per share on January 19, 2017.

On January 19, 2017, Longbow Research upgraded PACCAR’s rating to “neutral” from “underperform.”

Autoliv (ALV) has a market cap of $10.0 billion. It fell 0.55% to close at $113.03 per share on January 19, 2017.

AptarGroup (ATR) has a market cap of $4.6 billion. It fell 1.0% to close at $72.73 per share on January 19, 2017.

Vector Group (VGR) has a market cap of 2.9 billion. It fell 2.0% to close at $22.75 per share on January 19, 2017.

Coca-Cola (KO) reported 3Q16 net operating revenues of $10.6 billion—a YoY fall of 7.0% from its net operating revenues of $11.4 billion in 3Q15.

Lululemon Athletica (LULU) has a market cap of $9.3 billion. It fell 2.2% to close at $66.99 per share on January 19, 2017.

Church & Dwight (CHD) reported 3Q16 net sales of $870.7 million, a rise of 1.0% compared to net sales of $861.8 million in 3Q15.

Lance Allega has been appointed as Under Armour’s (UAA) vice president of investor relations, effective January 23, 2017.

Jaime A. Irick has been appointed as the president of Brunswick’s (BC) Fitness division, effective immediately.

Mondelēz International (MDLZ) has a market cap of $70.0 billion. It rose 0.29% to close at $45.03 per share on January 18, 2017.

Deckers Outdoor (DECK) reported fiscal 2Q17 net sales of $485.9 million, a fall of 0.21% from the net sales of $486.9 million in fiscal 2Q16.

Reynolds American (RAI) has a market cap of $82.4 billion. It rose 0.55% to close at $58.00 per share on January 18, 2017.

Mead Johnson Nutrition Company (MJN) has a market cap of $13.9 billion. It rose 5.3% to close at $75.25 per share on January 18, 2017.

Nike (NKE) has a market cap of $87.3 billion. It fell 0.71% to close at $53.27 per share on January 18, 2017.

12-month forward price-to-earnings multiple As of January 17, Colgate-Palmolive (CL) was trading at a 12-month forward PE (price-to-earnings) multiple of 22.2x. The company is currently trading at a higher valuation multiple than the S&P 500, which has a forward PE of 17.6x, and the S&P 500 Consumer Staples, which has a forward PE of 20.3x. […]

Analyst coverage As of January 17, 2017, of the 20 analysts covering Colgate-Palmolive (CL), three analysts, or 15%, had rated the stock as a “buy.” The stock was rated “hold” by 85% of the analysts. Analysts set the stock’s 12-month price target at $72.20 per share, with an upside potential of 8%. Consensus “hold” rating […]

Analysts’ expectations Colgate-Palmolive (CL) is going to announce its fiscal 4Q16 results on January 27, 2017. Analysts expect revenue of $3.9 billion in 4Q16, which reflects a fall of 0.5% on a year-over-year basis. This estimate includes the adverse impact of foreign exchange fluctuations. The company has beaten analysts’ sales expectations only three times in […]

Colgate-Palmolive (CL) is slated to report its 4Q16 results on January 27. Year-to-date, the consumer products company’s stock price had risen 2.5% on January 17, 2017.

Nike (NKE) reported fiscal 2Q17 revenues of $8.2 billion, which represents a YoY rise of 6.4%, compared to revenues of $7.7 billion in fiscal 2Q16.

Skechers (SKX) reported 3Q16 net sales of $942.4 million, a rise of 10.1% compared to net sales of $856.2 million in 3Q15.

Reynolds American (RAI) reported 3Q16 net sales of $3.20 billion—a rise of 1.4% compared to net sales of $3.16 billion in 3Q15.

On January 17, 2017, Margaret H. Georgiadis was appointed as Mattel’s new chief executive officer, effective February 8, 2017.

Hormel Foods (HRL) has a market cap of $19.2 billion. It rose 2.3% to close at $36.35 per share on January 17, 2017.

Sonoco Products (SON) rose 0.98% to close at $54.53 per share during the second week of January 2017.

Mohawk Industries (MHK) reported fiscal 3Q16 net sales of ~$2.3 billion—a rise of 6.5%, compared to net sales of ~$2.2 billion in fiscal 3Q15.

Graphic Packaging Holding Company (GPK) fell 0.08% to close at $12.82 per share during the second week of January 2017.

At the end of the second week of January 2017, the S&P Consumer Discretionary Index had slightly outperformed the S&P 500 Index and the S&P Consumer Staples Index as a whole. The indexes had respective returns of 0.83%, -0.10%, and -1.1%.

Sonoco Products (SON) has a market cap of $5.4 billion. It rose 0.20% to close at $54.53 per share on January 13, 2017.

Sony Corporation (SNE) has a market cap of $38.0 billion. It rose 0.49% to close at $31.02 per share on January 13, 2017.

Constellation Brands (STZ) has a market cap of $29.0 billion. It rose 1.2% to close at $149.28 per share on January 13, 2017.

PACCAR (PCAR) has a market cap of $23.4 billion. It rose 1.8% to close at $67.52 per share on January 13, 2017.

Goodyear Tire & Rubber Company (GT) has a market cap of $8.1 billion. It rose 0.49% to close at $30.74 per share on January 13, 2017.

WABCO Holdings (WBC) has a market cap of $5.9 billion. It fell 0.90% to close at $105.69 per share on January 13, 2017.

Estée Lauder rose 1.0% to close at $79.14 per share on January 12. Its weekly, monthly, and YTD price movements were 0.69%, 1.2%, and 3.5%, respectively.

VC fell 2.1% to close at $87.19 per share on January 12. Its weekly, monthly, and YTD price movements were 3.9%, 3.9%, and 8.5%, respectively.

VSTO fell 21.7% to close at $29.58 per share on January 12. Its weekly, monthly, and YTD price movements were -24.8%, -23.2%, and -19.8%, respectively.

VFC fell 1.3% to close at $51.83 per share on January 12. The stock’s weekly, monthly, and YTD price movements were -2.7%, -7.2%, and -2.9%, respectively.

Visteon rose 5.9% to close at $86.53 per share on January 10, 2017. The stock’s weekly, monthly, and YTD price movements were 6.9%, 2.8%, and 7.7%.

International Paper rose 0.30% to close at $53.78 per share on January 10, 2017. Its weekly, monthly, and YTD price movements were 0.73%, 0.22%, and 1.4%.

Carlisle rose 0.02% to close at $108.22 per share on January 10, 2017. Its weekly, monthly, and YTD price movements were -0.95%, -5.1%, and -1.9%.

Coty rose 0.58% to close at $18.96 per share on January 10, 2017. The stock’s weekly, monthly, and YTD price movements were 1.6%, 0.10%, and 3.6%.

Spectrum Brands Holdings fell 2.8% to close at $119.81 per share on January 10. Its weekly, monthly, and YTD price movements were -0.87%, -1.2%, and -2.1%.

Archer Daniels Midland fell 0.65% to close at $44.46 per share on January 10. Its weekly, monthly, and YTD price movements were -3.8%, -3.3%, and -2.6%.

Hormel Foods (HRL) has a market cap of $18.7 billion. It fell 2.1% and closed at $35.58 per share on January 9, 2017.

Lululemon Athletica (LULU) has a market cap of $9.4 billion. It fell 0.12% and closed at $68.19 per share on January 9, 2017.

On January 9, 2017, Barclays downgraded Kimberly-Clark’s rating to “equal-weight” from “overweight.” It also reduced the stock’s price target.

On January 9, 2017, Barclays upgraded Clorox’s rating to “equal-weight” from “underweight.” It set the stock’s price target at $111.0 from $115.0 per share.

On January 9, 2017, Goldman Sachs downgraded Coca-Cola Company’s rating to “sell” from “neutral.” It also reduced the stock’s price target.

On January 9, 2017, Barclays initiated the coverage of PepsiCo with an “equal-weight” rating. It set the stock’s price target at $102.0 per share.

GoPro fell 3.0% to close at $9.07 per share on January 6, 2017. Its weekly, monthly, and YTD price movements were 2.6%, -7.0%, and 4.1%, respectively.

Pilgrim’s Pride fell 2.3% to close at $19.16 per share on January 6, 2017. The stock’s weekly, monthly, and YTD price movements were 0.31%, 7.0%, and 0.90%.

Avery Dennison rose 1.4% to close at $72.40 per share on January 6. The stock’s weekly, monthly, and YTD price movements were 2.5%, -1.1%, and 3.1%.

Fortune Brands Home & Security rose 1.5% to close at $54.78 per share on January 6. Its weekly, monthly, and YTD movements were 1.4%, -0.67%, and 2.5%.