Fidelity MSCI Consumer Staples Index ETF
How Walmart Looks Going Forward
Walmart’s (WMT) revenue grew 3% in the first nine months of fiscal 2018. Walmart U.S. and Sam’s Club drove sales, offset by Walmart International.
Here’s What’s behind PG’s Fiscal 3Q17 Bottom Line Beat
Procter & Gamble reported its fiscal 3Q17 results on April 26, 2017. Its adjusted EPS of $0.96 exceeded Wall Street’s consensus estimate of $0.94 and jumped 11.6% YoY (year-over-year), thanks to lower taxes.
New Turf for the Epic Coke and Pepsi Face-Off
Both beverage giants have recorded positive segment revenue, earnings, and cash flow, but PepsiCo has a better valuation than Coca-Cola.
How PG’s Valuation Looks Now
As of March 8, PG was trading at a 12-month forward PE ratio of 22.7x. The company is now trading at a higher valuation multiple than the S&P 500 Index.
Why Procter & Gamble’s Margins Are Expected to Expand
Procter & Gamble (PG) has embarked on a restructuring plan that aims to reduce costs and generate healthy margins.
Key Drivers behind Colgate-Palmolive’s 4Q16 Margin Expansion
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.
Why Did Procter & Gamble’s Margin Expand?
Procter & Gamble (PG) reported an expansion by 80 basis points in its gross margin in fiscal 2Q17, which ended on December 31, 2016.
What’s the Latest News on Mondelēz International?
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.
Hormel Foods Made a Change in Its Management Team
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.
Piper Jaffray Rated Hormel Foods as ‘Overweight’
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.
What’s the Latest News on Ingredion?
Ingredion (INGR) reported 3Q16 net sales of $1.5 billion, which represents a rise of 3.6%, compared to $1.4 billion in 3Q15.
What’s the Latest News on Hormel Foods?
In fiscal 2016, Hormel Foods (HRL) reported net sales of $9.5 billion, a rise of 2.8% year-over-year.
Hormel Foods International Names Gadsden Asia-Pacific President
Hormel Foods (HRL) rose 2.0% to close at $35.31 per share during the third week of December 2016.
Ingredion Incorporated Acquired TIC Gums
Ingredion rose 0.06% to close at $125.37 per share on December 20. The stock’s weekly, monthly, and YTD price movements were 0.06%, 3.7%, and 32.4%.
Inside General Mills’ Fiscal 2Q17 Earnings
General Mills fell 2.6% to close at $61.45 per share on December 20, 2016. The stock’s weekly, monthly, and YTD price movements were -3.6%, 0.31%, and 9.7%.
RBC Capital Markets Downgrades General Mills to ‘Sector Perform’
General Mills declared a quarterly dividend of $0.48 per share on its common stock.
Mondelēz International Rises again on Takeover Speculation
There was a rumor in the second week of November 2016 that Kraft Heinz would acquire Mondelēz if 3G Capital would finance the acquisition.
General Mills Declares Dividend of $0.48 Per Share
General Mills fell 1.4% to close at $62.87 per share on December 14. The stock’s weekly, monthly, and YTD price movements were -0.19%, 2.7%, and 12.3%.
Mondelēz International Declares a Dividend of $0.19 per Share
Mondelēz International’s (MDLZ) net income and earnings per share fell to $548.0 million and $0.35, respectively, in 3Q16, compared with $7.3 billion and $4.46, respectively, in 3Q15.
Ingredion Has Declared a Dividend
Ingredion (INGR) has a market cap of $8.9 billion. It rose 0.77% to close at $124.42 per share on December 9, 2016.
General Mills Announces New Structure to Increase Growth
General Mills (GIS) reported fiscal 1Q17 net sales of $3.9 billion, a fall of 7.1% from its net sales of $4.2 billion in fiscal 1Q16.
KeyBanc Capital Markets Rated Hormel Foods as ‘Sector Weight’
Hormel Foods (HRL) declared a quarterly dividend of $0.17 per share on its common stock. The dividend will be paid on February 15, 2017, to shareholders of record at the close of business on January 17, 2017.
General Mills Partners with USDA in Habitat Initiative
General Mills (GIS) reported fiscal 1Q17 net sales of $3.9 billion, a fall of 7.1% from its net sales of $4.2 billion in fiscal 1Q16.
General Mills Appoints Alicia Boler Davis to Board of Directors
Price movement General Mills (GIS) has a market cap of $36.7 billion. It rose 2.0% to close at $61.83 per share on November 7, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -0.24%, -0.48%, and 10.4%, respectively, on the same day. GIS is trading 0.58% above its 20-day moving average, 3.3% […]
What’s Driving Procter & Gamble’s Margin Expansion?
Procter & Gamble (PG) reported a 30-basis-point rise in gross margin in fiscal 1Q17. Its gross profit margin rose to 51.0% from 50.7% in fiscal 1Q16.
Nicole Glenn Has a New Gig at Hormel Foods’s Subsidiary Applegate
Hormel Foods (HRL) declared a quarterly dividend of $0.15 per share on its common stock.
General Mills Declares a Dividend of $0.48 per Share
General Mills (GIS) has a market cap of $37.8 billion. It rose 0.03% to close at $63.92 per share on September 27, 2016.
Hormel Foods Declares a Dividend of $0.145 per Share
Hormel Foods Corporation (HRL) has a market cap of $19.8 billion. It fell 1.4% to close at $37.33 per share on September 26.
Ingredion Has Declared a Quarterly Dividend
Ingredion (INGR) rose 0.32% to close at $129.28 per share during the third week of September 2016.
Oppenheimer Has Rated Hormel Foods ‘Perform’
Hormel Foods (HRL) has a market cap of $19.4 billion. It fell 0.85% to close at $36.37 per share on September 16, 2016.
Société Générale Rated Ingredion as a ‘Hold’
Ingredion (INGR) has a market cap of $10.1 billion. It rose by 0.51% to close at $139.64 per share on September 7, 2016.
BMO Capital Markets Upgrades Hormel Foods to ‘Outperform’
Hormel Foods (HRL) has a market cap of $20.1 billion. Its stock rose by 4.4% to close at $38.66 per share on August 19, 2016.
Why Ingredion Acquired Sun Flour’s Rice Starch and Rice Flour Business
Ingredion (INGR) has a market cap of $9.7 billion. It rose by 0.87% to close at $134.02 per share on August 17, 2016.
What Caused Hershey’s Margin Decline in 2Q16?
In 2Q16, Hershey’s gross margin fell by 120 basis points to 45.5% compared to 46.7% in 2Q15. Many factors led to the margin decline.
Mead Johnson Nutrition Reports Higher Operating Profit for 2Q16
For fiscal 2Q16, Mead Johnson Nutrition Company (MJN) reported that its operating profit rose 10% compared to the prior year’s corresponding quarter to $230 million on a constant-currency basis.
Ingredion’s Top and Bottom Lines Rose in 2Q16
Ingredion’s (INGR) stock price rose by 0.35% to close at $133.24 per share during the fourth week of July 2016.
How Has Pilgrim’s Pride Made Room for Strategic Investments?
Consistent with its strategy to improve capital structure and generate shareholder value, Pilgrim’s Pride (PPC) paid $700 million, or $2.75 per share, in special dividends.
Mondelēz International Reports Mixed Results for 2Q16
Mondelēz International (MDLZ) has a market cap of $68.3 billion. It fell by 2.9% to close at $43.94 per share on July 27, 2016.
Mondelez’s Revenue Missed Estimates for a Seasonally Weak 2Q16
Mondelez International’s (MDLZ) revenue for 2Q16 fell 18% YoY (year-over-year) to $6.30 billion—compared to $7.66 billion in 2Q15.
Susquehanna Upgrades Mondelez International to ‘Positive’
Mondelez International rose by 1.4% to close at $45.76 per share on July 25. Its weekly, monthly, and YTD price movements were 0.75%, 2.5%, and 2.9%.
What Led to Hershey’s Margin Expansion in Fiscal 1Q16?
In the first quarter, Hershey’s gross margin expanded by 20 basis points to 46.8% compared to 46.6% in 1Q15.
A Look at SuperValu’s Margins in 4Q16 Ahead of 1Q17 Results
SuperValu (SVU) reported a 10.7% YoY (year-over-year) decline in its gross profit on account of higher inventory shrinkage and employee costs in 4Q16.
Mondelez Planning to Buy License for Cadbury Biscuits
Mondelez International (MDLZ) has a market cap of $70.6 billion. It fell by 0.90% to close at $45.17 per share on July 20, 2016.
Mondelēz International Declared Quarterly Dividend
Mondelez International (MDLZ) has a market cap of $71.2 billion. It rose by 0.35% to close at $45.58 per share on July 19, 2016.
How the Stronger Dollar and Market Dynamics Affected MJN in 1Q16
On a YoY (year-over-year) basis, revenue fell 20% to $962 million as compared to revenue of around $1.1 billion in 1Q15.
How Much Did J.M. Smucker Return to Shareholders in Fiscal 2016?
The J.M. Smucker Company (SJM) returned $750 million worth of cash to its shareholders in fiscal 2016 in the form of dividends and share repurchases.
Why Will Mondelez International and Kraft Heinz Face a Lawsuit?
Mondelez International (MDLZ) has a market cap of $64.2 billion. Its stock fell by 2.1% to close at $41.38 per share on June 27, 2016.
What Could Cast a Shadow on ConAgra’s EPS in Fiscal 4Q16?
Analysts expect ConAgra’s adjusted EPS to be $0.52 in fiscal 4Q16—compared to 4Q15 EPS of $0.59. It represents a decline of 12%.
Hormel Foods Declared Quarterly Dividend of 14.5 Cents per Share
Hormel Foods (HRL) has a market cap of $18.7 billion. It fell by 0.20% to close at $34.80 per share on May 24, 2016.
What to Expect from Whole Foods in Fiscal 2016
Whole Foods Market (WFM) lowered its sales outlook to the lower end of its previously guided growth range of 3%–5% for fiscal 2016.
What Contributed to Pinnacle Foods’ Revenue in Fiscal 1Q16?
Pinnacle Foods’ (PF) revenue grew by 13.3% to $754 million in fiscal 1Q16 as compared to revenue of $665 million in fiscal 1Q15.
How Were Supervalu’s Margins in Fiscal 3Q16?
Supervalu’s operating margin increase in fiscal 3Q16 was a result of lower corporate (TSA) losses during the quarter.
A Look Back on Supervalu’s Sales Growth in Fiscal 3Q16
Supervalu (SVU) reported a 2.6% year-over-year decline in the top line to ~$4.1 billion in fiscal 3Q16. The sales decline was due to a poor showing by the company’s three business segments.
Understanding Ingredion’s Strategic Blueprint for Growth
In 2015, INGR made two strategic acquisitions—Penford Corporation and Kerr Concentrates—and both have expanded the company’s special ingredient offerings.
Credit Agricole Downgraded WhiteWave Foods to ‘Outperform’
WhiteWave Foods (WWAV) has a market cap of $7.0 billion. It fell by 5.7% and closed at $39.47 per share on April 4, 2016.
What Was McCormick’s Revised Proposal to Acquire Premier Foods?
On March 30, a day after the company’s fiscal 1Q16 earnings release, McCormick announced a revised proposal to the board of Premier Foods of 65 pence in cash per Premier Foods share.
Plans for the Future: What’s Cal-Maine’s Growth Strategy?
Cal-Maine Foods has a track record of completing strategic acquisitions in the past. Acquisition opportunities are part of its growth strategy.
Why Did Bill Ackman Reduce His Stake in Mondelēz International?
Mondelēz International (MDLZ) fell by 2.3% to close at $40.78 per share on March 17, 2016.
Pinnacle’s 2016 Outlook, Update on Boulder Brands Acquisition
Pinnacle Foods (PF) expects the adjusted diluted EPS (earnings per share) to be $2.08–$2.13. It includes the benefit of the Boulder Brands acquisition.
Did Pinnacle’s Revenue Benefit from the Gardein Acquisition?
In 4Q15, Pinnacle Foods (PF) reported sales of $723 million—an increase of 2.4% compared to 4Q14. The revenue for 4Q14 was $705 million.
How Do The Fresh Market’s Price Multiples Compare with Peers’?
A comparison of price multiples shows that TFM is trading cheaper than its peers.
Why Is The Fresh Market’s Return on Assets Declining?
ROA is a metric commonly used to measure how efficiently a company’s management uses its assets.
Where Is The Fresh Market Based and Where Is It Expanding?
The Fresh Market believes that it can achieve better returns by expanding in markets within or closer to its existing markets.
Where’s Whole Foods’ Headed in 2016?
Whole Foods has been anticipating a sales growth of 3% to 5% in fiscal 2016 (compared to 8.4% growth in fiscal 2015) with flat-to-negative same-store sales.
Whole Foods’ Share Market Performance—among Other ‘Farmers’ Failing Investors
Whole Foods lost 33% in fiscal 2015 while Sprouts closed 25% down, despite good financial performance. The Fresh Market was the worst off, losing ~40%.
TreeHouse Foods’ Stock Has Fallen 12% since 3Q15 Earnings
TreeHouse Foods (THS) stock has fallen close to 12% since the last quarter’s earnings. It has fallen 8% in the last two months as of February 5, 2016.
Sprouts Farmers Market’s Current Valuation Shows Its Stock Is Expensive Compared to Peers
Sprouts Farmers Market’s shares are currently valued at $25 per share. At this price, the company is trading at a one-year forward PE ratio of 26.5x.
Sprouts Farmers Markets Wins First Place in Financial Performance
Sprouts Farmers Market has given a consistent financial performance, registering a spectacular top line of 54.8% CAGR between fiscal 2010 and fiscal 2014.
Sprouts Farmers Market to Follow a Rapid Expansion Strategy
Sprouts Farmers Market feels that it has lots of room for expansion. It anticipates its store count can increase six-fold, reaching 1,200 stores in the US.
A Closer Look at Sprouts Farmers Market’s Business Strategies
Sprouts has been expanding its private label menu by introducing new and innovative products. As of 3Q15, it offered more than 1,700 private-label items.
A Key Business Overview of Sprouts Farmers Market
Sprouts is a value player in the organic grocery sector, selling groceries at competitive prices from small-box stores averaging 28,000–30,000 square feet.
Kroger’s Fiscal 3Q16: Earnings Beat Analysts’ Expectations Again
Kroger’s net earnings totaled $428 million, or $0.43 per diluted share, in 3Q16. This was a rise of 24.6% in earnings per share.
Private Label: A Key Focus Area for Supermarket Players
SUPERVALU offers a wide variety of private label products that include grocery, general merchandise, and health and beauty care, pharmacy, and fuel.
Tyson Foods Reports a Rise in Operating Profit for Fiscal 4Q15
Tyson Foods reported an operating profit of $550 million in fiscal 4Q15, a rise over fiscal 4Q14. Its adjusted operating income rose to $568 million.
Get Ready for a ‘Low for Longer’ Interest Rate Environment
With yield likely to be a scarce commodity due to the global slowdown, utilities and other high-dividend paying sectors like staples (FSTA) are gaining investor attention.
Keurig Green Mountain Sales Declined in Fiscal 4Q15
Keurig Green Mountain (GMCR) reported fiscal 4Q15 net sales of $1.0 billion compared to $1.2 billion in fiscal 4Q14. Sales fell by 11% excluding currency impacts.
Campbell Soup: Fiscal 4Q15 Results Hurt by Weak Sales Volumes
Campbell Soup’s fiscal 4Q15 results were affected by a fall in sales volume and weaker profit margins. Sales fell by 9% to $1.7 billion in fiscal 4Q15.
Keurig Green Mountain: Gross Margin Fell in Last Reported Quarter
Keurig Green Mountain reported a gross profit of $349 million or 36.0% of net sales in its last reported quarter. It fell 750 basis points compared to 3Q14.
Kraft Heinz Reported 2Q15 Results after the Merger
On August 10, the Kraft Heinz Company reported its 2Q15 results for Kraft Foods and H.J. Heinz for the periods ending June 27 and June 28, respectively.
B&G Foods Had a Strong Performance in 3Q15
B&G Foods reported strong GAAP net income of $19.8 million, or $0.34 per diluted share, for 3Q15—compared to a reported net loss of $4.4 million in 3Q14.
How B&G Foods Performed in the Second Quarter of 2015
B&G Foods’s (BGS) 2Q15 net sales fell by 4.6% to $193.6 million from $202.9 million in 2Q14.
The Case against US Consumer Discretionary Stocks
Given the headwinds that consumption faces, consumer-related sectors—especially the US consumer discretionary sector—appear expensive.
Importance of Owning Both Defensive and Cyclical Stocks
Cyclical industries like technology and financials tend to perform differently from defensive industries like utilities and consumer staples.
Analyzing PepsiCo’s Performance in the Competitive Market
Competitors have outperformed PepsiCo based on net profit margin and earnings per share, but it is ahead based on its current ratio and price-to-book value.
Diamond Foods’ Stock Fell after Its Earnings Release
On September 29, 2015, Diamond Foods (DMND) reported its financial results for the fourth quarter and fiscal year ending July 31, 2015.
General Mills’ Stock Reaction to Its 1Q16 Earnings Release
General Mills reported its 1Q16 earnings on September 22, 2015. Its stock had been following a rising trend this month but fell by 1.58% on September 18.