Hershey Company

General Mills (GIS) has a market cap of $40.3 billion. Its stock rose by 3.2% to close at $67.86 per share on June 29, 2016.

Campbell Soup (CPB) has been disappointing investors with its sales and has missed the analysts’ consensus estimates in the past three quarters.

McCormick (MKC) reported stellar top-line growth in the past several quarters.

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.

Shares of Conagra Brands (CAG) were up 9.5% on a year-to-date basis as of February 22. Incremental sales from a recent acquisition drove the stock higher.

Most analysts providing recommendations for Mondelēz International (MDLZ) have maintained a positive outlook on its stock.

Conagra Brands (CAG) is expected to announce its fiscal 2Q18 earnings on Thursday, December 21, 2017. Analysts expect the company to continue to report higher EPS (earnings per share) despite the headwinds to its margins.

General Mills (GIS) expects its adjusted EPS to increase 1.0%–2.0% on a constant currency basis in fiscal 2018.

Mondelēz International (MDLZ) has been streamlining its business and reducing costs to improve its profitability.

Hershey (HSY) posted better-than-expected 2Q17 results, which it released on June 26. Hershey’s sales and earnings per share beat Wall Street’s expectations.

The Hain Celestial Group’s net sales in the United States rose 3% YoY (year-over-year) to $332.8 million in the last quarter. Net sales in the United Kingdom fell 7.8% to $184.90 million.

As of April 27, 2017, Hershey (HSY) was trading at a 12-month forward PE (price-to-earnings) ratio of 21.8x.

What affected margins Like most of its peers’ margins, Conagra Brands’ (CAG) margins remained pressured during fiscal 2Q18, despite higher sales. Increased input costs and higher brand investments weighed on the profitability of the company. The company’s margins benefited from higher volumes and supply-chain productivity savings in fiscal 2Q18. However, elevated costs remained a drag. […]

Flows into investment-grade bond funds were negative for the week ended August 26, making it the fifth successive week of outflows. It was the largest outflow of 2015 so far.

Recently, multiple analysts lowered their target prices on both Mondelēz (MDLZ) and the Hershey Company (HSY) stock.

General Mills (GIS) is slated to announce its fiscal 3Q18 earnings on Wednesday, March 21.

Hershey plans to position dark chocolate as a lifestyle choice in the US. It has thus begun promoting its dark chocolate brands for specific consumption.

Hershey is the largest producer of chocolate in North America. It is a global leader in chocolate, sugar confectionery, and chocolate-related products.

Most analysts lowered their target prices on General Mills stock following the release of its results for the second quarter of fiscal 2019.

J.M. Smucker (SJM) has continued to disappoint on the sales front this year, having posted declines in sales for the past several quarters.

The Kraft Heinz Company (KHC) reported weaker-than-expected 4Q17 earnings on February 16, 2018.

The average broker target price for Hershey has risen to $95.5 from $91.23. This represents an increase of 14% from the stock’s closing price of $109.12 on July 20, 2016.

Flows into investment-grade bond funds were negative for the week ended August 21, making it the fourth successive week of outflows. The funds saw net outflows of $1.09 billion.

Hershey has set a goal of sourcing 100% cocoa from certified cocoa farms. In fiscal 2014, it sourced 30% certified cocoa.

The Hershey Company (HSY) has a market cap of $24.2 billion. Its stock rose by 16.8% to close at $113.49 per share on June 30, 2016.

The 12-month forward PE (price-earnings) multiple of Mondelēz International (MDLZ) rose 0.8% to 20.9x on February 8 in reaction to the company’s 4Q16 results and 2017 outlook.

The Hershey Company (HSY) has a market cap of $23.8 billion. It rose by 0.71% to close at $111.67 per share on August 29, 2016.

The cocoa futures contract on the Intercontinental Exchange, or ICE, for March delivery fell 4.2%. It settled at $2,810 per metric ton on January 20.

On June 7, 2017, Kraft Heinz (KHC) was trading at a 12-month forward PE (price-to-earnings) ratio of 24.8x, which is higher than its peers.

J.M. Smucker (SJM) reported fiscal 3Q18 sales of $1.9 billion in fiscal 3Q18, which surpassed analysts’ estimate and increased 1.3% YoY.

Hershey is the fastest-growing confectionery company in China, and Hershey expects China to become its second-largest market behind the US by 2017.

Kellogg (K) is scheduled to announce its fourth-quarter results on February 7. Analysts expect Kellogg’s top line to maintain its momentum.

J.M. Smucker’s (SJM) adjusted gross margin fell 10 basis points to 38.4% in fiscal 3Q18 due to increased freight costs and an inventory obsolescence charge.

The Hershey Company (HSY) has a market cap of $21.3 billion. It fell by 10.8% to close at $99.65 per share on August 30, 2016.

Current recommendations As of January 30, 15 of 20 analysts covering Mondelēz International’s stock had a “buy” rating. Five analysts had a “hold” recommendation, and there were no “sell” recommendations. On January 5, 2017, Berenberg Bank initiated coverage on Mondelēz International’s stock with a “buy” rating and a price target of $51. Consensus “buy” rating […]

The packaged food manufacturers in the US have been disappointing on the margins front as weak sales and a prolonged price war among retailers have been taking a toll on their profitability.

General Mills (GIS) management remains upbeat on the net sales growth rate for fiscal 2019 and expects 9%–10% growth, led by the Blue Buffalo acquisition.

Credit Suisse downgraded Hershey (HSY) stock to “underperform” from “neutral” and lowered the target price to $80 from $90.

The Kellogg Company posted weaker-than-expected sales in the first quarter following which its stock fell more than 5% in the premarket session on May 2.

Mondelēz International (MDLZ) is slated to report its 1Q17 results on May 2. Analysts expect MDLZ to report average adjusted earnings per share of $0.50 in 1Q17, representing year-over-year growth of 4.2% when compared with 1Q16.

The Campbell Soup Company (CPB) continued to report sluggish margins as higher-than-expected inflation in commodities and transportation costs remained a drag.

Among the 18 analysts tracking General Mills, 13 recommended a “hold,” four recommended a “buy,” and one recommended a “sell.”

Campbell Soup (CPB) is expected to announce its fiscal 1Q18 results on Tuesday, November 21, 2017.

Of the 22 analysts providing ratings for Mondelēz stock, 82% suggest a “buy,” and 18% recommend a “hold.”

J.M. Smucker’s (SJM) fiscal 2Q18 margins could take a hit from lower volumes and higher spending.

Analysts expect Mondelēz International (MDLZ) to post sales of $6.0 billion in 2Q17, a fall of ~4.4% YoY (year-over-year).

Shares of General Mills (GIS) are up 19.6% on a YTD basis as of February 22, outperforming most of the company’s peers.

Kraft Heinz (KHC) is set to announce its 1Q18 results on May 2. Analysts expect the company’s sales and earnings to fall year-over-year.

Campbell Soup (CPB) has missed analysts’ EPS (earnings per share) expectations in the past three quarters.

Hershey (NYSE:HSY) stock has fallen during today’s trading session. The company announced its first-quarter results before the opening bell.

On January 7, Credit Suisse upgraded Kellogg’s (NYSE:K) stock to “outperform” from “neutral,” and increased its target price to $78 from $60.

Campbell Soup (CPB) will announce its fiscal 2020 first-quarter result on December 4. We expect CPB to continue this trend in sales and earnings.

Mondelēz’ restructuring program will cost $3.5 billion, with $2.5 billion in cash. The program is expected to deliver cost savings of $1.5 billion by 2018.

This year, J.M. Smucker (SJM) stock has risen 13.1%, underperforming most peers and broader markets. Let’s look at what’s limiting the stock.

Today, Kraft Heinz posted its third-quarter earnings, which beat analysts’ consensus estimates. The revenues fell short of analysts’ estimates.

So far, Kraft Heinz stock has taken a beating this year. The stock has fallen about 35% on a YTD basis as of Tuesday, which indicates limited downside risk.

Kraft Heinz is scheduled to report its third-quarter earnings before the markets open on October 31. We expect the company to post weak third-quarter results.

Kraft Heinz stock fell about 20% in August and significantly underperformed the broader markets. The stock isn’t attractive despite its low valuation.

Campbell Soup (CPB) stock rose about 3.9% in the pre-market session on Friday. The company posted better-than-expected fiscal fourth-quarter results.

J.M. Smucker (SJM) posted weaker-than-expected fiscal first-quarter results. The company’s first-quarter sales and margin missed analysts’ estimate.

Most consumer stocks are outperforming broader markets this year. Investors are flocking to consumer stocks amid fears about an economic downturn.

On Tuesday, Kellogg announced stronger-than-expected second-quarter results. The company’s net sales and EPS beat analysts’ expectations.

Mondelēz (MDLZ) announced its second-quarter earnings after the markets closed on July 30.

Hershey (HSY) stock is trading at a record high thanks to the company’s price restructuring initiatives. The stock has risen 42.7% this year.

Hershey (HSY) announced its second-quarter results on July 25.

In fiscal 2019’s fourth quarter, General Mills’ (GIS) profit margins failed to impress as they were up against a tough YoY (year-over-year) comparison.

General Mills (GIS) released its fourth-quarter fiscal 2019 results on June 26. Its performance was mixed, with its bottom line growing healthily and exceeding Wall Street’s estimate.

Wall Street has a price target of $114.54 per share on the J.M. Smucker Company (SJM), implying a potential downside of 5.6% based on its closing price of $121.31 on June 24.

Wall Street maintains a consensus target price of $122.93 per share on the Hershey Company (HSY), which implies a potential downside of 10.9% based on its closing price of $137.90 on June 19.

Hershey (HSY) shares have risen 21.5% on a YTD (year-to-date) basis as of May 24 and outperformed the benchmark index.

Conagra Brands stock has risen 25.4% since it announced stronger-than-expected third-quarter earnings on March 21.

The Kellogg Company (K) posted mixed first-quarter earnings results on May 2.

Mondelēz (MDLZ) posted stronger-than-expected first-quarter earnings. The company’s adjusted EPS of $0.65 beat analysts’ estimate of $0.61.

Mondelēz posted net revenues of $6.54 billion, which fell short of analysts’ estimate of $6.55 billion and decreased 3.4% on a YoY basis.

Mondelēz (MDLZ) posted mixed first-quarter results after the markets closed on April 30. Mondelēz’s top line fell short of analysts’ estimate.

In the first quarter, Hershey’s (HSY) adjusted EPS rose 12.8% YoY (year-over-year) to $1.59, beating analysts’ estimate of $1.47.

In the first quarter, Hershey’s (HSY) net sales rose 2.3% YoY (year-over-year) to $2.0 billion, beating analysts’ estimate.

Hershey (HSY) stock rose 4.6% yesterday following the company’s stellar first-quarter results.

Most of the analysts covering Kellogg continue to maintain a neutral outlook on the stock, which reflects near-term pressure on its earnings.

Kellogg (K) is scheduled to announce its first-quarter results on May 2. Kellogg stock has risen 2.5% on a YTD (year-to-date) basis as of April 23.

The Hershey Company (HSY) posted stellar first-quarter earnings results on April 25.

Most analysts suggest “buys” on Mondelēz (MDLZ) stock, reflecting continued strength in its base business.

The majority of Wall Street analysts continue to recommend a “buy” for Conagra Brands (CAG) stock.

General Mills is expected to report its third-quarter results on March 20. Analysts expect the company to sustain the momentum in its net sales.

Kraft Heinz (KHC) stock has plunged about 33% since it announced its fourth-quarter results on February 21.

Kraft Heinz (KHC) didn’t impress investors with its sales performance in 2018.

Campbell Soup (CPB) has exceeded analysts’ adjusted earnings estimate in the past five consecutive quarters.

Campbell Soup (CPB) posted stellar sales growth in the past four quarters.

Campbell Soup (CPB) rose more than 10.5% after the company’s better-than-expected quarterly performance on February 27.

Campbell Soup (CPB) stock jumped more than 10% on February 27 following the company’s stronger-than-expected second-quarter results.

J.M. Smucker (SJM) reported stronger-than-expected third-quarter results today.

Shares of Kraft Heinz (KHC) crashed more than 27% on Friday, February 22, as weaker-than-expected fourth-quarter results and sluggish guidance upset investors.

Most analysts continue to recommend a “buy” on Kraft Heinz (KHC) stock despite the company’s weak financial performance.

Kraft Heinz reported lower-than-expected fourth-quarter sales. Kraft Heinz’s net sales of $6.89 billion fell short of analysts’ expectation.

Kraft Heinz (KHC) is expected to announce its fourth-quarter results on February 21.

Kellogg (K) posted net sales of $3.3 billion, which increased 4.2% on a YoY (year-over-year) basis thanks to the incremental sales from its recent acquisitions.

Analysts continue to suggest a “hold” rating on Kellogg (K) stock. Analysts’ target price shows a downward trend.

Kellogg’s organic sales are expected to be disappointing, which reflects lower pricing and an unfavorable mix.

McCormick shares fell more than 10% and closed at $124.35 on January 24 following its weaker-than-expected fourth-quarter results.

Most of the analysts covering Hershey (HSY) stock continue to maintain a neutral outlook. Hershey’s top line will likely improve.