Seeking Alpha

Investment thesis

Dean Foods (DF) is the leading U.S. dairy processor and distributor. After completing the spin-off of WhiteWave (WWAV) last month, we feel it's time to reassess Dean Food's valuation multiples and earnings expectations. After reducing debt and shedding non-core businesses the company should trade at higher multiples, more in line with the industry. We think the upside could be near 100%, not including the potential for an impressive dividend.

What is Dean Foods?

Dean Foods is a leading processor and distributor of milk and other dairy products in the U.S. Some of Dean Foods' key initiatives of late include divesting non-core assets to help promote longer-term earnings growth.

Dean Foods divested its Morningstar...

Only subscribers can access this article, which is part of the PRO research library covering 3,758 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: