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WhiteWave: Good Long Term Story, Despite 'Soy Vs. Almond' Noise

WhiteWave (NYSE:WWAV) is a leader in the plant-based beverage category with its Silk line of soy-milk and almond-milk. As a regular customer, I understand the appeal of its products and the potential for the brand. WhiteWave's stock price has traded up since the spin-off from Dean Foods (NYSE:DF) as the company continues to grow. However, consumers are shifting their preferences toward almond-milk from soy-milk. Although WhiteWave has a strong almond-milk franchise, its market share in almond-milk is less than in soy-milk. The "soy vs. almond" noise is a near-term headwind, but WhiteWave is well positioned to ride the trend of plant-based beverages. In this article I will examine the trends in the plant-based beverage industry, WhiteWave's...

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