Kenny Yang
Value, deep value, contrarian

Dean Foods: A Good Value Investment In An Overheated Market

The Barron's article on Dean Foods (NYSE:DF) convinced me to dig deeper on the company and I was very impressed at the details I found. While the article provided a good summary on Dean Foods as a potential investment, it lacked the details. Therefore, the aim of this article is to provide the reader with a more comprehensive piece along with my valuation on the company.

Short Background on the Company:

Dean Foods is a US food and beverage (processor and distributor) company with leading market share in milk and other dairy products. It has over 50 regional and local brands (see figure 1 below). The fluid milk business is the largest component of revenue at 74%. Other...

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