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Shares of Whole Foods Market (WFM -1.9%) and Hain Celestial Group (HAIN -1.5%) can't get out of...

Shares of Whole Foods Market (WFM -1.9%) and Hain Celestial Group (HAIN -1.5%) can't get out of the way of a disappointing report from peer The Fresh Market that's cutting a wide swath. While profits and revenue are still growing briskly, valuations on the health food sector don't give much margin for error.
Comments (16)
  • In my area, we have both The Fresh Market as well as WFM. WFM is usually crowded. Fresh Market....well, it's pretty empty. Draw your own conclusions. On a WFM dip, I'm a buyer.
    28 Nov 2012, 10:20 AM Reply Like
  • Buying a boat load of Hain.. they are actively increasing both product lines and channel distribution.. I like WFM but Hain is cheaper, and has a larger footprint world-wide.. Bought Starbucks instead of WFM and so far, Howard is the winner .. looking for 70 plus on Bucks as they become a non-coffee destination but a food/beverage destination
    28 Nov 2012, 10:45 AM Reply Like
  • WFM has no peer
    28 Nov 2012, 11:06 AM Reply Like
  • WFM is down today because there will be a full moon tonight.

     

    WFM will be up tomorrow because apparently Gary is busy shopping for organic produce today.

     

    Stupid me. I thought WFM was going to be up today because the revenue numbers from The Fresh Market looked good to me.
    28 Nov 2012, 12:21 PM Reply Like
  • This is exactly why The Fresh Market is not a peer with Whole Foods. Their businesses are going in opposite directions because of the reasons already mentioned. You can lump The Fresh Market with the Krogers of the world. Cheaper for good reasons. Over time all the market leaders in their segments do best - INTC, AAPL, ISRG, NKE, etc.
    28 Nov 2012, 01:23 PM Reply Like
  • In my area, we have a WFM every several blocks and they are usually busy to crowded. However, I am in an affluent part of my city and WFM is nowhere to be seen in the less affluent parts. One thing I've noticed: whole natural foods always cost more, whether you're buying at Safeway, Stop and Shop or WFM.
    28 Nov 2012, 03:09 PM Reply Like
  • Fresh who? I never worry when WFM goes down --- and moving between $89 and $100 during these spooky "cliff" days is still more stable than I would expect. I do not trade options but saw this today:

     

    Whole Foods Markets volatility at low end of historic range BY Fly On The Wall
    — 10:44 AM ET 11/28/2012
    Whole Foods Markets December put option implied volatility is at 25, January is at 27, February is at 31; compared to its 26-week average of 32 according to Track Data, suggesting larger near term price movement.
    28 Nov 2012, 09:39 PM Reply Like
  • WFM is a monopoly on organic food distribution in the USA. There are no peers and they control but 1% of the entire food distribution within the country. 343 stores going toward 1000. Any near term price weakness may in part be attributable to the Green Eq. L.P. sellers of up to 11 million shares. Yesterday and on the 26th they liquidated 478K ($44.1M). Their purchases were in 2008 so cliff them.
    29 Nov 2012, 08:37 AM Reply Like
  • Monopoly? I think I buy more of it from my locals farmers markets in season. And the Green thing was a fiscal cliff dividend play.
    29 Nov 2012, 12:29 PM Reply Like
  • Monopoly yes. Very few people get to their farmer's markets. WFM encourages them as well as cooperatives. On a grand scale WFM has a monopoly on the distribution of organic foods to America.
    30 Nov 2012, 12:21 PM Reply Like
  • Incorrect. I have been at many farmers markets and they are all well attended. More organic farms are open to visitors also. Many even have farm stores. In addition there are CSAs (look it up), U-PICs, CO-OPs, etc. Here is a site that shows you how widespread this is. You need to get out more.

     

    http://bit.ly/TyiTHg
    30 Nov 2012, 01:58 PM Reply Like
  • Ok living in a large city coming home from work at 5-6 or 7 pm I'm going to see what's up at a non existent Farmer's market on Tuesday evening. Umm not realistic Gary. So, you get out more, pal. I've been aware since 1992 , before the IPO of this baby. Furthermore I prefer to have my farmer provide me with grass finished cuts that I select, something WFM still is unable to provide except in 5 states and an area that I am working to help them improve their distribution. You are just a kid. You know nothing. Go back to bogey golf.
    1 Dec 2012, 09:54 AM Reply Like
  • Not going to waste my time point by point so here is just one -

     

    "We are excited to announce that Whole Foods Market now offers grass-fed and finished beef in all of our 281 stores in the United States. "

     

    http://bit.ly/TyTazA
    1 Dec 2012, 05:18 PM Reply Like
  • Yes, the non-answer you would expect from people who make stuff up!
    5 Dec 2012, 08:35 AM Reply Like
  • Have to agree with Gary.. Organic is fiction unless grown hydroponically in purified water and air that is constantly being filtered to the micron... Whole Foods is a purveyor, but they are not the only ones, and farner's markets are well here in Canada and offer farm fresh without the hype and cost... Stick with Starbucks or Hains!
    1 Dec 2012, 08:37 AM Reply Like
  • I would counter him again but now he is making no sense whatsoever. He can't find a farmer's market! He is "working to help them improve their distribution"? Employee? Contractor? He is just sort of spouting now. Everything but backing up the monopoly claim. I wish they were. Nothing beats legal monopoly profits. lol
    1 Dec 2012, 05:16 PM Reply Like
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