Seeking Alpha

Commodity input costs for food companies could be lower in Q2 if the trend of lower prices on...

Commodity input costs for food companies could be lower in Q2 if the trend of lower prices on corn, wheat, and soybean sustains. What to watch: Though the sector is getting tagged as overbought and the Heinz premium hanging over it could wear out, improving margins might be enough to take General Mills (GIS -1.4%), Kellogg (K -0.8%), J.M. Smucker (SJM -0.3%), and Campbell Soup (CPB +0.4%) to even greater heights this year.
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