Dean Foods Company

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  • Apr. 10, 2014, 9:02 AM
    | Apr. 10, 2014, 9:02 AM | 15 Comments
  • Mar. 26, 2014, 10:45 AM
    | Mar. 26, 2014, 10:45 AM
  • Mar. 18, 2014, 8:53 AM
    • The price of milk rose to an all-time high yesterday on the back of strong demand from global buyers.
    • A tough winter in the U.S. has also curtailed production tallies.
    • Most of the additional milk costs are being passed on to consumers, according to data from the USDA. Milk prices rose 27% Y/Y in February.
    • Analysts are split on how much wiggle room companies have to boost prices higher with consumers before hitting stiff resistance.
    • Milk futures charts
    • Stocks with a tie-in to milk: SJM, DF, NSRGY, WWAV, LWAY, DNKN, MCD, SBUX, KO, GIS, SYUT, ADY.
    | Mar. 18, 2014, 8:53 AM | 8 Comments
  • Mar. 13, 2014, 1:20 PM
    • Fresh food purchases at grocery stores continue to show higher growth rates than canned, packaged, and frozen food sales, and now account for 30% of all supermarket revenue..
    • Organic sellers like Whole Foods Market (WFM -2.8%) account for some of the extra sales, but retail giants such as Wal-Mart (WMT -0.6%), Kroger (KR -0.7%), and Target (TGT -1.6%) are also broadening out their fresh food sections.
    • Food companies on watch: SENEA, SENEB, THS, NCRA, CPB, DOLE, MDLZ, GIS, NSRGY, KRFT, TSN, FLO, CAG, DF, PPC, HRL, SJM.
    | Mar. 13, 2014, 1:20 PM | 2 Comments
  • Mar. 6, 2014, 6:59 PM
    • Dean Foods Company (DF) declares $0.07/share quarterly dividend.
    • Forward yield 1.88%
    • Payable March 27; for shareholders of record March 17; ex-div March 13.
    | Mar. 6, 2014, 6:59 PM | 1 Comment
  • Feb. 12, 2014, 7:24 AM
    • Stifel Nicolaus reduces its rating on Dean Foods (DF) to a Hold rating from Buy and removes its $22 price target.
    • The milk producer released weak guidance yesterday.
    | Feb. 12, 2014, 7:24 AM
  • Feb. 11, 2014, 9:10 AM
    | Feb. 11, 2014, 9:10 AM | 1 Comment
  • Feb. 11, 2014, 8:27 AM
    • Dean Foods (DF) says it faced "significant" commodity inflation challenges in Q4 as it came in a penny short of estimates for the period.
    • Total volume across all products fell 8% from a year ago due in part to the loss (previously disclosed) of the business of a major retailer.
    • The company says its share of the U.S. fluid milk market improved 80 bps to 35.7% during Q4.
    • Guidance from Dean Foods is below expectations, while a plan to close 10% to 15% of its manufacturing facilities shows sales growth might be lagging expenses.
    • DF -9.5% premarket
    | Feb. 11, 2014, 8:27 AM
  • Feb. 11, 2014, 8:04 AM
    • Dean Foods Company (DF): Q4 EPS of $0.18 misses by $0.01.
    • Revenue of $2.30B (-6.9% Y/Y) beats by $30M.
    | Feb. 11, 2014, 8:04 AM
  • Feb. 11, 2014, 12:05 AM
  • Feb. 10, 2014, 5:30 PM
  • Jan. 21, 2014, 10:08 AM
    • Dean Foods (DF +3.8%) moves higher after a positive mention in Barron's over the weekend.
    • Shares of the food company could rise more than 30% in a buyout scenario, writes David Englander.
    • He thinks management has positioned the company in a manner that will make it easier for an acquirer to launch an attractive bid.
    • Dean Foods trades at a soft multiple of 5.7X 2014 earnings due in part to concerns over raw milk prices.
    | Jan. 21, 2014, 10:08 AM
  • Jan. 8, 2014, 7:04 AM
    • Dean Foods (DF) is downgraded by Deutsche Bank to a Hold rating from Buy.
    • The investment firm sets a $19 price target on shares.
    | Jan. 8, 2014, 7:04 AM
  • Jan. 7, 2014, 6:38 AM
    • Despite lagging the S&P 500, food stocks had a strong year in 2013. We believe investors should remain selective in their allocation of capital by placing a greater emphasis on stock picking.
    • Overall, in terms of themes for our packaged food/beverage coverage universe in 2014, we expect sluggish but gradually improving food volume trends, increased promotional intensity (funded by easing commodity costs and retailers fighting for traffic share) and a relatively active M&A environment.
    • Accordingly, we prefer companies with solid organic growth prospects [Green Mountain Coffee Roasters (GMCR); Amira Nature Foods (ANFI); J & J Snack Foods Corp. (JJSF)], exposure to declining commodity costs [GMCR; Hormel Foods (HRL); The J.M. Smucker Company (SJM); Flowers Foods, Inc. (FLO)], exposure to company specific margin enhancing opportunities [FLO; GMCR, ConAgra Foods (CAG)] and ability to benefit from accretive M&A (SJM, JJSF and CAG).
    • On the non-branded part of our coverage universe, Ingredion (INGR) is our top pick followed by Tyson Foods (TSN) and Dean Foods (DF).
    | Jan. 7, 2014, 6:38 AM | 2 Comments
  • Dec. 9, 2013, 7:03 AM
    • Morgan Stanley downgrades Dean Foods (DF) to an Equalweight rating from Overweight.
    • Shares of the food company have stumbled around in a tight range over the last month.
    | Dec. 9, 2013, 7:03 AM
  • Dec. 4, 2013, 2:29 PM
    • If Congress doesn't get around to passing a new farm bill before the end of the year the USDA will be forced to support higher prices for dairy farmers which would create a disruption up and down the food industry.
    • Milk producers could benefit from the changes mandated by the 1949 farm bill - while food sellers could see profits pinched with consumers unlikely to absorb the full amount of price hikes.
    • Most analysts think Congress will get its act together in time, but the risk of a stalemate exists.
    • Related stocks: SJM, DF, NSRGY, WWAV, LWAY, DNKN, MCD, SBUX, KO, GIS.
    | Dec. 4, 2013, 2:29 PM | 5 Comments
Company Description
Dean Foods Co process and distribute fluid milk and other dairy products, including ice cream, ice cream mix and cultured products. It also produces and distributes TruMoo, a reformulated flavored milk, as well as juices, teas, and bottled water.
Industry: Dairy Products
Country: United States