Thu, Jul. 21, 10:03 AM
Fri, Jul. 15, 1:57 PM
- Coca-Cola (KO -0.3%) says its Brazilian unit has forged a partnership agreement with coffee exporter Tristao Companhia de Comercio Exterior which will allow it sell packaged arabica coffee beans in Brazil.
- Coca-Cola Brasil plans to launch a specialty coffee line called Leao aimed at high-end coffee drinkers.
- Brazil is a top producer of arabica beans, although in the past most have been exported out of the region.
Wed, Jul. 13, 11:35 AM
- It's steady as she goes again for the group of well-known consumer staples stocks that investors continue to find appealing amid global volatility and low interest rates.
- Procter & Gamble (PG +0.2%), Colgate-Palmolive (CL +0.4%), Clorox (CLX +0.6%), Kimbery-Clark (KMB +0.3%), Coca-Cola (KO +0.2%), PepsiCo (PEP +0.7%), Altria Group (MO +0.5%), Philip Morris International (PM +0.1%), Church & Dwight (CHD +0.3%), and Unilever (UN, UL) have all outperformed the S&P 500 Index this year with returns ranging from 7% to 18%. Kraft Heinz (KHC +1%), Energizer (ENR -0.6%), Hershey (HSY +0.4%), Campbell Soup (CPB +0.3%), and J.M. Smucker (SJM +0.4%) are all up at least 20% YTD.
- Goldman Sachs has an explanation on why a generous valuation is warranted for the staples favorites.
- "We raise our average Staples target multiples to 20-22X P/E, up from the 19-20X range prior, to reflect the recent decline in 10-year yield as well as some likelihood of a slower rise in yield over the next 12 months and broader market volatility," wrote the MNST)+(NYSE:STZ)+(NYSE:PF)/11822884.html" target="_blank">analyst team covering the sector in a note to investors.
- Top consumer staples picks from GS include Monster Beverage (MNST +0.4%), Constellation Brands (STZ +0.2%), Pinnacle Foods (PF +1.2%), and Post Holdings (POST +0.5%).
- Consumer staples ETFs: XLP, VDC, FXG, RHS, FSTA, PSL, PSCC.
Mon, Jul. 11, 2:12 PM
- A bill requiring food companies to label GMO ingredients was approved by the U.S. Senate by a 63 to 30 vote and now heads to the House of Representatives.
- The negotiated bill requires food companies to label genetically modified food by a phrase, symbol on the package, or a bar code that can be scanned by smartphones.
- The Department of agriculture still has two years to write the precise labeling rules if the House approves the bill.
- The passage of the bill is seen as a positive for the food sector as the alternative of having to adhere to state-by-state rules could create operational chaos for national sellers.
- Food stocks: SENEA, SENEB, THS, OTCPK:NCRA, CPB, MDLZ, GIS, OTCPK:NSRGY, FLO, CAG, DF, SJM,DF, ANFI, JJSF, WWAV, UL, OTCQX:DANOY, OTCPK:PLATF, POST, K, PEP, DMND, PF, HAIN, KO, BETR, KHC, WILC, PPC, PF, LWAY, HRL, TSN, DTEA, SAFM, BRID.
Fri, Jul. 1, 7:30 AM
- June monthly performance was: +1.86%
- 52-week performance vs. the S&P 500 is: +4%
- $0.07 in dividends were paid in June
- Top 10 Holdings as of 3/31/2016: General Mills Inc (GIS): 3.41805%, AT&T Inc (T): 3.01284%, Coca-Cola Co (KO): 2.95236%, Campbell Soup Co (CPB): 2.78964%, Exelon Corp (EXC): 2.28957%, The Hartford Financial Services Group Inc (HIG): 2.24568%, Heineken NV (OTCQX:HINKF): 2.15959%, The Kraft Heinz Co (KHC): 1.97668%, Suncor Energy Inc (SU): 1.86666%, PPL Corp (PPL): 1.86557%
Tue, Jun. 28, 7:07 PM
- Coca-Cola (NYSE:KO) says it expects to pull some of its beverages from Vermont stores as the state imposes a new law this week requiring all products made with genetically modified organisms to include warning labels.
- While KO says its top beverages will stay on shelves, including Coca-Cola, Diet Coke and Coke Zero, some smaller brands or configurations may disappear for now.
- Kellogg (NYSE:K), Campbell Soup (NYSE:CPB) and Mars previously said they would bow to the Vermont law and begin labeling their products for GMOs.
Thu, Jun. 23, 2:48 AM
- San Francisco will have a second chance to vote on whether to tax sugar-sweetened beverages after city officials added the measure to a November ballot that could expand the hotly-debated levy deeper into the Bay Area.
- The penny-per-ounce tax proposal follows the city's legal victory last month against the soda industry, which tried to halt its effort to introduce warnings on advertisements for drinks with added sugar.
- Related stocks: KO, PEP, DPS, MNST, FIZZ, SBUX, UL, PG
Thu, Jun. 16, 7:03 AM
- Coca-Cola (NYSE:KO) updates guidance ahead of a presentation from management today at the Deutsche Bank Global Consumer Conference.
- After factoring in expectations regarding the net impact of acquisitions in Eruope, divestitures, and other structural items on its second quarter results - Cocaa-Cola now expects these items to be a 5 to 6 point headwind on revenue and a 4 to 5 point headwind on income before taxes in Q2.
- Source: Press Release
Thu, Jun. 16, 3:16 AM
- Philadelphia is set to become the first major American city with a soda tax despite a multimillion-dollar campaign by the beverage industry to block it.
- The City Council is expected to give final approval today to a 1.5 cent-per-ounce tax on diet and regular soda, iced tea, energy drinks, juice drinks with less than 50% juice, and other sugary beverages.
- That would add $1.01 to the cost of a 2-liter soda, $0.21 to a 13.7-ounce Starbucks Frappuccino bottle and $2.16 to a 12-pack of soda.
- Related stocks: KO, PEP, DPS, MNST, FIZZ, SBUX, UL
Mon, Jun. 6, 9:42 AM
- Coca-Cola (KO +0.4%) is expected to work out a change in strategy in the U.K. over a threatened sugar tax in the region.
- A top Coca-Cola bottler exec in Europe said the company will offer to make more low-sugar alternatives, instead of jumping into a protracted legal battle. A higher mix of waters, juices, and teas could significantly lower the tax burden.
- The sugar tax would impact half of Coca-Cola's current beverage portfolio in the U.K.
Fri, Jun. 3, 9:56 AM
- Susquehanna sizes up the Ready-to-Drink tea market after Starbucks (NASDAQ:SBUX) partners up with Anheuser-Busch InBev (NYSE:BUD) to grow the Teavana and Tazo brands.
- On a broad scale, the U.S. RTD market was $5.1B last year and showed 3% growth.
- The main players are Unilever (UN, UL) via Lipton, Arizona Beverage (private), Coca-Cola (NYSE:KO) via Gold Peak, and Dr. Pepper Snapple (NYSE:DPS) via Snapple which as a group account for 70% of sales. Teavana and Tazo have almost no market share with most sales currently coming from Starbucks stores.
- The SBUX-BUD partnership will see Anheuser-Busch InBev produce the tea products at its U.S. breweries and distribute them to about 300K convenience stores and grocery chains in the U.S.
- Analyst Pablo Zuanic provided Seeking Alpha the data.
- Previously: Starbucks finds a tea partner in Anheuser-Busch InBev (June 2)
Thu, Jun. 2, 9:24 AM
- May monthly performance was: +0.27%
- 52-week performance vs. the S&P 500 is: +5%
- No dividends were paid in May
- Top 10 Holdings as of 3/31/2016: General Mills Inc (GIS): 3.42%, AT&T Inc (T): 3.01%, Coca-Cola Co (KO): 2.95%, Campbell Soup Co (CPB): 2.79%, Exelon Corp (EXC): 2.29%, The Hartford Financial Services Group Inc (HIG): 2.25%, Heineken NV (OTCQX:HINKF): 2.16%, The Kraft Heinz Co (KHC): 1.98%, Suncor Energy Inc (SU): 1.87%, PPL Corp (PPL): 1.87%
Tue, May 24, 10:10 AM
- Coca-Cola (KO +0.3%) announces that it will create a Europe/Middle East/Africa group and reconfigure the business units in those regions to increase efficiency.
- The company also appoints Alfredo Rivera to lead the Latin America Group and John Murphy to be the chief of the Asia Pacific Group.
- The organizational moves are seen helping to support the company's bottler footprint.
Tue, May 24, 2:48 AM
- Things are continuing to deteriorate in Venezuela, where a deep recession is causing daily blackouts, bare supermarket shelves and shortages of vital medicines.
- The latest news is that Coca-Cola (NYSE:KO) consumers are no longer able to "Taste the Feeling."
- A sugar shortage has forced the company to suspend soft drink production after suppliers informed them they had run out of raw materials.
Mon, May 23, 9:39 AM
- Athlos Research forecasts food input costs will rise 1.9% over the next six months which will increase the pressure on companies to use pricing to offset the inflation.
- Strong price gains are expected in the fruits/vegetables, softs/sweetners, and oils categories - while proteins, dairy, and grainscosts are expected to fall back.
- The impact on profit varies across the sector. A negative EBIT impact from cost inflation is forecast for Coca-Cola (NYSE:KO), PepsiCo (NYSE:PEP), Cott (NYSE:COT), Dr. Pepper Snapple (NYSE:DPS), Campbell Soup (NYSE:CPB), Pinnacle Foods (NYSE:PF), and Hormel (NYSE:HRL). Foods cost inflation will have a positive impact on EBIT for Post Holdings (NYSE:POST), Dean Foods (NYSE:DF), Hershey (NYSE:HSY), and Fresh Del Monte Products (NYSE:FDP), according to the Athlos estimate.
Sat, May 21, 12:49 PM
- Laslzo Birinyi still sees underlying strength in the stock market, despite the myriad of economic, technical, and political fears holding back investor enthusiasm.
- In particular, the well-known investor has his eyes on AutoZone (NYSE:AZO) and builder NVR (NYSE:NVR) as "special situations" stocks.
- Kraft Heinz (NASDAQ:KHC) also makes the list due to its lack of volatility amid a volatile market which could indicate upside down the road. On that point, a quick screen of other consumer goods stocks like Kraft that have weathered the uneven read on U.S. consumer spending and global demand over the last month may tip off some other value picks.
- Here's ten consumer good stocks with a low recent volatility measurement, below average forward P/E ratio, and +2% dividend yield: DEO, UN, UL, CAJ, RMCF, KO, PEP, BUD, PM, PG, TM.
- Related ETFs: IYK, UGE, SZK.
The Coca-Cola Co. is a beverage company, which provides diet and regular sparkling beverages and still beverages. The company's portfolio of brands include Diet Coke, Fanta, Sprite, Coca-Cola Zero, vitaminwater, Powerade, Minute Maid, Simply and Georgia. It operates through seven segments:... More
Sector: Consumer Goods
Industry: Beverages - Soft Drinks
Country: United States
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