WhiteWave Foods
 (WWAV)

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  • Fri, Jan. 29, 1:41 PM
    • Susquehanna notes that a strong U.S. dollar is likely to force 2016 EPS estimates lower on major global food and beverage names.
    • The blended drop vs. the U.S. dollar of the Euro, Canadian Dollar, UK Pound, Mexican Peso, and Brazilian Real is -10%, analyst Pablo Zuniac. Other firms are likely to have factored in a less disruptive F/X market with their 2016 estimates.
    • Companies in harm's way include KO, MDLZ, BUD, TAP, GMCR, WWAV, CCE, KHC, and K.
    • Related ETF: PBJ.
    | Fri, Jan. 29, 1:41 PM
  • Dec. 15, 2015, 9:33 AM
    • Egg prices fell 4.8% in November to follow a 3.8% slide in October.
    • The level of egg prices is still 23.7% higher than a year ago, due largely to the avian flu issue earlier this year.
    • Milk prices were also lower during November, down 0.7% M/M and 7.7% Y/Y. The broader dairy category saw price declines of 3.4% Y/Y and 0.6% M/M.
    • These are some of the companies that talked about milk or egg prices being a factor during their most recent earnings conference call: CALM, KO, DF, WWAV, GIS, POST, KR, DG, OTCPK:PRRFY, BDBD, GTIM, BOBE, HRL, FLO, JJSF, DENN, MCD.
    • BLS CPI data
    | Dec. 15, 2015, 9:33 AM | 21 Comments
  • Nov. 16, 2015, 1:59 PM
    • WhiteWave Foods (WWAV -1.5%) announces it Blaine McPeak will fill the newly created position of Chief Operating Officer.
    • McPeak is the President of Americas Foods & Beverages.
    • The company also disclosed that CFO Kelly Haecker will retire on March 31, 2016 to be replaced by Greg Christenson who currently is the CFO of Americas Foods & Beverages.
    | Nov. 16, 2015, 1:59 PM | 2 Comments
  • Nov. 9, 2015, 10:00 AM
    • WhiteWave Foods (WWAV +4.1%) reports organic sales rose 11% in Q3.
    • Segment sales: Americas Foods & Beverages: $722.52M (+23%); Americas Fresh Foods: $147.30M (+4%); Europe Foods & Beverages: $134.81M (+4%).
    • Adjusted gross margin rate grew 110 bps to 35.3%.
    • Adjusted operating margin rate improved 70 bps to 10.2%.
    • Q4 Guidance: Net sales growth: +13% to +14% (+15% to +16% on a constant currency basis); Adjusted operating income growth: + high twenties
      to low thirties %; Interest expense: $19M to $20M; Tax rate: ~34%; Adjusted diluted EPS: $0.32 to $0.33; Adjusted Diluted EPS Excluding China J.V.: $0.34 to $0.35; Interest Neutral Adj. Diluted EPS Excluding China J.V.: $0.34 to $0.35.
    • FY2015 Guidance: Net sales growth: ~+13% (~+16% on a constant currency basis); Adjusted operating income growth: + low to mid twenties %; Interest expense: ~$58M to $59M; Tax rate: ~354; Adjusted diluted EPS: $1.10 to $1.11; Adjusted Diluted EPS Excluding China J.V.: $1.17 to $1.18; Interest Neutral Adj. Diluted EPS Excluding China J.V.: $1.23 to $1.24; Capital expenditure: ~$300M.
    | Nov. 9, 2015, 10:00 AM
  • Nov. 9, 2015, 9:04 AM
    • WhiteWave Foods (NYSE:WWAV): Q3 EPS of $0.33 beats by $0.02.
    • Revenue of $1B (+16.6% Y/Y) beats by $25.14M.
    | Nov. 9, 2015, 9:04 AM
  • Nov. 8, 2015, 5:30 PM
  • Sep. 4, 2015, 10:30 AM
    • WhiteWave Foods (WWAV +0.5%) is beating market averages after William Blair initiates coverage on the food stock with an Outperform rating.
    • The company is consider well-positioned to take advantage of the ongoing consumer shift to natural/organic foods, but valuation concerns and some exposure in China have held shares back from cresting $53.
    | Sep. 4, 2015, 10:30 AM | 17 Comments
  • Aug. 28, 2015, 11:10 AM
    | Aug. 28, 2015, 11:10 AM | 122 Comments
  • Aug. 19, 2015, 11:38 AM
    • Large food companies need to focus on bold M&A and innovation actions over recharging iconic brands, concludes Rabobank in a new report on the sector.
    • A shift in consumer preferences has sparked a need to introduce new brands which are on trend - instead of focusing on "innovation-lite" and product reformulation strategies. Buying promising brands at an earlier stage than normal is seen as a forward-thinking strategy.
    • Related stocks: KHC, MDLZ, PEP, KO, OTCPK:NSRGY, OTCPK:NSRGF, WWAV, HAIN, K, GIS, POST, CPB, PF, THS.
    | Aug. 19, 2015, 11:38 AM | 22 Comments
  • Aug. 7, 2015, 8:43 AM
    • WhiteWave Foods (NYSE:WWAV) announces it will acquire Wallaby Yogurt Company for an undisclosed amount.
    • The purchase will give the company a stronger presence in the natural yogurt channel.
    • Napa Valley-based Wallaby has high concentration of availability in stores in California as well as at Whole Foods stores nationally.
    | Aug. 7, 2015, 8:43 AM | 7 Comments
  • Aug. 7, 2015, 8:18 AM
    • WhiteWave Foods (NYSE:WWAV) rode strong sales growth in its Americas Foods & Beverages and Europe Foods & Beverages segments in Q2.
    • The plant-based foods and beverages category saw sales growth of 26% Y/Y.
    • The company expects a $0.06 benefit in 2016 from the acquisition of Vega.
    • Guidance: WhiteWave expects Q3 sales of 14% to 15% and operating income growth in the high teens to low twenties rate. Full-year sales growth of 12% to 13% seen and EPS of $1.07-$1.10 vs. $1.14 consensus.
    • Previously: WhiteWave Foods beats by $0.01, misses on revenue
    • WWAV -4.41% premarket to $48.38.
    | Aug. 7, 2015, 8:18 AM | 4 Comments
  • Aug. 7, 2015, 8:02 AM
    • WhiteWave Foods (NYSE:WWAV): Q2 EPS of $0.26 beats by $0.01.
    • Revenue of $923.63M (+10.2% Y/Y) misses by $4.65M.
    | Aug. 7, 2015, 8:02 AM
  • Aug. 6, 2015, 5:30 PM
    | Aug. 6, 2015, 5:30 PM | 5 Comments
  • Jul. 17, 2015, 9:19 AM
    • Today's read on consumer prices led to a completely different story for milk and eggs.
    • The broad milk price category was down 1.1% M/M and 7.1% Y/Y to offer some relief for a wide variety of companies that includes McDonald's (NYSE:MCD), Starbucks (NASDAQ:SBUX), Coca-Cola (NYSE:KO), Dean Foods (NYSE:DF), WhiteWave Foods (NYSE:WWAV), and General Mills (NYSE:GIS). Milk prices also fell in April and May.
    • Egg prices skyrocketed 18.3% M/M and are now 22% higher from a year ago on an unadjusted basis. Cal-Maine Foods (NASDAQ:CALM) has been shooting higher all year off of elevated egg prices amid an avian flu outbreak.
    • Bureau of Labor Statistics CPI data
    | Jul. 17, 2015, 9:19 AM | 19 Comments
  • Jun. 18, 2015, 12:22 PM
    • Hedgeye maintains WhiteWave Foods (WWAV +1.3%) is a "superior company" to Hain Celestial (HAIN +2.7%).
    • WhiteWave has already doubled up the return of Hain this year, but Hedgeye thinks the gap will widen as it gives the stock its "best idea" tag.
    | Jun. 18, 2015, 12:22 PM
  • Jun. 10, 2015, 7:40 AM
    • WhiteWave Foods (NYSE:WWAV) acquires Vega for $550M.
    • Vegas is active in the growing plant-based nutrition industry and reported sales of over $100M for the last 12 months.
    • WhiteWave expects the impact of the purchase to be neutral to slightly positive to EPS in 2015 and add $0.06 to EPS in 2016.
    • The deal is expected to close in Q3.
    | Jun. 10, 2015, 7:40 AM | 4 Comments
Company Description
The Whitewave Foods Company operates as a consumer packaged food and beverage company. The Company manufactures, markets, distributes, and sells branded plant-based foods and beverages, coffee creamers and beverages, and premium dairy products.