Apr. 10, 2014, 9:02 AM
- Wal-Mart's (WMT) plan to sell Wild Oats-branded organic food could catch the eye of food companies with a paranoid sense over the retail giant's scale.
- Organic food only accounts for 4% of total food sales in the U.S., but provides a strong pace of growth and healthy margins. Wal-Mart shouldering into the category could be disruptive.
- Food stocks: SENEA, SENEB, THS, NCRA, CPB, DOLE, MDLZ, GIS, NSRGY, KRFT, FLO, CAG, DF, SJM,DF, ANFI, JJSF, WWAV, UL, DANOY, PLATF, POST, K, PEP, DMND, PF, HAIN, BNNY
Mar. 31, 2014, 1:58 PM
- A survey from the Department of Agriculture indicates that farmers in the U.S. plan to plant the lowest acreage of corn in four years.
- The March report on corn already indicated that supply was tighter than forecast.
- Higher corn prices are sometimes absorbed by food sellers and restaurant chains if consumer spending trends are weak.
- Corn futures charts
- Related stocks: GIS, K, POST, KO, PEP, PPC, TSN, CPB, SJM
Mar. 26, 2014, 5:57 PM
Mar. 26, 2014, 10:45 AM
- The European Commission intends to propose new rules to regulate the production and selling of organic food.
- The changes could make it harder for companies to use the familiar organic food label on products in Europe.
- There's plenty of similar talk across the pond in the U.S. on the use of the words "organic" and "natural" on labels.
- Related stocks: SENEA, SENEB, THS, NCRA, CPB, DOLE, MDLZ, GIS, NSRGY, KRFT, TSN, FLO, CAG, DF, PPC, HRL, SJM, TSN, DF, ANFI, JJSF, PPC, WWAV, UL, DANOY, PLATF, POST, K, PEP, DMND, PF, HAIN, BNNY.
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.
Feb. 14, 2014, 8:39 AM
- Campbell Soup (CPB) reports its simple meals business saw a 7% revenue gain in Q4 to help offset a drop in parts of its international business.
- Volume/mix added two percentage points of growth while price/sales allowances contributed the same amount.
- Soup sales were up 5%, although a late Thanksgiving may have been a factor.
- Gross margin was up 50 bps to 35.7% during the period.
- The company backed its previously-issued guidance which is a positive considering some of the foreign exchange issues that caused other multinationals to drop estimates.
- CPB +3.7% premarket
Feb. 14, 2014, 7:33 AM
Feb. 14, 2014, 12:05 AM
Feb. 13, 2014, 5:30 PM
Jan. 29, 2014, 10:01 AM
- Consumer-facing multinationals with a focus on emerging markets are falling at a faster clip than market averages in early trading.
- Decliners: Procter & Gamble (PG) -2%, Colgate-Palmolive (CL) -2.0%, Campbell Soup (CPB) -2.8%, Mondelez International (MDLZ) -2.2%, Unilver (UL) -2.1%, Avon Product (AVP) -2.6%, Coty (COTY) -2.2%, Kellogg (K) -2.3%, Avon Products (AVP) -2.6%
Jan. 2, 2014, 8:26 AM
Dec. 18, 2013, 9:22 AM
Dec. 17, 2013, 2:56 PM
- Speculation is running around the options pits that Campbell Soup (CPB +4.2%) could be the next food company to be purchased in a mega-buyout. Options contracts on CPB have very active all month.
- Though a case could be made that Campbell makes a nice fit for a number of acquirers, a Warren Buffett-backed bid by 3G is the subject of most of the talk.
- The Dorrance heirs own a good chunk of Campbell Soup and could have the final say on the matter.
Dec. 10, 2013, 1:31 PM
- Wheat prices could fall as world reserves are forecast to exceed previous expectations.
- Global inventories before the start of the 2014 harvests in the Northern Hemisphere will be 2.4% higher than a year ago.
- Wheat futures for delivery next spring touched their lowest level since June 2012 earlier today.
- Related stocks: General Mills (GIS), PepsiCo (PEP), Campbell Soup (CPB), Post Holdings (POST), ConAgra (CAG), Ralcorp (RAH), Flower Foods (FLO), and J.M. Smucker (SJM) could see a minor impact from sustained lower wheat prices. The pricing of the commodity also spills over to affect the costs for companies farther removed from the food industry - including Buffalo Wild Wings (BWLD) and Anheuser-Busch InBev (BUD).
- Related ETF: WEAT
Dec. 9, 2013, 10:17 AM
- Share of Campbell Soup (CPB +1.2%) shoot higher again in early action and are now up over 10% over the last 5 trading sessions in the midst of a tough patch for the sector.
- The company is in the spotlight due to some unusual call option buying last week.
- Trader talk: A huge merger in the foodservice industry has just increased the chatter that Campbell Soup might be flirting with a peer.
Dec. 6, 2013, 5:44 PM
- Campbell Soup (CPB +5.9%) shares notched the largest point and percentage gains in more than five years after a trader purchased at least 12K Dec. $43 call options in the early afternoon. An average of 2.9K options contracts are traded across all strikes and dates daily.
- The rise may have been catalyzed by the broker on the other of the side hedging the short position and rumors "that the options trade was linked to takeover speculation, leading other investors to buy shares and options in the soup maker," MoneyBeat writes.
- The trade was self-fulfilling, with the contracts in question opening trading at $0.15/share and reaching highs of $0.80/share on the day.
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