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Dean Foods Company (DF)

  • Thu, Aug. 13, 11:18 AM
    | Thu, Aug. 13, 11:18 AM | Comment!
  • Thu, Aug. 13, 8:07 AM
    • The SEC and U.S. Attorney's Office in Manhattan are investigating if the resigned chairman of Dean Foods (NYSE:DF) tipped off a professional gambler about a corporate spinoff, sources tell the Wall Street Journal.
    • Thomas Davis voluntarily stepped down from the Dean Foods board last week.
    • Davis was a member of the company's audit, compensation, and executive committees.
    | Thu, Aug. 13, 8:07 AM | 3 Comments
  • Thu, Aug. 13, 6:34 AM
    • Dean Foods (NYSE:DF) declares $0.07/share quarterly dividend, in line with previous.
    • Forward yield 1.64%
    • Payable Sept. 3; for shareholders of record Aug. 24; ex-div Aug. 20.
    | Thu, Aug. 13, 6:34 AM | Comment!
  • Mon, Aug. 10, 8:51 AM
    • Dean Foods (NYSE:DF) reports  total volume fell 3% Y/Y to 653M gallons.
    • Gross margin rate increased 788 bps to 24.61%.
    • SG&A expense rate grew 428 bps to 21.22%.
    • The company launched 'DairyPure', the first and largest fresh, white milk national brand.
    • Q3 Guidance: Diluted EPS: $0.17 to $0.27.
    | Mon, Aug. 10, 8:51 AM | Comment!
  • Mon, Aug. 10, 8:03 AM
    • Dean Foods (NYSE:DF): Q2 EPS of $0.33 beats by $0.07.
    • Revenue of $2.01B (-15.9% Y/Y) misses by $50M.
    • Press Release
    | Mon, Aug. 10, 8:03 AM | Comment!
  • Sun, Aug. 9, 5:30 PM
  • Fri, Aug. 7, 6:00 PM
    • Tom C. Davis, Dean Foods' (NYSE:DF) non-executive chairman and a director since 2001, has resigned. No word yet on Davis' replacement.
    | Fri, Aug. 7, 6:00 PM | 1 Comment
  • Tue, Jul. 21, 1:19 PM
    • Australian firm a2 Milk has rejected a combined takeover offer from Freedom Foods (listed in Sydney) and Dean Foods (DF -0.6%).
    • The company grew revenue 39% over the last fiscal year and has made inroads in the U.S. and China.
    • A2 milk refers to the beta-casein protein contained in the product.
    • New plans for a2 Milk in the U.S. include distribution through Sprouts Farmers Market and The Fresh Market.
    | Tue, Jul. 21, 1:19 PM | Comment!
  • Fri, Jul. 17, 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
    | Fri, Jul. 17, 9:19 AM | 19 Comments
  • Thu, Jul. 16, 10:40 AM
    • Dean Foods (DF +4%) trades higher after landing an upgrade from Deutsche Bank to Buy from Hold.
    • The company's introduction of the DairyPure brand later this year is in the spotlight.
    • "Even a modest price premium could materially lift very low margins, but we recognize some risk if the strategy fails," writes analyst Eric Katzman on the milk play.
    • DB raises Dean Foods EPS estimates for 2015 and 2016 on expectations for improved volume and cost savings.
    | Thu, Jul. 16, 10:40 AM | 1 Comment
  • Wed, Jun. 17, 3:26 AM
    • Beginning in 2018, companies will have to seek approval before they can put partially hydrogenated oils into foods, after the FDA said the ingredient should no longer be considered safe and laid out far-reaching restrictions.
    • While not a ban, the FDA's move marks the first restriction on trans fats at the national level. It first proposed the action in 2013.
    • Related tickers: Nestle (OTCPK:NSRGY), PepsiCo (NYSE:PEP), Tyson Foods (NYSE:TSN), Mondelez International (NASDAQ:MDLZ), Unilever (NYSE:UL), General Mills (NYSE:GIS), Kraft Foods (NASDAQ:KRFT), Kellogg (NYSE:K), Dean Foods (NYSE:DF), Campbell Soup (NYSE:CPB), Hormel (NYSE:HRL), Hershey (NYSE:HSY), Pilgrims Pride (NASDAQ:PPC).
    | Wed, Jun. 17, 3:26 AM | 7 Comments
  • Tue, Jun. 9, 10:43 PM
    • San Francisco is one step closer to becoming the first U.S. city to require warning labels on sugary drinks after government officials approved a new measure.
    • The San Francisco Board of Supervisors and Mayor still have to sign off on the anti-soda ordinances.
    • Some juice products, flavored milk products, and sports drinks will be included in the targeted beverage category if they contain a certain threshold of added sugar.
    • Health advocates say they will make a second run at passing a sugar tax in San Francisco. They are also aiming for a broader push beyond California on consumer sugar warnings.
    • The beverage industry has reacted to uneven demand in the U.S. for soda drinks in part with product innovation (craft, cane sugar, energy, protein) aimed at millennials.
    • Related stocks: KO, PEP, DPS, COT, MNST, OTCQB:JSDA, REED, FIZZ, HSY, DF,
    | Tue, Jun. 9, 10:43 PM | 56 Comments
  • Wed, Jun. 3, 9:57 AM
    • Dean Foods (DF -3%) trades lower after Morgan Stanley moves its rating to Equal-Weight from Overweight on a valuation call.
    • MS thinks milk prices will move higher in the back half of the year.
    • Milk prices have been under pressure due to reduced demand from Russia and China.
    | Wed, Jun. 3, 9:57 AM | Comment!
  • Thu, May 14, 8:15 AM
    • Dean Foods (NYSE:DF) declares $0.07/share quarterly dividend, in line with previous.
    • Forward yield 1.52%
    • Payable June 4; for shareholders of record May 26; ex-div May 22.
    | Thu, May 14, 8:15 AM | Comment!
  • Mon, May 11, 9:22 AM
    | Mon, May 11, 9:22 AM | Comment!
  • Mon, May 11, 8:29 AM
    • Dean Foods (NYSE:DF) reports total volume fell 3% to 662M gallons.
    • The company estimates its share of the U.S. fluid milk market fell 20 bps to 35.5%.
    • An "easing" commodity environment was a positive factor, according to the company.
    • Selling and distribution expenses were in-line with last year's level.
    • Dean sets Q2 EPS guidance at $0.20-$0.30 vs. $0.19 consensus.
    • Previously: Dean Foods beats by $0.07, misses on revenue
    • DF +6.9% premarket to $17.40.
    | Mon, May 11, 8:29 AM | Comment!
DF vs. ETF Alternatives
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