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Dean Foods Company (DF)

  • Tue, Feb. 10, 12:45 PM
  • Tue, Feb. 10, 9:16 AM
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  • Tue, Feb. 10, 8:57 AM
    • Dean Foods (NYSE:DF) reports milk volume fell 2% Y/Y to 683M gallons.
    • Gross margin rate decreased 98 bps to 18.47%.
    • Operating margin rate declined 102 bps to 1.07%.
    • FQ1 Guidance: Diluted EPS: $0.12 to $0.22.
    • FY2015 Guidance: Capital expenditure: ~$150M.
    • DF -4.82% premarket.
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  • Wed, Feb. 4, 12:59 PM
    • Dean Foods (DF -6.6%) slides after BMO Capital downgrades shares to Market Perform from Outperform with a price target reduction to $20.
    • The investment firm just spun its wheels with the DF recommendation it made back in October of 2013.
    • Today's capitulation by BMO leaves Morgan Stanley holding the bull flag on the stock.
    | Comment!
  • Mon, Jan. 12, 10:07 AM
    • Dean Foods (DF -3.5%) trades lower after Credit Suisse downgrades the stock to Neutral from Outperform.
    • The investment also lopped $2 off its price target to take it to $18.
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  • Nov. 10, 2014, 9:14 AM
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  • Nov. 10, 2014, 8:19 AM
    • Dean Foods (NYSE:DF) reports milk volume fell 1% Y/Y in Q3 due to in part to the loss of a significant customer.
    • The company thinks it may have picked up market share during the period with overall U.S. volume in decline.
    • Guidance: The company expects Q4 EPS of $0.05-$0.15 and full-year EPS of $0.06-$0.16 with both marks ahead of the consensus estimate of analysts.
    • DF +4.1% premarket
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  • Oct. 22, 2014, 8:17 AM
    • Morgan Stanley upgrades Dean Foods (NYSE:DF) to an Overweight rating from Equal Weight.
    • DF +1.9% premarket.
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  • Sep. 24, 2014, 11:01 AM
    • Food stocks are topping market averages as investors shift to a more defensive stance.
    • The sector is also getting a look with grain, corn, meat, and rice prices moderating on improved global supplies.
    • On the move: Post Holdings (NYSE:POST) +2.0%, Dean Foods (NYSE:DF) +1.0%, Sanderson Farms (NASDAQ:SAFM) +1.7%, Diamond Foods (NASDAQ:DMND) +1.5%, Flower Foods (NYSE:FLO) +1.3%, Hain Celestial (NASDAQ:HAIN) +1.6%, General Mills (NYSE:GIS) +0.7%, ConAgra (NYSE:CAG) +1.1%, Kraft Foods (NASDAQ:KRFT) +1.0%, Tyson Foods (NYSE:TSN) +1.5%, Seaboard (NYSEMKT:SEB) +2.7%.
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  • Aug. 12, 2014, 7:48 AM
    • Credit Suisse upgrades Dean Foods (NYSE:DF) to an Outperform rating from Neutral on a valuation call.
    • The investment firm thinks the negative outlook on the dairy commodity market is already priced into Dean Foods at current levels.
    • Yesterday on Dean Foods: Q2 earnings, conference call
    • DF +0.7% premarket
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  • Aug. 11, 2014, 9:16 AM
    | 1 Comment
  • Aug. 11, 2014, 8:22 AM
    • Dean Foods (NYSE:DF) reports a slide in profit in Q2 amid what it calls the "most difficult" operating environment in the company's history.
    • Though Dean Foods picked up 20 bps of market share to 35.9%, overall milk volume was down.
    • Due to the tough outlook on the dairy commodity market, Dean Foods lowers Q3 EPS guidance dramatically to -$0.05 to -$0.15 vs. $0.26 consensus.
    • DF is getting punished in premarket trading, down 9.9%.
    | Comment!
  • Jul. 11, 2014, 5:35 PM
  • Jun. 23, 2014, 6:15 PM
    • The WSJ reports criminal authorities have subpoenaed Dean Foods (DF) over an insider trading probe that covers Carl Icahn, Phil Mickelson, and sports bettor William T. Walters.
    • Investigators are reportedly probing whether Walters provided tips related to Dean Foods to Mickelson. They're also probing whether Icahn tipped Walters about planned trading in Clorox.
    • Both the FBI and SEC are said to be involved.
    • DF -7.4% AH.
    | 1 Comment
  • Jun. 12, 2014, 1:36 PM
    • ISI Group reiterates a Buy rating on Dean Foods (DF +2.9%).
    • The investment firm raises its price target on the food stock to $22 from $18.
    • Though shares of Dean Foods are up over 18% over the last month, the raised M&A profile of the food sector is allowing for valuation to get stretched out.
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  • May. 29, 2014, 10:03 AM
    • Shares of WhiteWave Foods (WWAV +4.6%), Dean Foods (DF +1.3%), and Sanderson Farms (SAFM +2.7%) are higher after Tyson Foods tops the bid of Pilgrim's Pride for Hillshire Brands.
    • Though consolidation in the food sector is expected to pick up, some analysts warn the takeover premium in select stocks is getting played out.
    | 1 Comment
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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