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Mead Johnson & Company

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  1. 3 Big Moat Rating Changes From 2014

    Video Reports

    Tue, 6 Jan 2015

    another upgrade from narrow to wide is [TICKER: MJN ] Mead Johnson ( MJN ). What prompted that change? Collins: Well, really looking at the brand loyalty. Mead Johnson does nutrition for babies and toddlers and young kids

    MJN Mead Johnson found at 1:21

    an investment opportunity. Glaser: Looking at another upgrade from narrow to wide is [TICKER: MJN ] Mead Johnson MJN What prompted that change? Collins: Well, really looking at the brand loyalty. Mead Johnson does nutrition for babies and toddlers and young kids. And once parents choose an infant formula, they are very loath to just switch--in fact, they become more of an early lifetime customer. They go from the infant formula and then through the toddler foods, and this allows Mead Johnson to charge a very pretty premium to other offerings out there. Glaser: De La Rue (DLAR) is a European company that specializes
  2. Africa: Rising Incomes, Changing Tastes

    Headlines

    Thu, 25 Dec 2014

    heavier exposure to emerging markets other than Africa (Exhibit 3). All these firm have economic moats. Mead Johnson MJN Mead Johnson is best positioned to take advantage of China's continued diet upgrade. It has significant exposure to the

  3. Mead Johnson ’s Shares Fall After Danone Acquires Interest in Yashili; Maintaining $95 FVE

    Commentary

    Fri, 31 Oct 2014

    Mead Johnson shares fell almost 6 ..... discussed a tie-up with Mead Johnson . We are not changing ..... fair value estimate for Mead Johnson . Instead, it appears ..... ever sought to acquire Mead Johnson , given Enfamil ’s number-one position

  4. Raising Mead Johnson ’s Moat to Wide From Narrow; Raising Fair Value Estimate to $95

    Commentary

    Tue, 23 Sep 2014

    We're raising Mead Johnson ’s economic moat rating ..... has become acclimated. Mead Johnson has developed a suite ..... nutrition markets mature. Mead Johnson ’s leading scale enables ..... care professionals (with Enfamil being the top recommended

  5. Mead Johnson ’s 2Q Results Reflect Healthy Volume Growth; Narrow Moat Remains Intact

    Commentary

    Tue, 22 Jul 2014

    Mead Johnson reported solid second-quarter ..... contributing 5%) suggests that Mead Johnson ’s advertising and promotion efforts are strengthening Enfamil ’s brand equity, and ..... the long term, we think Mead Johnson can leverage its brand equity

  6. Mead Johnson Faces a Number of Headwinds, but Moat Remains Intact; Shares Undervalued

    Commentary

    Fri, 31 Jan 2014

    Mead Johnson reported fourth-quarter ..... and we think Mead Johnson should remain on ..... radars. We think Mead Johnson 's business economics ..... strong narrow moat. Mead Johnson generates some ..... advantages gained from Enfamil 's brand equity

  7. China’s Bitter Medicine for Foreign Drug Companies

    Headlines

    Tue, 1 Oct 2013

    in fines on six manufacturers of powdered infant formula, including Illinois producers Abbott Laboratories and Mead Johnson Nutrition , for “various forms of resale price maintenance” that the commission said violated China’s Anti-Monopoly

  8. Mead Johnson Shares Pop as Firm Maintains Fiscal 2013 Guidance, Despite Price Decreases in China

    Commentary

    Thu, 25 Jul 2013

    Mead Johnson MJN reported second-quarter results ..... cash generated since our last update. Mead Johnson 's shares popped around 10% in early ..... we maintain a very positive view on Mead Johnson , its shares now trade at a modest premium

  9. Mead Johnson Lowering Prices on Some China Products by 7%-15%; Maintaining Fair Value Estimate

    Commentary

    Wed, 10 Jul 2013

    Mead Johnson MJN has announced its intentions to decrease ..... suppliers for price fixing in the region. Mead Johnson ’s lower prices will be reflected on ..... reinforcements will be an important part of Mead Johnson ’s strategy to retain consumers’ trust

  10. Mead Johnson Shares Drop on Antitrust Investigations into Infant Nutrition Suppliers in China

    Commentary

    Tue, 2 Jul 2013

    Mead Johnson 's shares MJN fell by more than 5% on Tuesday after ..... multinational firms such as Nestle NSRGY, Mead Johnson , Abbott Laboratories ABT, and Danone ..... near-term downside risks, but we think Mead Johnson 's established presence in China

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