We have long believed the narrow-moat firm's work to boost availability, improve efficiency, and optimize its supply chain and distribution network would boost performance.
We still expect short-term challenges in the firm's chicken and pork units to yield to our long-term targets for the firm.
Shares are somewhat attractive, with sentiment underestimating the narrow-moat firm's remaining (if diminished) clout in-aisle.
We think the company can leverage its domestic product lineup as it grows internationally and builds its instant oil change presence.
While concerned that the Ainsworth purchase comes as Smucker struggles in the pet-nutrition sector, we applaud the firm’s openness to divesting its baking business.
Despite underwhelming guidance, we're optimistic about the narrow-moat specialty retailer's long-term prospects.
We think the snack maker is well suited to cater to consumers' continued desire to indulge.
We expect the new CEO to hew closely to Hostess' successful playbook as the firm rebuilds following its 2012 liquidation.