But the US Foods deal would cement the food distributor's leading competitive edge.
Results are strong, but the shares are fully valued.
Despite shutting down half of its brand portfolio, wide-moat Procter & Gamble should maintain its scale advantages and increase shareholders' total return through dividend payments.
Consumer defensive firms look to offset muted growth by beefing up their competitive positioning, and select opportunities for investors remain.
Plans to shed half of its brands should help enhance P&G’s intangible assets and its cost advantages, says Morningstar’s Erin Lash.
Nestle's shares are fully valued today, but its focus on innovation and new products bodes well for the firm’s long-term competitive position, says Morningstar's Erin Lash.
Strengthening volume suggests innovation investments are reaping benefits.
We are finding more undervalued names in this moaty sector.
Thanks to its vast brand portfolio, the company has garnered negotiating leverage over key retailers.
Venerable niche brands and a lean cost structure enable the firm to withstand competitive heat.
In the battle between consumer product firms and retailers, has the competitive edge shifted?
Modest pockets of value emerge among consumer defensive companies.
Assessing valuations in the consumer staples industry following the recent stock price appreciation, renewed M&A speculation, and CAGNY 2013.
Warren Buffett's acquisition of Heinz will bring to Berkshire a firm with broad competitive advantages deriving from expansive global scale and brand strength, says Morningstar's Erin Lash.
Dairy costs could double if Congressional leaders don't reach an agriculture-bill deal by Jan. 1, but this 'milk cliff' could present the chance to buy good consumer staples firms that rarely go on sale.
Procter & Gamble took a step in the right direction last quarter, but the true test regarding the sustainability of this improvement remains, says Morningstar's Erin Lash.
Investors craving growth should indulge in Mondelez; income seekers should favor domestic grocery unit Kraft Foods.
The usual suspects of cost inflation and soft consumer spending have yet to move out of the spotlight, but rather than sitting still, consumer product firms are pursuing different tactics to drive value.
While emerging markets remain a key growth driver, we're noticing a growing dichotomy among consumer defensive firms with regard to pricing and profitability.
We see continued margin pressures, emerging-market opportunities, spin-off acquisition targets, plus some pockets of value in the sector.
General Mills CFO Don Mulligan outlines the consumer giant's strategies in light of aggressive competition, input cost inflation, customer trade-downs, and emerging-market opportunities.
Beyond an attractive valuation, investors should be aware of these vital issues.
We think this deal could unlock some additional value for shareholders.
Dairy king's edge erodes because of structural shifts.
Scale matters, so major players have a competitive edge over smaller peers.
It may take more than a quarter or two for management to right its ship, but the shares look undervalued.
General Mills CFO Don Mulligan sees opportunities among increasingly aspirational consumers in developing markets.
Management from these consumer staple companies will be presenting at our fifth annual event.
We contend that this sector isn't attractively valued right now.
This firm's substantial competitive advantages remain intact.
General Mills CEO Ken Powell on managing strong brands amid private label competition, consumer trade-downs, and commodity inflation.
We believe the market's fears regarding these investment ideas are overblown.
Avon remains our top pick among the multilevel marketers.
Morningstar's take on the Bush mortgage plan.
Our take on the meltdown and three stocks that we believe will survive it.
You could get more risk than bargained for with these investments.