The stock has languished, but we still like this wide-moat company.
We estimate the acquired mix will contribute just a low-single-digit percentage to sales, and as such, it doesn't stand to alter our fair value estimate.
The wide-moat firm's efforts to leverage its scale and reach on its home turf to further entrench relationships with its retail partners are bearing fruit.
We view Kraft Heinz as fairly valued but don't expect to alter our fair value estimate.
The firm is laying the foundation for solid gains as sales are hampered by competitive pressures.
Investors would be wise to stock up while shares trade at a 15%-20% discount to our valuation.
The wide-moat firm's enviable portfolio of beverage and food brands support its edge.
These consumer products stocks are good picks for investors due to a recent erosion in shares.
Lackluster fundamentals and competitive pressures persist, but fail to warrant the recent retreat in shares.
The undervalued wide-moat firm's dividend is solid, and we think there's dividend growth ahead.
Further payout growth is in the cards for this wide-moat packaged foods firm.
The firm looks undervalued today, and we think investors should stock up.
The market is punishing P&G again after reporting languishing sales, but we still think the firm can drive longer-term growth.
The wide-moat company is working to boost sales as well as profitability.
The wide-moat firm is trading at a discount to our fair value estimate, and we think now is a good time to stock up.
Wide-moat Procter & Gamble's attractive valuation and prioritization of returning capital to shareholders is a winning combo for investors.
Fourth-quarter performance at the wide-moat firm wasn't as dire as the share response would suggest.
We now view shares as a bit undervalued and see this as a good time to gain exposure to the sector.
Even amid sluggish growth, pockets of value remain for long-term investors.
This deal affords wide-moat Hershey another avenue by which to elevate its sales trajectory.
But while we foresee some sales improvement, increasing already-high margins is not likely.
Campbell is not immune to consumer products headwinds, but we view shares as attractively valued today.
The recent sell-off is overdone, and this wide-moat stock is modestly undervalued today.
We think the wide-moat company is still a bit undervalued.
We're maintaining our $96 fair value estimate and think investors should keep this wide-moat name on their radar.
The addition of activist investor Nelson Peltz to the wide-moat company's board would do little to accelerate the pace of change that is already under way.
The wide-moat firm again bucked the trend, chalking up solid results last quarter.
Lukewarm quarterly results didn’t surprise us, and we stand by our valuation.
The mid- to high-single-digit decline in the stock price as creating an interesting opportunity for long-term shareholders--especially dividend seekers.
Even with enhanced scale, the company (and the industry as a whole) is still at the mercy of the commodity markets.
The wide-moat company is prudently reducing complexity in its operations and appropriately refocusing its brand investments to better align with evolving consumer trends, efforts that will take time to yield material gains.
We don't expect the trend to abate anytime soon for this wide-moat packaged-food maker.
We expect the firm to continue to grow its payout, but there are intense competitive pressures in the packaged foods space.
With shares trading in line with our valuation, we'd suggest investors await a more attractive entry point.
Shares of the narrow-moat firm look rich today, and we suggest investors wait before building a position.
With the firm failing to stabilize sales and profit, we aren't shocked that CEO Sheri McCoy is stepping down.
We view shares of the wide-moat firm as a touch undervalued today.
We think investors should keep an eye on P&G as the firm closes its book on its brand rationalization and looks to drive sustainable and profitable growth.
Reckitt Benckiser's fast-growing, highly profitable food-brand mix may offset the deal's rich price tag.
With management already becoming more efficient, the activist investor is unlikely to have a major impact.
We think investors who are interested in this space should keep an eye on the firm, as shares are a bit undervalued.
The move to a warehouse system from direct-store delivery is prudent, but the stock price isn’t compelling.
The wide-moat firm's stable of strong brands, entrenched relationships with retailers, and expansive global scale should ensure it withstands looming headwinds.
By acquiring Pacific Foods, the wide-moat firm is continuing its push into health and wellness.
Although growth has been hard to come by, we think worries related to heightened competitive intensity are creating pockets of value.
A pullback in brand spending has artificially inflated profit levels across the industry, which are unsustainable.
The deal is likely the best outcome for Whole Foods shareholders, while Amazon stands to gain opportunities to drive its grocery business.
We see the strategic benefits of the Whole Foods merger, but given the small relative size of the deal we expect little change to our Amazon fair value estimate.
From our vantage point, the narrow-moat company's tepid sales performance is being hampered by the decision to ratchet back brand marketing.
The firm's leading brand mix, entrenched relationships with retailers, and cost advantages will help Colgate weather its current headwinds.