Food and Staples Retailing

  • An Odd Worry in Low-End Retail Stores

    By Nate Wooley - February 20, 2013 | Tickers: COST, DG, DLTR, FDO, WMT

    So an unusual pattern is emerging that I think you should know about. Consumer confidence is up. In fact, it's higher now than it's been in three months. The gauge of how positive people are feeling about their own financial situation outperformed expectations in February by half a point. That's good news.

    The bad news is that, for the discount retailers, it's not being seen. Wal-Mart more »

  • Look To This Industry for Safe Stocks

    By Justin Carley - February 19, 2013 | Tickers: CPB, KO, ESRX, WAG

    The recent acquisition of H.J. Heinz for $28 billion could be validation for investors to stick with overpriced food and beverage companies. Shares of Campbell Soup (NYSE: CPB) popped 5% immediately following the announcement and ended the day with trading volume more than 6x the thirty day average.  Investors shouldn’t anticipate another large food deal anytime soon.  The Heinz deal was in fact the largest food deal in more »

  • Unknown Foreign Opportunities: Seven & i Holdings

    By Matthew Luke - February 5, 2013 | Tickers: AMZN, MCD, SVNDY

    Most companies with a $27 billion market capitalization are household names (or at the very least, well known to everyday investors). While Tokyo Stock Exchange-traded Seven & i Holdings (NASDAQOTH: SVNDY) (TYO: 3382) is a household name in its home country of Japan, it is practically unknown in America. Although the company itself is unknown on the American side of the Pacific Ocean, you are likely aware of the company’s biggest claim to fame: the global convenience store 7-Eleven.

  • Kellogg Earnings: What's Happening Overseas?

    By Matthew Frankel - January 23, 2013 | Tickers: GIS, K, PEP, PG

    Kellogg (NYSE: K) is one of the leading food producers in the U.S. Shareholders have also been rewarded nicely over the past decade with an ever-increasing dividend and a gradual, but steady rise in the share price.  With the company due to report earnings next Monday, there will not be too many surprises, but investors will be listening for updates on how recent acquisitions are playing out.

    <img src="/media/images/user_14267/kellogg-10-year_large.png" />

    Kellogg is more »

  • Act Quickly and Benefit From This Trend

    By Shmulik Karpf - December 5, 2012 | Tickers: COST, DDS, LVS, MSFT, WMT

    The year is gradually coming to an end, but there is still no viable solution to the 'fiscal cliff' in sight. But while politicians are debating over the ultimate solution to this challenging issue, corporate America has already acted.

    Are dividends part of history?

    The current tax rate on dividends is 15%. This is a nice 'bonus' left from the Bush administration that is likely to disappear as Obama pledged more »

  • Will the Massive Drop in Small Business Confidence Lead to a Bear Market?

    By Justin Carley - November 30, 2012 | Tickers: COST, HD, PSA, SHW, WAG

    The recent Well Fargo/Gallop Small Business Index cratered in its recent release.  It isn’t so much the direction that should alert investors, but rather the vigor of its descent.  The 26 point drop is the largest since the fourth quarter of 2008 when the stock market stepped off the proverbial cliff.  A small business is defined as an independent business having fewer than 500 employees.  This covers 99 more »

  • Three Stocks to Buy During a Frankenstorm

    By Anh HOANG - October 30, 2012 | Tickers: GNRC, SHLD, WMT

    Beware! Hurricane Sandy is coming to town. It began the trip from Bahamas on Friday, causing 40 deaths in the Caribbean, and it could join with winter weather fronts to form a Frankenstorm, the worst super storm in a century. Everybody would remember old scary friends such as Gloria ($1 billion damage in 1985), Hugo ($7 billion damage in 1989), Andrew ($30 billion damage in 1992), Katrina (up to $200 more »

  • SodaStream's Presence Increasing in Wal-Mart Stores

    By Brian Nichols - October 4, 2012 | Tickers: GMCR, SODA, WMT

    Over the last few months I’ve done quite a bit of traveling. In every city I always end up visiting the local Wal-Mart (NYSE: WMT). I don’t really know why I choose to visit local Wal-Marts, it’s probably the same reason that I choose to buy Crest toothpaste. It’s a result of cutting edge marketing techniques and advertising that makes me believe that no matter what more »

  • Chocolates Have A Feel Good Factor

    By Somnath Guha - September 29, 2012 | Tickers: KRFT, RMCF, HSY

    Chocolate is believed to boost serotonin and endorphin levels in the brain, which have an uplifting effect. The so-called 'chocolate high' is due in part to the substance phenylethylamine (PEA), which occurs naturally in the brain and is allegedly released at times of emotional arousal. Hence the traditional lover's gift of a box of chocolates, and the craving for chocolate that some people report when they feel depressed. No more »

  • Healthcare is Here to Stay

    By Sharmistha Banerjee - September 21, 2012 | Tickers: AET, KRFT, MOH, GTS, UNH, UAM

    According to Morgan Stanley; Healthcare is an attractive sector in the U.S and rates the reasons as achievable earnings estimates, rich cash flows, and modest valuations.

    Dow average dumps Kraft Foods (NASDAQ: KRFT) for UnitedHealth Group (NYSE: UNH). The second oldest most closely watched U.S. benchmark said it was dropping Kraft because it is about to become a much smaller company after spinning off its North American grocery more »

  • One Grocer Continues to Impress

    By Erin McBride - September 18, 2012 | Tickers: SWY, SVU, KR, WMT, WFM

    I live in a large-for-a-small town. Kroger (NYSE: KR) is our main grocer. We have one Wal-Mart that sells groceries, one Food Lion, and one Fresh Market for organic and high-end foods. There are (according to the Kroger website) 7 different Kroger locations within 5 miles of my home. This explains why I swear we have one on nearly every corner.

    Of all the stores, technically Food Lion is closest more »

  • The Retail Story Nobody Discusses

    By Matthew Luke - September 7, 2012 | Tickers: AMZN, CASY, SVNDY, PTRY

    Convenience stores are one of the few areas of retail rarely discussed in the US financial media. It is a shame because investors may be missing out on one of the next great investment stories. A company in this space that is very quietly becoming one of the world’s largest retailers of any type is Seven & i Holdings Co. (NASDAQOTH: SVNDYNASDAQOTH: SVNDY.PK)), a giant in Japanese retail. Seven & I Holdings’ main claim to fame is that is the parent company of the largest convenience store brand in the world: 7-Eleven.

  • How Does Target Differ from its Peers

    By Edgar Ambart - August 23, 2012 | Tickers: COST, DG, DLTR, TGT, WMT

    Target (NYSE: TGT) recently reported its second quarter EPS of $1.06, which beat the Street's consensus of $1.04.  Its $704 million net income stems from its new store openings and robust same store sales growth that the company has been able to sustain. But what does Target do that appeals to the average consumer? How does it differ from the rest?

    It seems to me that the more »

  • Magic of Healthy Living Initiative Will Not Hurt Disney

    By Erin McBride - June 19, 2012 | Tickers: DKS, GIS, K, KRFT, DIS

    Little Ralphie in “A Christmas Story” may have demonstrated it best- he receives his Secret Society decoder pin from the Little Orphan Annie radio show after weeks of anxious waiting. He listens attentively to his favorite radio program for the clues. But in the end, he learns an important lesson in advertising, the “secret message” is nothing more than product placement from the show's sponsor, Ovaltine. "A crummy COMMERCIAL more »

  • Why Foodies Flock to Whole Foods

    By AnnaLisa Kraft - June 19, 2012 | Tickers: SWY, WFM

    If you aren't aware there's a foodie revolution going on, what shiitake mushroom have you been hiding under? There are two channels devoted to food, food festivals everywhere, reality chef competitions, a Food Blogging for Dummies book and more of those food blogs than you can shake a whisk at. What confirmed it for me that it's gone mainstream is I happened upon The Simpsons episode recently more »

  • McDonald’s and Commodity Prices: Poised for Another Run

    By Tim Brugger - June 12, 2012 | Tickers: JACK, MCD, WEN, YUM

    Sure they scoffed, and why not? About four months ago when the USDA suggested that wheat and corn prices would remain flat or drop in 2012, few believed it. Fewer still saw it for what it was – an opportunity for value in the soon-to-be beaten down fast food and casual dining industry. Potential growth – or lack thereof - in international markets played a big role then, just as it does now more »

  • Why Brand Matters

    By Danny Vena - June 1, 2012 | Tickers: AAPL, GOOG, MCD, NKE, WMT

    Quick – name the most popular and recognized brands you can think of.  Come up with a few.  I’ll wait.  OK, now are you invested in any them?  If not, you may be doing your portfolio and your returns a disservice. 

    For many, being an investor over the years has been like treading water.  If you invested in the S&P 500 between 2000 and 2010 your returns would have more »

  • Dechiphering the Retail Industry

    By Tim Brugger - May 16, 2012 | Tickers: HD, JWN, SKS, TGT, WMT

    It’s no secret investing is hardly an exact science. Whether you’re new to the markets or run billions of dollars as a fund or portfolio manager – this ain’t easy. If there was ever an example of just how whacked the world of investing can be, the host of data on all things retail is it.

    A quick look at the headlines is about enough to make the more »

  • The Week That Was: Mastercard, Walgreen’s, Barnes & Noble and Microsoft

    By Tim Brugger - May 8, 2012 | Tickers: BKS, CVS, MSFT, V, WAG

    As if there wasn’t enough information for investors to mull over from last week, today’s results from the European elections have gotten the week off to a tenuous beginning. Apparently investors are blaming it on the French (yeah, what’d you expect?) and their new Socialist leader, with a rousing boo and hiss directed Greece’s way too. Nothing new there either so it shouln't take the more »

  • Don’t Be Fooled: Walgreen Still Not a Buy

    By Tim Brugger - May 2, 2012 | Tickers: CVS, ESRX, MHS.DL, WAG

    The article on Walgreen Company (NYSE: WAG) toward the end of last year was a less than ringing endorsement for what appeared to be an undervalued option in the pharmacy/retail sector. At the time the alternatives – including industry leader CVS Caremark (NYSE: CVS) and Medco Health Solutions (UNKNOWN: MHS.DL) – appeared to be expensive in comparison.

    And now with CVS’ recent earnings announcement the disparity is likely to get even more »

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