Food and Staples Retailing

  • Sears: A Sentimental Favorite

    By Tim Brugger - May 1, 2012 | Tickers: M, SHLD, TGT, WMT

    If any additional proof was necessary the once high-flying retail industry leader Sears (NASDAQ: SHLD) was a fan favorite, today’s your day. As the stock hovers around $64 a share and change – a nearly 20% pop for the day – one is left to wonder why. The surface reasoning is pretty clear – according to CFO Rob Schriesheim Q1 should handily beat analyst expectations in a number of areas, and now more »

  • The Week That Was: Ford, GM, Honda, Chesapeake Energy and Wal-Mart

    By Tim Brugger - April 30, 2012 | Tickers: CHK, F, GM, HMC, WMT

    Even as investors rummage through the earnings data from last week – let alone a couple of less-than-flattering stories about corporate snafus – others are bracing themselves for a week of economic data that is sure to impact the markets and keep folks buzzing.

    On tap in the next several days are a slew of key reports, ending with Friday’s employment results that’ll put a capper on what is sure more »

  • Wal-Mart's in Hot Water – Again. But Will it Matter?

    By Tim Brugger - April 24, 2012 | Tickers: TGT, WMT

    For Wal-Mart investors the recent bribery scandal is yet another in a long line of hiccups surrounding the $202 billion retail behemoth. Avoiding medical costs by divvying up hours to maintain p/t status, not paying employees overtime wages, or any number of other potentially debilitating snafus over the years has fueled an almost manic dislike/distrust of all things Wal-Mart (NYSE: WMT). You don’t have to go far more »

  • Stick With Mickey D's

    By Frank Constantino - April 23, 2012 | Tickers: MCD, SBUX

    Mickey D's, as McDonald's Corporation (NYSE: MCD) is affectionately called, has long been one of my favorite stocks.  I first started writing favorably about the company (in another forum) more than a year ago.  At that time McDonald's was trading at $74.21 per share, nearly 30% lower than Friday's closing price.  There are many attributes about the company that I like, the most of which more »

  • Does SUPERVALU Live Up to its Name?

    By Matthew DiLallo - April 16, 2012 | Tickers: SWY, SVU, KR

    I am one of those people who hate going to flea markets, garage sales, and thrift stores.  To me one man’s trash is just that, trash.   My wife on the other hand loves to go searching for the buried treasure that can sometimes be found amidst the junk.  In an attempt to relate better to her deal finding ways I want to learn more about the stock market’s more »

  • Buffalo Wild Wings Doesn't Taste THAT Good

    By Tim Brugger - March 28, 2012 | Tickers: BJRI, EAT, BWLD, PNRA, TXRH

    By most measures Buffalo Wild Wings (NASDAQ: BWLD) had yet another stellar quarter, rounding out what was the fourth straight year of revenue growth. It’s no wonder than several analysts have set their sights on Buffalo Wild Wings as an under-valued growth stock -- some have even slapped a price target as high as $110 a share, while others have set 12-month targets in the $100 a share range.

    Sounds more »

  • Take a Second Look at Staples

    By Paula Pant - March 7, 2012 | Tickers: ODP, OMX, SPLS

    Last August, a friend of mine announced that he purchased Staples (NASDAQ: SPLS) stock when it was trading at $14 per share. He cited large market cap, low debt, decent moat, and modest dividend as his reasons.

    Fast-forward to today: Staples stock has risen around 10 percent since he purchased it, and it continues to look like a good deal, even for those of us who weren’t lucky enough more »

  • Does the Cashier's Job Satisfaction Affect the Company's Stock?

    By Tim Brugger - March 5, 2012 | Tickers: COST, JCP, SHLD, TGT, WMT | Editor's Choice

    Defining corporate culture is an elusive thing. Even more elusive is trying to determine the impact culture has from an investor’s perspective. I reviewed glassdoor.com to get a sense of what employees are saying about a few retail companies – some of which have performed well and some not so much -- and then compared that to stock performance.

    The guinea pigs are Sears (NASDAQ: SHLD), Target (NYSE: TGT), industry more »

  • What are Target and Wal-Mart Investors Waiting For?

    By Tim Brugger - March 1, 2012 | Tickers: COST, TGT, WMT | Editor's Choice

    There have been a couple of changes since my article from a little over a week ago discussing the merits of Target (NYSE: TGT) and Wal-Mart (NYSE: WMT). Target’s stock price has (finally) risen and Wal-Mart management has increased what was already a solid dividend.

    Both changes were and are great news for investors, but here’s the thing – why so little stock price movement since? The news coming more »

  • Lower Commodity Prices = Opportunity for Investors

    By Tim Brugger - February 23, 2012 | Tickers: CPB, GIS, JACK, MCD, THI

    The first reaction of consumers when they hear the U.S. government forecast lower prices on crops is we're finally going to get a break at the grocery store checkout. The recently announced prediction from the USDA of considerably lower crop prices should do just that.

    For investors, this is the kind of news that will have an impact on several companies -- the question is how best to take more »

  • Don’t Get Too Excited With Kraft’s Results

    By Tim Brugger - February 22, 2012 | Tickers: GIS, HNZ, K, KRFT

    The good news for Kraft (NASDAQ: KRFT) after Tuesday's earnings announcement is the food giant walked the Heinz path rather than those of Kellogg (NYSE: K) and General Mills (NYSE: GIS). In other words the company didn’t allow a tough commodities and North American market to curtail sales and ultimately profits. Those were the two culprits behind less than stellar news recently from General Mills and Kellogg.

    Kraft more »

  • Wal-Mart Strategies Spot On, Target Remains a Value

    By Tim Brugger - February 21, 2012 | Tickers: TGT, WMT

    It was mid-December and Wal-Mart (NYSE: WMT) was trading around $59 a share when the company announced their intention to make individual music downloads a part of their online strategy. After what was a strong Holiday online and in-store shopping season – regardless of what analysts have reported -- this was a clear indication Wal-Mart was making a push to grow this key area. And with relatively flat domestic growth, the emphasis more »

  • Heinz Bucks the Trend

    By Tim Brugger - February 17, 2012 | Tickers: CPB, GIS, HNZ

    On a day when it seemed the industry as a whole had nothing good to share with investors, along comes Heinz (NYSE: HNZ). An increase in revenues quarter-over-quarter translated to a nearly 5% jump in profit – not bad at all, especially when you look at what some of the other companies in the sector were grumbling about while HNZ was sharing the good news.

    The nearly 4% increase in share more »

  • The Healthy Food Trend

    By Tony Daltorio - February 9, 2012 | Tickers: GIS, PEP, KR, WMT, WFM

    U.S. food and food retailing companies are rolling out aggressive healthy food initiatives to generate positive PR and to stay one step ahead of government regulations. 

    The world's largest retailer, Wal-Mart (NYSE: WMT), is the latest company to jump on board the healthy food bandwagon. Beginning in April, it will use “Great for You” labels on its own brands to highlight food products they deem to be healthy more »

  • Kraft Has Certainly Been Busy

    By Tim Brugger - January 17, 2012 | Tickers: GIS, K, KRFT

    If nothing else, Kraft (NASDAQ: KRFT) has not sat idle these past several months. Investors will have heard the announced split between the grocery and snacks businesses. But either in preparation for, or in conjunction with the tax-free spin-off expected to be complete by year end, management is earning their keep.

    Here are a few notable deals and transactions, most announced in the last week or two:

    According to a more »

  • Target's New Strategy May Be On-Target

    By Tony Daltorio - January 16, 2012 | Tickers: TGT

    Investors and shoppers alike do not know what to make of Target (NYSE: TGT) 

    It recently diversified into groceries and pharmacies to better compete with the world's biggest retailer, Wal-Mart. Yet Target also offers high-quality designer goods at discount prices. 

    Because of its strategy, the company's competitors run the gamut from department stores to electronics stores like Best Buy to online retailers such as Amazon to Walmart. 

    Target more »

  • ConAgra: The Best Option in a Strong Industry

    By Tim Brugger - January 9, 2012 | Tickers: CAG, GIS, HRL, KRFT

    There’s a reason ConAgra (NYSE: CAG), along with most of its competitors, are at or near 52-week highs. The fact that people, and there are more and more of them, need to eat sounds simplistic, because it is. It also happens to be part of the reason ConAgra, along with industry leaders Kraft Foods (NASDAQ: KRFT) and General Mills (NYSE: GIS), continues to reward investors with both solid growth more »

  • McDonald's Can’t Keep This Up, Can They?

    By Tim Brugger - December 28, 2011 | Tickers: JACK, MCD, WEN, YUM

    Wow, what a year for Mickey D’s; up 30% from the start of 2011, sales growth figures that are through the roof and macro economic factors, at least domestically, that are slowly becoming favorable. What’s not to love, right? Maybe all of the above.

    As McDonald's (NYSE: MCD) bounces off its 52-week high of about $100 a share, it’s difficult to find anything negative to say more »

  • Themes From the New High List

    By David Talley - December 27, 2011 | Tickers: VALE, DECK, SI, SVU, KR

    The new high and new low lists serve as important places to gather information about which trends and spaces are working and which are not. Looking over today's new high list, two themes become abundantly clear: dividends and domestic.

    The list is dominated by high-yielding companies (nearly half of the companies yield more than 2.5%) and dividend payers in general (only a quarter of the companies on the more »

  • Sears Dismal Year Just Got Worse

    By Tim Brugger - December 27, 2011 | Tickers: FDO, M, SHLD, TGT, WMT

    If you haven’t heard, Sears (NASDAQ: SHLD) CEO Louis D’Ambrosio has decided to close as many as 120 underperforming stores across the country. These will include both Sears and Kmart locations, though which stores in particular are targeted has not been determined. Now, with over 4,000 stores across the country and Canada, 120 or so isn’t a huge number. It is, however, indicative of the kind more »