Dean Foods Company

  • Time to Go Dairy-Free?

    By AnnaLisa Kraft - August 13, 2013 | Tickers: DF, HAIN, WWAV

    When a child outperforms the parent, the parent should be proud and maybe a little sad. That is unless it's a company that's competing against its own spinoff. That's the situation with Dean Foods (NYSE: DF) and recent IPO WhiteWave Foods (NYSE: WWAV).

    Don't cry over spilled milk

    Dean Foods, the nation's largest dairy company, reported Q2 results on August 8. This included the disposition more »

  • What To Expect From An Investment In Hillshire Brands

    By joshua kubiak - August 8, 2013 | Tickers: DF, SLE, TSN

    I find it funny that so many analysts are starting to voice concerns about Hillshire Brands' (NYSE: SLE) ability to cut costs and generate higher margins than competitors with proteins in its Hillshire Farms line.  I don't disagree but am curious about the timing because this is a rather simple argument to make and one that is inherent in the business, it is not some ground breaking news or more »

  • A Better Investment Than Dean Foods?

    By Dan Moskowitz - July 31, 2013 | Tickers: CAG, DF, TSN

    Dean Foods (NYSE: DF) has been a strong performer, appreciating by about 65% over the past three years. This company is also consistently making moves to improve its bottom line, which is likely to further push the stock. However, this isn’t a guarantee, and there might be better options available.

    Fiscal responsibility

    For a long time, Dean Foods and the phrase “highly leveraged” went hand-in-hand. However, management has made more »

  • Finding Opportunity in the Milk Trade

    By Robert Hanley - July 11, 2013 | Tickers: DF, LWAY, WWAV

    Despite milk’s omni-presence in the majority of Americans' refrigerators, the industry has been a tough place to do business with volatile commodity prices and low margins due to food retailers’ negotiating power.  According to the USDA, per capita consumption of milk products continued to fall in 2012, although the organic and premium dairy segments enjoyed volume growth.  The creamer category also enjoyed a pickup in sales, as caffeine-addicted consumers more »

  • Is this Stock the Mother's Milk?

    By Marshall Hargrave - July 8, 2013 | Tickers: ABT, DF, DANOY.PK, MJN

    The major baby formula companies were under pressure last week on reports that China is launching an investigation related to price fixing among the major formula companies. Mead Johnson (NYSE: MJN) is taking the most heat and its stock has fallen off a cliff. 

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    It's only fair that Mead Johnson is being pulled down the most, given nearly 80% of its revenues are derived form the Asia and Latin more »

  • After Spinning-Off From Dean Foods, WhiteWave Looks Forward to Share Repurchases

    By Mike Thiessen - June 5, 2013 | Tickers: DF, MDLZ, WWAV

    On May 23, 2013, Dean Foods (NYSE: DF) completed its long-awaited spin-off of its plant foods division. Known as WhiteWave Foods (NYSE: WWAV), the company has attracted the attention of professional investors for a variety of reasons. To make matters even more interesting, WhiteWave wasted no time in announcing a fairly large share repurchase authorization that could continue for several quarters. Valued at $150 million, the program could result in more »

  • Feast on This Food Company or the Leftovers?

    By Marshall Hargrave - June 3, 2013 | Tickers: DF, GIS, MJN, WWAV

    Dean Foods (NYSE: DF) finished the official spin-off of WhiteWave Foods (NYSE: WWAV) earlier this year. Now the question is, is either stock worth investing in? Both stocks should perform nicely on the back of a growing population; as the global population grows at an increasingly rapid pace, this means there are more mouths to feed, which is a positive for food companies. As you can see, there are no more »
  • Buying a Part of This Food Company May Be Better Than the Whole

    By Matthew Frankel - May 7, 2013 | Tickers: DF, GIS, WWAV

    Dean Foods (NYSE: DF), the leading U.S. dairy processor and distributor, is a much different type of investment than most food producers. For one thing, the company’s revenue has been somewhat erratic (see chart), but still on a general uptrend. Also, because of the erratic earnings, and the commodity-like nature of its products, the shares are much more volatile than many other food producers. 

    Stocks like this always more »

  • Consumer Stocks Poised to Rise as Economy Improves

    By Jacob Wolinsky - March 12, 2013 | Tickers: DF, DMND, CLX was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news.  The site contains archives of famous investors, and many investor resource pages.

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    You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.

  • Bumpy Road For This Special Situation

    By Mike Thiessen - February 27, 2013 | Tickers: DF, WWAV

    On Feb. 13, 2013 Dean Foods (NYSE: DF) investors were jolted by a worse-than-expected fourth quarterearnings report that sent the company’s stock down by as much as 11 percent over the course of the day. At the close, Dean Foods had logged an 8 percent loss on the session. The stock has continued to fall on subsequent trading days. Recent Dean Foods spin-off WhiteWave Foods (NYSE: WWAV) also more »

  • A Breakfast Club for Investors

    By Michael Ugulini - February 11, 2013 | Tickers: DF, GIS, K

    Do we need to have 280 brands of breakfast cereal? No, probably not. But we have them for a reason - because some people like them. It's the same with baseball statistics.           --Bill James (American baseball writer, historian, statistician)

    It seems many people like breakfast cereals--in traditional and non-traditional formats. The advent of cereal bars has changed the morning breakfast routines of many consumers and opened up new revenue streams more »

  • Is Dean Foods a Buy After WhiteWave's Spinoff?

    By Anh HOANG - February 11, 2013 | Tickers: DF, GIS, WWAV

    In October 2012, Dean Foods (NYSE: DF) spun off the organic milk products manufacturer WhiteWave Foods (NYSE: WWAV). Since then, Dean Foods’ share price has increased from $9.50 per share to more than $18.80 per share, while WhiteWave has been fluctuating in the range of $14.60 - $16.75 per share. Should investors be bullish on either WhiteWave or Dean Foods at their current trading prices?

    The Divesture more »

  • Volatile Food Stock Could Soon Be a Bargain

    By Mike Thiessen - January 11, 2013 | Tickers: BNNY, DF, WWAV

    Dean Foods (NYSE: DF) recently spun off a portion of its WhiteWave Foods (NYSE: WWAV) dairy subsidiary and intends to make the division fully independent in 2013. Finalized in October 2012, WhiteWave's initial IPO was priced at $17 per share and involved 13 percent of the division's total outstanding shares. It valued WhiteWave at nearly $3 billion. 

    Dallas-based Dean Foods has three principal divisions that collectively bring in more »

  • Who Benefits from Rising Milk Prices?

    By Michael Carter - January 8, 2013 | Tickers: DF, DPZ, VSI | Editor's Choice

    We just drove the DeLorean with Marty McFly to the not-too-distant future.  It is the year 2015 and after many struggles by Congress the last few years to address a new farm bill with not merely extensions, but one that is long-term and fair for all involved parties, milk prices are now over $5 a gallon and slowly rising.  This is less than what was predicted back in 2012 when more »

  • This Stock Needs to Shed Its Baggage

    By Gerelyn Terzo - December 14, 2012 | Tickers: BOBE, DF, WWAV

    Bob Evans Farms' (NASDAQ: BOBE) food segment couldn't be launching its new frozen Breakfast Bake selections at a better time. Indeed, consumers are looking for a greater variety in their breakfast food items and, according to a recent study released by Mintel and cited in Food Business News, they're not afraid to pay more for those choices.

    Indeed, some 57% of people who participated in the Mintel survey more »

  • What Are Insiders Buying Recently?

    By Meena Krishnamsetty - December 13, 2012 | Tickers: BRKR, CLSN, DF, EXEL

    Our database of insider trading filings allows us to pick out companies that have seen recent insider purchases- studies show that on average stocks bought by insiders tend to beat the market- and take a brief look at the company to see if it might be worth investigating further. It’s impossible to buy every stock that insiders are buying, but it’s certainly possible to use insider buying as more »

  • Food Marketer Stock Roundup: The Good & The Bad

    By David Gould - December 11, 2012 | Tickers: CAG, DF, MDLZ, WWAV

    If you are looking to invest in food marketers, there are several variables to consider: (1) geographical strategy, (2) multiples, (3) dividend yields, and (4) strategic alternatives, which include acquisitions, sales, and spin-offs. In my view, the best companies to invest in are that are stable in existing geographies but have strong room to expand in emerging markets. Even if they are overvalued, this combination of stability and potential will more »

  • Here's a Performer for Your Portfolio

    By Himanshu Poddar - November 15, 2012 | Tickers: DF, GIS, WWAV

    The dairy industry has seen a lot of ups and downs in the last year. Factors such as weak economic conditions and increasing commodity prices have been weighing heavy on the industry players’ results. However, there is one player that has been crafting strategies to come out of the situation in a healthy manner. Dean Foods (NYSE: DF), a food and beverage provider, has some mind blowing weapons in its more »

  • Breaking Up Is Not Hard To Do

    By Gerelyn Terzo - November 9, 2012 | Tickers: BDBD, DF, WWAV

    Whoever said breaking up is hard to do was not thinking of corporate spin-offs. Since declaring a spin-off of its premium organic and soy division in August, shares of Dallas, Texas-based food and beverage company Dean Foods (NYSE: DF) have rallied more than 30 percent.

    WhiteWave Foods (NYSE: WWAV), the former Dean Foods segment, began trading as its own entity in late October in an initial public offering of nearly more »

  • A Sniff Test Before Earnings

    By AnnaLisa Kraft - November 6, 2012 | Tickers: DF, WWAV

    Dean Foods (NYSE: DF) reports earnings on November 8. Despite the plan to pay off part of its $3.65 billion in debt with $391 million in proceeds from the spinoff of its most profitable and fastest growing unit on November 2the outlook may be turning sour on this dairy producer.

    White Wave Foods Company (NYSE: WWAV) was priced at $17 a share and spiked to $19, only to more »

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