September 13, 2024
2024 has borne a striking resemblance to 2014/2015 – sharp contraction in cattle herd (bottomed in 2014, down 9% from 2007 peak), dropping feed costs, bird flu and supply challenges within the broiler industry. This…
September 12, 2024
Similarly to Q2, multiple factors depressed Hormel’s Q3 results sales and obscured relatively strong dynamics in the core. The top line missed on a greater-than-expected impact from lower whole bird and contract manufacturing sales, as…
August 26, 2024
Hormel has been buffeted by multiple challenges this year in addition to the overall consumer malaise affecting the entire industry. The weak whole bird market has been more of a headwind than expected and the…
August 22, 2024
GPRE reported Q2 results materially below consensus, but just $1M shy of HJR at the EBITDA line. We have raised our Q3 estimate slightly to account for a stronger-than-expected margin backdrop and left our Q4…
August 20, 2024
Ingredion posted strong Q2 results propelled by improved volumes and margin expansion. Adjusted for the SK divestiture, volumes grew 5% as compared to a 1.9% decline in Q1; on a 2-yr stack, Q2 volumes declined…
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Heather L. Jones founded Heather Jones Research, LLC in May 2019. She has worked in equity research for over 20 years including stints on both the buy- and sell-side. She has worked at Bear Stearns, BB&T and most recently, Candlestick Capital, LLC. In StarMine’s 2013 Analyst Awards for Excellence, she was ranked #1 stock picker in the Food Products category. She was also named top stock picker for 2012 in the Food and Tobacco industry in The Wall Street Journal’s annual “Best on the Street” analyst survey. In 2007, Jones placed third in her industry. She was also ranked #1 in the food industry by Forbes.com in its 2009 “Blue Chip Analyst” awards survey.
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