April 8, 2024
Cal-Maine is a relatively quiet, low profile company, but it is the largest table egg producer in the U.S. and one of the best managed – oftentimes, it is instructive to learn what industry stakeholders…
April 8, 2024
When we first began following Pilgrim’s Pride, it had been very poorly managed for some time and ill-timed feed hedges finally precipitated its tumble into bankruptcy. Since, much stronger management has greatly improved operations, from…
April 6, 2024
Under the leadership of CEO Becker, GPRE has been on an ambitious mission to transform the company from an ethanol company to a hybrid ethanol (conventional and low-carbon)/premium feed/sugar enterprise. And it has been successful…
April 5, 2024
We have followed the animal protein sector for many years and it is a given that it is typically more volatile than stable industries, such as packaged food and beverages. However, the level of volatility…
April 3, 2024
Tyson has long been known as a ‘chicken’ company, but over the past several years, Beef carried the day, as certain other key businesses struggled, reflecting both challenging industry fundamentals and company-specific issues. The task…