$PAHC (Phibro Animal Health Corporation)

$PAHC {{ '2016-08-30T13:33:32+0000' | timeago}} • Webcast

For 4Q16, $PAHC's Animal Health sales rose almost 7%, helped by volume growth across all product groups where MFAs rose 3%, nutritional specialty was up 14% and vaccines rose 29%. Mineral Nutrition sales fell 9% to about $50MM vs. 4Q15 due to commodity pricing. Performance Products sales rose $800,000, while adjusted EBITDA fell $100,000 vs. 4Q15.

$CAG {{ '2017-09-22T14:11:26+0000' | timeago}} • Announcement

$CAG's BoD approved a quarterly dividend payment of $0.2125 per share of its common stock. The dividend will be paid on Nov. 30, 2017 to stockholders of record as of the close of business on Oct. 31, 2017.

$CAG {{ '2017-09-22T14:10:40+0000' | timeago}} • Announcement

$CAG agreed to buy Angie's Artisan Treats, LLC, the maker of Angie's BOOMCHICKAPOP ready-to-eat popcorn, from TPG Growth for undisclosed terms. The transaction is expected to close by the end of the calendar year.

$GIS {{ '2017-09-21T13:28:05+0000' | timeago}} • Webcast

$GIS said retail margin changes wasn't really a big driver in 1Q18. Looking at retail sales, what drove the company's positive pricing was a combination of two things. One is baseline sales outpaced its growth overall so $GIS still has 300 basis point improvement on overall sales. And the other was good quality merchandizing.

$GIS {{ '2017-09-21T13:00:54+0000' | timeago}} • Webcast

$GIS expects to lessen the declines on its adjusted operating profit margin and adjusted EPS in 2Q18 and to drive growth on those measures in the 2H18. The company reiterated that it remains on track to deliver the FY18 guidance $GIS outlined in July.

$GIS {{ '2017-09-21T12:57:52+0000' | timeago}} • Webcast

$GIS' adjusted gross margin for 1Q18 fell 230 basis points and adjusted operating margin was down 210 basis points, due to volume deleverage, higher input cost including currency-driven inflation on imported products and unfavorable trade expense phasing. $GIS expects each of these margin drivers to turn more favorable in the remainder of 2018.

$GIS {{ '2017-09-21T12:56:58+0000' | timeago}} • Webcast

$GIS anticipated a slow start to the year 2018 on adjusted operating profit and adjusted EPS driven by sales declines in the phasing of input cost, expenses and cost savings. $GIS expects sales results to strengthen and 1Q18 margin headwinds to lessen in the remainder of 2018, driving growth on profit EPS in 2H.

$GIS {{ '2017-09-20T12:04:17+0000' | timeago}} • Infographic

$GIS General Mills Earnings AlphaGraphic: Q1 2018 Highlights

$GIS {{ '2017-09-20T11:29:40+0000' | timeago}} • Announcement

Net sales for $GIS' Europe & Australia segment for 1Q18 rose 3% to $492MM, with benefits from net price realization and mix and favorable foreign currency exchange. Net sales for the Asia & Latin America fell 8% to $392MM, due to reporting calendar timing shift and challenges related to enterprise reporting system implementation in Brazil.

$GIS {{ '2017-09-20T11:26:49+0000' | timeago}} • Announcement

$GIS still expects FY18 organic net sales to decline 1-2%, an improvement of 200-300 basis points over FY17 results, and constant-currency adjusted EPS to increase 1-2% from the base of $3.08 earned in FY17. $GIS still sees constant-currency operating profit to be flat to up 1% and adjusted operating profit margin to be above year-ago levels.

$GIS {{ '2017-09-20T11:24:13+0000' | timeago}} • Announcement

Net sales for $GIS' Convenience Stores & Foodservice segment were essentially flat to year-ago levels at $447 million, due largely to growth in cereal and frozen meals offset by declines in yogurt and biscuits. Organic net sales were also flat to last year.

$GIS {{ '2017-09-20T11:24:03+0000' | timeago}} • Announcement

Net sales for $GIS' North America Retail segment totaled $2.44Bil for 1Q18, down 5% from prior year, reflecting low single-digit declines in contributions from volume and net price realization and mix. Net sales were down double-digits in the U.S. Yogurt operating unit, driven by continued declines for Yoplait Greek and Yoplait Light products.

$GIS {{ '2017-09-20T11:23:51+0000' | timeago}} • Announcement

By directing resources toward these global priorities, $GIS expects to drive a 200 to 300 basis point improvement in its organic net sales trends in FY18. This represents an important step in returning the business to consistent organic net sales growth.

$GIS {{ '2017-09-20T11:23:40+0000' | timeago}} • Announcement

For FY18, $GIS identified 4 global growth priorities: growing cereal globally, including CPW; improving U.S. yogurt through innovation; investing in differential growth opportunities including Haagen-Dazs ice cream, snack bars, Old El Paso Mexican food, and natural and organic food brands; and managing Foundation brands with appropriate investment.

$GIS {{ '2017-09-20T11:23:15+0000' | timeago}} • Announcement

$GIS posted 1Q18 adjusted EPS of $0.71, down 9% from the prior year. Constant-currency adjusted EPS also fell 9%, reflecting lower adjusted operating profit, partially offset by lower interest, taxes, and average diluted shares outstanding in the quarter.

$GIS {{ '2017-09-20T11:23:03+0000' | timeago}} • Announcement

$GIS reported a 1.1% decline in 1Q18 earnings due to lower sales and volume declines in the North America Retail and Asia & Latin America segments. Net income fell to $404.7MM from $409MM last year, while EPS increased 3% to $0.69 from $0.67 on lower average diluted shares outstanding. Net sales tumbled 4% to $3.77Bil.

$INGR {{ '2017-09-18T13:24:03+0000' | timeago}} • Announcement

Ingredients solutions provider $INGR has appointed James Zallie as president and CEO, effective January 1, 2018. Zallie will also join the company’s board of directors. Zallie joined Ingredion in 2010 when the company acquired National Starch. Ingredion said its current CEO and President Ilene Gordon will retire in July 2018.

$INGR {{ '2017-09-15T21:14:26+0000' | timeago}} • Announcement

$INGR increased its quarterly dividend to $0.60 per share on its common stock from $0.50 per share last quarter. The dividend is payable on October 25, 2017, to stockholders of record on October 2, 2017.

$PAHC {{ '2017-09-12T19:42:34+0000' | timeago}} • Announcement

$PAHC said it has decided to acquire Biotay SA, a manufacturer of animal health and nutritional products. The acquisition will strengthen the company’s core business and mark its entry into the South American market. Phibro Animal Health did not disclose the financial terms of the transaction.

$GIS {{ '2017-09-07T14:08:42+0000' | timeago}} • Announcement

$GIS reaffirmed its FY18 organic net sales outlook to decline 1-2% from 2017 levels. Total segment operating profit in constant currency is expected to range between flat and up 1%, and adjusted operating profit margin is expected to increase over year-ago levels. Adjusted EPS are expected to rise 1-2% in constant currency.

$CPB {{ '2017-08-31T19:38:22+0000' | timeago}} • Webcast

$CPB does not expect the V8 business to return to growth in FY18. The company also expects its US soup sales to decline in FY18.

Recent Transcripts

GIS (General Mills, Inc.)
Wednesday, September 20 2017 - 12:30pm
PAHC (Phibro Animal Health Corporation)
Thursday, August 31 2017 - 1:00pm
CPB (Campbell Soup Company)
Thursday, August 31 2017 - 12:30pm
HRL (Hormel Foods Corporation)
Thursday, August 24 2017 - 1:30pm
SJM (The J. M. Smucker Company)
Thursday, August 24 2017 - 12:30pm
GES (Guess' Inc.)
Wednesday, August 23 2017 - 8:45pm
FLO (Flowers Foods, Inc.)
Thursday, August 10 2017 - 12:30pm
DAR (Darling Ingredients Inc.)
Thursday, August 10 2017 - 12:30pm
ZTS (Zoetis Inc.)
Tuesday, August 8 2017 - 12:30pm
KIN (Kindred Biosciences, Inc.)
Monday, August 7 2017 - 8:30pm
PETX (Aratana Therapeutics, Inc.)
Friday, August 4 2017 - 12:30pm
BGS (B&G Foods Inc.)
Thursday, August 3 2017 - 8:30pm
K (Kellogg Company)
Thursday, August 3 2017 - 1:30pm
BG (Bunge Limited)
Wednesday, August 2 2017 - 12:00pm
INGR (Ingredion Incorporated)
Tuesday, August 1 2017 - 12:00pm
IBA (Industrias Bachoco S.A.B. de C.V.)
Thursday, July 27 2017 - 2:00pm
GNC (GNC Holdings Inc.)
Thursday, July 27 2017 - 12:30pm
KN (Knowles Corporation)
Wednesday, July 26 2017 - 8:30pm
HSY (The Hershey Company)
Wednesday, July 26 2017 - 12:30pm
HOG (Harley-Davidson, Inc.)
Tuesday, July 18 2017 - 1:00pm

AlphaGraphics you may like