$DMND (Diamond Foods, Inc.)

$DMND {{ '2016-01-11T22:07:04+0000' | timeago}} • Announcement

Snack food and culinary nut company $DMND agreed to buy a 26% stake in Metcalfe's skinny Limited, owner of Metcalfe's skinny Popcorn, a premium ready-to-eat popcorn brand in the UK. $DMND is financing the investment through cash on-hand.

$PG {{ '2018-01-23T20:57:54+0000' | timeago}} • Webcast

$PG plans to continue to keep bottom-line growing and to be growing margins through productivity which will both provide fuel for reinvestment and for margin improvement. $PG really doesn't view pricing and promotion as high in terms of its options to grow business. $PG is going to be continuing to invest in business to drive margins.

$PG {{ '2018-01-23T20:52:41+0000' | timeago}} • Webcast

$PG said it will continue its strong track record of cash returned to shareholders. $PG expects to pay nearly $7.5Bil in dividends this year. $PG is lifting FY18 share repurchase outlook from $4-7Bil to $6-8Bil, reflecting strong operating cash flow, continued working capital progress, and the cash benefit enabled by the Tax Act.

$PG {{ '2018-01-23T20:49:54+0000' | timeago}} • Webcast

$PG had already reduced number of agencies nearly 60% from 6,000 to 2,500, saved $750MM in agency and production costs, and improved cash flow by over $400MM additional through 75 day payment terms. In next phase, $PG expects to save another $400MM reducing number of agencies by another 50% and implementing new advertising and media agency models.

$PG {{ '2018-01-23T20:48:49+0000' | timeago}} • Webcast

$PG's core gross margin for 2Q18 declined 80 basis points versus year ago. 150 basis points of productivity savings were more than offset by headwinds of 90 points from higher commodity costs, 70 basis points of mixed impact, 50 basis points from pricing primarily Gillette, and 40 basis points of reinvestment in product and packaging innovation.

$PG {{ '2018-01-23T20:48:35+0000' | timeago}} • Webcast

$PG said commodity prices have continued to move higher as the year has progressed approaching a $350MM after-tax impact versus year ago for FY18. $PG had expected to see higher pulp costs going into the year. These costs have continued to increase beyond initial forecast ranges with strong demand and some recent supply disruption.

$PG {{ '2018-01-23T13:59:12+0000' | timeago}} • Announcement

$PG lifted FY18 core EPS growth outlook to 5-8% from 5-7% versus FY17 core EPS of $3.92. This is to reflect the potential benefit from the Tax Act. GAAP EPS are expected to decrease 30-32% versus FY17 GAAP EPS of $5.59, which included the significant benefit from the Beauty Brands transaction that was completed in October 2016.

$PG {{ '2018-01-23T13:58:56+0000' | timeago}} • Announcement

$PG maintained its organic sales growth estimate of 2-3% for FY18. The company estimates all-in sales growth of about 3% for FY18, which includes a neutral to half-a-percentage-point benefit to sales growth from the combined impacts of acquisitions and divestitures and foreign exchange.

$PG {{ '2018-01-23T13:58:44+0000' | timeago}} • Announcement

$PG's net sales for 2Q18 rose 3% year-over-year. This includes a 1% positive impact from foreign exchange. Organic sales and volume both increased 2%. A 1% positive mix impact from the disproportionate growth of higher priced categories, Skin & Personal Care and Personal Health Care, was offset by a negative pricing impact of 1%.

$PG {{ '2018-01-23T13:58:27+0000' | timeago}} • Announcement

$PG reported a 68% drop in 2Q18 earnings due to the Beauty Brands divestiture gain in the base period and the latest quarter net income tax charge related to the recent U.S. Tax Cuts and Jobs Act. Net income fell to $2.5Bil or $0.93 per share from $7.88Bil or $2.88 per share last year. Net sales rose 3% to $17.4Bil. Core EPS increased 10% to $1.19.

$PG {{ '2018-01-23T13:50:51+0000' | timeago}} • Infographic

$PG Procter & Gamble Co. Earnings AlphaGraphic: Q2 2018 Highlights

$VFC {{ '2018-01-18T20:39:04+0000' | timeago}} • Announcement

$VFC will open a new distribution center in Jonestown, Pennsylvania in early 2019. $VFC is investing up to $52MM in the project and bringing more than 175 full-time jobs to the area over the next three years. $VFC will lease a 500,000-sq.ft. facility in Jonestown. The lease will begin in July 2018. $VFC expects to begin hiring in mid-2018.

$STZ {{ '2018-01-10T16:44:15+0000' | timeago}} • Webcast

$STZ believes tax reform will be favorable to the company's previous low to mid-20s long-term effective tax rate guidance. Constellation Brands expect the new tax legislation, including the impact of the tax reduction and the transition will result in a reduction in the existing net deferred tax liabilities by $300-400MM.

$STZ {{ '2018-01-10T16:42:25+0000' | timeago}} • Webcast

$STZ said that it will not sell cannabis products in the U.S. or any other market as of now. Constellation Brands will consider selling them when it is legalized by the government. The company predicts that recreational marijuana will become legal in Canada during summer of 2018 and recreational edibles to become legal in the summer of 2019.

$STZ {{ '2018-01-05T21:17:16+0000' | timeago}} • Announcement

Wine and beer maker $STZ's sales fell marginally to $1.799Bil in 3Q18, while profit jumped 21% to $491MM or $2.44 per share compared to a year ago. Beer segment sales cheered Constellation Brands by growing 7.8% in the third quarter. However, wines and spirits division disappointed with a 10.3% drop in the sales.

$PVH {{ '2018-01-05T17:20:25+0000' | timeago}} • Announcement

$PVH has redeemed its $700MM of its 4.5% senior notes due 2022, using the net proceeds from its offering of €600MM principal amount of 3.125% senior notes due 2027, which closed on Dec 21, 2017. $PVH had announced on Dec 6, 2017 that it had launched the offering of the 2027 Notes and delivered a Conditional Notice of Redemption for the 2022 Notes.

$STZ {{ '2018-01-05T15:11:35+0000' | timeago}} • Infographic

Corona owner $STZ, which acquired 9.9% of stake in Canadian medical marijuana producer Canopy Growth in Oct. 2017, reported mixed results for 3Q18. Sales dropped, hurt by the wines and spirits division, while earnings increased, helped by the beer segment's performance. Constellation Brands increased its FY18 GAAP and non-GAAP EPS outlook.

$CAG {{ '2017-12-22T18:27:34+0000' | timeago}} • Webcast

$CAG has been on a buying spree in order to strengthen its position, mainly in the snacks space. During 2Q18, it completed the $250MM acquisition of Angie's Artisan Treats, the maker of Angie's Boom Chicka Pop. The company also entered into an agreement to acquire Sandwich Bros. of Wisconsin business. The deal is expected to close in early FY18.

$GIS {{ '2017-12-21T19:44:49+0000' | timeago}} • Webcast

On tax front, as $GIS sees with any increase in earnings, the company will evaluate several uses for the utilization. The company will look at brand investment, capital investment, merger & acquisition and clearly cash return to shareholders. $GIS' long-term expectations on how the company is going to drive the business haven't changed.

$GIS {{ '2017-12-21T19:42:21+0000' | timeago}} • Webcast

Looking ahead to 2H18, $GIS expects to continue driving good performance on frozen meals, led by strong demand in K-12 schools for its healthy delicious and easy-to-prepare meal solutions. And the company likes the prospects for its Stuffed Waffle, which meets many C-store's consumers desires for convenience and great taste.

$GIS {{ '2017-12-21T19:29:43+0000' | timeago}} • Webcast

In 2018, $GIS said the yogurt innovation has been tremendously successful thus far, led by Oui by Yoplait, which already makes up almost 10% of its U.S. yogurt portfolio. Oui's glass jar and unique positioning really standout on shelf, which has helped drive strong consumer trial and $GIS is seeing an acceleration in repeat purchases.

Recent Transcripts

STZ.B (Constellation Brands Inc.)
Friday, January 5 2018 - 3:30pm
CAG (ConAgra Foods, Inc.)
Thursday, December 21 2017 - 2:30pm
GIS (General Mills, Inc.)
Wednesday, December 20 2017 - 1:30pm
PVH (PVH Corp.)
Thursday, November 30 2017 - 2:00pm
CPB (Campbell Soup Company)
Tuesday, November 21 2017 - 1:30pm
REED (REEDS, Inc.)
Monday, November 13 2017 - 9:30pm
COT (Cott Corporation)
Thursday, November 9 2017 - 3:00pm
FLO (Flowers Foods, Inc.)
Thursday, November 9 2017 - 1:30pm
VSI (Vitamin Shoppe, Inc.)
Wednesday, November 8 2017 - 1:30pm
LNCE (Snyder's-Lance, Inc.)
Tuesday, November 7 2017 - 3:00pm
VGR (Vector Group Ltd.)
Tuesday, November 7 2017 - 1:30pm
HAIN (The Hain Celestial Group, Inc.)
Tuesday, November 7 2017 - 1:30pm
REV (Revlon, Inc.)
Friday, November 3 2017 - 1:30pm
MGPI (MGP Ingredients Inc.)
Thursday, November 2 2017 - 2:00pm
RL (Ralph Lauren Corporation)
Thursday, November 2 2017 - 1:00pm
THS (Treehouse Foods, Inc.)
Thursday, November 2 2017 - 1:00pm
ADM (Archer-Daniels-Midland Company)
Tuesday, October 31 2017 - 1:00pm
MDLZ (Mondelez International, Inc.)
Monday, October 30 2017 - 9:00pm
NLS (Nautilus Inc.)
Monday, October 30 2017 - 8:30pm
HSY (The Hershey Company)
Thursday, October 26 2017 - 12:30pm

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