3.7.05: Packaged Food & Commodity Processors Report
A roundtable forum and top management from 6 firms examine the Packaged Food & Commodity Processors sectors in this 39 page report from The Wall Street Transcript.

  1. Roundtable Forum: Eric Katzman, Deutsche Bank Securities ; Pablo Zuanic, J.P. Morgan Securities

  2. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Clearwater Seafoods Income Fund, John B. Sanfilippo & Son, MGP Ingredients, Monterey Gourmet Foods, Poore Brothers and the SKOR Food Group

    Topics covered: Inventory trends  - Raw material costs  - EDLP (everyday low pricing) channels  - Regulatory changes  - Capacity utilization rates  - Chicken prices  - USDA data  - Canadian beef  - Protein processors 
    Companies covered: Smithfield Foods (SFD), Tyson (TSN), ConAgra (CAG), Kraft (KFT), Pilgrim’s Pride (PPC), Gold Kist (GKIS), Campbell (CPB), Hershey (HSY), Mills (GIS), Wal-Mart (WMT).
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