Michael A. Sansoterra, Managing Director at Silvant Capital Management LLC, says WhiteWave Foods Co (WWAV) has exposure to the healthy eating trend, and is seeing growth in sales and earnings while taking market share in the nondairy and organic food segments.
“They are a food company that does organic foods, and we have seen a transition from eating whatever you want to slightly eating healthier. Now, we’ve got a pretty good trend in place where Americans in particular, but actually, lots of folks globally, are trying to eat a little bit better,” Sansoterra said.
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While WhiteWave Foods owns recognizable brands — Land O’Lakes butter and International Delight coffee creamers — Sansoterra says the interesting part of the business is the Silk like of nondairy, as well as the Earthbound Farms business that sells organic grocery products.
“Here’s a company that’s taking market share from the dairy business, taking market share in the prepackaged salad business from the general market share for frozen vegetables, and suddenly, you see a decidedly better growth profile than a traditional food company,” Sansoterra said.
“These guys are growing.,” Sansoterra added. “They’ve got revenue, even with acquisitions, growing sales north of 30% and earnings north of 30%, and as they go into Europe, we think they will do even better.”
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