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Consumer Newsletter

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The latest headlines and interview extracts:

Analyst recommends Ralcorp (3/29/04)
- DAVID NELSON, Credit Suisse First Boston
- Food


CFO says Sainsbury’s is now ready to grow the business (2/23/04)
- ROGER MATTHEWS, Sainsbury (J) PLC
- Food


CEO discusses opportunities for multiple-view x-ray imaging in security and industrial sectors (2/13/04)
- NICHOLAS FOX, Image Scan Holdings PLC
- Photography & Imaging


COO of French Connection says recent improvement in retail trading has given confidence to return to expansion in US market (6/5/03)
- NEIL WILLIAMS, French Connection Group
- Apparel


CE of Shoprite Holdings Ltd discusses opportunities to expand operations in Africa and India (6/3/03)
- JAMES WELLWOOD BASSON, Shoprite Holdings Ltd
- Food


MD of AVI Group discusses market leading business units and acquisition strategy (6/3/03)
- ANGUS BAND, AVI Group
- Consumer Products


CEO of Amer Group explains why they are well-placed for consolidation opportunity in the sports equipment industry (5/13/03)
- ROGER TALERMO, Amer Group
- Sporting Goods


FD of Geest Plc says fresh prepared foods market is consistently growing at much faster rates than the rest of the food industry (5/9/03)
- MARK PULLEN, Geest Plc
- Food


FD of Northern Foods says major focus is on getting biscuits back on track (5/7/03)
- SEAN CHRISTIE, Northern Foods Plc
- Food


Executive at Givaudan discusses strategy for growth in flavors and fragrances industry (4/24/03)
- MIKE DAVIS, Givaudan SA
- Food


CEO of Danisco highlights ability to innovate as key growth driver (4/24/03)
- ALF DUCH-PEDERSEN, Danisco A/S
- Food


COO of Danka Europe says brand recognition is key to long term success (3/20/03)
- PETER WILLIAMS & PAUL DUMOND, Danka Business Systems PLC
- Photography & Imaging


Director of Communications at SABMiller says robust plans in place to address volume sales of Miller Lite (3/17/03)
- NICK CHALONER, SABMiller plc
- Beverages - Alcoholic


CFO of Allied Domecq Plc discusses strategic focus and emerging market opportunities (3/11/03)
- GRAHAM HETHERINGTON, Allied Domecq Plc
- Beverages - Alcoholic


CEO of MAN Roland North America discusses Imaging Technology (2/19/03)
- YVES ROGIVUE, MAN Roland
- Photography & Imaging


FD of Fuller Smith & Turner Plc outlines growth strategy for premium end real ale product in UK (2/3/03)
- PAUL CLARKE, Fuller Smith & Turner Plc
- Beverages - Alcoholic


CEO of BBAG discusses expertise and growth strategy in Central European beer market (2/3/03)
- KARL BÜCHE, BBAG Österreichische Brau-Beteiligungs-AG
- Beverages - Alcoholic


CEO of Scitex says data center and packaging market will drive growth in the short to medium term (1/13/03)
- YEOSHUA AGASSI, Scitex Corporation Ltd
- Photography & Imaging


CEO of Huhtamaki Oyj discusses strengthening his global position after a period of consolidation (12/19/02)
- TIMO PELTOLA, Huhtamaki Oyj
- Packaging & Containers


CEO & CFO of Billerud discuss new trends & growth opportunities within their market (12/10/02)
- BERT OSTLUND & NILS LINDHOLM, Billerud AB
- Paper & Paper Products


CFO of James Cropper discusses developing Technical Fiber Products division (12/10/02)
- JOHN M. DENMAN, James Cropper PLC
- Paper & Paper Products


Chairman of Curtis 1000 Europe connects his company’s success to regional management & positioning (12/10/02)
- INGO HAFNER, Curtis 1000 Europe AG
- Packaging & Containers


CEO of National Industri talks of changes in effect in order to optimize position in the European Envelope Industry (12/9/02)
- JOHANNES MADSEN-MYGDAL, National Industri AS
- Paper & Paper Products


Analyst identifies Newell Rubbermaid as top pick (10/11/02)
- LINDA BOLTON WEISER, Fahnestock & Co.
- Personal Products


CFO says Jenoptik AG has good order intake for 2003 (8/21/02)
- ALEXANDER VON WITLZEBEN, Jenoptik AG
- Electronic Equipment


CE of Richmond Foods comments of key advantages and opportunities as UK’s largest ice cream manufacturer (7/29/02)
- JAMES LAMBERT, Richmond Foods PLC
- Food


CFO of Greencore Group talks about Hazlewood integration and top and bottom line growth (7/22/02)
- PATRICK KENNEDY, Greencore Group plc
- Food


Chairman of CSM nv talks about track record and growth targets in Wall Street Transcript Interview (6/26/02)
- DR. JAAP A.J. VINK, CSM nv
- Food


CEO of Danisco comments on growth strategy in Wall Street Transcript Interview (6/25/02)
- ALF DUCH-PEDERSEN, Danisco A/S
- Food


Analyst still has a buy rating on Avon (6/4/02)
- ROMMEL T. DIONISIO, Friedman, Billings Ramsey & Co., Inc.
- Consumer Products


Analyst finds Sealed Air attractive (4/25/02)
- JOEL TISS, Lehman Brothers, Inc.
- Packaging & Containers


Pitney Bowes has very good long-term fundamentals, reports Analyst (4/25/02)
- PETER AUSNIT, Deutsche Bank Alex. Brown, Inc.
- Photography & Imaging


Analyst cites Ball Corp. as the largest North American manufacturer of beverage cans (4/24/02)
- JOEL TISS, Lehman Brothers, Inc.
- Packaging & Containers


Pactiv is Analyst's top pick (4/23/02)
- JOEL TISS, Lehman Brothers, Inc.
- Packaging & Containers


Analyst highlights Sealed Air (4/23/02)
- SCOTT DAVIS, Morgan Stanley
- Packaging & Containers


Company Interview Excerpt: Diane Renihan - Coinstar Inc (CSTR) (4/14/02)
- Diane Renihan, Coinstar Inc (CSTR)
- Electronic Equipment


Analyst believes Electronics for Imaging is a good play for long term (4/5/02)
- SHANNON S. CROSS, Merrill Lynch
- Photography & Imaging


Analyst highlights Xerox's new technologies (4/4/02)
- SHANNON S. CROSS, Merrill Lynch
- Photography & Imaging


Analyst explains why she recommends Hewlett-Packard (4/3/02)
- SHANNON S. CROSS, Merrill Lynch
- Photography & Imaging


Analyst rates Hewlett-Packard as a Buy on the near term (4/2/02)
- SHANNON S. CROSS, Merrill Lynch
- Photography & Imaging


Analyst rates Genesco as outperform (3/29/02)
- CAROL POPE MURRAY, Salomon Smith Barney
- Apparel


Analyst has a high regard for the management team at Liz Claiborne in apparel (3/28/02)
- CAROL POPE MURRAY, Salomon Smith Barney
- Apparel


Analyst explains why he finds Pepsi Bottling Group attractive (3/8/02)
- MARK SWARTZBERG, ABN AMRO, Inc.
- Beverages - Soft Drinks


Analyst provides an outlook for CKE Restaurants (2/22/02)
- ANTON BRENNER, Roth Capital Partners
- Food


Analyst favors Leggett & Platt (11/16/01)
- KEITH HUGHES, SunTrust Robinson Humphrey
- Home Furnishings & Fixtures


Analyst has a Neutral rating on Interface (11/16/01)
- KEITH HUGHES, SunTrust Robinson Humphrey
- Home Furnishings & Fixtures


Stanley Furniture has a big chunk of the youth market, which has been very good, notes Analyst (11/16/01)
- JOHN A. BAUGH, First Union Securities, Inc.
- Home Furnishings & Fixtures


Roper has a lot faster top-line potential than most industrial product producers, reports Analyst (11/15/01)
- KEITH HUGHES, SunTrust Robinson Humphrey
- Home Furnishings & Fixtures


Analyst cites Leggett & Platt as a terrific company (11/15/01)
- MARGARET M. WHELAN, UBS Warburg
- Home Furnishings & Fixtures


Analyst highlights Ethan Allen (11/15/01)
- JOHN A. BAUGH, First Union Securities, Inc.
- Home Furnishings & Fixtures


Analyst stays very keen on Haverty (11/14/01)
- JOHN A. BAUGH, First Union Securities, Inc.
- Home Furnishings & Fixtures


Analyst praises Stanley Furniture Company's management team (11/14/01)
- KEITH HUGHES, SunTrust Robinson Humphrey
- Home Furnishings & Fixtures


Analyst recommends Ethan Allen (11/14/01)
- MARGARET M. WHELAN, UBS Warburg
- Home Furnishings & Fixtures


Mohawk's been the most vibrant stock he covers, says Analyst (11/13/01)
- KEITH HUGHES, SunTrust Robinson Humphrey
- Home Furnishings & Fixtures


Analyst comments on Furniture Brands (11/13/01)
- MARGARET M. WHELAN, UBS Warburg
- Home Furnishings & Fixtures


Analyst favors Dal-Tile's story (11/13/01)
- JOHN A. BAUGH, First Union Securities, Inc.
- Home Furnishings & Fixtures


Analyst reports on AnnTaylor (10/31/01)
- LAURI A. BRUNNER, Dain Rauscher Wessels
- Apparel


Intimate Brands has a solid balance sheet, reports Analyst (10/30/01)
- STACY PAK, Prudential Securities
- Apparel


Analyst provides an overview of Christopher & Banks (10/30/01)
- LAURI A. BRUNNER, Dain Rauscher Wessels
- Apparel


Analyst highlights Colgate-Palmolive Company (10/12/01)
- WILLIAM H. STEELE, Banc of America Securities LLC
- Personal Products


Analyst reports on Kimberly-Clark (10/12/01)
- JAMES A. GINGRICH, Sanford C. Bernstein & Company, Inc.
- Personal Products


Analyst comments on Kraft Foods (8/31/01)
- BONNIE HERZOG, Credit Suisse First Boston
- Tobacco


Analyst is neutral on Imperial Tobacco Group (8/31/01)
- DAVID J. ADELMAN, Morgan Stanley Dean Witter
- Tobacco


Analyst says Liggett, which is owned by Vector Group, has done very well (8/30/01)
- BONNIE HERZOG, Credit Suisse First Boston
- Tobacco


Analyst recently upgraded RJR from neutral to outperform (8/30/01)
- DAVID J. ADELMAN, Morgan Stanley Dean Witter
- Tobacco


Analyst reports on Kraft Foods (8/29/01)
- DAVID J. ADELMAN, Morgan Stanley Dean Witter
- Tobacco


Analyst continues to recommend Philip Morris (8/29/01)
- BONNIE HERZOG, Credit Suisse First Boston
- Tobacco


British American Tobacco has increasingly emphasized its leading international brands, reports Analyst (8/28/01)
- DAVID J. ADELMAN, Morgan Stanley Dean Witter
- Tobacco


Analyst highlights US Tobacco (8/28/01)
- BONNIE HERZOG, Credit Suisse First Boston
- Tobacco


Analyst says on the color laser side, Hewlett-Packard is certainly dominant (8/17/01)
- JONATHAN ROSENZWEIG, Salomon Smith Barney
- Photography & Imaging


Analyst believes Electronics for Imaging should be a winner in the office equipment world of the future (8/16/01)
- JONATHAN ROSENZWEIG, Salomon Smith Barney
- Photography & Imaging


Analyst cites Pitney Bowes as a solid company (8/15/01)
- JONATHAN ROSENZWEIG, Salomon Smith Barney
- Photography & Imaging


Analyst cites Lexmark as an interesting opportunity long term, in the printer space (8/14/01)
- JONATHAN ROSENZWEIG, Salomon Smith Barney
- Photography & Imaging


Analyst comments on Getty Images' story (8/2/01)
- GIBBONEY HUSKE, Credit Suisse First Boston
- Photography & Imaging


Analyst recommends American Italian Pasta Company (8/1/01)
- ROMITHA S. MALLY, Goldman Sachs & Co.
- Food


Analyst rates Falcon Products as an accumulate (6/29/01)
- MATTHEW G. MOYER, A. G. Edwards & Sons, Inc.
- Office Supplies


Analyst favors the geographic diversity that Steelcase offers (6/28/01)
- MATTHEW G. MOYER, A. G. Edwards & Sons, Inc.
- Office Supplies


Analyst calls HON INDUSTRIES "a very high quality company" (6/26/01)
- MATTHEW G. MOYER, A.G. Edwards & Sons, Inc.
- Office Supplies


Analyst says NIKE has built its business on highest-end products (4/27/01)
- ROBERT S. DRBUL, Lehman Brothers
- Apparel


Analyst praises Timberland's strong fundamentals (4/26/01)
- ROBERT S. DRBUL, Lehman Brothers
- Apparel


Analyst says NIKE is no longer immune to what goes on in market (4/25/01)
- CAROL POPE MURRAY, Salomon Smith Barney
- Apparel


Analyst believes Columbia has built a tremendous amount of brand equity (4/25/01)
- ROBERT S. DRBUL, Equity Research Department
- Apparel


Analyst has a strong buy on Tropical Sportswear (4/25/01)
- KAY C. NORWOOD, Wachovia Securities
- Apparel


Analyst says Gildan’s operating strategy has been the low-cost producer (4/24/01)
- KAY C. NORWOOD, Wachovia Securities
- Apparel


Analyst has an outperform rating on Liz Claiborne (4/24/01)
- CAROL POPE MURRAY, Salomon Smith Barney
- Apparel


Analyst comments on Sonoco Products (4/20/01)
- JOEL G. TISS, Lehman Brothers
- Packaging & Containers


Analyst says Owens-Illinois has a good strategy on a worldwide basis (4/20/01)
- DOUGLAS GROH, J.P. Morgan Securities
- Packaging & Containers


Analyst comments on Crown Cork & Seal (4/19/01)
- DOUGLAS GROH, J.P. Morgan Securities
- Packaging & Containers


Analyst says Bemis can still show decent growth in the next two to three years, perhaps 8%-10% earnings growth (4/19/01)
- JOEL G. TISS, Lehman Brothers
- Packaging & Containers


Analyst says AptarGroup had 10 years of 10% or better revenue growth (4/18/01)
- JOEL G. TISS, Lehman Brothers
- Packaging & Containers


Analyst says Ball is a very interesting company (4/18/01)
- DOUGLAS GROH, J.P. Morgan Securities
- Packaging & Containers


Analyst says Sealed Air still has a good shot in the future of getting back toward their historic growth rate (4/17/01)
- JOEL G. TISS, Lehman Brothers
- Packaging & Containers


Analyst says there is some decent cash flow at BWAY (4/17/01)
- DOUGLAS GROH, J.P. Morgan Securities
- Packaging & Containers


Deutsche Bank Analyst comments on the corporate activity for Cadbury Schweppes in Wall Street Transcript Interview (2/22/01)
- JOHN PARKER, Deutsche Bank
- Food


UBS Warburg Analyst highlights Sara Lee’s core business (2/15/01)
- JOHN M. O’NEIL, UBS Warburg
- Processed & Packaged Goods


CEO speaks about FARGO Electronics' management team (1/12/01)
- GARY R. HOLLAND, FARGO Electronics, Inc.
- Photography & Imaging


Rockford's CEO reports on the company's product line (1/12/01)
- GARY SUTTLE, Rockford Corporation
- Consumer Products


Analyst highlights Cal-Maine Foods (1/5/01)
- JOHN M. MCMILLIN, Prudential Securities
- Food


Analyst is keen on Hormel (1/4/01)
- JOHN M. MCMILLIN, Prudential Securitie
- Food


Archer-Daniels-Midland is Analyst's top pick on the agricultural side (1/3/01)
- JOHN M. MCMILLIN, Prudential Securities
- Food




For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 1999, Wall Street Transcript Corp

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