- Dean Foods is down over 8% in the last six months providing an entry point.
- We like the strategic plan presented at their annual meeting in which they discuss building and buying strong brands.
- The industry is extremely competitive but we think the Friendly’s acquisition and Organic Valley Joint venture are positive first steps to strategically grow revenue for the years ahead.
Monday, May 22, 2017
Dean Foods (NYSE: DF) - Milk Money
Read the full Seeking Alpha article: HERE