DF - Dean Foods' Great Brands Are On Track For A Profitable 2019
Jerry Hutcheson and Faloh Investment
Dean Foods Company (DF) is a supplier of high-quality, locally-produced dairy products. Our forecast for their future is very bullish. There are several trends to support this. Let's get into why we rate Dean Foods a buy.
Primarily driving the long thesis is a combination of steady or declining raw milk prices and our forecast for reduced fuel surcharges on freight. These two factors will combine to improve profit margins:
Data by YChartsIn addition, management is showing sensitivity to consumer trends toward organic and grass-fed. Brands such