Kev nce nqi tau raug tshem tawm ntawm pob nyiaj siv, thiab qhov no yog qhov tseeb tshwj xeeb ntawm lub khw muag khoom noj, vim tias txhua hnub tseem ceeb ntawm cereal mus rau qab zib tau nce nqi. Qhov kev poob siab ntawm daim nplaum no muab kev txhawb siab rau cov neeg siv khoom lag luam kom tsis txhob cuam tshuam lawv cov npe nyiam rau cov khoom siv kim kim - feem ntau ua los ntawm
Khoom Noj Hauv Tsev Cog Khoom
.
TreeHouse (ticker: THS) tsuas yog qhov kev lag luam loj tshaj plaws rau pej xeem kev ua si ntawm cov khoom noj khoom haus ntiag tug, thaj chaw uas tau nthuav dav ua ntej muaj kev sib kis thiab txij li tau muaj kev sib kis los ntawm tus nqi nce, kev lag luam tsis txaus siab, thiab cov khw muag khoom xav muag cov khoom tshwj xeeb. Qhov ntawd tsis tau pab cov Tshuag, uas, vim yog ib feem ntawm cov nqi siab thiab cov teeb meem ntawm cov khoom siv, tau nce tsuas yog 3.3% nyob rau peb lub xyoos dhau los, txawm tias S&P 500 tau nce 39%.
TreeHouse ntawm niaj hnub no-tus neeg muag khoom loj rau cov khw muag khoom suav nrog
Costco Lag luam
(TUS NEEG),
Walmart
(TWM),
Amazon.com
(AMZN), Aldi, thiab Tub Lag Luam Joe's-zoo li txawv dua li nws tau ua 10 lub hlis dhau los. Kev sib xyaw ua ke ntawm kev tswj hwm kev hloov pauv thiab kev muag khoom vaj khoom tsev tau tso nws leaner thiab tsom mus rau qhov nws ua tau zoo tshaj plaws - tsim cov khoom lag luam zoo rau cov tuam txhab nrhiav kev txhawb nqa lawv cov muag khoom ntawm cov khoom noj khoom haus. Thiab nws yog vim li cas JANA Cov Neeg Koom Tes tseem muaj kev txhawb siab rau lub tuam txhab lub peev xwm los nqis peev rau nws qhov muaj zog ob xyoos tom qab thawj zaug nws tau koom nrog hauv tuam txhab.
"TreeHouse yog ib qho ntawm tib txoj hauv kev los nqis peev [hauv] ob qho ntawm cov muaj zog tshaj plaws hauv megatrends hauv cov zaub mov," hais tias Scott Ostfeld, tus thawj coj koom tes thiab tus thawj tswj hwm ntawm JANA uas zaum ntawm TreeHouse pawg thawj coj. "Qhov thib ib yog kev tsom mus rau kev nthuav dav cov khw muag khoom ntiag tug ntawm kev siv nyiaj hauv lub tebchaws los ntawm cov khw muag khoom loj hauv Asmeskas, vim tias kev nkag mus ntawm cov khw muag khoom lag luam yog qis dua li lwm lub tebchaws. Thiab qhov thib ob yog kev tshawb nrhiav tus nqi thiab kev pheej yig los ntawm cov neeg siv khoom. "
Nws tsis tau yooj yim rau TreeHouse kom mus txog qhov no. Lub tuam txhab tau tawm tsam raws li cov khoom lag luam nce nrawm nrawm dhau los ua rau cov khoom lag luam me me thiab cov khoom lag luam-chain woes ua rau kev ua haujlwm. Tsis tas li ntawd, nws tau ris lub nra hnyav nrog kev sib koom ua ke tsis zoo - kev ua yuam kev yuav tshwm sim nrog lub tuam txhab uas tau tsim los ntawm ntau qhov kev cog lus - thiab kev ua lag luam ua noj ua haus tsis zoo uas suav nrog cov khoom lag luam xws li pastas thiab syrups. Qhov kev faib ntawd suav rau qee qhov 60% ntawm kev muag khoom hauv xyoo tas los no, tab sis nws cov paj laum qis thiab cov teeb meem kev ua haujlwm txhais tau tias cov nyiaj tau los loj hlob tsis zoo ib yam.
Benjamin Nahum, tus thawj coj saib xyuas kev lag luam ntawm Neuberger Berman Intrinsic Value fund, uas tau muaj cov tswv cuab txij li xyoo 2017. "TreeHouse tau sim, thiab nws tau tawm lub tuam txhab leaner, muaj txiaj ntsig ntau dua. "
Qhov kev hloov loj dua tej zaum yuav yog kev muag khoom ntawm nws lub tsev noj mov npaj rau lub tuam txhab ntiag tug-equity rau $ 950 lab - lossis muaj kuab heev 14 zaug cov nyiaj khwv tau los ua ntej paj paj, se, depreciation, thiab amortization. Qhov ntawd yog ntau ntau dua li cov Tshuag, ntawm 11.8 npaug, tam sim no cov lus txib. Qhov kev txav mus los ua rau TreeHouse daim ntawv tshuav nyiaj tshuav thiab tshuav nws nrog cov khoom noj txom ncauj thiab dej haus. Cov kws tshuaj ntsuam tam sim no cia siab tias lub tuam txhab cov nyiaj tau los ntawm ib feem yuav ntau dua ob npaug hauv 2023, txog $ 2.62, ntawm ze li ntawm 7% nce hauv cov nyiaj tau los.
Nahum hais tias, "Peb xav tias nws yog qhov zoo heev, nres tag nrho," Nahum hais. "Nws yog kev lag luam zoo uas ua rau lub tuam txhab yooj yim." Ostfeld pom zoo. "TreeHouse tam sim no yog lub tuam txhab kev loj hlob siab dua, cov nyiaj tau los siab dua uas yuav tsum tau pauv ntawm tus nqi rau qhov uas nws tau ua lag luam keeb kwm," nws hais.
Qhov ntawd tseem tsis tau tshwm sim. TreeHouse Tshuag pauv rau 17.5 npaug ntawm cov nyiaj khwv tau los, qis dua nws qhov nruab nrab tsib xyoos ntawm 18.7 thiab cov phooj ywg nyiam
Post Holdings
(POST), ntawm 19.4 lub sijhawm. Txawm tias daim ntawv tshaj tawm cov nyiaj tau los zoo tshaj li qhov xav tau lub hli dhau los tsis tuaj yeem txhawb nqa cov khoom lag luam, raws li kev taw qhia kev muag khoom thib ob hauv peb lub hlis twg, tej zaum qhov tshwm sim ntawm cov khoom lag luam kev txhim kho uas tau hloov kev txiav txim los ntawm lub quarter thib ob mus rau thawj zaug, hnyav ntawm cov khoom. "Qhov no yog qhov pib zoo rau lub xyoo rau TreeHouse, [uas] suav nrog kev lag luam ntiag tug tshaj li 2019 qib," sau Truist Securities tus kws tshuaj ntsuam Bill Chappell, uas muaj $ 60 lub hom phiaj ntawm cov khoom lag luam, nce 20% txij hnub Friday kaw ntawm $ 49.84. .
Cov kauj ruam tom ntej tuaj yeem tuaj txog ntawm TreeHouse cov neeg ua lag luam hnub rau Lub Rau Hli 13. CEO Steve Oakland hais tias lub tuam txhab npaj yuav muab cov neeg ua lag luam "kev nkag siab tob" ntawm nws cov tswv yim thiab nws cov peev txheej txhim kho - uas tso cai rau nws mus yuav khoom.
Farmer Bros.
' (FARM) chaw ua kas fes thiab xa khoom lag luam rau $ 100 lab, tshaj tawm lub lim tiam dhau los no.
Qhov kev txav mus los ntawm lub sijhawm thaum cov khw muag khoom tau tawm tsam los txhim kho lawv cov npe nrog cov khoom lag luam zoo ntiag tug. Thaum cov neeg siv khoom ib zaug tau saib kev nug txog cov kev xaiv tsis muaj npe no, ntau qhov kev qias neeg nyob ib puag ncig lawv tau ploj mus, ua tsaug rau cov nyiam nyiam xws li Costco's Kirkland hom thiab muab los ntawm Tub luam Joe's.
Target
(TGT) thiab Amazon kuj tau ua tsis tu ncua tsim lawv tus kheej lub npe uas tsis tshua muaj kev sib tw thiab kev sib piv tus nqi.
Qhov kev pheej hmoo loj tshaj plaws yuav yog qhov kev nce nqi txias thiab cov nqi qis tuaj yeem ua rau cov neeg siv khoom tsawg dua kev lag luam. Txawm li cas los xij, nws tsis zoo li tias cov khoom noj khoom haus loj yuav tshwm sim, tshwj xeeb tshaj yog cov hom lag luam hauv teb chaws saib los tiv thaiv lawv cov paj, muab cov ntim ntau dua thiab cov nqi thauj khoom. Lub caij no, cov neeg siv khoom tseem ntsib cov nqi siab dua rau cov khoom xws li chaw nyob thiab kev saib xyuas menyuam yaus dua li ob peb xyoos dhau los.
Thiab yog tias kev lag luam tseem tsis muaj zog, TreeHouse tej zaum yuav tau txais txiaj ntsig, thiab. "Tsawg kawg, TreeHouse yog qhov chaw nkaum hauv kev lag luam tsis paub tseeb," hais tias Chris Terry, tus thawj tswj hwm ntawm Hodges Capital, uas yog tus tswv ntawm cov shares.
Tham txog kev noj qab haus huv.
Sau rau Teresa Rivas ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/treehouse-stock-pick-private-label-brands-retail-consumer-c869b535?siteid=yhoof2&yptr=yahoo