Latest news with #Moskow
Business Insider
26-06-2025
- Business
- Business Insider
TD Cowen Keeps Their Hold Rating on General Mills (GIS)
In a report released today, Robert Moskow from TD Cowen maintained a Hold rating on General Mills (GIS – Research Report), with a price target of $48.00. The company's shares closed today at $50.68. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Moskow is a 3-star analyst with an average return of 2.2% and a 47.57% success rate. Moskow covers the Consumer Defensive sector, focusing on stocks such as Campbell Soup, Conagra Brands, and General Mills. In addition to TD Cowen, General Mills also received a Hold from Barclays's Andrew Lazar in a report issued today. However, yesterday, Morgan Stanley maintained a Sell rating on General Mills (NYSE: GIS). The company has a one-year high of $75.90 and a one-year low of $52.39. Currently, General Mills has an average volume of 4.94M. Based on the recent corporate insider activity of 83 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of GIS in relation to earlier this year. Last month, Pankaj MN Sharma, the Segment President of GIS sold 3,643.00 shares for a total of $197,159.16.
Business Insider
24-06-2025
- Business
- Business Insider
TD Cowen Sticks to Their Hold Rating for Freshpet (FRPT)
TD Cowen analyst Robert Moskow reiterated a Hold rating on Freshpet (FRPT – Research Report) yesterday and set a price target of $91.00. The company's shares closed yesterday at $71.60. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Moskow is a 3-star analyst with an average return of 2.1% and a 46.56% success rate. Moskow covers the Consumer Defensive sector, focusing on stocks such as Campbell Soup, Conagra Brands, and PepsiCo. Currently, the analyst consensus on Freshpet is a Moderate Buy with an average price target of $105.42. Based on Freshpet's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $263.25 million and a GAAP net loss of $12.7 million. In comparison, last year the company earned a revenue of $223.85 million and had a net profit of $18.6 million
CNBC
16-06-2025
- Business
- CNBC
Celsius shares can rally more than 30% as growth story is 'heating back up,' TD Cowen says in upgrade
Celsius' growth story is back, according to TD Cowen, on the strength of its position in women's energy drinks. Analyst Robert Moskow upgraded Celsius to buy from hold, and raised his price target, saying that an improvement in sales and a creative new direction from management has reinvigorated the energy drink company. His price target, hiked to $55 from $37, implies more than 30% upside from Friday's close of $41.16. The stock was last up more than 3% in extended trading. "We upgrade CELH to Buy and raise our PT to $55," Moskow wrote Monday in a note called "Celsius' growth story is heading back up.' "We believe the stock will continue to trade higher this year as the Celsius brand returns to growth, the Alani Nu integration progresses smoothly, and investors look ahead to distribution expansion in 2026 and beyond." "We recognize uncertainties about the Alani Nu brand longer-term," he added. "But the favorable price paid reduces the risk." CELH 1D mountain Celsius Holdings, over one day Celsius shares have surged this year, rallying more than 56%. That comes after the stock's disappointing performance in 2024 when it plunged more than 50% as Wall Street firms including TD Cowen worried the energy drink company had lost its momentum. Since then, however, an improvement in sales that's expected to continue through the summer, as well as new innovative products within the Celsius brand, have helped strengthen the brand. Celsius' acquisition of health and wellness brand Alani Nu can also help it build on its position as the No. 3 brand in the U.S. energy drink category, the analyst said. "We believe management has course-corrected execution on the Celsius brand with strong innovation (Retro Vibe, Playa Vibe, Strawberry Passionfruit), nationwide expansions for last year's retail exclusives (Watermelon Lemonade, Cherry Cola), and marketing efforts like the recent " campaign to expand the appeal of the brand beyond its core fitnessfocused audience," the analyst wrote. TD Cowen is not the only firm to grow bullish on Celsius in recent months. In March, Truist analyst Bill Chappell upgraded the stock to buy from hold, and hiked his price target, saying the Alani Nu acquisition can help Celsius "corner" the women's market . On Feb. 21, Celsius shares popped 25% on strong quarterly earnings results, as well as acquiring health and wellness company Alani Nu.
Yahoo
21-05-2025
- Business
- Yahoo
Kraft Heinz to explore ‘strategic transactions' as sales decline
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Kraft Heinz said Tuesday it is evaluating 'potential strategic transactions' as the ketchup and Lunchables maker looks to turn around a decline in sales. The CPG giant did not provide additional details, including a timetable for a decision or whether the review will result in a transaction. 'At Kraft Heinz, our goal has always been to make high-quality, great-tasting food for all and to keep consumers at the forefront of all we do, enabling us to drive profitable long-term growth and value creation,' CEO Carlos Abrams-Rivera said in a statement. 'Consistent with this goal, over the past several months we have been evaluating potential strategic transactions to unlock shareholder value.' The food manufacturer, which reported net sales of $26 billion last year, has been aggressively innovating its portfolio as it aims to generate $2 billion in incremental net sales by 2027. It's taken several of its key brands into closely related and trendy categories, bringing Philadelphia into cream cheese frosting and Crystal Light into the alcohol space with a hard seltzer line. But Kraft Heinz has seen total revenue decline for six straight quarters. The owner of the Kool-Aid and Oscar Mayer said in April that organic sales, which removes currency changes and other items, are expected to decline 1.5% to 3.5% during its 2025 fiscal year. Previously it forecast sales to be flat to down 2.5% from the prior 12 months. Similar to other packaged food companies, Kraft Heinz has seen cash-strapped consumers cut down on spending due to inflation. At the same time, product demand has suffered as shoppers prioritize offerings viewed as healthier or reduce how much they eat due to the use of GLP-1 weight loss drugs. Robert Moskow, an analyst with TD Cowen, said in a note to investors that Kraft Heinz's strategic review likely means the company will look to divest some of its brands. In the past, Kraft Heinz appeared to have considered selling coffee and meats, which includes products such as Maxwell House and Oscar Mayer, according to Moskow. He noted these brands fall under Kraft Heinz's 'balance' platform that includes businesses considered to be highly scaled and strong cash generators, but highly exposed to private label and commodity volatility. The balance segment makes up 25% of the company's sales. 'We, too, believe KHC should slim down its portfolio,' Moskow said. Kraft Heinz also on Tuesday announced that Warren Buffett's Berkshire Hathaway will no longer hold seats on its board. The food manufacturer said Timothy Kenesey and Alicia Knapp have stepped down due to their ties to the high-profile holding company. Their decision to leave the board was 'not the result of any disagreement with management or the Board related to the Company's operations, policies or practices,' Kraft Heinz added. Update: Adds TD Cowen analyst comment Recommended Reading Kraft Heinz names Pedro Navio president of North American operations Sign in to access your portfolio
SBS Australia
07-05-2025
- Politics
- SBS Australia
Celebration the 80th of Victory in Europe Day
SBS Indonesian 07/05/2025 06:07 Meanwhile, Russians celebrate Victory Day on May 9, with rehearsals underway for a grand parade through Moscow. Ukraine's President Volodymyr Zelenskyy has warned foreign leaders who travel there it will be up to the Russian government to ensure their safety. Listen to every Monday, Wednesday, Friday, and Sunday at 3 pm. Follow us on and and listen to our .
