Lifeway Foods, Inc. (NASDAQ:LWAY)

CAPS Rating: 5 out of 5

The Company is engaged in the manufacturing of probiotic, cultured, functional dairy and non-dairy health food products.

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Member Avatar zharriott (80.49) Submitted: 8/8/2014 10:23:30 AM : Outperform Start Price: $12.64 LWAY Score: +36.61

Not a fan of yogurt or anything like it but I do like this company and the direction that it's headed.

This stock has taken a beating recently due to declining margins attributable to a significant increase in the cost of milk which is their primary ingredient. However, this is a company operating in a niche market that is set to expand as health concerns spread throughout the U.S. A couple reasons why I like this company,

1. They have virtually no competitors at this time, which gives them position to establish themselves as the market leader for their niche.

2. They've been investing heavily into PP&E which should benefit them in later quarters in terms of operations.

3. Finally, they've got decent distribution (Walmart, Wegmans, KR brand stores) and continue to expand into new markets such as the U.K. and Canada.

4. They know their customer and market. They specifically target health conscious women and market their brand to mothers using social media and television campaigns which I believe is an effective strategy for middle age women watching their weight.

As milk prices recede back to normal (and hopefully they learn to hedge milk prices) and as they continue to expand globally we should see their bottom line improve and this company grow to much much larger.

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Member Avatar BuffettJunior1 (97.69) Submitted: 6/17/2014 1:48:05 PM : Outperform Start Price: $13.48 LWAY Score: +29.66

Company and its stock price will benefit from falling milk prices.

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Member Avatar lnlrmtg (35.12) Submitted: 1/8/2014 2:31:12 AM : Outperform Start Price: $15.58 LWAY Score: +4.58

fundamentals

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Member Avatar rknapton (< 20) Submitted: 8/22/2013 4:27:22 PM : Outperform Start Price: $16.20 LWAY Score: -11.50

Long. “Kefir” Perhaps a future health food trend? Lifeway foods and their defer products have been on of Forune’s small business fastest growing companies for the past 5 years. A hefty valuation here at 42x trailing, 34x fye. But is growing quick. Last quarter revenues were up 25% and earnings were up over 100%. As of now a google. Search for “kefir” returns 4.6M results. Lifeway is the top company that shows up. Alexa global ranking for their site is 318,536. Up 16,549 places from 3 months prior.

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Member Avatar 6sigmaford (< 20) Submitted: 3/2/2013 10:28:54 AM : Outperform Start Price: $10.22 LWAY Score: +40.23

The team at LifeWay are aggressive marketers and continue to innovate product offerings off of their core. In see them as a near term acquisition for a larger fish. I use the product and can attest to the benefits of probiotics.

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Member Avatar knyc (90.56) Submitted: 12/23/2012 10:17:05 PM : Underperform Start Price: $8.19 LWAY Score: -77.37

Too expensive relative to peers

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Member Avatar GolfAddict1074 (50.01) Submitted: 2/16/2010 7:27:57 PM : Outperform Start Price: $8.15 LWAY Score: +67.09

Been a great stock and still will be.

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Member Avatar A00971591 (74.66) Submitted: 10/8/2009 5:07:03 PM : Outperform Start Price: $11.37 LWAY Score: -34.57

pretty volatile stock, I would never actually put money into this one but i like its chances to recover close to where it was around june and august

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Member Avatar dmccorkell (77.04) Submitted: 7/2/2009 12:14:03 PM : Outperform Start Price: $13.70 LWAY Score: -98.65

The price of milk is down and will remain down and the demand for this company's product will continue to grow due to it's health benefits.

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Member Avatar stover2000 (< 20) Submitted: 6/29/2009 1:35:11 PM : Outperform Start Price: $13.17 LWAY Score: -87.62

Growing company in a growing niche. Aquisitions as well as increased demand for healthier food should allow for increased growth coming out of the recession. This company is also positioned well to finance such acquisitions.

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Member Avatar InfoPowered (< 20) Submitted: 12/3/2008 11:38:39 PM : Outperform Start Price: $6.95 LWAY Score: +14.73

Lifeway is an interesting small cap growth stock to follow with impressive sales & profits growth. Their net income has been steadily climbing & their success at market penetration shows a strength.

While their product lines are not that diversified, the key component is that they are benefiting from the double-digit percentage rise annually in yogurt industry sales dollars in the U.S. (multi-billion) as consumer's progressively become more health conscious. When Dannon runs their advertisements on the television for Activia for it's probiotic health benefits, Lifeway rides the cash wave. During a recession, it's staple goods that prove most resilent--when you can't go on vacation to the Fiji Islands, you go for comfort foods.

60% of Americans are overweight where these consumers are looking for healthy alternatives to their family's diet.

The expansion of distribution channels to multiple regional areas with giants Safeway, Kroger, and Costco should add several million in sales and also generate heightened consumer awareness. After all, with the exception of Kroger, Safeway is #2 and Costco #4 (bigger than Target Greatland Stores).

One misunderstood yet highly profitable market segment in ethnographic marketing is the East Indian community. I applaud Lifeway for going after this segment with their Lassi line which is very popular in this culture yet virtually unavailable on the shelves even in some ethnic grocers.

Final comment I'd add is that for a small outfit where their primary target customer is very loyal yet inquisitive, their website is informative and user-friendly.

Expect a surprise in earnings or you're the Fool.

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Member Avatar dcoxdcox (< 20) Submitted: 10/21/2008 4:44:55 PM : Underperform Start Price: $10.48 LWAY Score: +54.81

Decelerating revenue growth, decreasing margins. Niche product that would be easy to cut of your personal budget when times get tough. Plus it's currently trading at the upper end of its P/E range

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Member Avatar thinkhustle (70.35) Submitted: 10/16/2008 9:20:33 PM : Outperform Start Price: $10.33 LWAY Score: -55.45

This company pretty much feeds the entire American hunger for kefir. They recenty aquired thier closest competition, Helios Nutrition and it's a family ran business. I've been following this one for a while, and I like Lifeway. I think it's a safer bet during these unpredictable times.

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Member Avatar stanman66547 (< 20) Submitted: 4/24/2008 8:09:46 PM : Outperform Start Price: $12.72 LWAY Score: -11.24

Based on management guidance for 1Q08, a sales run rate approaching $1 million a week, moderation of milk prices, and increased consumer awareness of LWAY offerings, we're [increasing forecasts for] revenue of $49.935 million (formerly $48.5 million); and net income of $4.1 million or 24 cents a share (versus $3.8 million/23 cents). We expect 2H results to improve over 1H. Target: 13.65. Market cap: $203 million.

http://online.barrons.com/article/SB120855875704427677.html?...

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Member Avatar rdshoneybees (56.01) Submitted: 3/30/2008 11:14:57 PM : Outperform Start Price: $10.08 LWAY Score: +16.89

pro biotics, pro lifeway

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Member Avatar White0Wolf (92.19) Submitted: 11/16/2007 12:28:07 AM : Outperform Start Price: $10.57 LWAY Score: +23.97

Health fad should hold for at least another year, and the Dairy council will only promote harder.

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Member Avatar SanDieguito (< 20) Submitted: 11/15/2007 12:04:21 PM : Underperform Start Price: $10.38 LWAY Score: -27.55

down $2 to $10

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Member Avatar higgi1981 (< 20) Submitted: 10/9/2007 2:16:10 PM : Outperform Start Price: $19.11 LWAY Score: -44.87

Strong company in a strong industry looks to peak around $26 I believe

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Member Avatar topgunner007 (20.44) Submitted: 10/1/2007 10:02:15 PM : Outperform Start Price: $19.82 LWAY Score: -49.04

Like the stats!

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Member Avatar IamStillLearning (63.36) Submitted: 9/19/2007 11:48:38 PM : Outperform Start Price: $15.21 LWAY Score: -22.86

food and diary, hot industry
money flow in, just off the base (normal retraction from the hike.)
FA is ok, growth stock with small cap, 300 mil

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