TreeHouse Foods, Inc. (THS)
The Company is a food manufacturer servicing primarily to the retail grocery and foodservice channels. Its products include pickles and related products, such as peppers and relishes; non-dairy powdered creamer and soup and infant feeding products.
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We all need food but will not pay a premium for fancy labels -- strong balance sheet and will acquire some more brands soon
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I work in one of the largest grocery store chains in the northeast. Right now the company I work for is trying very hard to push the store brand items. I know that they have all been trying for years, but the company is pushing even harder now. The company wants us to go from appx. 15% of total sales being store brand to 25%. I don't know that they can make that kind of an improvement, but it should still be quite large. They make a significantly larger profit off of these items. So even if they sell fewer items, they can still make more money. If the company that I work for is doing this, you can bet our competition is as well. TreeHouse Foods makes a lot of store brand items, and as such will profit from this new initiative that I'm sure most of the major grocery chains are doing as well.
Also with the economy in the dumps right now, a lot more people are going to be buying store brand in order to make their money go farther. I believe that this current economy is going to have a lasting effect on people's spending habits, similar to the Great Depression. As long as store brands are comparable, and they are getting better all the time, people will try to save a little money. That's great news for THS.
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People have been punished financially til they are now bargain hunters.
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Economy is poor as we all know. When you shop are you shopping by brand name or by price??? Think about the person(s) who lost their jobs, name or price??
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Defensive private label food play.
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Short significant sales boost
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Cramers luv child!
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this stock maybe good till the end of summer then the holidays yet in the long run. may not be that good. with most people starting think more about what they put into their bodies. the ingredients, the want of a better tasting healthier high end product. may not be a good buy in the long run.
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Leader in sector.
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good company
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Dean Foods spinout - growth of private brands driven by cost conscious consumers.

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