Post Holdings, Inc. (NYSE:POST) is among the consumer defensive stocks to buy according to analysts. As of December 12, Post Holdings, Inc. (NYSE:POST) has a ‘Buy’ or equivalent rating from 80% of the analysts covering the stock. The median price target of $125 reflects an upside potential of 26.60% from the current price. According to TheFly, Mizuho reduced the price target on Post Holdings, Inc. (NYSE:POST) to $120 from $122 on December 1, keeping an unchanged ‘Outperform’ rating. The firm highlighted t ...

Key Takeaways CLX sees tighter elasticity as shoppers shift to small packs, trade-down options and value-driven purchases.Clorox uses price-pack architecture, promotions and value sizing to protect affordability and brand equity.CLX faces margin pressure as Q1 gross margin fell 410-bps and FY26 margins are guided toward the low end.The Clorox Company, Inc. (CLX) is navigating a tougher consumer environment where pricing power is increasingly tested by heightened value-seeking behavior. Management acknowledg ...

HOBOKEN, N.J., Dec. 15, 2025 (GLOBE NEWSWIRE) -- The Hain Celestial Group, Inc. (“Hain Celestial” or the “Company”) (Nasdaq: HAIN), today announced that Alison E. Lewis has been appointed President and Chief Executive Officer, effective immediately. Ms. Lewis had been serving as Hain Celestial’s Interim President and Chief Executive Officer since May 2025. Ms. Lewis will also continue in her role as a member of the Board of Directors (the “Board”).Dawn Zier, Chair of the Board, said, “The Board has had the ...

Kellanova, a huge consumer packaged goods company, has been acquired by Mars, and K stock is expected to be delisted soon, as its acquisition closed yesterday, Dec. 11. Consequently, the former owners of K stock may be thinking of looking to buy Kraft Heinz (KHC), which is the closest publicly traded alternative to Kellanova. About KHC Stock Kraft Heinz, as its name indicates, owns and markets the Kraft and Heinz brands. It also has many other consumer packaged food brands, such as Oscar Mayer, Jell-O, ...

Core Viewpoint - General Mills, Inc. is facing a downward revision in its stock price target and is expected to report a decline in earnings and revenues in the upcoming quarter [1][3]. Company Overview - General Mills is a leading global food company known for brands like Cheerios and Yoplait, competing in the consumer packaged goods industry against companies like Kellogg's and Nestlé [1]. - The company has a market capitalization of approximately $25.42 billion and a trading volume of 4,693,176 shares [5]. Stock Performance - As of the announcement, General Mills' stock was trading at $46.32, which is 1.47% below the new price target of $47 set by Jefferies [2]. - The stock has fluctuated between $45.82 and $46.70 during the day's trading, currently priced at $46.24, reflecting a 1.15% increase today, or $0.53 [2][5]. - Over the past year, the stock has seen a high of $67.35 and a low of $45.15, indicating significant volatility [5]. Earnings Outlook - Analysts expect a decline in earnings and revenues for the quarter ending November 2025, with the upcoming earnings report set for December 17 being crucial for the stock's price movement [3]. - Management will address business conditions during the earnings call, which will be key in evaluating the sustainability of any immediate price changes [4]. - Investors are particularly interested in any signs of a positive earnings per share (EPS) surprise, which could boost the stock's performance [4].

Core Insights - The consumer packaged goods sector, particularly Colgate-Palmolive, may see a rebound in 2026, but returns are expected to be modest compared to high-growth stocks like the "Magnificent Seven" [1][2][4] Company Overview - Colgate-Palmolive has experienced a 15% decline year-to-date, contrasting with broader market highs, yet it remains a potential rebound candidate due to its solid fundamentals [4][5] - The stock is currently viewed as trading at bargain levels, with a strong track record of meeting or exceeding organic sales growth targets of 3% to 5% for 24 consecutive quarters [6][9] Financial Performance - The company has demonstrated impressive free cash flow (FCF) growth, generating mid-teens FCF as a percentage of sales over the past five years, with potential for further improvement [9] - Colgate-Palmolive has a market capitalization of $63 billion, a gross margin of 60.15%, and a dividend yield of 2.65% [9][10] Market Conditions - A more favorable macroeconomic environment, particularly if inflation cools, could enhance Colgate-Palmolive's stock performance, as the company faces significant raw material costs [7] - Analysts note that middle-income consumers are currently in a stable financial position, which could lead to a shift back to Colgate-Palmolive's premium brands from lower-priced alternatives [8] Strategic Initiatives - The company has initiated a $5 billion share repurchase program, indicating management's belief in the stock's value [10] - Colgate-Palmolive is recognized as an AI winner among consumer staples firms, showing a commitment to leveraging technology for efficiency and profit improvements, although investors should not expect returns akin to high-growth tech stocks [11]

Core Viewpoint - Unilever PLC has implemented a reverse stock split as part of its strategy to streamline operations and enhance shareholder value, coinciding with a significant increase in its share price following the demerger of its ice cream division [1][5]. Group 1: Reverse Stock Split - The reverse stock split occurred on December 9, 2025, exchanging 9 shares for every 8 shares previously held [1][5]. - This move is aimed at improving operational efficiency and increasing shareholder value [1][5]. Group 2: Share Price Movement - Following the reverse stock split, Unilever's share price rose nearly 13% in early trading [2][5]. - The current stock price is $64.49, reflecting an increase of 16.62% with a change of $9.19 [4][5]. - Over the past year, the stock has fluctuated between a high of $65.66 and a low of $54.32 [4]. Group 3: Share Structure Post-Consolidation - Post-consolidation, Unilever has over 2.2 billion ordinary shares in issue, with approximately 2.18 billion carrying voting rights [3][5]. - Some investors' shareholdings did not convert neatly under the new ratio, and Unilever plans to pool these fractional shares and sell them in the market, returning the net cash proceeds to shareholders [3].

Unilever is allocating about 1.5 billion euros ($1.74 billion) a year for mergers and acquisitions, focusing heavily on deals in the United States, CEO Fernando Fernandez said on Tuesday. ...

Conagra Brands, Inc. (NYSE:CAG) is included among the 11 Worst Performing Dividend Stocks Year-to-Date. Conagra (CAG) Shares Remain Under Pressure as Goldman Sachs Cuts Target On November 25, Goldman Sachs trimmed the firm’s price target on Conagra Brands, Inc. (NYSE:CAG) to $16 from $18 and maintained a Sell rating on the shares. Conagra Brands, Inc. (NYSE:CAG) is down by nearly 39% since the start of 2025 due to inflationary pressures, low growth, and high debt levels. In fiscal Q1 2026, the company p ...

Summary of Reckitt's Focus on Emerging Markets Presentation Company Overview - **Company**: Reckitt - **Focus**: Emerging Markets - **Key Personnel**: Chris Licht (CEO), Nitish Kapoor (President of Emerging Markets), Ryan Daley (Chief Category Growth Officer), Shannon Eisenhardt (CFO) Industry Insights - **Emerging Markets**: Largest geographic area for Reckitt, with significant growth opportunities - **Market Dynamics**: Some emerging markets have already reached advanced market status, while others are still developing Core Points and Arguments 1. **Growth Potential**: Reckitt has seen steady growth in emerging markets, transitioning from mid-single digit growth to high single digit growth over the last decade, with a recent surge to almost 14% growth in the last nine months [11][22][25] 2. **Brand Strength**: Reckitt has established strong, trusted brands in emerging markets, such as Dettol, Harpic, and Durex, which are leaders in their respective categories [14][15][21] 3. **Market Penetration**: The company has increased its market penetration significantly, with Dettol being used over a billion times a year and Harpic growing from GBP 500,000 in revenue in India 27 years ago to an expected GBP 250 million this year [14][17] 4. **Consumer Trends**: Rising incomes and new consumption habits in emerging markets are driving demand for Reckitt's products, with emerging markets expected to contribute 50% of world GDP by 2030 [27][29] 5. **Category Development**: Reckitt is focusing on both mature and nascent categories, with plans to expand into self-care and intimate wellness products, which are gaining traction in these markets [30][54] Additional Important Insights 1. **Local Expertise**: Reckitt's leadership in emerging markets has an average tenure of 21 years, providing deep local knowledge and continuity [9][10] 2. **Distribution Reach**: Products were available in over 10 million stores last year, with 125 million online orders shipped, indicating strong distribution capabilities [18] 3. **Innovation Pipeline**: Reckitt has a robust innovation pipeline ready to be deployed in emerging markets, allowing for quick adaptation to consumer needs [25][32] 4. **Social Impact**: The company is actively involved in societal change, such as improving hygiene practices in India, which has led to a significant increase in household penetration for Harpic [44][47] 5. **Healthcare Partnerships**: Reckitt is engaging with healthcare professionals and policymakers to drive awareness and education about its products, particularly in addressing antibiotic overuse [57][61] Conclusion Reckitt is well-positioned to capitalize on the growth opportunities in emerging markets through its strong brand portfolio, local expertise, and innovative strategies. The company aims to sustain high single-digit growth by leveraging rising incomes and evolving consumer habits while also contributing positively to societal health and well-being.