To: richardred who wrote (4040 ) 3/22/2018 1:06:07 PM From: richardred Read Replies (3) | Respond to BGS - HAIN - Speculation aspects - CAG had good earnings today. They sold their private label brands to Treehouse. The deal to sell it Wesson oil business is off due to regulatory concerns. I was used to remembering the talk of Private labels generally thriving in a recession environment. I think the economy is doing much better now a days. IMO meaning Brand names will see slower declines in historical traditional branded space and can withstand price increases better. I see companies using existing brand name awareness by creating or extending offshoot lines. This by way of healthier,organically,and strategically packaged lines geared for better for consumer tastes of today. IMO- A good earnings report today just might mean CAG is ready for a bigger acquisition? BGS & HAIN IMO BGS needs a bigger parent to compete better. IMO HAIN's itself has a good line of brands for newer consumers taste. The fact that GIS was willing to pay a big goodwill price (8 billion for a 1.3 billion business) for diversification. IMO Shows food companies are willing to make big moves for growth. Privately held Mars also made a big acquisition in the pet space. It's $9.1 billion acquisition of pet care company VCA. I also think wev'e got to the point now bigger food companies with want to fold in some of the acquisitions made by some of the smaller companies made to grow themselves faster. Pirate's Booty/ Back to Nature Foods Company by BGS are examples.brand saliency
