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Non-Tech : Natural/Health Food Industry Stocks -- Ignore unavailable to you. Want to Upgrade?

To: organicgerry who wrote (107)	11/17/1998 10:46:00 AM
From: mark cox	Read Replies (2) \| Respond to of 337

Basics Plus(TM) Named One of Top New Dairy Products of the Year Lifeway Foods, Inc. LWAY announced today that Dairy Foods Magazine, a leading magazine for the dairy industry, named Basics Plus™ one of its 15 top new dairy products of 1998. We've got a winning product here. It's unique and protected by a patent for the next 15 years. Lifeway has just built a new production facility which is highly automated and is the largest facility in the United States devoted to the production of kefir. Basics Plus is made of kefir, which is loaded with probiotics, it also contains antibodies derived from collostrum, and has soluable fiber. This drink is delicious and has no fat. It has been in test markets all year and they are going to start an agressive advertising campaign soon. Press release: biz.yahoo.com Home page: kefir.com Forum: messages.yahoo.com My analysis of their 3rd quarter 10-Q can be read at the following site: messages.yahoo.com@m2.yahoo.com This is a rare microcap that has been profitable for over 12 years, has a net profit margin about 3 times their industry average, they are the largest producer of kefir in the United States, they have very positive cash flows from operations, low debt, great fundamentals and several niche products. Any questions about the company? Mark oxull@net-magic.net

To: organicgerry who wrote (107)	11/17/1998 8:16:00 PM
From: Beltropolis Boy	Respond to of 337

culled from the motley fool board ... ----- Author: TMFKeeler Date: 11/12/98 6:51 PM Here are some notes from the conference call. Everyone should listen: WFMI 4Q98 11/11 -- Comp Sales for supermarkets in general is 2%. -- Analysts estimates for FY98 12 months ago was $1.54...beat by $0.13. -- EBITDA up 41% and up to 8.6% of sales -- AMRI gross margin up 90 basis points. Sales up 15%. 22% year over year. -- No sales weakness in nutritional supplement category -- $670 sales/sf...sf up 13%. Comps up 6% and expect 1Q to end that way. Tough comparison as last year 1Q was best ever. Expect comps up 6-9% this year. -- 12 new stores (6 new, 6 acquired). They were 3.7% of total sales. -- 10 new leases signed during the quarter. Will be 29 stores. 7 competing with small OATS stores and 22 with none. -- Expect 18-20% in EPS and 20-25% in revenues and earnings in FY00. -- Loyalty card implemented in Mid-West. Results as positive as in Philly and D.C. Full roll out over the next 18 months. -- Will open 75 John McJuice (?) bars in stores. -- Web site (6000 skus) will go online in Spring. Most marketing will be done through existing stores. Will be profitable in 1-2. -- WFMI is not currently negotiating to buy OATS as they are too expensive. -- Comps are slow in the 4Q only because it was 14.2% in 4Q97. Sales are at an all time high. Regressing to the average 6-9%. -- Not changing guidance for FY99. Fine with current estimates. -- Will replace the outgoing President by team effort. -- AMRI private lable stuff only in stores in the latter half of the year. -- Have advantages with their web site. Very excited by it and feel its low risk. Won't pour millions in it and don't think there is a need. -- $158 MM in long term. $110 MM in zero coupon. -- 365 now up to 133 skus (41) and whole foods skus up to 800. Almost every category whole foods and 365 are #1 and #2. -- 23 stores using buyer loyalty. Over $38 for carded and $19 for non-carded. After going over $1K they increase 10%. 10,000 people over $2.5K with gold cards and that helps customer service. Customers spend no more than 25% in their favorite department.