Tuesday, February 9, 2010

Private Label Stocks Soar

Seeking Alpha reports that private label food stocks are soaring in this market. Rick Shea writes, Treehouse Foods (THS), Ralcorp and AIPC are the best pure plays in the food manufacturing sector that focus on private label manufacturing. Treehouse continues to add companies and categories (recent Sturm Foods purchase) and is positioned as the top private label focused company. Ralcorp acquired Kraft Foods (KFT) Post cereal division and so far has struggled to deliver positive results.

What sort of new measures will CPGs implement to combat this out-performance by private label manufacturers? We'd like to hear your thoughts.

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