There is a REASONS Hains sales are low at the big chains.. They go through distributors rather than direct because of poor movements. This along with Hains high costs makes their brands UNCOMPETITIVE with house brands.
"They currently have 15% penetration" .....Unfortunately their weak brands do not deserve the distribution they have. They are LOSING shelf space, which means weak consumption. As Private Brands get better, and increase, often they are of better quality and FAR lower in price than Hain brands.
It is becoming MUCH more difficut to hide weak marketing skills behind acquisitions. At $25 consider.
UP an icredible 773,000 or about 43.6% over the same month last year!!!!!!!
Since May of 2015 the increases by month in thousands are as follows: +95 +147 +198 +199 +339 +373 +440 +1005 +773.....
Now consider the following:
- Soon we find out about finalists for the military.
- The growth is disproportunate on revolvers and pistols (self defense)
- The country wants to import terrorists.
- S&W had a DROP in distributor inventory last qtr WITH record shipments.
- Increased volumes has brought large margin improvements as a result of efficient production and shipments.
- S&W has the most in demand pistol.
- New products are great.
The list could be VERY long. $28 after next earnings. $36 to $40 by year end.
After their mistaken foray into the security business, I believe S&W will be dillegent enough to expand into something that truly "integrates". Maybe buy Colt? An ammo mfr? (S&W ammo would probably do well) A smaller high end rifle mfr? Maybe another accessory company??
The last two companies have done very well!
Yes I do believe it will happen. MPC commited drop downs will increase profits and distributions without having to raise money. Very public statements have meaning when made by a CEO.
You forget that the core base keeps growing. Yes their are the spikes, but awareness driven by an inept potus and terorism keeps growing the core.
You forget also that S&W sells into the sweet spot; pistols and revolvers, is entering new categories, is gaining market share with current & new products, margin improvements, plastics division sales to others, and of course their accessory division wih its hgh growth rate and margins.
NET = even if the category was FLAT, S&W woud be growing fast with increasing margins.
I expect that the inordinately HUGE profits in the next few quarters will provide for another large stock buyback.
HAIN - where brands go to die.
JC cannot hide lack of direction and poor results with continual price increases anymore. Kroger, Costco and the other big retailers are selling PL Organic at half the price of the inefficient, high priced distributor based model PAIN is dependent upon. Easily into the 20's.
Parent of dummies - what an arrogant troll. (and dumb too :-) "ivory tower somewhere with armed guards"
- But Obozo does right?
- Hillary does right?
The "dummy" thinks because he lives in a nice safe area (and is "stupid"), that everyone should listen to him. With all your stats, have you looked up how many home burgleries occur each year? Have you noticed a high % of windows in large cities have bars on them? That even mentally challenged people like YOU probably have a alarm system for your house? Why is that? Afraid of people who want to "visit" late at night? I bet you even have locks on your doors.
I will gladly give up my 10+ guns (mostly hunting) if the great Obozo and parent of dummies, lives in south Chicago for a year without protection. Dumb as a brick moron.
Obozo list of accomplishments:
- Give guns to Mexican drug gangs - check
- LIE about and force Obozocare on Americans - check
- Have the IRS target US citizens - check
- Go on a world apology tour - check
- Play a LOT of golf - check
- Have the EPA target US companies - check
- STOP drilling on federal lands - check
- Kiss Cuba's buttocks - check
- Take down missille defense in Europe - check
- Give Crimea and part of Ukraine to Russia - check
- Give Libya, Egypt, Yemen, Iraq, Afgahnastan, Lebabnon, etc to the people who cause "workplace violense"
- Raise every tax he can - check
And who says he hasn't been busy??
@wonderkabob.".crumbling, dying party." REALLY? :-) Actually the GOP holds more state, local and federal offices than at anytime in history... Maybe you're Gruber stupid??
They have a long history of being CONSERVATIVE!
The next 12 months will show $2/share.
A P/E of 20 = $40/ share.
IF they get the military, $50/share this year. It is only just starting.
MAYBE Obozo should STOP supplyng guns to Mexican drug gangs????
MAYBE Obozo should give up HIS armed protection.....before some innocent "kid" gets hurt?
- So importing terrorists is compassionate? Again 4th grade level...we have never imported terrorists in our history.
- I missed YOUR commitment of YOUR money to send them elsewhere.
- I missed YOUR answer as to why Muslim countries do not take them.
- I missed your comment on how they have been killing each other for 1300 years.
- I missed your guarantee in YOUR money to cover their damage.
- I MISSED your compassion to those Americans who have ALREADY been killed by Islamic terrorists.
Afraid ..not really. But I am not a politically correct MORON. There are MILLIONS of poor desperate people from many nations....but Obozo and parent_of _morons are focused only on importing Islamists, ironically from a terrorist hotbed. Why is that MORON? REALLY WHY?
I lived for years in Europe. HINT even after hundreds of years...they do NOT integrate...EVER. And if yOu weren't a lib MORON, you would know that a very HIGH % (20 to 30%) believe violence is perfectly OK as part of the 1000 year global Jihad.
I would agree is we put the first 10,000 adult males in Washigton DC, for a minimum of 3 years, to test the LIB theory that this good for America.
Parent_of _Dummies - Hey Big Boy - 4th grade level...your a lib. Why don't Muslim countries take them? (HINT: they have been killing each other for 1300 years) Who says "low probability", you? Your a joke. Would you put just one million in escrow to cover the costs these people generate in both terrorism and our society?
Why don't YOU and other lib MORONS start a fund with YOUR money to provide a safe haven elsewhere??? Do YOU really care? NO YOUR just a lib, politically correct MORON.
Classic lib moron, bent on telling other people what they should do. You can attack me personally, but your still an arrogant moron who cannot see the obvious.
Parent_of _Dimwits grand-dad in 1940, "lets import 100,000 Germans". Days later "lets import 100,000 Japanese".
Parent_of _Dense kids father in the 60's after a doobie, "Lets import north Vietnamese & communist Chinese, they would be good for America."
Last question for "the MORON", should Obozo provide the Islamists guns when they arrive like the Mexican drug gangs? Or ask Killary what if they kill people she will tell you "what difference does it make".
Obozo, Killary and Commie Bernie, the proud lib A-TEAM.
parent_of_dummies = constant troll with pure liberal arrogance. I agree with the "ball". The NBA has lost audience for years because of its THUG culture. Tatoos, chasing the ho's, rap music, drugs & more drugs, GUN VIOLENCE, and just plain ghetto stupidity. GREAT IMAGE FOR THE YOUNG!!!!
Studies vary, but most show about 75% are bankrupt within a few years of playing....
How much violence is caused by POOR ghetto dwellers wanting the latest NBA sneakers???
Biggest THUGS?? Obozo & Killary, both who have 24 hour ARMED security but no guns for you. Why don't THEY lead by example and give up their guns? Ironic too that Obozo sanctioned giving guns to Mexican drug gangs?? A lib hero.
AND lets import the 100,000 potential terrorists that MUSLIM nations refuse to take. Obozo's IMMEDIATE reaction to latest Islamic terrorism; is to import more and take away American guns.....A deflection that works on their Gruber "STUPID" voters.
Not only is ISIS already here, but the great Obozo wants to import a few 100,000 MORE.
AND disarm Americans......