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The Hain Celestial Group, Inc. (HAIN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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39.030.00 (0.00%)
At close: 4:00PM EDT
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  • w
    wooglin
    This board remains eerily quiet.

    Earnings out tomorrow (8/26) A.M.
    Estimate: 0.392 v 0.31 last year. HAIN has had earnings surprises for the past eleven Qs.
    6 Buys
    5 Holds
    1 Sell
    12 Mo target: 44.00
  • c
    charlie
    This dog of a stock won't hunt. Stock is down and going nowhere. There's no dividends. They're starting to outsource major departments. For all the revamp hype Hain has done nothing.
  • H
    Happy Santa
    If HAIN uses the proceeds from the sale of the protein business to buy back shares, it can reduce the share count by about 20% and increase the EPS by about 25%. Currently the Board has authorized the repurchase of up to $250 million in stock. As of March 31, 2018, the Company had not repurchased any shares under this program.
  • Y
    Yahoo Finance Insights
    The Hain Celestial is down 5.00% to 38.00
  • G
    GAN
    Who could buy? I don't think Pepsi is the right fit. Nestle should be the right company, however the General Mills and Conagra too might be the right fit. They all need right fit. Since they have been in the market for a while, we should see someone buying them up soon.

    It could be even on Monday, you need to have the shares when the Buyout happens.

    GL!
  • H
    Happy Santa
    If you value HAIN at the same multiples CPB paid for LNCE it would be worth over $50/share. In March of this year CPB paid $6 Billion for LNCE with revenues of $2.3 billion, and EBITDA of less than $200 million. I think HAIN has is better prospects than LNCE. HAIN should attract multiple buyers now that the stage is cleared with the CEO stepping down.
  • H
    Happy Santa
    UNFI the largest distributor of HAIN products announced today that they will buy SVU (Supervalu) a distributor to over 3,000 stores. This should increase the distribution network for HAIN products.
  • H
    Happy Santa
    HAIN would make a good fit to a number of larger players, including GIS, HKC, NSRGY, POST, K, MKC & SJM. Nestle would probably be the best match, but the acquisition would be too small to make an meaningful impact. KHC would probably be the most interesting, since they have owned 20% of HAIN in the past. It would increase KHC business by about 10%, and give them a nice entry into the baby food market in the US. KHC has been entering the baby food markets in Canada, UK and other countries.
  • M
    Marc
    Bought yesterday @$21.50. I wish I found out about this stock much earlier. I bought $STKL 2 weeks ago and searched for a stock that deals with organic food like $STKL and found HAIN. Like HAIN, there are several insiders buying $STKL.
  • H
    Happy Santa
    Irwin has a $34 million incentive to leave the company, finding the right CEO might be harder than finding the right entity. The entity taking over this company can improve the bottom line by 5-10% by just cutting the pay of the executives and the directors.
  • H
    Happy Santa
    If you value HAIN at the same multiples CAG is paying for PF it would also be worth over $50/share. In June of this year CAG agreed to pay about $10.9 Billion for PF with revenues of about $3 billion, and EBITDA of about $550 million. I also think HAIN has better prospects than PF. HAIN would make a good compliment to any large packaged food company. Someone should call up Glenn and tell him to get the deal done.
  • k
    kurt
    Something is going on, either they have a buyer for pure protein or for entire company.
  • H
    Happy Santa
    Engaged Capital sold about $65 million dollars’ worth of RCII on 8/20/18, I wonder what Glen is doing with the money. According to EX-10.1 of HAIN 10-K, Engaged capital has a standstill provision preventing them from owning no more than 14.9% of HAIN. They can buy up to additional 3.8 million shares of HAIN. With the company raising EBITA and sales guidance for next year even with 400 fewer SKU’s, how can they lose? The HPP sale would just be the gravy on the top.
  • H
    Happy Santa
    Sad to say but, the market is putting HAIN in the same basket as GIS. General Mills is pursuing its Consumer First strategy and executing against its three key global growth priorities to drive consistent topline growth that includes portfolio of natural and organic food brands. GIS reported 3% growth in natural and organic products well above the growth in the core brands. HAIN is where GIS wants to be.
  • J
    Jason
    With JBMA sold last week, Engaged Capital / Glenn Welling can put more focus on sales of TIVO and HAIN
  • w
    wooglin
    A week or so ago, HAIN completed its divesture of Arrowhead Mills and SunSpire.
    "...for $15 million subject to customary post-closing adjustments. The transaction includes the Arrowhead Mills manufacturing facility in Hereford, TX and its employees."

    I always thought Arrowhead packaging was extremely dated and not inviting.
    $15M for both brands and a manufacturing facility, AND Arrowhead's employees! (seemed oddly phrased)
  • C
    CT
    Looks like Engaged has run out of buying power. I sold half my position on the last big run up, keeping half due to a gut feeling a takeover was in the works. Going to reestablish my long, but am going to hold off till 18ish. Sadly, I think we are going to be there soon.
  • H
    Hunter
    JPM downgrades price target...
    buy
  • H
    Happy Santa
    Engaged Capital is running the show. The last thing they want is to hire a new CEO with a new vision of where they want to take the company. Engaged has a vision of what they want for the company, and they have committed a large amount capital. Engaged is paid on the return they get on their capital, not on getting a new CEO.
  • H
    Happy Santa
    About 9.2 million shares of HAIN were short at the end of August. Almost 10% of the shares are short.