- Inventory movements at U.S. retailers and program timing
- Weakness in core business trends
- Front-loaded marketing investments to support new products and build “Bolthouse Farms” brand
- Voluntary recall of a range of Plum Organics pouch products
Doug Kass shares his thoughts on Macy's, Kohl's and Walmart.
Consider the long side of CPB.
Doug Kass shares his thoughts on Apple, Allergan and Western Digital.
Doug Kass shares his thoughts on whether Judgment Day is here for the financials and discusses General Electric, Apple and Caterpillar.