- 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 bonds, and also discusses why he's adding to his Morgan Stanley short.
Management needs to get a handle on higher carrot prices.
Doug Kass shares his thoughts on Procter & Gamble, and wonders if the market is about to slip its moorings.