Eroding margins, pressure from Walmart and diminished pricing power makes investors skeptical of packaged food stocks, analysts say.
With a director nomination deadline approaching fast, an auction process and sale to Conagra or director-election proxy war could be next.
Don't buy big here and don't buy all at once, but it's not too late to ride this bull to profits, says Jim Cramer.
Even though the stock markets seem to touch new records each day, don't forget that doing big deals could unlock even higher stock prices in 2018.
This may be the only way it can achieve growth.