=Dean Foods (DF) reported earnings on Tue 6 Aug 2019 (b/o)

Dean Foods misses by $0.19, misses on revs 

Reports Q2 (Jun) loss of $0.36 per share, excluding non-recurring items, $0.19 worse than the S&P Capital IQ Consensus of ($0.17); revenues fell 5.5% year/year to $1.84 bln vs the $1.88 bln S&P Capital IQ Consensus. The Company's second quarter results primarily reflect volume pressure associated with the overlap of certain customers exiting our system last year and an accelerated decline in the conventional white milk category. Dean Foods also experienced higher dairy commodity inflation, which it expects to significantly increase throughout the remainder of 2019.

The Company reported positive quarterly free cash flow in the second quarter driven by working capital management. However, given the Company's expectations for continued volume pressure and higher input costs, Dean Foods now expects to be a net user of cash for full year 2019.

Earnings this week : Aug 5 - 9, 19 (wk 32)

Monday (Aug 5)

• Morning: ATRO CARS CYOU KMPR L TA TSN 
• Afternoon: APLE CAR BKD CBT CZR CBPO COHU CXW  EVER  PLOW DCO FRPT HIIQ PODD ITRI KLAC RAMP MAR O SHAK SWAV SNCR TTWO THC WWD

Tuesday (Aug 6)

• Morning:  AFI BHC BDX APRN CAR  CRCM CHK CHH DF DISCA DUK ERI ENR HSIC JLL LGIH MNK MGP MOS  EYE PAYS PLUG SEAS SSTK TEN  FLOW VRTV VG WBT WLK ZTS
• Afternoon: ACLS ADT AFG AINV AIZ AKCA AMN ANDE APEI ARLO AVD AXGN BECN BNFT BOLD BTG CARG CGBD CMP CPE CPSI CTRE CUB DCP DHT DIS DVN DXPE EDIT ENLC ENTA EVH EVRI FANG FATE FLT FTR GBT GCP GH GTES  GWPH HALO HCKT HCR HST HTZ HUBS ICHR INSG INSP IOSP JAZZ KAR KRNT LC LOPE LRN LTHM MAXR MBI MCHP MMI MODN MTCH NDLS NEWR NP NUS NVTA OAS OHI OSUR PAA PAGP PBPB PE PEN PLNT PLT PLYA POWL PTCT PXD PZZA QUOT RRR RTRX SAIL SCOR SEDG SSTI STAY SUPN SWN SWX TGH TROX TWO TXMD VOYA VREX WK WMC WTR WTTR WW WYNN Y ZAGG ZGNX

Wednesday (Aug 7)

• Morning: AMAG ANIP ATHM ATKR AVA BCOR BV CNP CNR CORE CPRI CSTE CVS CYBR DNR DOC ETM EVOP FUN GOLF GTN HL HZNP ICPT INGN INXN IONS JELD KELY.A LAMR LL LXP MDCA MFA MIDD NRG NVMI NXST NYT ODP OMI QEP SBGI SGRY SINA SND SPB SRC SSW STWD TELL TEVA VER VGR WAAS WB WD WEN WWW
• Afternoon: AAOI, AGO, AGS, AIG, ALB, AMPH, ANGI, AOSL, APYX, ARNA, ASRT, ATO, AVLR, AZPN, BKNG, BREW, CABO, CAI, CCMP, CDE, CECO, CLI, COLL, CPA, CPRX, CSGS, CTL, CVNA, CWH, DAR, DDD, DOX, DVAX, EB, ECPG, ENS, ENV, ET, EVRG, FG, FLO, FNV, FOSL, FOXA, FRGI, FSCT, FSM, FTDR, FTK, G, GBDC, GDOT, GKOS, GLPI, GTE, HHC, IAC, IAG, ICUI, IIPR, IMMU, INFN, IVR, JACK, KIDS, KRO, LHCG, LYFT, MATX, MELI, MFC, MNST, MRAM, MRO, NTES, NTRA, NUAN, NVEE, OPK, ORA, PAAS, PDCE, PEGA, PETQ, PRA, PRI, PRSC, PTLA, QHC, QRTEA, QTWO, RCII, RDUS, REZI, RGLD, RGNX, RLJ, ROKU, RUN, RYAM, RYN, SENS, SFLY, SGMO, SJI, SONO, SRPT, STMP, SUN, SWCH, SWKS, SWM, TCX, TLND, TPIC, TRIP, TTGT, TVTY, TWNK, UHAL, UPLD, UPWK, VERI, WMGI, ZG, ZVO 

Thursday (Aug 8)

• Morning: ACIW, AMC, AMRC, AZUL, BAM, BPMP, CAH, CBB, CCOI, CDLX, CEVA, CNNE, COMM, COT, CRON, CSWI, CVIA, DESP, EBIX, ECOM, EGRX, EPAM, ESPR, FOCS, FOLD, FVRR, GOGO, GTS, GTT, HIMX, HMHC, IBP, KDP, KHC, KOP, KTB, LAUR, LITE, LKSD, LNG, MGA, MMS, MPAA, MUR, NBEV, NCLH, NGL, NHI, NICE, NOMD, NS, OGE, PCRX, PNW, PQG, PRGO, PRTY, PTE, RDNT, REV, RLGY, SATS, SNH, SUP, TAST, THR, TTI, TW, USPH, VIAB, VIRT, VSTO
• Afternoon: AAXN AIMT AIRG AL ALRM ALTR AMBC APPN AQN ASYS ATVI AVT AXA C CBS CHUY CISN CNDT COLD CUTR CYRX DBX DXC ELY EPAY EQH ESE FGEN FLNT FNKO FSLY FTCH HBM IIIV JAG MAIN MDP MDRX MESA MTW NKTR NNBR NNI NVGS NVRO NWSA OMER OSTK PBYI PCTY PRA PRAA PUMP QDEL QNST RBA ROAD RVLV SEMG SIEN SPPI SSR SSRM SYMC SYNA TERP TPC TRHC TRUE TSE TTD UBER UNIT VRAY VRTU VSAT VSLR WAIR WPM WPRT WTRH XON YELP

Friday (Aug 9) 
Morning: 

• CBM CLNY DPLO ERF HPT SSP TRCO USCR YRCW

Mon Aug 5 a/h

Thur  Aug 8 a/h

=Dean Foods (DF) reported earnings on Wed 7 Nov 2018 (b/o)

Dean Foods misses by $0.22, beats on revs; lowers FY18 EPS significantly

• Reports Q3 (Sep) adj. loss of $0.28 per share, $0.22 worse than the S&P Capital IQ Consensus of ($0.06); revenues fell 2.3% year/year to $1.89 bln vs the $1.85 bln S&P Capital IQ Consensus. Closed and consolidated seven manufacturing plants; incurred higher than expected transitory costs Q3 volume in-line with expectations; first full quarter of anticipated customer volume losses Significant inflation in fuel, freight and resin versus prior year 
• Co issues downside guidance for FY18, lowers EPS to ($0.30-0.10) from $0.32-0.52 vs. $0.38 S&P Capital IQ Consensus. 
• "The heavy lifting of the seven plant closures in the third quarter is now behind us. However, residual transitory costs associated with our plant consolidation efforts, retailers continued investment in private label and higher than expected transportation-related inflation leads us to lower our guidance. We now anticipate an adjusted net loss for the full year in the range of $0.10 to $0.30. Our focused and disciplined approach to our enterprise-wide cost productivity plan enabled us to reduce our capital expenditure guidance to between $100 and $120 million. Our full year cash flow guidance is reduced to between $30 and $50 million."

Earnings this week : November 5 - 9, 2018 (wk 45)

Notable earnings out this week

Monday (Nov 5) 

• Morning: CNA CYOU DEA DO DXPE FOLD HRTX HUD INVH KMPR KOS L NS OHI PCG PEGI PGRE RACE RBC SEAS SHO SOGO SOHU  SYY
• Afternoon: ACHC AEL AKCA ANDE APLE APTS ATRO ATUS AVD AWR BE BHF BKD BKH BKNG CAR CBT CDEV CIR COHU CRZO CTRE CXW DCO DCP DRH DVAX ELF EVBG FMC FN FNV FRGI FRPT FTDR HHC IFF INSY IPAR ITRI IVC JCOM KMT LASR LDL LMNX LPI MAR MATX MOS MTW MWA MYL NBIX NTR NVRO OAS OTTR OUT OXY P PDCE PEN PLOW PTCT RARE RCII REN RNG RYAM SBAC SNHY STRL SYKE TBI TCMD THC TROX TRTX TVTY TWOU VVC VVV WTR 

Tuesday (Nov 6)

• Morning:  AAC ABC ADM AES AFI ANIP APD AVNS BCC BCPC BDX BHC BIOS BLD BR CBM COL CORE CTLT CVS DSKE ELAN EMES EMR ETM EXPD FI FRTA FSS GCP GLDD GLT GOGO GSKY GTN GTX HAE HLNE HPT HSIC IONS IRWD JELD JLL KEYW LABL LGIH LLY LPX LXP MBUU MFA MIDD MLCO MLM MNK MYE NHI NOVT NWN OCN ONCE ONDK ORA PINC PNM PQG PRIM REGN RHP RL SAGE SERV SNH STE SUM SYNH TAST TDG TRI UNT UNVR USAC USFD VER VPG VRTV WLK WLKP ZBRA
• Afternoon:  AAXN ACAD AIMT AIZ APEI ASH BEL BOLD BWXT CCS CGBD CHUY COHR CPE CSLT CUTR CWH DAR DATA DIOD DK DOOR DPLO DVN DXC DXCM EGN ENLC ENLK ENPH ETSY EVH EVRI FANG FIVN FTK FTR G GDDY GHDX GLUU HALO HEAR HCKT IAG ICHR INFN INGN INSP IOSP JAZZ JKHY KAR KTOS LC LNT MB MBI MED MODN MTCH MXWL MYGN NEWR NP OR PAA PAAS PAGP PAHC PLNT PLT PLYA PRA PRI PRMW PSEC PUMP PXD PZZA QDEL QHC QTWO RLJ RPD RRGB SCSC SEND SIEN SUPN SWX TAHO TRUE TSLX TWLO TWO UCTT VSLR VSM WEN WSC WTTR XEC XOG ZAGG ZG 

Wednesday (Nov 7)

• Morning: ALNY AMRX ANDX ASC AVA CARS CDK CLNY CNDT CNHI COTY CRL CSTE CSWI DF DISH DLPH ENBL FOXA GEO GIB GRPN HUM HZNP ITG KELYA KORS MDP MGLN MIDD MNTA NSIT ODP PFGC RCM RDWR ROK SBGI SGRY SMG SMI SO SPNS SRE TPB TSG VAC VGR VIRT WAAS WWW
• Afternoon: AAOI ADT ALB ALRM AMBC ANGI AYX CARG CTRP  CVNA CYBR FOSL FTD GDOT IAC KDP MCHP NUS NWSA OSTK QCOM ROKU SAIL SQ TIVO TLND TRIP TTWO UPWK WYNN ZAYO

Thursday (Nov 8)

• Morning: CAH CROX DISCA EBIX ENDP HAIN HII JCI SBH SGMS
• Afternoon:  ACB AGO AGS AL ALTR AMBR AMC AMPH AQN ARA ASRT ATVI BOJA BPI BRS BW CBPX COLD COLL CTL CYRX DBX DIS DOX ECOM EGAN EPAY ERI FGEN FNKO FOE FSCT FSM FTCH GMED HDP HTZ ICUI IMPV JAG JJSF LGF.A LOPE LPSN MCFT MIME MRAM MTD NNI NTRA OSTK PDFS PRAA RBA RDFN SCOR SENS SGMO SGYP SPPI SSRM SWIR SWKS SYNA TERP TRUP TRXC TSE TTD UEPS UIS UPLD VRAY VRTU WOW WPRT WSC XON XRAY YELP ZGNX

Friday (Nov 9)

• Morning:  ADNT ERF ESNT MGI MPAA OMER OXFD PBPB RDNT SSP STWD SUP TRCO UBNT
• Afternoon: ATHN GNC OPK   

=Dean Foods (DF) reported earnings on Tue 8 May 2018 (b/o)

Dean Foods beats by $0.04, beats on revs; reaffirms FY18 EPS guidance 

• Reports Q1 (Mar) earnings of $0.14 per share, excluding non-recurring items, $0.04 better than the Capital IQ Consensus of $0.10; revenues fell 0.8% year/year to $1.98 bln vs the $1.84 bln Capital IQ Consensus.
• Coreaffirms guidancefor FY18, sees EPS of $0.55-0.80, excluding non-recurring items, vs. $0.62 Capital IQ Consensus Estimate.

Co states, "We will now begin the next phase by right-sizing our network to better match volume. We will incur transitory costs as the execution of our plans will lag the exit of specific customer volume and have firm plans in place to remove the fixed costs from our system within this year. We are also implementing plans to mitigate expected headwinds in non-dairy input costs while executing our strategic initiatives."

=Dean Foods (DF) reported earnings on Mon 26 Feb 2018 (b/o)

Dean Foods misses by $0.01, misses on revs; guides FY18 EPS below consensus 

• Reports Q4 (Dec) earnings of $0.25 per share, excluding non-recurring items, $0.01 worse than the Capital IQ Consensus of $0.26; revenues fell 4.1% year/year to $1.93 bln vs the $1.96 bln Capital IQ Consensus.
• Co issues downside guidance for FY18, sees EPS of $0.55-$0.80, excluding non-recurring items, vs. $0.85 Capital IQ Consensus Estimate.
• Business Updates
  • The Company completed the assessment phase and is in the advanced stages of designing, and in some cases implementing, the planned savings initiatives. The productivity plan focuses on three key areas:
    • Rescaling the supply chain involves consolidating and right-sizing its manufacturing capacity to better match volume as well as adjust for expected changes in 2018. The Company is taking a holistic approach to its supply chain network, evaluating opportunities across the country in both operations and logistics. The Company plans to consolidate its plant network while maintaining quality, value and service and expects to implement the changes in phases beginning in 2018 and with targeted completion in 2019.      
    • Optimizing spend management utilizing coordinated procurement efforts across the entire enterprise in all key categories. The Company plans to better leverage its size and scale for efficiencies across all facets of spend in addition to expanding its cost control efforts across all product and indirect spend categories.      
    • The Company is taking further steps to integrate its operating model to drive organizational effectiveness while also reducing its general and administrative costs across the enterprise. The Company plans to implement a flatter, leaner and more agile organizational structure to enhance decision making and help build functional competencies that will increase effectiveness with customers and suppliers. The Company completed the first phase of this general and administrative focused reduction in the fourth quarter of 2017 and first quarter of 2018 with further actions planned over the coming months.    
• Chief Executive Officer Ralph Scozzafava said, "In 2017, we navigated a rapidly-changing industry landscape and a dynamic retail environment. As we saw the marketplace challenges on volume and mix building, we directed our focus on improving our execution in securing branded and private label volume and immediately began taking steps to lower our overall cost base. Some of these actions are already gaining momentum and contributed to our fourth quarter 2017 financial results. These actions become a critical path in our go-forward commercial agenda as well as an aggressive enterprise-wide cost productivity program in 2018 and beyond."

=Dean Foods (DF) reported earnings on Thur 16 Feb 2017 (b/o)

Dean Foods misses by $0.03, reports revs in-line; guides Q1 EPS below consensus; guides FY17 EPS below consensus:

• Reports Q4 (Dec) adj. earnings of $0.38 per share, $0.03 worse than the Capital IQ Consensus of $0.41; revenues fell 0.2% year/year to $2.02 bln vs the $2.01 bln Capital IQ Consensus. Total volume across all products was 653 million gallons for the fourth quarter of 2016, a 0.8% decline compared to total volume of 658 million gallons in the fourth quarter of 2015.
  • Based on fluid milk sales data published by the USDA through December, fluid milk volume decreased 1.2% year-over-year in the fourth quarter of 2016 on an unadjusted basis. On this same basis, Dean Foods' share of U.S. fluid milk volumes increased by 10 basis points year-over-year.
• Co issues downside guidance for Q1, sees EPS of $0.12-0.20, excluding non-recurring items, vs. $0.40 Capital IQ Consensus Estimate.
• Co issues downside guidance for FY17, sees EPS of $1.35-1.55, excluding non-recurring items, vs. $1.58 Capital IQ Consensus Estimate. 
• Going forward, we will transition to providing guidance on an annual basis only. We are driving our strategy with a long-term perspective and feel it's appropriate to give a better view that emphasizes sustainable value creation for our shareholders.
• "Our 2017 growth and productivity agendas are robust and will ramp up through the year, driving a larger portion of our earnings into the back half. We expect to deliver full-year adjusted earnings per share of $1.35 to $1.55. In the first quarter, we expect dairy commodity inflation of nearly 20% and a roughly 1% decline in total volume performance versus prior year. As we continue to invest in our strategic initiatives and brand building for future growth, we expect first quarter adjusted earnings per share in the range of $0.12 to $0.20." 

=Dean Foods (DF) takeover speculations

NEW YORK -- Shares of Dean Foods (DF) were soaring 8.2% to $18.07 on heavy trading volume early Friday afternoon as Chinese beverage company Hangzhou Wahaha has pursued financing for a potential takeover of the company, the Financial Times reports, citing sources.

Hongsheng Beverage, which is a subsidiary of Wahaha, has approached banks in Hong Kong about financing help for a possible buyout, the FT added.

Dean Foods is a Dallas-based food and beverage company that specializes in dairy products.

=Dean Foods (DF) reported earnings on Tue 10 May 2016 (b/o)

Dean Foods beats by $0.07, reports revs in-line; guides Q2 EPS in-line  :

• Reports Q1 (Mar) earnings of $0.45 per share, $0.07 better than the Capital IQ Consensus of $0.38; revenues fell 8.4% year/year to $1.88 bln vs the $1.88 bln Capital IQ Consensus.
• Co issues in-line guidance for Q2, sees EPS of $0.32-0.40 vs. $0.34 Capital IQ Consensus Estimate.

Dean Foods (DF) reported earnings Mon 9 Nov 2015 (before open)

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Dean Foods beats by $0.06, reports revs in-line; guides Q4 EPS above consensus :

• Reports Q3 (Sep) earnings of $0.30 per share, $0.06 better than the Capital IQ Consensus of $0.24; revenues fell 14.3% year/year to $2.03 bln vs the $2.04 bln Capital IQ Consensus.
• "Turning to the forward outlook for the fourth quarter, with the continuation of commercial and brand initiatives, diligent cost focus, seasonal demand driving beneficial product mix, and an overall favorable commodity environment which is supportive, we expect to close out this year with strong fourth quarter results."  
  • Co issues upside guidance for Q4, sees EPS of $0.28-0.38 vs. $0.24 Capital IQ Consensus Estimate.
  • Co issues upside guidance for FY15, sees EPS of $1.15-1.28 vs. $1.05 Capital IQ Consensus Estimate.

Dean Foods (DF) reported earnings Tue 7 Aug 2012

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Dean Foods swung to a second-quarter profit as the dairy company reported lower costs and said it is spinning off its WhiteWave-Alpro business through a planned initial public offering. The company's core profits topped its expectations and it raised its full-year earnings view. Shares surged 25% to $15.50 after hours.