Category Archives: Consumer Staples

Recent Observations on Bed Bath & Beyond

The investor optimism that followed the October 2019 appointment of Mark J. Tritton as Bed Bath & Beyond’s CEO and continued after the company gave a preliminary upbeat assessment of its performance early in the Christmas selling season gave way … Continue reading

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A Brief Update on StoneMor

StoneMor Partners, L.P. has passed a few milestones since my previous update in late September.  These accomplishments have advanced its turnaround, but more is needed including a significant rebound in its profitability before the effort can be declared a success.

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An Update on Bed Bath & Beyond

Shares of Bed Bath & Beyond have sold off sharply in recent weeks, but the stock is exceptionally cheap vs. its peers. If new leadership can accelerate the company’s transformation plan successfully, the shares have significant upside potential. The article explores both risks and opportunities for Bed Bath & Beyond as it enters the next phase of its transformation plan. Continue reading

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Bed Bath & Beyond’s Next Generation Lab Store

A tour (with pictures) of the Bed Bath & Beyond East Hanover store. Continue reading

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Thoughts and Observations on Campbell Soup’s Upcoming Proxy Fight.

On May 18, 2018, in conjunction with the release of fiscal 2018 third quarter earnings report, Campbell Soup Company (CPB) announced a “CEO transition.”  Denise M. Morrison, who had served as Campbell’s President and CEO since August 2011, was retiring … Continue reading

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Bed Bath But Not Beyond Hope

BBBY has lost 70% of its value over the past three years. Profits are down sharply mostly because of price competition. Store comparable net sales have been falling mid-single digits, offset by growth in online/mobile sales and other areas. Management … Continue reading

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StoneMor’s Distribution Rate is Too High

StoneMor Partners, L.P. (STON) is the second largest owner/operator of cemeteries and funeral homes in the United States.  The company controls 307 cemeteries in 27 states and Puerto Rico.  Of those, 276 are owned and 31 are operated under contract.  … Continue reading

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