Consumer

Food & Agribusiness

Our Food and Agribusiness team covers small- to mid-cap stocks that primarily encompass commodity-based, branded food-based and ethanol and grain storage-based companies. We aggregate coverage across the entire food supply chain, with respect to worldwide commodity markets. Our base coverage includes closely following consumer trends, commodity cycles, international trade policies, government regulations and seasonal weather patterns. 

Managing Director:
Farha Aslam: Bio
Associates:
Eric Gottlieb: Bio

Companies

Cal-Maine Foods, Inc.Corn Products InternationalDarling International Inc.
Dean Foods Co.Flowers Foods, Inc.Green Plains Renewable Energy
Hormel Foods Corp.J.M. Smucker Co.Pilgrim's Pride Corporation
Sanderson FarmsSmithfield Foods, Inc.The Andersons, Inc.
TreeHouse Foods, Inc.Tyson Foods, Inc.
Weekly Commodity Monitor 2/7/2012 (02/07/2012)
Food & Agribusiness Valuation 2/6/12 (02/06/2012)
Stephens Inc. Market Share Data Analysis - Period Ended 1/22/12 (02/03/2012)
Hog Market Update: Solid Fundamentals Benefit Smithfield (01/31/2012)
Weekly Commodity Monitor 1/31/2012 (01/31/2012)
Food & Agribusiness Valuation 1/30/12 (01/30/2012)
Weekly Commodity Monitor 1/24/2012 (01/24/2012)
Food & Agribusiness Valuation 1/23/12 (01/23/2012)
Hog Market Conference Call Invitation (01/18/2012)
Weekly Commodity Monitor 1/18/2012 (01/18/2012)
Food & Agribusiness Valuation 1/17/12 (01/17/2012)
Weekly Commodity Monitor 1/10/2012 (01/10/2012)
Food & Agribusiness Valuation 1/9/12 (01/09/2012)
Stephens Inc. Market Share Data Analysis - Period Ended 12/25/11 (01/06/2012)
Weekly Commodity Monitor 1/4/2012 (01/04/2012)
Food & Agribusiness Valuation 1/3/12 (01/03/2012)
Weekly Commodity Monitor 12/28/2011 (12/28/2011)
Food & Agribusiness Valuation 12/27/11 (12/27/2011)
Weekly Commodity Monitor 12/20/2011 (12/20/2011)
Food & Agribusiness Valuation 12/19/11 (12/19/2011)
Weekly Commodity Monitor 12/13/2011 (12/13/2011)
Food & Agribusiness Valuation 12/12/11 (12/12/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 11/27/11 (12/09/2011)
Weekly Commodity Monitor 12/6/2011 (12/06/2011)
Food & Agribusiness Valuation 12/5/11 (12/05/2011)
Weekly Commodity Monitor 11/29/2011 (11/29/2011)
Food & Agribusiness Valuation 11/28/11 (11/28/2011)
Weekly Commodity Monitor 11/22/2011 (11/22/2011)
Food & Agribusiness Valuation 11/21/11 (11/21/2011)
Weekly Commodity Monitor 11/15/2011 (11/15/2011)
Food & Agribusiness Valuation 11/14/11 (11/14/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 10/30/11 (11/11/2011)
Weekly Commodity Monitor 11/8/2011 (11/08/2011)
Chicken Run 2011 Invitation (11/08/2011)
Food & Agribusiness Valuation 11/7/11 (11/07/2011)
Food & Agribusiness: Weekly Commodity Monitor 11/1/2011 (11/01/2011)
Food & Agribusiness Valuation 10/31/11 (10/31/2011)
Food & Agribusiness: Weekly Commodity Monitor 10/25/2011 (10/25/2011)
Food & Agribusiness Valuation 10/24/11 (10/24/2011)
Food & Agribusiness: Weekly Commodity Monitor 10/18/2011 (10/18/2011)
Food & Agribusiness Valuation 10/17/11 (10/17/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 10/2/11 (10/14/2011)
Food & Agribusiness: Weekly Commodity Monitor 10/11/2011 (10/11/2011)
Food & Agribusiness Valuation 10/10/11 (10/10/2011)
2012 Shaping Up Well For U.S. Protein Sector (10/10/2011)
North American Corn-Derived-Product Outlook Conference Call Invite (10/04/2011)
Food & Agribusiness: Weekly Commodity Monitor 10/4/2011 (10/04/2011)
Food & Agribusiness Valuation 10/3/11 (10/03/2011)
JBS S.A. Luncheon: Tuesday, October 4 (09/30/2011)
Food & Agribusiness: Weekly Commodity Monitor 9/27/2011 (09/27/2011)
Food & Agribusiness Valuation 9/26/11 (09/26/2011)
USTR Takes Action Against China on Trade (09/20/2011)
Food & Agribusiness Valuation 9/19/11 (09/20/2011)
Food & Agribusiness: Weekly Commodity Monitor 9/20/2011 (09/20/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 9/4/11 (09/16/2011)
Food & Agribusiness: Weekly Commodity Monitor 9/13/2011 (09/13/2011)
Food & Agribusiness Valuation 9/09/11 (09/12/2011)
Food & Agribusiness: Weekly Commodity Monitor 9/07/2011 (09/07/2011)
Food & Agribusiness Valuation 9/6/11 (09/06/2011)
Food & Agribusiness: Weekly Commodity Monitor 8/30/2011 (08/30/2011)
Hurricane Irene's Impact On The Food Industry (08/30/2011)
Food & Agribusiness Valuation 8/29/11 (08/29/2011)
Food & Agribusiness: Weekly Commodity Monitor 8/23/2011 (08/23/2011)
Food & Agribusiness Valuation 8/22/11 (08/22/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 8/7/11 (08/19/2011)
Food & Agribusiness: Weekly Commodity Monitor 8/16/2011 (08/16/2011)
Food & Agribusiness Valuation 8/15/11 (08/15/2011)
Food & Agribusiness Valuation 8/9/11 (08/09/2011)
Food & Agribusiness: Weekly Commodity Monitor 8/9/2011 (08/09/2011)
Food & Agribusiness: Weekly Commodity Monitor 8/2/2011 (08/02/2011)
Food & Agribusiness Valuation 8/1/11 (08/01/2011)
Food & Agribusiness: Weekly Commodity Monitor 7/26/2011 (07/26/2011)
Food & Agribusiness Valuation 7/25/11 (07/25/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 7/10/11 (07/22/2011)
Weekly Commodity Monitor 7/19/2011 (07/19/2011)
Valuation 7/18/11 (07/18/2011)
Weekly Commodity Monitor 7/12/2011 (07/12/2011)
Valuation 7/11/11 (07/11/2011)
Weekly Commodity Monitor 7/6/2011 (07/06/2011)
Valuation 7/5/11 (07/05/2011)
Visit With Cal-Maine Foods & Sanderson Farms July 25-26, 2011 (07/01/2011)
Weekly Commodity Monitor 6/28/2011 (06/28/2011)
Valuation 6/27/11 (06/27/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 6/12/11 (06/24/2011)
Weekly Commodity Monitor 6/21/2011 (06/21/2011)
Valuation 6/20/11 (06/20/2011)
Ethanol Vote Creates Opportunity (06/17/2011)
Weekly Commodity Monitor 6/14/2011 (06/14/2011)
Valuation 6/13/11 (06/13/2011)
Weekly Commodity Monitor 6/7/2011 (06/07/2011)
Valuation 6/6/11 (06/06/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 5/15/11 (06/02/2011)
Weekly Commodity Monitor 6/1/2011 (06/01/2011)
Valuation 5/31/11 (05/31/2011)
Weekly Commodity Monitor 5/24/2011 (05/24/2011)
Valuation 5/23/11 (05/23/2011)
Weekly Commodity Monitor 5/17/2011 (05/17/2011)
Valuation 5/16/11 (05/16/2011)
Weekly Commodity Monitor 5/10/2011 (05/10/2011)
Valuation 5/9/11 (05/09/2011)
Weekly Commodity Monitor 5/3/2011 (05/03/2011)
Valuation 5/2/11 (05/02/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 4/17/11 (04/29/2011)
AL Storm Damage Likely Only Temporary Impacts (04/29/2011)
Weekly Commodity Monitor 4/26/2011 (04/26/2011)
Valuation 4/25/11 (04/25/2011)
Weekly Commodity Monitor 4/19/2011 (04/19/2011)
Valuation 4/18/11 (04/18/2011)
Weekly Commodity Monitor 4/12/2011 (04/12/2011)
Valuation 4/11/11 (04/11/2011)
Weekly Commodity Monitor 4/5/2011 (04/05/2011)
Valuation 4/4/11 (04/04/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 3/20/11 (04/01/2011)
Weekly Commodity Monitor 3/29/2011 (03/29/2011)
Valuation 3/28/11 (03/28/2011)
Weekly Commodity Monitor 3/22/2011 (03/22/2011)
Valuation 3/21/11 (03/21/2011)
Protein: Japan, Production, Profits (03/17/2011)
Weekly Commodity Monitor 3/15/2011 (03/15/2011)
Valuation 3/14/11 (03/14/2011)
Weekly Commodity Monitor 3/8/2011 (03/08/2011)
Valuation 3/7/11 (03/07/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 2/20/11 (03/04/2011)
Weekly Commodity Monitor 3/1/2011 (03/03/2011)
Valuation 2/28/11 (02/28/2011)
Weekly Commodity Monitor 2/23/2011 (02/23/2011)
Valuation 2/22/11 (02/22/2011)
Weekly Commodity Monitor 2/15/2011 (02/15/2011)
Valuation 2/14/11 (02/14/2011)
Weekly Commodity Monitor 2/8/2011 (02/08/2011)
Mexico Reviews Dumping Case For U.S. Chicken (02/08/2011)
Valuation 2/7/11 (02/07/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 1/23/10 (02/04/2011)
Weekly Commodity Monitor 2/1/2011 (02/01/2011)
Valuation 1/31/11 (01/31/2011)
Weekly Commodity Monitor 1/25/2011 (01/25/2011)
Valuation 1/24/11 (01/24/2011)
EPA Expected to Approve E15 in 2001 and Newer Vehicles (01/21/2011)
Weekly Commodity Monitor 1/19/2011 (01/19/2011)
Valuation 1/18/11 (01/18/2011)
Commodities Up Strong On Grain Reports (01/12/2011)
Weekly Commodity Monitor 1/11/2011 (01/11/2011)
Valuation 1/10/11 (01/10/2011)
Stephens Inc. Market Share Data Analysis - Period Ended 12/26/10 (01/07/2011)
Weekly Commodity Monitor 1/4/2011 (01/04/2011)
Valuation 1/3/11 (01/03/2011)
Weekly Commodity Monitor 12/28/2010 (12/28/2010)
Valuation 12/27/10 (12/27/2010)
Weekly Commodity Monitor 12/21/2010 (12/21/2010)
Valuation 12/20/10 (12/20/2010)
VEETC Tax Credit - Positive For Ethanol (12/17/2010)
Weekly Commodity Monitor 12/14/2010 (12/14/2010)
Valuation 12/13/10 (12/13/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 11/28/10 (12/10/2010)
Weekly Commodity Monitor 12/7/2010 (12/07/2010)
Positive Developments on Ethanol Tax Credit (12/06/2010)
Valuation 12/06/10 (12/06/2010)
Weekly Commodity Monitor 11/30/2010 (11/30/2010)
Valuation 11/29/10 (11/29/2010)
Weekly Commodity Monitor 11/23/2010 (11/23/2010)
Valuation 11/22/10 (11/22/2010)
Weekly Commodity Monitor 11/16/2010 (11/16/2010)
Valuation 11/15/10 (11/15/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 10/31/10 (11/12/2010)
Weekly Commodity Monitor 11/9/2010 (11/09/2010)
Valuation 11/8/10 (11/08/2010)
Russia Bans All Frozen Poultry (11/05/2010)
Potential Russian Roadblock for U.S. Poultry (11/03/2010)
Weekly Commodity Monitor 11/2/2010 (11/02/2010)
Valuation 11/1/10 (11/01/2010)
Weekly Commodity Monitor 10/26/2010 (10/26/2010)
Valuation 10/25/10 (10/25/2010)
USDA's Vilsack Positive on Ethanol and Biodiesel (10/21/2010)
Putin Comment: Rhetoric or Policy? (10/20/2010)
Weekly Commodity Monitor 10/19/2010 (10/19/2010)
Chicken Run 2010 Invitation (10/18/2010)
Valuation 10/18/10 (10/18/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 10/3/10 (10/15/2010)
Hog Market Update From Mark Greenwood of AgStar (10/15/2010)
Weekly Commodity Monitor 10/12/2010 (10/12/2010)
Valuation 10/11/10 (10/11/2010)
Grain & Hog Markets Conf Call (10/11/2010)
NCC Highlights: 2011 Will Not Be 2008 Deja Vu (10/07/2010)
Weekly Commodity Monitor 10/5/2010 (10/05/2010)
Valuation 10/4/10 (10/04/2010)
Weekly Commodity Monitor 9/28/2010 (09/28/2010)
Valuation 09/27/10 (09/27/2010)
Weekly Commodity Monitor 9/21/2010 (09/21/2010)
Valuation 9/20/10 (09/20/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 9/5/10 (09/17/2010)
Weekly Commodity Monitor 9/14/2010 (09/14/2010)
Valuation 9/13/10 (09/13/2010)
Weekly Commodity Monitor 9/8/2010 (09/08/2010)
Valuation 9/7/10 (09/07/2010)
Valuation 8/31/10 (08/31/2010)
Weekly Commodity Monitor 8/31/2010 (08/31/2010)
Weekly Commodity Monitor 8/24/2010 (08/24/2010)
Valuation 8/23/10 (08/23/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 8/8/10 (08/20/2010)
Weekly Commodity Monitor 8/18/2010 (08/18/2010)
Poultry Political Ping-Pong: USTR vs. Russia (08/16/2010)
Valuation 8/16/10 (08/16/2010)
Russia to Open to U.S. Poultry Effective Aug 16 (08/13/2010)
Weekly Commodity Monitor 8/10/2010 (08/10/2010)
Valuation 8/9/10 (08/09/2010)
Russia Playing More Games With U.S. Chicken (08/04/2010)
Weekly Commodity Monitor 8/3/2010 (08/03/2010)
Valuation 8/2/10 (08/02/2010)
Weekly Commodity Monitor 7/27/2010 (07/27/2010)
Valuation 7/26/10 (07/26/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 7/11/10 (07/23/2010)
Weekly Commodity Monitor 7/20/2010 (07/20/2010)
Valuation 7/19/10 (07/19/2010)
Food & Agribusiness Weekly Commodity Monitor 7/13/2010 (07/13/2010)
Valuation 7/12/10 (07/12/2010)
Food & Agribusiness Weekly Commodity Monitor 7/7/2010 (07/07/2010)
Food & Agribusiness Valuation 7/6/10 (07/06/2010)
July 12 Conference Call: The USDA’s Perspective on Livestock, Poultry & Dairy (07/01/2010)
Food & Agribusiness Weekly Commodity Monitor 6/29/2010 (06/29/2010)
Food & Agribusiness Valuation 6/28/10 (06/28/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 6/13/10 (06/25/2010)
US-Russia Poultry Deal A Significant Positive For Protein Stocks (06/24/2010)
Russian Roulette (06/23/2010)
Food & Agribusiness Weekly Commodity Monitor 6/22/2010 (06/22/2010)
Food & Agribusiness Valuation 6/21/10 (06/21/2010)
USDA Buys Excess Dark Meat Chicken (06/16/2010)
Food & Agribusiness Weekly Commodity Monitor 6/15/2010 (06/15/2010)
Food & Agribusiness Valuation 6/14/10 (06/14/2010)
Food & Agribusiness Weekly Commodity Monitor 6/9/2010 (06/09/2010)
Food & Agribusiness Valuation 6/7/10 (06/07/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 5/16/10 (06/03/2010)
Food & Agribusiness Weekly Commodity Monitor 6/2/2010 (06/02/2010)
Food & Agribusiness Valuation 6/1/10 (06/01/2010)
Positive Developments in U.S./Russia Poultry Trade (05/27/2010)
Food & Agribusiness Weekly Commodity Monitor 5/25/2010 (05/25/2010)
Food & Agribusiness Valuation 5/24/10 (05/24/2010)
Food & Agribusiness Weekly Commodity Monitor 5/18/2010 (05/18/2010)
Food & Agribusiness Valuation 5/17/10 (05/17/2010)
Food & Agribusiness Weekly Commodity Monitor 5/11/2010 (05/11/2010)
Food & Agribusiness Valuation 5/10/10 (05/10/2010)
Food & Agribusiness Weekly Commodity Monitor 5/4/2010 (05/04/2010)
Food & Agribusiness Valuation 5/3/10 (05/03/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 4/18/10 (04/30/2010)
Second Round of Chinese Tariffs Announced (04/28/2010)
Food & Agribusiness Weekly Commodity Monitor 4/27/2010 (04/27/2010)
Food & Agribusiness Valuation 4/26/10 (04/26/2010)
Food & Agribusiness Weekly Commodity Monitor 4/20/2010 (04/20/2010)
Food & Agribusiness Valuation 4/19/10 (04/19/2010)
U.S.-Russia Poultry Resolution Expected Imminently (04/14/2010)
Food & Agribusiness Weekly Commodity Monitor 4/13/2010 (04/13/2010)
Food & Agribusiness Valuation 4/12/10 (04/12/2010)
Food & Agribusiness Weekly Commodity Monitor 4/6/2010 (04/06/2010)
Food & Agribusiness Valuation 4/5/10 (04/05/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 3/21/10 (04/05/2010)
Food & Agribusiness Weekly Commodity Monitor 3/30/2010 (03/30/2010)
Food & Agribusiness Valuation 3/29/10 (03/29/2010)
Food & Agribusiness Weekly Commodity Monitor 3/23/2010 (03/23/2010)
Food & Agribusiness Valuation 3/22/10 (03/22/2010)
Food & Agribusiness Weekly Commodity Monitor 3/16/2010 (03/16/2010)
Day In DC Highlights (03/15/2010)
Food & Agribusiness Valuation 3/15/10 (03/15/2010)
Food & Agribusiness Weekly Commodity Monitor 3/9/2010 (03/09/2010)
Food & Agribusiness Valuation 3/8/10 (03/08/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 2/21/10 (03/05/2010)
U.S. Poultry Poised to Regain Access to Russian Market (03/02/2010)
Food & Agribusiness Weekly Commodity Monitor 3/2/2010 (03/02/2010)
Food & Agribusiness Valuation 3/1/10 (03/01/2010)
Food & Agribusiness Weekly Commodity Monitor 2/23/2010 (02/23/2010)
Food & Agribusiness Valuation 2/22/10 (02/22/2010)
Food & Agribusiness Weekly Commodity Monitor 2/17/2010 (02/17/2010)
Food & Agribusiness Valuation 2/16/10 (02/16/2010)
Food & Agribusiness Weekly Commodity Monitor 2/9/2010 (02/09/2010)
Food & Agribusiness Valuation 2/8/10 (02/08/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 1/24/10 (02/05/2010)
The Obama Administration's Biofuels Strategy (02/04/2010)
Food & Agribusiness Weekly Commodity Monitor 2/2/2010 (02/02/2010)
Food & Agribusiness Valuation 2/1/10 (02/01/2010)
Visit With Experts in Food & Agribusiness - March 2-3, 2010 (02/01/2010)
Food & Agribusiness Weekly Commodity Monitor 1/26/2010 (01/26/2010)
Food & Agribusiness Valuation 1/25/10 (01/25/2010)
Food & Agribusiness Weekly Commodity Monitor 1/20/2010 (01/20/2010)
Food & Agribusiness Valuation 1/19/10 (01/19/2010)
Call With Management: Sanderson Farms - Wednesday, January 20, 2010 (01/13/2010)
Food & Agribusiness Weekly Commodity Monitor 1/12/2010 (01/12/2010)
Food & Agribusiness Valuation 1/11/10 (01/11/2010)
Stephens Inc. Market Share Data Analysis - Period Ended 12/27/09 (01/08/2010)
Food & Agribusiness Weekly Commodity Monitor 1/5/2010 (01/05/2010)
Food & Agribusiness Valuation 1/4/10 (01/04/2010)