Investopedia: History Suggests Street Will Get Over "Disappointing" Smucker Results

I don't want to spend too much time defending Smucker's (NYSE:SJM) fiscal first quarter results, as I thought they were fine. Still, the Street is likely to be concerned about the pace of growth in K-Cups and the question of whether the company can maintain its significant share in the retail coffee business against the likes of Kraft (Nasdaq:KRFT), Green Mountain (Nasdaq:GMCR), and Starbucks (Nasdaq:SBUX). To the extent that history is any indication, I expect Smucker shares will be fine, though the valuation has gotten a bit steep in a still-expensive packaged food sector.

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Investopedia: Better Margins Are Nice, But Are Green Mountain Investors Too Excited About The Starbucks Deal?

For better or worse, Green Mountain Coffee Roasters (Nasdaq:GMCR) is never a boring stock to watch. Caught in a tug-of-war between bulls and bears (the stock is up more than 100% over the past year, but over one third of the float is shorted), earnings reports always get more than their fair share of attention. This time around, the company made some respectable progress on margins, but investors may be getting a little too excited about the long-term implications of a new Starbucks (Nasdaq:SBUX) deal and a little too casual about unimpressive revenue growth trends.

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Investopedia: Starbucks' Special Model Is Valuable, But Maybe Not This Valuable

Normally talking about “liquid meals” is something reserved for college students, but the reality is that Starbucks (Nasdaq:SBUX) has long since proven that there's room in the quick service restaurant (QSR) for something other than burgers and sandwiches. Starbucks has likewise capitalized on the brand value it built through its stores by establishing a significant retail/commercial presence that few restaurants come close to matching.

I don't want to make the mistake of underestimating what Starbucks can become. There's still ample room for store expansion in much of the world, not to mention additional products in the retail channel and follow-on markets like teas and pastries.

The only question I have is what this is all worth. On one hand, Starbucks doesn't seem priced all that out of line with successful QSR operators like McDonald's (NYSE:MCD), Chipotle (NYSE:CMG), or Dunkin' (Nasdaq:DNKN), nor successful packaged food and beverage companies like Coca-Cola (NYSE:KO), Mondelez (Nasdaq:MDLZ), and Nestle (OTC:NSRGY). On the other hand, investors have to either expect strong high-teens free cash flow (FCF) growth for at least another decade or accept relatively unimpressive expected annual returns for today's valuation to make a lot of sense.

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Investopedia: Nestle A Little Light On Results, Heavy On Valuation

Nestle (OTC:NSRGY) has trained investors and analysts to expect a high level of performance, so although the company had one of the best financial reports of the food sector in the fourth quarter, the overall reaction hasn't been too positive. While Nestle is absolutely one of the best-positioned companies for emerging market growth and one of the best-run companies in the world, today's valuation doesn't offer all that much upside.

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Investopedia: Green Mountain Coffee Roasters Gives The Street A Jolt

Apparently reports of the demise of Green Mountain Coffee Roasters (Nasdaq:GMCR) have been at least a little exaggerated. While the market pioneer for single-serve coffee brewing has some formidable challenges coming from increased competition, it's worth remembering that the consumer products market is not like the prescription drug market where generic launches immediately drive prices into the cellar. That said, it's not as though Green Mountain's valuation marks this out as an especially cheap stock today.

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Investopedia: Even With A So-So Quarter, Smucker Looks Worth Watching

There aren't many bargains in packaged foods these days, and it seems like all too many quarterly reports require a little explanation. That said, J.M. Smucker (NYSE:SJM) still looks like a worthwhile name that could offer investors some upside. Management still needs to improve how it utilizes its assets, but volume trends are looking OK and the stock's valuation looks like a relative bargain in the space.

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Investopedia: Opacity Doesn't Help The Cause At Bed Bath & Beyond

Investors always seem to want more information from companies, and there's certainly a point of diminishing returns for companies when it comes to their level of disclosure. Nevertheless, I think Bed Bath & Beyond (Nasdaq:BBBY) is doing its shareholders a disservice by not breaking out its costs and charges in more detail in its earnings press release. As it stands, I don't think Bed Bath & Beyond is an especially compelling retailer at today's prices.

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Investopedia: Glatfelter Still An Interesting Undiscoverd Small Cap

The shares of specialty paper company Glatfelter (NYSE:GLT) have done all right this year, but the stock remains virtually unknown and unfollowed. Although a company that makes specialty papers and fibers used in products like K-cups and hygiene products isn't going to be an explosive growth story, Glatfelter is the sort of company that can slowly build value over time.

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Investopedia: Q1 Results Highlight The Risks At Bed Bath & Beyond

Occasionally, companies report earnings that really can be read and interpreted in opposite, but equally valid, ways. That seems to be the case with housewares superstore operator Bed Bath & Beyond (Nasdaq:BBBY). Pessimists can point to weak comp growth despite promotions as proof of weakening fundamentals, while optimists can argue that this quarter's weakness was as expected and the company's recent acquisitions show a prudent aggression towards building the business.

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Investopedia: TreeHouse Foods And The Good Business / Good Stock Gap

More and more these days, and seemingly especially in sectors like food, there is a growing gap between good companies and good stocks. TreeHouse Foods (NYSE:THS) is another good example. While management has built an increasingly diversified and competitive private label packaged food business, and private label brands continue to gain share at supermarkets, investors seem to be overestimating just how valuable that market exposure is.

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