Robert Moskow

China's pig supply has been depleted by 19 percent as a result of the spread of African swine fever. This gives U.S.-based Tyson Foods, Inc. (NYSE: TSN) an opportunity to increase sales to China as consumers shift consumption to chicken and beef, according to Credit Suisse. The Analyst Robert...

Hershey Co (NYSE: HSY) reported strong gross and operating margin expansion for the first quarter and raised its full-year margin guidance Thursday.  Margins were driven by higher-than-anticipated benefits from a decline in cocoa and dairy prices, as well as gains from SG&A efficiency...

General Mills, Inc. (NYSE: GIS) beat Wall Street estimates with its third-quarter report Wednesday, with revenue growth and margin expansion that had sell-side analysts raising target prices for the stock.  The Analysts Credit Suisse analyst Robert Moskow maintanied a Neutral rating on...

Consumers continue to demand more convenient retail shopping options, and this has a negative impact on confectionery and chocolate companies like Hershey Co (NYSE: HSY), according to Credit Suisse. The Analyst Credit Suisse's Robert Moskow downgraded Hershey from Neutral to Underperform...

Kraft Heinz Co (NASDAQ: KHC) is a global food giant with No. 1 or No. 2-ranked market share in 17 different categories. But at the same time, Credit Suisse finds multiple reasons investors should drop their bullishness on the stock.  The Analyst Credit Suisse's Robert Moskow downgraded...

J M Smucker Co (NYSE: SJM) boasts a leadership position in some growing food categories, but Credit Suisse sees multiple reasons for investors to be concerned with the company's brands. The Analyst Credit Suisse's Robert Moskow downgraded JM Smucker's stock from Neutral to...

Hershey Co (NYSE: HSY)'s earnings report sent the stock tumbling throughout Thursday's session and prompted at least one analyst to no longer hold a bullish stance. The Analyst Credit Suisse's Robert Moskow downgraded Hershey's stock from Outperform to Neutral with a...

General Mills, Inc. (NYSE: GIS) reported this week an earnings miss, which prompted a sell-off in the maker of Cheerios and other food products. But the stock's 6-percent decline in reaction to the earnings report is being seen by some on the Street as an attractive buying opportunity. Citi: Buy...

Hormel Foods Corp (NYSE: HRL), a producer of meat and other food products, lost the support of at least Wall Street analyst after the company's second-quarter earnings report fell short of expectations. Credit Suisse's Robert Moskow downgraded Hormel's stock rating from Outperform to Neutral with a...

The food sector could see a major M&A move amid pressure from an activist investor. Keith Meister's hedge fund Corvex Management owns a $400 million stake of the France-based company Danone and is could be behind a push to sell the company, the New York Post reported. But Meister's campaign to...

Following Campbell Soup Company (NYSE: CPB)'s announcement of an agreement to buy organic foods company Pacific Foods for $700 million, Credit Suisse said the acquisition makes sense. However, the firm felt the deal has come at a high price and a low margin. The firm indicated that the deal...

Investors will react positively to Mondelez International Inc (NASDAQ: MDLZ) first-quarter earnings because they break a pattern of missed expectations and beat competitors’ performance, according to Credit Suisse. The snack food maker posted organic sales growth of 0.6 percent and and a $0....

After more than two years of missing expectations due to disappointing results and after rejecting a take-out offer from Mondelez International Inc (NASDAQ: MDLZ), Hershey Co’s (NYSE: HSY) management is under a fair degree of pressure this year to prove to the market that it can "...

Credit Suisse’s Robert Moskow believes the recent selloff in McCormick & Company, Incorporated (NYSE: MKC) shares presents a unique opportunity to own “one of the truly competitively advantaged names in the food space while it is still in the early innings of capitalizing on...