Consumer Staples

Packaged Foods & Meats

14 companies under coverage.

Coverage

Packaged Foods & Meats

Post Holdings Inc (POST)

BUY. 12-month probability-weighted target $86 (+15% vs spot). Gross Margin explains 45% of Monte Carlo outcome variance.

POSTEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +15.9%

Equity Research

General Mills Inc (GIS)

HOLD. 12-month probability-weighted target $35 (+9% vs spot). Gross Margin explains 62% of Monte Carlo outcome variance.

GISEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +12.9%

Equity Research

Hormel Foods Corporation (HRL)

BUY. 12-month probability-weighted target $25 (+30% vs spot). Gross Margin explains 64% of Monte Carlo outcome variance.

HRLEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +9.1%

Equity Research

Campbell’s Co (CPB)

HOLD. 12-month probability-weighted target $20 (+6% vs spot). Gross Margin explains 62% of Monte Carlo outcome variance.

CPBEquity ResearchMonte Carlo

11 October 2026Rating: HOLD · Fair value vs price +2.4%

Equity Research

Kraft Heinz Co (KHC)

HOLD. 12-month probability-weighted target $23 (+2% vs spot). Gross Margin explains 58% of Monte Carlo outcome variance.

KHCEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -0.3%

Equity Research

Conagra Brands, Inc. (CAG)

HOLD. 12-month probability-weighted target $13 (-4% vs spot). Gross Margin explains 62% of Monte Carlo outcome variance.

CAGEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -4.3%

Equity Research

Tyson Foods Inc (TSN)

HOLD. 12-month probability-weighted target $59 (+11% vs spot). Gross Margin explains 54% of Monte Carlo outcome variance.

TSNEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -5.3%

Equity Research

McCormick & Company Incorporated (MKC)

HOLD. 12-month probability-weighted target $49 (+9% vs spot). Gross Margin explains 50% of Monte Carlo outcome variance.

MKCEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -10.4%

Equity Research

Hershey Co (HSY)

HOLD. 12-month probability-weighted target $169 (+4% vs spot). P/E Multiple explains 55% of Monte Carlo outcome variance.

HSYEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -12.7%

Equity Research

Lamb Weston Holdings Inc (LW)

SELL. 12-month probability-weighted target $42 (-12% vs spot). Gross Margin explains 62% of Monte Carlo outcome variance.

LWEquity ResearchMonte Carlo

11 October 2026Rating: SELL · Fair value vs price -15.0%

Equity Research

Pilgrims Pride Corp (PPC)

HOLD. 12-month probability-weighted target $28 (-1% vs spot). Gross Margin explains 63% of Monte Carlo outcome variance.

PPCEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -17.3%

Equity Research

The J. M. Smucker Company (SJM)

HOLD. 12-month probability-weighted target $110 (-8% vs spot). P/E Multiple explains 49% of Monte Carlo outcome variance.

SJMEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -18.6%

Equity Research

Mondelez International Inc (MDLZ)

HOLD. 12-month probability-weighted target $58 (-4% vs spot). Gross Margin explains 58% of Monte Carlo outcome variance.

MDLZEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -25.2%

Equity Research

The Marzetti Company (MZTI)

Rating suspended since 2026-09-21 — valuation input under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

MZTIEquity ResearchMonte Carlo

10 October 2026Rating: N/A