Three leading analysts and top management from eight sector firms examine the Brands & Packaged Foods industry in the latest issue of The Wall Street Transcript (212/952-7433) or

In a vital review of this sector for investors and industry professionals, this valuable 55-page Special Issue features:

1) Brands & Packaged Foods – In an in-depth (12,900 words) Analyst Roundtable, Herb Achey, Senior Equity Analyst with the U.S. Trust Company of New York, Jeffrey Kanter, Senior Food Analyst and Vice President with Prudential Securities, and Andrew Lazar, Research Analyst in the Packaged Food Sector at Lehman Brothers, discuss the outlook for the sector and share specific stock recommendations.

Lazar highlights Bestfoods (NYSE:BFO), “When you talk about per capita consumption, it’s going up in a lot of emerging markets, which is exactly why Unilever went after Bestfoods first: it had the largest exposure of US food companies to emerging markets.”

Kanter highlights Universal Foods (NYSE:UFC): “Universal Foods, which is really more of a food supplier, offers investors incredible value relative to its peers. It’s just a matter of time before that gap in relative valuation narrows.”

This 55-page Special issue also features:

2) The TWST confidential Off-The-Record survey of management performance at thirty-three sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:

Coors, Anheuser-Busch, American Italian Pasta, Bestfoods, Brown-Forman, Cadbury-Schweppes, Campbell Soup, Coca-Cola, Coca-Cola Enterprises, ConAgra, Dean Foods, Earthgrains, Flowers Industries, General Mills, The Hain Celestial Group, H.J. Heinz Company, Hershey Foods, Horizon Organic Holding, Interstate Bakeries, Keebler Foods, Kellogg Company, Mccormick & Company, Michael Foods, The Robert Mondavi Corporation, Nabisco Holdings, NBTY, The Pepsi Bottling Group, PepsiCo, Quaker Oats Company, Ralcorp Holdings, Sara Lee Corporation, Whitman Corporation, Wild Oats Markets

3) CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector. Firms include:

Earthgrains Company, Packaged Ice, Aurora Foods, J&J Snack Foods, Lassonde Industries, Lifeway Foods, Scheid Vineyards, Stearns & Lehman

To obtain a copy of this 55-page Brands & Packaged Foods issue, call (212) 952-7433 or see

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The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.