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Call Invite | Long WhiteWave Foods

Please join us live for our Black Book presentation on The WhiteWave Foods Company (WWAV) on Thursday, June 18th at 1:00 pm ET (Please note the time change versus our previous WWAV note). We have had WWAV on our Best Idea List since 4/11/14, and will provide a detailed updated presentation. 

Yes valuation is rich, but rightfully so, WWAV has been lapping its competitors in the marketplace. We strongly believe that this name still has more room to run. WWAV operates in many segments that are nowhere near their full potential, and are still gaining popularity among mainstream consumers.

Their brands are all number one or two in their respective categories, with the ability to transcend across categories. We have seen it with Horizon, entering the center-of-store with Mac & Cheese and other snacks and Earthbound into frozen, So Delicious into creamers, the list goes on and will continue to get longer.

Bottom line this growth story is not over, and we are very excited to tell you more about our thought process during our live presentation.

Longer term there are many way you can win with WWAV:

  1. Growth of the base business ― distribution growth & category expansions
  2. Growth through acquisitions ― string of pearls approach
  3. Sell the company ― many large CPG companies are looking for growth

Call details and materials to be provided next week.

If you have any questions heading into the call please let us know.

Howard Penney

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