Company · MO
Consumer Staples · 1 research article
Altria has re-rated 27% to ~$72, yet still trades at 13x against a 19x historical average while consensus prices three demonstrably wrong calls: a "volume cliff" offset by relentless pricing power, a smoke-free option marked near zero after NJOY, and a ~$9B ABI stake buried by single-multiple math. Forensic case: BUY, $82 in 12 months, $95+ long-term.
| Company | View | Revenue YoY | EPS YoY | Guidance | Last report | |
|---|---|---|---|---|---|---|
| MO Altria | LONG | +1% | — | raised | Oct 29, 2026 | |
| CAG Conagra Brands | LONG | −1.4% | — | maintained | Sep 30, 2026 | Compare |
| GIS General Mills | LONG | — | — | — | — | Compare |
| HSY Hershey | LONG | +3% | +111.8% | revised | Oct 29, 2026 | Compare |
| KHC Kraft Heinz | LONG | −1.4% | −18.8% | revised | Aug 5, 2026 | Compare |
| KO Coca-Cola | LONG | +7% | — | raised | Oct 27, 2026 | Compare |
| PG Procter & Gamble | LONG | — | — | revised | Oct 22, 2026 | Compare |
Growth figures are year-over-year changes extracted automatically from each company's latest earnings release and can contain errors.
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