HAIN CELESTIAL GROUP INC HAIN S

August 31, 2016 - 4:46pm EST by

member

						2016	2017
Price:		36.75		EPS		1.98	1.95
Shares Out. (in M):		104		P/E		18.6	18.8
Market Cap (in $M):		3,802		P/FCF		102	27
Net Debt (in $M):		792		EBIT		330	327
TEV (in $M):		4,594		TEV/EBIT		13.9	14
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
11	member 11/21/17 8:18AM Re: Updated thoughts? 10
still short, small position (as all of our positions are). The Nielsen data continues to show HAIN's sales are very weak (though admittedly Nielsen doesnt cover all channels and they are doing better in the... login to read the rest view available tags
10	member 11/21/17 5:11AM Updated thoughts?
Singletrack, am curious if you have any updated thoughts given recent some recent changes including the activism that influenced the numerous Board changes? Thanks in advance. view available tags
6	member 9/02/16 10:54AM Re: Re: good idea, question the timing 4
thanks single. were you also short prior to the blow up? i agree with much of what you said, as i mentioned timing is just the tough thing. i thought this would get sold until i did view available tags
3	member 9/01/16 12:06PM top brand sales
You mention low sales per brand - do you have a sense of sales for Earth's Best, Celestial and Terra? Aren't those being significantly diluted on an overall $ per brand by the excessive number... login to read the rest view available tags
2	member 9/01/16 12:05PM good idea, question the timing
nice write up. i agree with much of your post. we went short on the takeout hype and believed there was a decent chance of accounting issues due to a variety of reasons. i did... login to read the rest view available tags
1	member 8/31/16 5:53PM there are plenty of reasons to dislike this management team
which is why i established a small long position after 30% dive, for a trade. governance is awful with an overpaid mangagement that holds very little stock. and the channel stuffing may or may not be... login to read the rest 1 view available tags

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