No. of Recommendations: 5
Hi everyone,

WhiteWave and Generac Holdings both turned in strong Q4s for 2013.

WhiteWave saw strong organic growth with double-digit revenue increases in all segments. The European segment actually grew the most, which is encouraging on many levels. The company also expanded a bit on its joint venture in China so that it can start selling its products over there. That should add a whole new growth path for the company and might lead the company to eventually buy out its partner or to buy the partner outright (if China allows that sort of thing). Almondmilk is still the biggest grower and now holds 60% of the plant-based milk market share. WhiteWave remains comfortably ensconced as the market leader.

Generac saw revenue growth in the mid 20% range and improving margins YoY down the line. Its acquisitions of Ottomotores, Light Tower, and Baldur are all contributing meaningfully to the business and organic growth is going strong. Lots of room to grow in commercial & industrial (CEO Jagdfeld said the current state of that market feels like residential did about 10 years ago), with investment payback as short as one 24 hour power outage (how's that for a ROI argument for sales?).

Both companies' shares are popping today, with WWAV up about 8% and GNRC up over 12%. Good times for the MUE portfolio. :-)

Print the post  


Live Video Event Monday!
The GP team is hosting a live video event on Monday at 4 p.m. ET. Don't worry if you can't make it — we'll have a replay and a transcript. Click for more!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.