Ratings by JPMorgan (Thomas Palmer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/16/2026 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/15/2026 | Hershey | HSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/15/2026 | Albertsons Companies Inc. | ACI | Downgrade | Neutral (Overweight) |
12.72 (13.14) |
3.3% | Details | |
| 10/12/2026 | Bunge | BG | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/12/2026 | Archer Daniels Midland | ADM | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/12/2026 | Darling Ingredients | DAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/7/2026 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/6/2026 | Sprouts Farmers Market | SFM | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/2/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/18/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/18/2026 | Tyson | TSN | Upgrade | Overweight (Neutral) |
52.12 (54.00) |
3.61% | Details | |
| 9/10/2026 | Casey's General Stores | CASY | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/3/2026 | Casey's General Stores | CASY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2026 | Kroger | KR | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2026 | Hormel Foods | HRL | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/27/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/18/2026 | The Campbell's Co. | CPB | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/14/2026 | Yesway Inc | YSWY | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/14/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2026 | Hormel Foods | HRL | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/10/2026 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Murphy USA | MUSA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Once Upon a Farm | OFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2026 | Beyond Meat Inc. | BYND | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2026 | Hershey | HSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2026 | Sprouts Farmers Market | SFM | Upgrade | Overweight (Neutral) |
77.77 (64.26) |
-17.37% | Details | |
| 7/29/2026 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2026 | Freshpet | FRPT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/28/2026 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | Albertsons Companies Inc. | ACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/22/2026 | Sprouts Farmers Market | SFM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2026 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/16/2026 | ConAgra | CAG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/15/2026 | Kraft Heinz Company | KHC | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/14/2026 | Tyson | TSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/13/2026 | Hershey | HSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/9/2026 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/12/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/12/2026 | Casey's General Stores | CASY | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/11/2026 | Kroger | KR | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/10/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2026 | The Campbell's Co. | CPB | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/3/2026 | General Mills | GIS | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/19/2026 | The Campbell's Co. | CPB | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/19/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/18/2026 | Yesway Inc | YSWY | New Coverage | Neutral (N/A) |
25.70 (23.54) |
-8.4% | Details | |
| 5/12/2026 | Darling Ingredients | DAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Freshpet | FRPT | Upgrade | Overweight (Neutral) |
54.93 (66.12) |
20.37% | Details | |
| 5/6/2026 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2026 | Archer Daniels Midland | ADM | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/1/2026 | Hershey | HSY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2026 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2026 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | Hershey | HSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2026 | Albertsons Companies Inc. | ACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Hormel Foods | HRL | Downgrade | Neutral (Overweight) |
21.45 (20.35) |
-5.13% | Details | |
| 4/2/2026 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/1/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/26/2026 | Murphy USA | MUSA | New Coverage | Overweight (N/A) |
468.11 (542.74) |
15.94% | Details | |
| 3/26/2026 | Casey's General Stores | CASY | New Coverage | Neutral (N/A) |
689.04 (693.73) |
0.68% | Details | |
| 3/25/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/25/2026 | Kraft Heinz Company | KHC | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/25/2026 | Freshpet | FRPT | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/24/2026 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/24/2026 | Darling Ingredients | DAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/24/2026 | Bunge | BG | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/24/2026 | Archer Daniels Midland | ADM | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/24/2026 | Tyson | TSN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/19/2026 | General Mills | GIS | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/6/2026 | Kroger | KR | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/3/2026 | Once Upon a Farm | OFRM | New Coverage | Overweight (N/A) |
23.21 (17.42) |
-24.95% | Details | |
| 2/27/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | Freshpet | FRPT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | Kraft Heinz Company | KHC | Downgrade | Underweight (Neutral) |
24.90 (24.60) |
-1.2% | Details | |
| 2/5/2026 | Bunge | BG | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Archer Daniels Midland | ADM | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/3/2026 | Tyson | TSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/23/2026 | McCormick & Company | MKC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Campbell Soup | CPB | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Kraft Heinz Company | KHC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Tyson | TSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | Hershey | HSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | Freshpet | FRPT | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/21/2026 | Darling Ingredients | DAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Bunge | BG | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/21/2026 | Archer Daniels Midland | ADM | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/8/2026 | Albertsons Companies Inc. | ACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/16/2025 | ConAgra | CAG | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Kroger | KR | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Hormel Foods | HRL | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Kroger | KR | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/26/2025 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/21/2025 | Hormel Foods | HRL | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/19/2025 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Archer Daniels Midland | ADM | Downgrade | Underweight (Neutral) |
60.09 (80.51) |
33.98% | Details | |
| 10/30/2025 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Kraft Heinz Company | KHC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | Kraft Heinz Company | KHC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Mondelez International | MDLZ | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/27/2025 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/23/2025 | Sprouts Farmers Market | SFM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Freshpet | FRPT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/22/2025 | Tyson | TSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/16/2025 | Bunge | BG | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | BellRing Brands | BRBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/8/2025 | Albertsons Companies Inc. | ACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/1/2025 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/29/2025 | Hormel Foods | HRL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | J.M. Smucker | SJM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/26/2025 | Post Holdings | POST | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/20/2025 | Kroger | KR | Downgrade | Neutral (Overweight) |
69.74 (63.05) |
-9.59% | Details | |
| 8/20/2025 | Tyson | TSN | New Coverage | Neutral (N/A) |
56.07 (52.12) |
-7.04% | Details | |
| 8/20/2025 | WK Kellogg | KLG | New Coverage | Neutral (N/A) |
23.00 (23.00) |
0% | Details | |
| 8/20/2025 | Campbell Soup | CPB | New Coverage | Neutral (N/A) |
32.34 (19.35) |
-40.17% | Details | |
| 8/20/2025 | Sprouts Farmers Market | SFM | New Coverage | Neutral (N/A) |
144.61 (77.77) |
-46.22% | Details | |
| 8/20/2025 | Post Holdings | POST | New Coverage | Overweight (N/A) |
107.86 (77.42) |
-28.22% | Details | |
| 8/20/2025 | Oatly Group AB | OTLY | New Coverage | Neutral (N/A) |
16.97 (12.14) |
-28.46% | Details | |
| 8/20/2025 | McCormick & Company | MKC | Upgrade | Overweight (Underweight) |
68.41 (45.86) |
-32.96% | Details | |
| 8/20/2025 | Mondelez International | MDLZ | New Coverage | Overweight (N/A) |
61.84 (63.34) |
2.43% | Details | |
| 8/20/2025 | Lamb Weston | LW | New Coverage | Neutral (N/A) |
54.30 (53.44) |
-1.58% | Details | |
| 8/20/2025 | Kraft Heinz Company | KHC | New Coverage | Neutral (N/A) |
27.27 (24.90) |
-8.69% | Details | |
| 8/20/2025 | Kellanova | K | New Coverage | Neutral (N/A) |
80.02 (83.44) |
4.27% | Details | |
| 8/20/2025 | J.M. Smucker | SJM | Upgrade | Overweight (Neutral) |
111.47 (127.07) |
13.99% | Details | |
| 8/20/2025 | Hormel Foods | HRL | Upgrade | Overweight (Neutral) |
28.28 (21.45) |
-24.15% | Details | |
| 8/20/2025 | Hershey | HSY | New Coverage | Neutral (N/A) |
178.40 (167.00) |
-6.39% | Details | |
| 8/20/2025 | General Mills | GIS | Downgrade | Underweight (Neutral) |
49.35 (32.57) |
-34% | Details | |
| 8/20/2025 | Freshpet | FRPT | New Coverage | Neutral (N/A) |
62.02 (54.93) |
-11.43% | Details | |
| 8/20/2025 | Darling Ingredients | DAR | New Coverage | Overweight (N/A) |
31.03 (59.69) |
92.36% | Details | |
| 8/20/2025 | ConAgra | CAG | New Coverage | Neutral (N/A) |
18.98 (14.03) |
-26.08% | Details | |
| 8/20/2025 | Bunge | BG | New Coverage | Overweight (N/A) |
79.87 (103.11) |
29.1% | Details | |
| 8/20/2025 | Beyond Meat Inc. | BYND | New Coverage | Underweight (N/A) |
2.53 (6.57) |
159.68% | Details | |
| 8/20/2025 | BellRing Brands | BRBR | New Coverage | Overweight (N/A) |
38.49 (9.59) |
-75.08% | Details | |
| 8/20/2025 | Archer Daniels Midland | ADM | New Coverage | Neutral (N/A) |
59.67 (60.09) |
0.7% | Details | |
| 8/20/2025 | Albertsons Companies Inc. | ACI | New Coverage | Overweight (N/A) |
19.23 (12.72) |
-33.85% | Details | |
| 4/4/2025 | Lamb Weston | LW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/28/2025 | Hormel Foods | HRL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/24/2025 | Hormel Foods | HRL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2024 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Lamb Weston | LW | Downgrade | Neutral (Overweight) |
68.29 (53.44) |
-21.75% | Details | |
| 7/25/2024 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | Hormel Foods | HRL | Upgrade | Neutral (Underweight) |
34.10 (20.35) |
-40.32% | Details | |
| 4/16/2024 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Hormel Foods | HRL | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2024 | Hormel Foods | HRL | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2023 | Hormel Foods | HRL | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | Mission Produce Inc. | AVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2023 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Mission Produce Inc. | AVO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2023 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Hormel Foods | HRL | Downgrade | Underweight (Neutral) |
43.83 (34.10) |
-22.2% | Details | |
| 1/20/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | Bunge | BG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2023 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Bunge | BG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2022 | Darling Ingredients | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2022 | Bunge | BG | Upgrade | Overweight (Neutral) |
85.85 (103.11) |
20.1% | Details | |
| 3/22/2022 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2022 | Mission Produce Inc. | AVO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Darling International | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Hormel Foods | HRL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2022 | Bunge | BG | New Coverage | Neutral (N/A) |
97.76 (103.11) |
5.47% | Details | |
| 12/10/2021 | Hormel Foods | HRL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2021 | Hormel Foods | HRL | Upgrade | Neutral (Underweight) |
41.81 (20.35) |
-51.33% | Details | |
| 9/14/2021 | Mission Produce Inc. | AVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2021 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Darling International | DAR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2021 | Mission Produce Inc. | AVO | Downgrade | Neutral (Overweight) |
21.14 (11.82) |
-44.09% | Details | |
| 3/5/2021 | Darling International | DAR | Upgrade | Overweight (Neutral) |
66.16 (59.69) |
-9.78% | Details | |
| 12/7/2020 | Lamb Weston | LW | Upgrade | Overweight (Neutral) |
75.66 (68.29) |
-9.74% | Details | |
| 10/26/2020 | Mission Produce Inc. | AVO | New Coverage | Overweight (N/A) |
13.41 (11.82) |
-11.86% | Details | |
| 8/24/2020 | Darling International | DAR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2020 | Darling International | DAR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/15/2020 | Darling International | DAR | Downgrade | Neutral (Overweight) |
28.73 (59.69) |
107.76% | Details | |
| 11/26/2019 | Hormel Foods | HRL | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2019 | Hormel Foods | HRL | Downgrade | Underweight (Neutral) |
40.39 (41.81) |
3.52% | Details | |
| 11/19/2018 | Darling International | DAR | Upgrade | Overweight (Neutral) |
20.30 (59.69) |
194.04% | Details | |
| 9/28/2018 | Hormel Foods | HRL | New Coverage | Neutral (N/A) |
39.31 (40.39) |
2.75% | Details |


