Ratings by JPMorgan (Thomas Palmer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (20.71) |
-19.42% | Details | |
| 5/12/2026 | Darling Ingredients | DAR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Freshpet | FRPT | Upgrade | Overweight (Neutral) |
54.93 (52.45) |
-4.51% | 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 (25.32) |
18.04% | 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 (524.23) |
11.99% | Details | |
| 3/26/2026 | Casey's General Stores | CASY | New Coverage | Neutral (N/A) |
689.04 (772.51) |
12.11% | 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 (20.63) |
-11.12% | 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 (22.65) |
-9.04% | 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 (71.89) |
19.64% | 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 (58.17) |
-16.59% | Details | |
| 8/20/2025 | WK Kellogg | KLG | New Coverage | Neutral (N/A) |
23.00 (23.00) |
0% | Details | |
| 8/20/2025 | Tyson | TSN | New Coverage | Neutral (N/A) |
56.07 (57.87) |
3.21% | Details | |
| 8/20/2025 | Campbell Soup | CPB | New Coverage | Neutral (N/A) |
32.34 (21.92) |
-32.22% | Details | |
| 8/20/2025 | Sprouts Farmers Market | SFM | New Coverage | Neutral (N/A) |
144.61 (85.37) |
-40.97% | Details | |
| 8/20/2025 | Post Holdings | POST | New Coverage | Overweight (N/A) |
107.86 (90.40) |
-16.19% | Details | |
| 8/20/2025 | Oatly Group AB | OTLY | New Coverage | Neutral (N/A) |
16.97 (8.31) |
-51.03% | Details | |
| 8/20/2025 | Mondelez International | MDLZ | New Coverage | Overweight (N/A) |
61.84 (61.89) |
0.08% | Details | |
| 8/20/2025 | McCormick & Company | MKC | Upgrade | Overweight (Underweight) |
68.41 (48.15) |
-29.62% | Details | |
| 8/20/2025 | Lamb Weston | LW | New Coverage | Neutral (N/A) |
54.30 (45.67) |
-15.89% | 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 (110.88) |
-0.53% | 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 (181.03) |
1.47% | Details | |
| 8/20/2025 | General Mills | GIS | Downgrade | Underweight (Neutral) |
49.35 (34.98) |
-29.12% | 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 (51.20) |
65% | Details | |
| 8/20/2025 | ConAgra | CAG | New Coverage | Neutral (N/A) |
18.98 (13.48) |
-28.98% | Details | |
| 8/20/2025 | Bunge | BG | New Coverage | Overweight (N/A) |
79.87 (107.08) |
34.07% | Details | |
| 8/20/2025 | BellRing Brands | BRBR | New Coverage | Overweight (N/A) |
38.49 (12.01) |
-68.8% | Details | |
| 8/20/2025 | Beyond Meat Inc. | BYND | New Coverage | Underweight (N/A) |
2.53 (0.70) |
-72.33% | 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 (14.15) |
-26.42% | 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 (45.67) |
-33.12% | Details | |
| 7/25/2024 | Lamb Weston | LW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | Hormel Foods | HRL | Upgrade | Neutral (Underweight) |
34.10 (25.32) |
-25.75% | 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 (107.08) |
24.73% | 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 (107.08) |
9.53% | Details | |
| 12/10/2021 | Hormel Foods | HRL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2021 | Hormel Foods | HRL | Upgrade | Neutral (Underweight) |
41.81 (25.32) |
-39.44% | 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 (12.29) |
-41.86% | Details | |
| 3/5/2021 | Darling International | DAR | Upgrade | Overweight (Neutral) |
66.16 (51.20) |
-22.61% | 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 (12.29) |
-8.35% | 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 (51.20) |
78.21% | 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 (51.20) |
152.22% | Details | |
| 9/28/2018 | Hormel Foods | HRL | New Coverage | Neutral (N/A) |
39.31 (40.39) |
2.75% | Details |

