Stephens analyst Farha Aslam noted that Dean Foods (DF) shares have declined following an announcement from Wal-Mart (WMT), Dean's largest customer, that it plans to build a milk processing plant in Indiana. However, Aslam believes Dean will have ample time to adjust production, though acknowledges that the company may have to spend some cash to restructure. Overall, the Wal-Mart news is likely to impact cash but have a limited, or no, impact to EPS, said Aslam, who views the pullback in the stock as a buying opportunity. The analyst keeps an Overweight rating and $22 price target on Dean Foods shares.