Campbell Soup
About: Over the past 150-plus years, Campbell has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024, snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (a deal that closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.
Employees: 14,400
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3.78% more ownership
Funds ownership: 53.03% [Q3] → 56.81% (+3.78%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 215
9% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 96
5% less funds holding
Funds holding: 640 [Q3] → 610 (-30) [Q4]
8% less capital invested
Capital invested by funds: $7.71B [Q3] → $7.09B (-$625M) [Q4]
42% less call options, than puts
Call options by funds: $61.3M | Put options by funds: $105M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
1%
downside
Avg. target
$45
12%
upside
High target
$51
26%
upside
6 analyst ratings
0 positive
0%
4 neutral
67%
2 negative
33%
Stifel Matthew Smith 57% 1-year accuracy 17 / 30 met price target | 1%downside $40 | Hold Maintained | 24 Jan 2025 |
Wells Fargo Chris Carey 48% 1-year accuracy 21 / 44 met price target | 6%upside $43 | Equal-Weight Maintained | 7 Jan 2025 |
Barclays Andrew Lazar 35% 1-year accuracy 7 / 20 met price target | 13%upside $46 | Underweight Maintained | 6 Dec 2024 |
Citigroup Thomas Palmer 30% 1-year accuracy 10 / 33 met price target | 1%upside $41 | Sell Maintained | 5 Dec 2024 |
RBC Capital Nik Modi 43% 1-year accuracy 17 / 40 met price target | 26%upside $51 | Sector Perform Reiterated | 5 Dec 2024 |
Financial journalist opinion
Based on 4 articles about CPB published over the past 30 days
Neutral
Business Wire
2 days ago
The Campbell's Company to Report Second Quarter Fiscal 2025 Results on March 5, 2025
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) today announced that it will report its second quarter fiscal 2025 financial results on March 5, 2025 for the period ended January 26, 2025. Mick Beekhuizen, President and Chief Executive Officer, and Carrie Anderson, Executive Vice President and Chief Financial Officer, will host an investor conference call and webcast at 8:00 a.m. ET to review these results. The company's second quarter fiscal 2025 earnings press.
Positive
Seeking Alpha
5 days ago
Campbell's: Finally Some Attractive Prospects
The Campbell's Company, with a diverse product portfolio and stable demand, offers security despite recent share price declines and competitive market pressures. The acquisition of Sovos Brands drives growth, but high debt and interest expenses limit earnings per share, posing financial concerns. Fiscal 2025 outlook is positive with expected net sales growth of 9%-11% and adjusted EPS increase of 1%-4%, driven by Sovos products.
Positive
Seeking Alpha
1 week ago
Campbell's: Price Is Now At A Sweet Spot
The Campbell's Company is an undervalued income stock with strong market share and a well-covered 4.1% dividend yield, making it a solid value pick. The Sovos Brands acquisition, especially the high-growth Rao's brand, positions CPB for sustained expansion and enhances its product portfolio. Cost-saving initiatives and management's focus on improving margins are expected to drive profitability.
Positive
Morningstar
1 week ago
3 Top Value Stocks to Buy and Hold for 2025
These high-quality companies are solid—and their stocks look cheap.
Neutral
Business Wire
1 month ago
Campbell's Appoints Risa Cretella President of Meals & Beverages Division
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) today announced the appointment of Risa Cretella as Executive Vice President and President, Meals & Beverages, effective Feb. 1, 2025. She will report to incoming President and Chief Executive Officer Mick Beekhuizen and become a member of the company's Operating Committee and a Corporate Officer. Cretella joined Campbell's in March 2024 following the completion of the acquisition of Sovos Brands Inc. as Senior.
Neutral
The Motley Fool
1 month ago
5 Ultra-Safe High-Yield Dividend Stocks to Buy Even if There's a Stock Market Sell-Off in 2025
Five-year, 10-year, and multi-decade charts of market movements all show that stock market sell-offs happen. No one knows when they'll begin, how severe the downturn will be, or how long they'll last.
Negative
Zacks Investment Research
1 month ago
Campbell's Stock Tumbles 20% in 3 Months: What's Next for Investors?
Campbell's focus on innovation and portfolio refinement provides a pathway to success, but recent stock performance poses challenges for investors.
Neutral
CNBC Television
1 month ago
Cramer's Mad Dash: Cornell report on GLP-1s shows decrease in consumption of savory snacks
CNBC's Jim Cramer reports on a study from Cornell and its impact on the stock market.
Neutral
Zacks Investment Research
2 months ago
Is the Options Market Predicting a Spike in The Campbell's (CPB) Stock?
Investors need to pay close attention to The Campbell's (CPB) stock based on the movements in the options market lately.
Neutral
Business Wire
2 months ago
The Full Futures Partnership Advances School Nutrition in its Third Year
CAMDEN, N.J.--(BUSINESS WIRE)--The Full Futures partnership is celebrating three years of positive impact on school nutrition. Launched in 2021 by The Campbell's Company (Campbell's) and public, private and nonprofit partners including lead partner Alliance for a Healthier Generation, Full Futures is an initiative to foster a school nutrition environment that ensures all students are well-nourished and ready to thrive at school and in life. The program started with the Camden City School Distri.
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