Added to YB: 2026-01-21
Pitch date: 2026-01-13
CPB [bullish]
The Campbell's Company
+3.3%
current return
Author Info
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Company Info
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally.
Market Cap
$8.8B
Pitch Price
$26.10
Price Target
N/A
Dividend
5.29%
EV/EBITDA
6.97
P/E
15.21
EV/Sales
1.57
Sector
Food Products
Category
value
Show full summary:
Q1 2026: Ten Bets Against the Crowd - $CPB
CPB: Consumer staples in cycle trough, 9.7x P/E & 6% yield. Market pricing GLP-1 snack apocalypse on meal company. Soups/sauces/proteins growing on GLP-1 as protein-rich foods gain. $286M La Regina buy adds vertical integration. Distribution moats, supply chain control, dividend paying while waiting.
Read full article (1 min)