Added to YB: 2025-02-07
Pitch date: 2025-02-06
CPB [bullish]
The Campbell's Company
-20.94%
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
$9.3B
Pitch Price
$36.35
Price Target
N/A
Dividend
4.99%
EV/EBITDA
7.03
P/E
15.57
EV/Sales
1.60
Sector
Food Products
Category
turnaround
Campbell's is executing well on Scalpavelli's turnaround game plan
CPB: New CEO & mgmt team post-Sovos acq signals turnaround. Elite brands (Goldfish, Milano, Rao's, Snyder's) at 11.3x CY2025 P/E. 40-yr support, trading below lowest analyst PT ($40). Risks: health trends impact Goldfish, Rao's discounting. Scalpavelli bullish w/ 2%+ position.
Read full article (2 min)