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Added to YB: 2023-12-06

Pitch date: 2023-12-06

CPB [bullish]

The Campbell's Company

-28.48%

current return

Author Info

No bio for this author

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

$40.19

Price Target

61.00 (+112%)

Dividend

4.99%

EV/EBITDA

7.03

P/E

15.57

EV/Sales

1.60

Sector

Food Products

Category

value

Show full summary:
Campbell Soup: Weathering Near-Term Volatility With Its Unwavering Commitment to Brand Investments

$CPB org sales -1% but +7% 2yr CAGR; adj GM 32.1%; $500M to mktg & R&D; FVE $61 on LSD sales & HSD EPS growth; 30% discount to IV; wide moat: 50% soup share big R&D spend; $1B cost saves by FY25; focused on int growth & returning cash

Read full article (11 min)