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 7,425 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4.53% more ownership
Funds ownership: 52.52% [Q3] → 57.05% (+4.53%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 217
9% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 99
3% less funds holding
Funds holding: 640 [Q3] → 618 (-22) [Q4]
7% less capital invested
Capital invested by funds: $7.64B [Q3] → $7.12B (-$520M) [Q4]
42% less call options, than puts
Call options by funds: $61.3M | Put options by funds: $105M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
1%
downside
Avg. target
$39
8%
upside
High target
$44
21%
upside
9 analyst ratings
0 positive
0%
6 neutral
67%
3 negative
33%
UBS Peter Grom 42% 1-year accuracy 13 / 31 met price target | 1%downside $36 | Sell Initiated | 23 Apr 2025 |
Morgan Stanley Megan Alexander 69% 1-year accuracy 11 / 16 met price target | 10%upside $40 | Equal-Weight Initiated | 24 Mar 2025 |
DA Davidson Brian Holland 27% 1-year accuracy 3 / 11 met price target | 7%upside $39 | Neutral Maintained | 11 Mar 2025 |
Citigroup Thomas Palmer 38% 1-year accuracy 11 / 29 met price target | 1%upside $37 | Sell Maintained | 6 Mar 2025 |
RBC Capital Nik Modi 37% 1-year accuracy 17 / 46 met price target | 21%upside $44 | Sector Perform Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 6 articles about CPB published over the past 30 days
Positive
MarketBeat
5 days ago
3 Stocks Presenting Generational Buying Opportunities
Many investors are tired of hearing market analysts make statements about “buying the dip.” But at the risk of sounding hyperbolic, many stocks are setting up as generational buying opportunities.
Neutral
Business Wire
2 weeks ago
The Campbell's Company Appoints Senior Leaders to Accelerate Growth
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) today announced senior management changes to accelerate progress against its strategic plan and drive continued growth. Elizabeth Duggan, currently Senior Vice President and General Manager, Campbell's Company of Canada, has been appointed President of the company's Snacks division, effective May 12, 2025. Janda Lukin, currently Senior Vice President and Chief Marketing Officer, Snacks, has been named to the newly created role o.
Neutral
Business Wire
2 weeks ago
The Campbell's Foundation Awards Grants to Strengthen Campbell's Communities
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) and The Campbell's Foundation today announced $920,000 in Community Impact Grants awarded to 46 nonprofit organizations in communities where Campbell's operates. These grants are distributed as part of the Foundation's commitment to support initiatives that promote food access, encourage healthy living and strengthen neighborhoods. The latest round of funding brings Campbell's fiscal 2025 total grantmaking to more than $2.6 mill.
Positive
Zacks Investment Research
3 weeks ago
Why Is Campbell (CPB) Up 0.1% Since Last Earnings Report?
Campbell (CPB) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
3 weeks ago
Campbell's Names Aaron Gwinner Chief Digital & Technology Officer
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) today announced the appointment of Aaron Gwinner as Senior Vice President and Chief Digital & Technology Officer, effective April 14, 2025. Gwinner will lead Campbell's digital transformation strategy and leverage innovative technologies to enhance the company's agility, strengthen capabilities and accelerate growth. He will be responsible for the overall strategy and execution of the company's digital and infor.
Negative
Zacks Investment Research
3 weeks ago
How to Play Campbell's Stock After a 17% Decline in Six Months?
With inflationary pressures and a weakening Snacks division, the outlook for CPB remains bleak. Investors are advised to proceed with caution and reassess their holdings.
Positive
Seeking Alpha
1 month ago
4 Ideal March Buys From 49 "Safer" Dividends In 100 Barron's Sustainable Dogs
Calvert's ESG analysis identified 100 top sustainable companies, with 83 dividend payers, focusing on five categories: planet, workplace, customer, community, and shareholder. Analysts predict 19.91% to 38.3% net gains for top ESG companies by March 2026, with Omnicom Group and Avient Corp leading potential returns. Sixteen of 83 dividend-paying sustainable stocks show negative free-cash-flow margins, indicating potential cash flow issues and higher risk.
Neutral
The Motley Fool
1 month ago
The Smartest Dividend Stocks to Buy With $1,000 Right Now
Opinions will always differ, but our current economic environment seems rather uncertain to me, with tariffs, tariff wars, the threat of inflation, and a lot of investors with stock market jitters. So if you're looking to invest in stocks, I suggest taking a close look at dividend payers.
Negative
Seeking Alpha
1 month ago
The Campbell's Company: Still Struggling To Improve Organic Growth
I reiterate my hold rating for Campbell's stock due to continued struggles with organic growth and weak core business performance. CPB's 2Q25 results show a 2% decline in organic sales, with gross margin contracting and EBIT margin falling, leading to a downward revision of FY25 guidance. Structural issues persist in both the Snacks and Meals & Beverages segments, with ineffective promotions and declining margins despite cost optimizations.
Positive
Schwab Network
1 month ago
"Don't Fear Recession," Balance Big Tech with Defense Stocks
Dale Smothers calls the current market sell-off a "10% correction" that is healthy for the markets. He tells investors it's okay to buy into lower price action but not to go all in on names like Nvidia (NVDA), Microsoft (MSFT) and Apple (AAPL).
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