Campbell Soup(CPB)

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Campbell's: Price Is Now At A Sweet Spot
Seeking Alpha· 2025-02-14 13:15
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The consumer staples sector is perceived as undervalued due to low growth expectations compared to the tech sector, presenting potential investment opportunities [2] - The article emphasizes the importance of due diligence for investors before making any investment decisions [3] Group 2 - Seeking Alpha highlights that past performance does not guarantee future results, indicating a cautious approach to investment recommendations [4]
Campbell's Stock Tumbles 20% in 3 Months: What's Next for Investors?
ZACKS· 2025-01-15 14:06
Core Viewpoint - Campbell's Company (CPB) is facing significant challenges, with a 19.7% decline in share price over the past three months, underperforming both the industry and broader market indices [1][4][14] Stock Performance - Campbell's stock closed at $38.81, just above its 52-week low of $37.61, and is trading below its 50 and 200-day moving averages, indicating potential weakness [3][14] Sales and Market Dynamics - The company experienced a 1% decline in organic net sales in the first quarter of fiscal 2025, primarily due to shifting consumer dynamics and cautious spending habits [5][14] - The Snacks division saw a 2% drop in organic net sales, impacted by lower partner brand sales and increased price sensitivity among consumers [6][14] Cost Pressures - Campbell's has been dealing with cost inflation, with a 70 basis point decline in adjusted gross profit margin in the first quarter, largely due to the integration of Sovos Brands [7][14] - The base business experienced a 10-basis point reduction in gross margin, as productivity improvements only partially offset inflation and supply-chain cost pressures [8][14] Earnings Estimates - The Zacks Consensus Estimate for Campbell's earnings per share has been revised downward over the past 60 days, indicating a bearish outlook among analysts [9][14] - Current estimates for the upcoming quarters show a decline from previous projections, reflecting potential challenges in meeting profitability goals [10][14] Growth Opportunities - The Meals & Beverages division reported a 2% pro forma net sales growth in the first quarter, driven by strong performance in the soup portfolio [11][14] - Recent acquisitions, such as Sovos Brands, and strategic divestitures, like the noosa yogurt business, demonstrate Campbell's proactive approach to enhancing market position [12][14] Strategic Focus - The company aims to prioritize execution, innovation, and collaboration with retail partners to improve its market relevance and growth potential [13][14] - Management anticipates sequential improvement in the second quarter, driven by holiday demand and contributions from Sovos Brands starting March 2025 [13][14]
Is the Options Market Predicting a Spike in The Campbell's (CPB) Stock?
ZACKS· 2024-12-18 14:35
Core Viewpoint - Investors in The Campbell's Company (CPB) should monitor stock movements closely due to significant implied volatility in the options market, particularly for the Jan 17, 2025 $20 Call option [1] Company Analysis - The Campbell's Company currently holds a Zacks Rank of 3 (Hold) within the Food - Miscellaneous industry, which is positioned in the bottom 48% of the Zacks Industry Rank [3] - Over the past 60 days, no analysts have raised their earnings estimates for the current quarter, while five analysts have lowered their estimates, resulting in a decrease of the Zacks Consensus Estimate from 82 cents per share to 74 cents [3] Options Market Insights - The high implied volatility suggests that options traders anticipate a significant price movement for The Campbell's shares, indicating potential trading opportunities [4] - Seasoned options traders often seek high implied volatility options to sell premium, aiming to benefit from the decay of options value if the underlying stock does not move as much as expected [4]
Campbell's Company Faces Potential Earnings Risk Due To Consumer Challenges: Analysts
Benzinga· 2024-12-05 19:58
Group 1 - Campbell's Company CPB shares are trading lower, with RBC Capital Markets analyst Nik Modi reiterating a Sector Perform rating and a price forecast of $51 [1] - Despite a challenging consumer environment, management maintains FY25 guidance, expecting steady growth in sales and market share in the second quarter and into the second half of the year [2] - Analyst Modi adjusted FY25 net sales growth estimates to +9.2%, while organic sales growth is projected at +0.4%, down from +0.7% [3] Group 2 - Analyst Lavery from Piper Sandler reiterated an Overweight rating with a price forecast of $56, citing a cautious outlook on the packaged food category [4] - Lavery forecasts a decline in EPS for the second quarter of 2025 but projects average gains of 7-8% over the next six quarters, lowering FY25 EPS estimate from $3.21 to $3.14 and FY26 EPS from $3.38 to $3.33 [5] - In the second quarter of 2025, sequential improvement in volume and share gains is anticipated [6] Group 3 - Campbell's Company is investing in Rao's innovation and marketing in FY25, focusing on expanding into white sauces for greater production flexibility and potential geographic expansion in Canada [7] - CPB shares are currently trading lower by 0.49% to $42.48 [8]
Campbell's: No Signs Of Substantial Organic Growth Improvement
Seeking Alpha· 2024-12-05 13:56
Group 1 - The Campbell's Company (NASDAQ: CPB) is recommended to hold due to expected lack of upside in stock price [1] - The ideal investment scenario involves core business performance in a sector projected for structural growth exceeding GDP growth over the next 5-10 years [1] - Profits should stem from sustainable competitive advantages that lead to attractive unit economics [1] Group 2 - The company should be managed by competent, ethical, and long-term thinkers [1] - A fair valuation is essential for investment consideration [1]
Campbell's: Mixed Q1 Results Leave Shares Unattractive
Seeking Alpha· 2024-12-05 01:19
Group 1 - Campbell's Company (NASDAQ: CPB) has underperformed over the past year, with a gain of only 5% [1] - The company reported disappointing quarterly results, leading to a decline in shares by over 4% [1]
Campbell Soup(CPB) - 2025 Q1 - Earnings Call Transcript
2024-12-04 15:41
The Campbell's Company (NASDAQ:CPB) Q1 2025 Earnings Conference Call December 4, 2024 8:00 AM ET Company Participants Rebecca Gardy - Chief IR Officer Mark Clouse - CEO Carrie Anderson - CFO Conference Call Participants Ken Goldman - JPMorgan Andrew Lazar - Barclays Peter Galbo - Bank of America Robert Moskow - TD Cowen Jim Salera - Stephens Operator Good morning and welcome to the Campbell's Company Q1 Fiscal 2025 Earnings Conference Call. All participants are in a listen-only mode. After the speakers' rem ...
Campbell's Beats Q1 Earnings Estimates, Unveils Dividend Hike
ZACKS· 2024-12-04 15:06
The Campbell's Company (CPB) delivered mixed results for the first quarter of fiscal 2025. While the bottom line beat the Zacks Consensus Estimate but declined year over year, the top line missed the consensus mark while increasing from the year-ago period level. That said, organic sales declined. The first-quarter performance reflects the company’s ability to navigate a dynamic consumer landscape and the irregular pace of category recovery. The second quarter, which features the crucial holiday season, is ...
Campbell Soup(CPB) - 2025 Q1 - Earnings Call Presentation
2024-12-04 14:51
THE Campbell's COMPANY Q1 Fiscal 2025 Earnings Presentation | --- | --- | --- | |-----------------|-------------------------------------------------|--------------------------------| | | Rebecca Gardy Chief Investor Relations Officer | Welcome | | Today's Agenda | Mark Clouse Chief Executive Officer | Strategy and Business Update | | | | | | | Carrie Anderson Chief Financial Officer | Financial Results and Outlook | 2 Forward-looking Statements 3 Safe Harbor Regarding Forward-Looking Statements This present ...
Campbell's Stock Falls as CEO Clouse Plans NFL Move; Results Underwhelm
Investopedia· 2024-12-04 14:06
KEY TAKEAWAYSCampbell’s shares are falling in premarket trading after the snack and soup maker said CEO Mark Clouse will be leaving at the end of January, while also reporting top-and-bottom line results that missed estimates.Clouse, who became CEO in January 2019, is leaving the company to become president of the National Football League’s Washington Commanders.Campbell's sales and net income for its quarter ended Oct. 27 lagged analysts' estimates as per Visible Alpha, while adjusted EPS was higher-than-f ...