NYSE:CPB

Campbell Soup Company (CPB)

22.66
-0.66 (2.83%)
as of Jul 6, 2026, 8:00:00 pm Market Open.
46 watching
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Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Campbell Soup Company (CPB) is facing significant challenges, having declined by 22% this year and 40% in the past year. With growing concerns over the packaged food industry and shifting consumer preferences towards healthier options, the company's high dividend payout raise questions about its sustainability. While some experts suggest that CPB is currently trading at a fair valuation and could benefit from a future rotation into consumer staples, others express skepticism about its long-term viability due to reduced free cash flow and profitability pressures. The company's legacy products are becoming outdated, complicating its growth narrative, and investors are advised to consider exit strategies to mitigate losses.

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Consensus
Cautious
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Valuation
Fair Value
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COMMENT

Very good brand and very stable earnings. Had some choppy rides lately but have some internal issues going on at the board level. Likes the stock and thinks it will do fine.

DON'T BUY

Statistics show that consumption is on a down trend. Their core products are in some global deterioration right now. Doesn’t know that he would put a lot of money into the consumer side right now.

HOLD

Consumer staples have been consolidating during the last 3 to 4 months. Big retailers are squeezing staples companies on margins. There are investors rotating into more economically sensitive companies. Thinks the consolidation may be done. You buy this for safety.

TOP PICK
Input costs for food are probably going to come down so margins will expand this year. 13X earnings. 2.5% yield.
DON'T BUY
Condensed soup has been in a decline for a number of years this is a problem for them. Getting more competition in the higher end of the market.
BUY
Since 2003, the stock price has stayed just nicely above the 200 day moving average. This is one of the sectors that will get a lot of attention in the late stages of the bull market.
TOP PICK
Has pulled back in the last few months which gives a beautiful buying opportunity. The chart, going back to 200, shows an inverse head and shoulder with the neckline being at $28/29. Actually moved above that level in December and now in a pull back which is usually the greatest time to buy a stock. Many institutions believe the bull market is over and are moving into defensive stocks.
DON'T BUY
A decent company, but prefers brand names like Pepsi and Budweiser.
Showing 31 to 38 of 38 entries