NYSE:CPB

43.15
1.30 (2.92%) 1d
0

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Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Experts are of the opinion that Campbell Soup Company's product line is mature and offers limited growth potential, resulting in a sideways stock. While their snacks business shows some promise, it is not a significant growth driver. The consensus among experts is that the stock may either decline while the dividend rises, or the company might opt to acquire another company.

Consensus
Stagnant
Valuation
Fair Value
DON'T BUY

Their product line is very mature and offers little growth. This has been a sideways stock. Their snacks business is doing well, but not a growth driver. Either the stock declines and the dividend rises, or they buy another company.

food processing
BUY ON WEAKNESS

Will buy Sovos Brands for $2.7 billion all cash. Makes sense, giving Campbell's a growth engine at a time when the stock is out of favour, down 22% YTD. Buy this dip.

food processing
BUY ON WEAKNESS

Strong performance lately.
Excellent brand name with mature assets.
Defensive name that won't see major growth.

food processing
BUY
Up 31% this year so far. They've always had strong brands. They had supply chain problems this year, but thankfully are in the past. They raised prices to offset shortages and won't lower prices now that supplies problems have ended. Last week they reported a monster earnings beat, 15% organic sales growth and a strong forecast. Looks very good for 2023.
food processing
BUY
He recommends packaged food stocks as safe havens if there's a recession. CPB is up 22% this year. They keep putting up good numbers and just reported a 14-cent earnings beat, higher than expected sales (15% organic growth vs. expected 10%), and they raised their full-year forecast. There's more room to run.
food processing
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/20, Down 12.4%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with CPB has triggered its stop at $42. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with the previous buy recommendation.
food processing
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 12/20, Down 4.1%)Stockchase Research Editor: Michael O'Reilly To ensure progressing capital returns of our PAST TOP PICK with CPB, we recommend trailing the stop (from $38) to $42.
food processing
COMMENT
When investors fear the pandemic and a Fed-induced slowdown, the more conservative ones buy consumer staples. Staples have been beaten up this year, but today they rallied. Campbell's is up 8% so far this month, despite last week's mixed quarter. Yesterday, they held an investor day and unveiled very bullish long-term growth targets. Could this be the start of a larger move?
food processing
DON'T BUY
It reported this week, stating that it's struggling with raw costs and sales growth. The stock is cheap, but not cheap enough to buy, unless management can convince. He isn't holding his breath. They hold an investors' day on Tuesday.
food processing
COMMENT
It reports Wednesday. Unsteady soup sales and climbing costs could pressure the stock, like it has before.
food processing
BUY
Recently, they missed projections and cut their forecast, so they had execution issues, but still took more market share. Covid winners are unfairly pigeonholed as reopening losers. CPB still has value. Their costs are under control.
food processing
DON'T BUY
He likes management, but the pantry stocks have been disappointing. They report Wednesday. CPB has won over enough stay-at-homers with their snacks and it pays a 3.2% yield. Overall, though, he'll pass.
food processing
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly When CPB last reported earnings in Sep, EPS of $0.63 exceeded expectations by 18%. The pandemic increased soup demand by 30% and gained them over 6 million new household buyers. As we head into the the next seasonal demand upswing we are recommending them as a TOP PICK, targeting $54. It pays a good dividend, backed by a 26% payout ratio. We would recommend a stop-loss at $38. Yield 2.90% (Analysts’ price target is $53.33)
food processing
BUY
Trades at 15x earnings, pays a 3% dividend yield and generates a huge amount of cash. The stock has been slumping during the pandemic, because it's not the kind of stock you buy in an accelerating economy. Recently it announced 18% sales growth, but the stock got slammed, partially because the company didn't offer guidance for 2021 (but so have many companies).
food processing
COMMENT

A lot of bond proxies, including staples, have been under pressure. If CPB can rise above its current trend channel, we'd see a new uptrend. That's a concern, because when things go great, then people don't need to buy staples. Also, if he sees CPB move higher and break its downtrend, then it would tell him that something big is happening, that portfolio managers are becoming cautious.

food processing
Showing 1 to 15 of 31 entries

Campbell Soup Company(CPB-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for Campbell Soup Company is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Campbell Soup Company(CPB-N) Frequently Asked Questions

What is Campbell Soup Company stock symbol?

Campbell Soup Company is a American stock, trading under the symbol CPB-N on the New York Stock Exchange (CPB). It is usually referred to as NYSE:CPB or CPB-N

Is Campbell Soup Company a buy or a sell?

In the last year, 1 stock analyst published opinions about CPB-N. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Campbell Soup Company.

Is Campbell Soup Company a good investment or a top pick?

Campbell Soup Company was recommended as a Top Pick by on . Read the latest stock experts ratings for Campbell Soup Company.

Why is Campbell Soup Company stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Campbell Soup Company worth watching?

1 stock analyst on Stockchase covered Campbell Soup Company In the last year. It is a trending stock that is worth watching.

What is Campbell Soup Company stock price?

On 2024-11-15, Campbell Soup Company (CPB-N) stock closed at a price of $43.15.