Campbell Soup Company

CPB-N

NYSE:CPB

48.98
0.06 (0.12%)
The Campbell Soup Company, also known as Campbell's, is an American producer of canned soups and related products. Campbell's products are sold in 120 countries around the world. It is headquartered in Camden, New Jersey.
More at Wikipedia

Analysis and Opinions about CPB-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 12, 2020
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)
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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)
BUY
BUY
September 16, 2020
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).
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Campbell Soup Company (CPB-N)
September 16, 2020
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).
COMMENT
COMMENT
August 21, 2018

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.

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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.

BUY
BUY
February 12, 2018

Good support at $40 and currently at $46. Not what it used to be and it's very volatile. $40 is your downside protection. Volatility and volumes have spiked. Looks like a good stock here. He would slowly enter it here.

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Good support at $40 and currently at $46. Not what it used to be and it's very volatile. $40 is your downside protection. Volatility and volumes have spiked. Looks like a good stock here. He would slowly enter it here.

DON'T BUY
DON'T BUY
October 24, 2017

Takeover target? If this rumour had juice to it, this stock would be up higher, but an interesting idea. If there is one sector investors are complacent on, it is consumer staples. In these companies, investors are hiding in the balance sheet looking to milk the dividends because they can’t find any yield in bonds. The fact that those big stocks have low volatility and the ability to grow their dividend, is very attractive. He would avoid this stock.

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Takeover target? If this rumour had juice to it, this stock would be up higher, but an interesting idea. If there is one sector investors are complacent on, it is consumer staples. In these companies, investors are hiding in the balance sheet looking to milk the dividends because they can’t find any yield in bonds. The fact that those big stocks have low volatility and the ability to grow their dividend, is very attractive. He would avoid this stock.

COMMENT
COMMENT
October 24, 2017

In the consumer staple sector. There is a reduction in barriers to entry within packaged foods. He would rather be in flavouring companies, such as Fruteron (?).

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In the consumer staple sector. There is a reduction in barriers to entry within packaged foods. He would rather be in flavouring companies, such as Fruteron (?).

DON'T BUY
DON'T BUY
September 5, 2017

He is going to steer clear of this. Had a great run close to 24 months, and has moved back as people have been rethinking the strength of brand generally. People are looking what Amazon (AMZN-Q) is doing with Whole Foods and wondering about implications for the traditional branded products, as well as about healthiness. This still has a very pricey valuation.

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He is going to steer clear of this. Had a great run close to 24 months, and has moved back as people have been rethinking the strength of brand generally. People are looking what Amazon (AMZN-Q) is doing with Whole Foods and wondering about implications for the traditional branded products, as well as about healthiness. This still has a very pricey valuation.

TOP PICK
TOP PICK
August 30, 2016

*Short*. This trades at an expensive valuation at roughly 21X earnings. It is dependent primarily on soup, which is in secular decline, and is the high margin part of their business. A lot of it is dependent on weather. Dividend yield of 2.05%.

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*Short*. This trades at an expensive valuation at roughly 21X earnings. It is dependent primarily on soup, which is in secular decline, and is the high margin part of their business. A lot of it is dependent on weather. Dividend yield of 2.05%.

COMMENT
COMMENT
July 19, 2016

There are 2 key themes in the market. One is people who are betting on low interest rates, low inflation and low growth. In that camp, people are saying they’ll buy a dividend as opposed to a fixed income at record low yields. This is not an exciting company, but a pretty defensible one. People are buying this because it pays a 2% dividend that will slowly grow over time. It is not economically sensitive. If you believe we are in a low growth environment for a long time, these consumer staples, utilities and telcos could trade at significantly higher multiples.

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There are 2 key themes in the market. One is people who are betting on low interest rates, low inflation and low growth. In that camp, people are saying they’ll buy a dividend as opposed to a fixed income at record low yields. This is not an exciting company, but a pretty defensible one. People are buying this because it pays a 2% dividend that will slowly grow over time. It is not economically sensitive. If you believe we are in a low growth environment for a long time, these consumer staples, utilities and telcos could trade at significantly higher multiples.

PARTIAL BUY
PARTIAL BUY
May 13, 2016

This has been on fire, up over 40% in the last year. When looking at the sector as a whole, the names that have a large percentage of the revenue coming from North America has really been focused on increasing their awareness and product line-up in terms of healthier foods. This company has done that well. Made some acquisitions and are focusing more on the organic side of things. 75% of their revenues come from the US. He wouldn’t be opposed to buying this, but because of the run it has had you might consider buying a half position and adding more on weakness.

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This has been on fire, up over 40% in the last year. When looking at the sector as a whole, the names that have a large percentage of the revenue coming from North America has really been focused on increasing their awareness and product line-up in terms of healthier foods. This company has done that well. Made some acquisitions and are focusing more on the organic side of things. 75% of their revenues come from the US. He wouldn’t be opposed to buying this, but because of the run it has had you might consider buying a half position and adding more on weakness.

DON'T BUY
DON'T BUY
March 26, 2015

Kraft/Heinz deal: It put all of these companies into play in people’s minds. But he does not see a lot of value in these names.

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Kraft/Heinz deal: It put all of these companies into play in people’s minds. But he does not see a lot of value in these names.

COMMENT
COMMENT
December 19, 2013

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.

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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
DON'T BUY
November 29, 2013

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.

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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
HOLD
October 10, 2013

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.

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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
TOP PICK
January 13, 2009
Input costs for food are probably going to come down so margins will expand this year. 13X earnings. 2.5% yield.
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Input costs for food are probably going to come down so margins will expand this year. 13X earnings. 2.5% yield.
Showing 1 to 15 of 19 entries

Campbell Soup Company(CPB-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

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. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. 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 Stockchase Research on 2020-11-12. 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 2020-11-27, Campbell Soup Company (CPB-N) stock closed at a price of $48.98.