Consumer Preferences And Operational Efficiency Will Build Future Resilience

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Sep 24

Updated

07 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-33.1%

7D

-2.9%

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1Y

-33.1%

7D

-2.9%

You can edit this narrative until Dec 8 4:05 AM. Then, changes will post as Updates.

Author's Valuation

US$33.8415.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Decreased 2.13%

CPB: New Finance Leadership Will Support Future Performance Despite Recent Governance Turbulence

Analysts have modestly reduced their price target on Campbell's, trimming fair value by approximately $0.74 per share to reflect slightly higher discount rates, softer long term revenue growth expectations, and a marginally lower projected profit margin, despite a small uptick in anticipated future valuation multiples. What's in the News Campbell's placed vice president of information technology Martin Bally on temporary leave after a lawsuit alleged he called company products "highly processed" and "for poor people," while the company publicly defended the quality of its soups and ingredients (Wall Street Journal).

Shared on 04 Sep 25

Fair value Increased 0.77%

Analysts remain cautious on Campbell's due to ongoing weakness in core volumes, snack portfolio pressures, and rising costs—including EU tariffs—leading to subdued earnings expectations and a fair value estimate unchanged at $34.32. Analyst Commentary Analysts are cautious on Campbell's due to ongoing weak volume trends in core categories, especially in Meals & Beverage.

Shared on 08 May 25

Fair value Decreased 21%

Shared on 30 Apr 25

Fair value Increased 0.093%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has increased revenue growth from 1.5% to 1.8%.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.81%

AnalystConsensusTarget has increased revenue growth from 1.3% to 1.5%.

Shared on 11 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 1.3%.

AnalystConsensusTarget Fair Value

US$33.84

15.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

0.63%

Food revenue growth rate

0.40%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.02%

Calculation

US$822.86m

Earnings '28

x

14.95x

PE Ratio '28

=

US$12.30b

Market Cap '28

US$12.30b

Market Cap '28

/

297.64m

No. shares '28

=

US$41.32

Share Price '28

US$41.32 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$33.77

Fair Value '25