Campbell's (CPB) Aperçu de l'action
La société Campbell's, ainsi que ses filiales, fabrique et commercialise des produits alimentaires et des boissons aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 2/6 |
| Dividendes | 6/6 |
Récompenses
Analyse des risques
CPB Community Fair Values
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Analyst Price Targets
The Campbell's Company Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$23.05 |
| Plus haut sur 52 semaines | US$34.18 |
| Plus bas sur 52 semaines | US$19.56 |
| Bêta | 0.0082 |
| Variation sur 1 mois | 4.44% |
| Variation sur 3 mois | 11.73% |
| Variation sur 1 an | -28.95% |
| Variation sur 3 ans | -47.67% |
| Variation sur 5 ans | -46.62% |
| Évolution depuis l'introduction en bourse | 1,182.78% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 09
Campbell's: Neither Cheap, Nor Attractive -- Remains A Strong Sell
Summary Campbell’s (CPB) remains a value trap, with a 'strong sell' rating due to persistent operational weakness and structural industry headwinds. CPB faces margin compression from inflation, inability to pass on costs, and declining volumes, signaling eroding brand power and competitive pressures. Despite a recent acquisition and ongoing cash generation, CPB’s leverage is high, with net debt to free cash flow near 10x and tangible equity negative. Management guidance confirms further organic sales and EBIT declines, with little evidence of turnaround or improvement on the horizon. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 06
CPB: Cash Discipline And Meals Strength Will Offset Inflation And Competition Risks
Analysts have lowered their average price target for Campbell's to about $21 from roughly $23, citing ongoing margin pressure from inflation, heightened promotional activity across packaged foods, and brand competitiveness issues that temper expectations, even though the company benefits from its positioning in key categories. Analyst Commentary Recent commentary on Campbell's skews cautious, with many bearish analysts cutting price targets and questioning how quickly the company can stabilize margins and earnings.Recent updates
Seeking Alpha • Jul 09
Campbell's: Neither Cheap, Nor Attractive -- Remains A Strong Sell
Summary Campbell’s (CPB) remains a value trap, with a 'strong sell' rating due to persistent operational weakness and structural industry headwinds. CPB faces margin compression from inflation, inability to pass on costs, and declining volumes, signaling eroding brand power and competitive pressures. Despite a recent acquisition and ongoing cash generation, CPB’s leverage is high, with net debt to free cash flow near 10x and tangible equity negative. Management guidance confirms further organic sales and EBIT declines, with little evidence of turnaround or improvement on the horizon. Read the full article on Seeking AlphaMise à jour du récit • Jul 06
CPB: Cash Discipline And Meals Strength Will Offset Inflation And Competition Risks
Analysts have lowered their average price target for Campbell's to about $21 from roughly $23, citing ongoing margin pressure from inflation, heightened promotional activity across packaged foods, and brand competitiveness issues that temper expectations, even though the company benefits from its positioning in key categories. Analyst Commentary Recent commentary on Campbell's skews cautious, with many bearish analysts cutting price targets and questioning how quickly the company can stabilize margins and earnings.
Mise à jour du récit • Jun 22
CPB: Rising Input Costs And Snacks Competition Will Pressure Earnings Expectations
The analyst price target for Campbell's has moved down by $1 to reflect lower fair value estimates and softer long term earnings expectations, as analysts factor in a tougher cost backdrop, competitive pressures in snacks and meals, and concerns that current profit forecasts may still be too optimistic. Analyst Commentary Recent research on Campbell's shows a clear tilt toward caution, with multiple bearish analysts cutting price targets and, in some cases, downgrading the stock.Article d’analyse • Jun 19
Campbell's (CPB) Stock Could Be 8% Undervalued After Its Corporate Name Change
Campbell's (CPB) recently changed its corporate name from Campbell Soup Company to The Campbell's Company, a branding shift that may influence how investors think about the stock and its broader packaged foods portfolio. See our latest analysis for Campbell's. At a share price of $21.15, Campbell's has shown mixed momentum recently, with a 1 month share price return of 4.65% but a year to date share price decline of 23.67%, alongside a 1 year total shareholder return decline of 29.69% that...Mise à jour du récit • Jun 08
CPB: Snacks Margin And Cost Inflation Pressures Will Weigh On Expectations
Analysts have trimmed their fair value estimate for Campbell's stock to $15 from $18, as lower Street price targets reflect concerns about ongoing cost inflation, pressured margins, and rising competitive and promotional intensity across both snacks and meals. Analyst Commentary Recent Street research around Campbell's has turned more cautious, with a series of reduced price targets and rating downgrades highlighting concerns around costs, competition, and execution in both Snacks and Meals.Mise à jour du récit • May 25
CPB: Cash Discipline And Meals Strength Will Support Recovery Prospects
Analysts have trimmed the fair value estimate for Campbell's stock by about $0.64 per share to $22.94, reflecting lower price targets of around $20 to $28 as they factor in tougher competition, inflation pressures, softness in the snack segment, and tighter cash management. Analyst Commentary Recent Street research around Campbell's clusters around a tighter valuation range near US$20 to US$28, with a series of target cuts and rating changes following a softer fiscal Q2, lower FY26 guidance, and ongoing pressure in the Snacks business.Mise à jour du récit • Apr 29
CPB: Snacks Challenges Will Ease While Meals Segment Supports Future Rebound
Analysts have trimmed their average price target on Campbell's by about $2, reflecting reduced fair value estimates, lower assumed revenue growth, a slightly higher discount rate, and revised P/E expectations following softer results and cautious outlooks highlighted across recent research. Analyst Commentary Recent research around Campbell's clusters around weaker than expected fiscal Q2 results, a lower FY26 outlook, and ongoing pressure in the Snacks business.Mise à jour du récit • Apr 15
CPB: Snacks Weakness And Tighter Cash Management Will Pressure Future Expectations
Analysts have reduced Campbell's fair value estimate from $26.00 to $18.00. This reflects lower price targets across the Street tied to softer revenue and margin assumptions, higher discount rates, and more conservative P/E expectations following recent guidance updates and concerns related to the Snacks segment.Mise à jour du récit • Apr 01
CPB: Snacks Reset And Stable Meals Segment Will Support Rebound
Analysts have trimmed their average price targets on Campbell's by a few dollars to reflect weaker Q2 results, a reduced FY26 outlook, ongoing Snacks underperformance, higher leverage, tighter cash management, and concerns around earnings visibility, even though some models now assume a higher future P/E multiple. Analyst Commentary Recent research on Campbell's clusters around a common theme of weaker Q2 execution, a lower FY26 outlook, and ongoing pressure in Snacks, with most firms trimming price targets to reflect a reset in earnings expectations and perceived risk.Mise à jour du récit • Mar 17
CPB: Snacks Turnaround And Stable Meals Segment Will Support Rebound
The analyst price target for Campbell's has been reduced by around $5 to align with a series of lower Street targets, as analysts highlight weaker Q2 results, softer Snacks performance, tighter cash management, higher leverage, and reduced earnings visibility. Analyst Commentary Recent research updates on Campbell's show a clear reset in expectations following the fiscal Q2 report and the company's revised FY26 outlook.Mise à jour du récit • Mar 03
CPB: Softer Scanner Trends And Category Pressures Will Shape Balanced Forward Expectations
Analysts have trimmed their average price target on Campbell's by a few dollars to reflect softer Nielsen scanner trends in both Meals & Beverages and Snacks. Updated assumptions now point to Q2 organic sales growth of 2% for Meals & Beverages and a 4.5% decline for Snacks.Mise à jour du récit • Feb 17
CPB: Fair Value View Balances Softer Scanner Trends With Ongoing Governance And Legal Risk
We are trimming our Campbell's analyst price target by about $0.76 to reflect slightly lower modeled fair value, a modest adjustment to the discount rate, and small tweaks to revenue growth, profit margin, and future P/E assumptions, in line with recent Street target cuts from $30 to $29 and similar reductions from other firms. Analyst Commentary Street research has generally moved toward slightly lower price targets for Campbell's, with recent updates tying revisions to refreshed estimates, scanner data, and adjusted assumptions for organic sales and margins across key segments.Mise à jour du récit • Feb 03
CPB: Governance Scrutiny And Softer Scanner Trends Will Shape Balanced Forward Expectations
Analysts have trimmed their price targets on Campbell's by about $1 to $3, citing recent scanner data that led to slightly lower organic sales assumptions in both Meals & Beverages and Snacks. Analyst Commentary Bearish analysts are leaning more cautious on Campbell's, trimming price targets in light of recent scanner data and refreshed organic sales assumptions for both Meals & Beverages and Snacks.Mise à jour du récit • Jan 20
CPB: Governance Scrutiny And Softer Scanner Trends Will Shape Modest Outlook
Analysts have trimmed their price targets on Campbell's by about $1 to $3 to around $29 per share. This reflects updated sales expectations from recent Nielsen scanner trends and slightly softer assumptions for both Meals & Beverages and Snacks.Mise à jour du récit • Jan 05
CPB: New Finance Leadership Will Support Future Performance Despite Governance And Legal Turbulence
Analysts have trimmed their fair value estimate for Campbell's to about $32 from roughly $34, citing updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Campbell's placed its vice president of information technology, Martin Bally, on temporary leave after a lawsuit alleged he described company food as "highly processed" and "for poor people," and made racist comments in a recorded meeting, while the company publicly defended the quality of its soups and ingredients (Wall Street Journal).Mise à jour du récit • Dec 21
CPB Will Navigate Governance Setback While Maintaining Modest Earnings Outlook
Analysts have trimmed their price target on Campbell's from 29 dollars to 26 dollars, citing a slightly less negative revenue growth outlook, improved profit margin expectations, and a lower anticipated future P/E multiple. Together, these factors point to a more conservative valuation framework.Article d’analyse • Dec 19
Campbell's (NASDAQ:CPB) Has Affirmed Its Dividend Of $0.39
The Campbell's Company's ( NASDAQ:CPB ) investors are due to receive a payment of $0.39 per share on 2nd of February...Mise à jour du récit • Dec 07
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).Article d’analyse • Dec 05
Campbell's (NASDAQ:CPB) Has Announced A Dividend Of $0.39
The board of The Campbell's Company ( NASDAQ:CPB ) has announced that it will pay a dividend of $0.39 per share on the...Article d’analyse • Sep 10
Campbell's (NASDAQ:CPB) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The Campbell's Company ( NASDAQ:CPB ) announced a healthy earnings result recently, and the market rewarded it with a...Mise à jour du récit • Sep 04
Consumer Preferences And Operational Efficiency Will Build Future Resilience
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.Seeking Alpha • Mar 20
The Campbell's Company: Still Struggling To Improve Organic Growth
Summary I reiterate my hold rating for Campbell's stock due to continued struggles with organic growth and weak core business performance. CPB's 2Q25 results show a 2% decline in organic sales, with gross margin contracting and EBIT margin falling, leading to a downward revision of FY25 guidance. Structural issues persist in both the Snacks and Meals & Beverages segments, with ineffective promotions and declining margins despite cost optimizations. CPB's stock remains cheap at 13x NTM P/E, but without a clear path to organic growth, it should continue to trade at a discount. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Campbell's: Price Is Now At A Sweet Spot
Summary The Campbell’s Company is an undervalued income stock with strong market share and a well-covered 4.1% dividend yield, making it a solid value pick. The Sovos Brands acquisition, especially the high-growth Rao’s brand, positions CPB for sustained expansion and enhances its product portfolio. Cost-saving initiatives and management's focus on improving margins are expected to drive profitability. With a well-below average valuation, CPB could potentially deliver strong total returns for investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Campbell's: Mixed Q1 Results Leave Shares Unattractive
Summary Campbell’s shares have underperformed, gaining just 5% in the past year, with disappointing quarterly results and a CEO departure adding uncertainty. Revenue rose 10% due to the Sovos Brands acquisition, but organic net sales fell 1%, and margins compressed, limiting earnings growth. CPB faces margin pressure from rising input costs and sluggish core growth, with debt-funded M&A adding financial strain. With a 3.4% dividend yield and slow growth, CPB is a value trap; fair value is $37.50, suggesting a 10% downside. Read the full article on Seeking AlphaRendement pour les actionnaires
| CPB | US Food | US Marché | |
|---|---|---|---|
| 7D | 4.9% | 0.6% | 4.2% |
| 1Y | -28.9% | -3.5% | 20.6% |
Rendement vs Industrie: CPB a sous-performé le secteur US Food qui a rapporté -3.5 % au cours de l'année écoulée.
Rendement vs marché: CPB a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| CPB volatility | |
|---|---|
| CPB Average Weekly Movement | 4.8% |
| Food Industry Average Movement | 5.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CPB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CPB ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1869 | 13,700 | Mick Beekhuizen | www.thecampbellscompany.com |
La société Campbell's, ainsi que ses filiales, fabrique et commercialise des produits alimentaires et des boissons aux États-Unis et dans le monde entier. Elle exerce ses activités dans les segments Repas et boissons et Snacks. Le secteur des repas et des boissons s'occupe de la vente au détail et de la restauration aux États-Unis et au Canada.
The Campbell's Company Résumé des fondamentaux
| CPB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.87b |
| Bénéfices(TTM) | US$608.00m |
| Recettes(TTM) | US$9.93b |
11.3x
Ratio P/E0.7x
Ratio P/SLe site CPB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CPB compte de résultat (TTM) | |
|---|---|
| Recettes | US$9.93b |
| Coût des recettes | US$7.03b |
| Marge brute | US$2.90b |
| Autres dépenses | US$2.29b |
| Les revenus | US$608.00m |
Derniers bénéfices déclarés
May 03, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.04 |
| Marge brute | 29.20% |
| Marge bénéficiaire nette | 6.12% |
| Ratio dettes/capitaux propres | 172.3% |
Quelles ont été les performances à long terme de CPB?
Voir les performances historiques et les comparaisonsDividendes
6.8%
Rendement actuel des dividendes76%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/09 00:34 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/05/03 |
| Revenus annuels | 2025/08/03 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Campbell's Company est couverte par 31 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |