Campbell's (CPB) 주식 개요
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Analyst Price Targets
The Campbell's Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$23.81 |
| 52주 최고가 | US$34.18 |
| 52주 최저가 | US$19.56 |
| 베타 | 0.0082 |
| 1개월 변동 | 7.79% |
| 3개월 변동 | 18.75% |
| 1년 변동 | -26.49% |
| 3년 변동 | -43.02% |
| 5년 변동 | -42.08% |
| IPO 이후 변동 | 1,225.08% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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 Alpha주주 수익률
| CPB | US Food | US 시장 | |
|---|---|---|---|
| 7D | 5.4% | 3.2% | -0.8% |
| 1Y | -26.5% | -1.9% | 20.5% |
수익률 대 산업: CPB은 지난 1년 동안 -1.9%의 수익을 기록한 US Food 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CPB은 지난 1년 동안 20.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| CPB volatility | |
|---|---|
| CPB Average Weekly Movement | 5.1% |
| Food Industry Average Movement | 5.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: CPB는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CPB의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1869 | 13,700 | Mick Beekhuizen | www.thecampbellscompany.com |
캠벨 컴퍼니는 자회사와 함께 미국 및 전 세계에서 식음료 제품을 제조 및 판매하고 있습니다. 식음료 및 스낵 부문을 통해 운영됩니다. 식사 및 음료 부문은 미국과 캐나다에서 소매 및 식품 서비스 사업에 종사합니다.
The Campbell's Company 기초 지표 요약
| CPB 기초 통계 | |
|---|---|
| 시가총액 | US$6.82b |
| 순이익 (TTM) | US$608.00m |
| 매출 (TTM) | US$9.93b |
11.7x
주가수익비율(P/E)0.7x
주가매출비율(P/S)CPB는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CPB 손익계산서 (TTM) | |
|---|---|
| 매출 | US$9.93b |
| 매출원가 | US$7.03b |
| 총이익 | US$2.90b |
| 기타 비용 | US$2.29b |
| 순이익 | US$608.00m |
최근 보고된 실적
May 03, 2026
다음 실적 발표일
Sep 03, 2026
| 주당순이익(EPS) | 2.04 |
| 총이익률 | 29.20% |
| 순이익률 | 6.12% |
| 부채/자본 비율 | 172.3% |
CPB의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
6.6%
현재 배당 수익률76%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/19 12:01 |
| 종가 | 2026/08/19 00:00 |
| 수익 | 2026/05/03 |
| 연간 수익 | 2025/08/03 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
The Campbell's Company는 31명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Graja | Argus Research Company |
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |