Ultime notizie per The Campbell's (NASDAQ:CPB) Azioni

THE CAMPBELL'S COMPANY

Campbell`s

Campbell Soup

Over the past 150-plus years, Campbell has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024, snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (a deal that closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.

The Campbell`s

The Coca-Cola Co.

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Analyst Ratings

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Wall Street consiglia 3 titoli a basso rischio con ottimi rendimenti

The Campbell's Co

Central Plains Bancshares, Inc. - Common Stock

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Shares of consumer staple companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

BofA Securities analysts Bryan D. Spillane, Lisa K. Lewandowski and Peter T. Galbo have put forward on Tuesday their research findings on consumer staple companies in the face of a potential recession.
The analysts said consumer staples have historically outperformed the S&amp;P 500 in most recent recessions, suggesting a defensive edge.
However, the analysts warned that current conditions, such as lingering high prices and weak volume growth, may limit their resilience in a future downturn.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/04/44695622/amazon-touts-ai-milestone-says-new-model-outshines-gpt-4o-in-real-time-speech" rel="noreferrer noopener">Amazon Touts AI Milestone, Says New Model Outshines GPT-4o In Real-Time Speech</a>
Still, their limited exposure to new tariffs could make the sector more appealing than others, potentially helping sustain valuation multiples.
During recessions, the Consumer Staples sector stock prices are primarily influenced by earnings per share (EPS) rather than sales growth.
Analysis shows that forward EPS estimates account for over 90% of stock price movement across key subsectors like Beverages, Household &amp; Personal Care (HPC), Packaged Food, and Tobacco, with the correlation being the tightest Beverages and HPC.
The analysts noted that this highlights the critical importance of earnings strength when evaluating stock performance in uncertain economic conditions.
A review of six past recessions reveals that certain Consumer Staples stocks consistently outperformed the S&amp;P 500.
Campbell Soup Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>), Colgate-Palmolive Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>), General Mills Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIS#NYSE">GIS</a>), McCormick &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MKC#NYSE">MKC</a>), PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), and Hormel Foods Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) each posted a 100% success rate in outperforming the index during those downturns.
In the last four recessions with the most comprehensive data, McCormick, General Mills, and Church &amp; Dwight Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) delivered the strongest relative performance.
Top-performing Consumer Staples stocks in a potential downturn will likely share three traits: profit flexibility to offset revenue pressure and rising costs, strong U.S. manufacturing presence to limit tariff-related inflation, and solid balance sheets capable of sustaining share buybacks to boost earnings per share.
Analysts see McCormick, Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) and Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) as well-defended, with Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>), Molson Coors Beverage Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>) and Altria Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>) in the next tier of potential outperformers.
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This Beverage Maker, Tobacco Company And Packaged Food Giant Outshine In A Recession

DLTR

Shares of consumer staples stocks are trading higher as tariffs uncertainty may be driving a shift towards defensive stocks.

Morgan Stanley analyst Megan Alexander initiates coverage on The Campbell's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Equal-Weight rating and announces Price Target of $40.

Initiation

Morgan Stanley Initiates Coverage On The Campbell's with Equal-Weight Rating, Announces Price Target of $40

The Can Manufacturers Institute (CMI) has raised concerns over the impact of newly enacted <a href="https://www.benzinga.com/markets/equities/25/03/44269301/trumps-25-tariffs-on-steel-and-aluminum-imports-take-effect-eu-retaliates-us-steel-nucor-century-aluminum-and-other-domestic-stocks-cheer">steel and aluminum tariffs</a>.
What Happened: The CMI warns that tariffs will have an inflationary influence on the domestic can industry. 
The Trump administration argues that these measures would protect domestic production and reduce reliance on foreign metals. But manufacturers say they will raise costs and harm competitiveness.
"While we support President Donald Trump's efforts to address unfair trade practices, tariffs on steel and aluminum will increase prices for canned foods and beverages," CMI's president Robet Budway <a href="https://www.cancentral.com/can-manufacturers-respond-to-trump-232-tariffs-steel-aluminum/">said</a> in a statement.
Per the Aluminum Association, Canada provides nearly two-thirds of the <a href="https://www.aluminum.org/news/us-aluminum-industry-responds-232-implementation-calls-certainty-tariff-landscape">domestically used aluminum</a>, while Mexico is the third-largest supplier. The new tariffs apply to all non-USMCA-compliant imports. Even compliant goods from Canada and Mexico will be subject to tariffs starting April 2. Additionally, China faces separate 20% tariffs on its aluminum exports to the U.S.
The U.S. can-making industry produces around 135 million cans annually, employing over 28,000 workers across 33 states. Nine domestic mill production lines have closed since the original 2018 tariffs on tin mill steel. That leaves only three operational facilities. CMI warns that domestic production cannot meet the demand, forcing manufacturers to rely on imports.
Numerous large companies rely on aluminum cans for manufacturing, particularly in the beverage, food, and aerosol industries. They include Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Campbell Soup  (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>), and Clorox (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>).
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44275216/bitcoin-to-defy-trump-tariffs-recession-fears-will-hit-200000-by-end-of-2025-standard-chartered">Bitcoin To Defy Trump Tariffs, Recession Fears, Will Hit $200,000 By End Of 2025: Standard Chartered</a>
Why It Matters: The situation will likely get worse for manufacturers, according to Japanese bank Nomura. 
The firm published a special report evaluating the effects of these tariffs. The firm estimated that the effective tariff rate on total U.S. imports will rise from 2.4% in 2024 to 10.1% in 2025 due to the expanded scope of trade restrictions. 
Furthermore, it warned about the retaliatory measures from key trading partners, particularly the European Union, which are likely in the coming months.
Nomura anticipates that while the current tariffs are 25%, the cumulative tariff rate on targeted steel and aluminum products could climb as high as 35% once additional country-specific penalties are layered. This would further strain industries reliant on these materials, including can manufacturing.
To prevent this outcome, CMI has called for targeted tariff relief to ensure the competitiveness of U.S.-made canned goods.
"Aluminum and steel tariffs place price pressures on American-produced goods by artificially and dramatically increasing the cost of critical production materials, making U.S.-made food less competitive against foreign products. We are calling on President Trump to provide targeted tariff relief, ensuring steel and aluminum cans and the products packaged in those cans continue to be ‘Made in America.'"
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Image: Shutterstock

Government

Large Cap

Regulations

Commodities

Politics

Legal

Can Manufacturers Warn About Tariffs, Ask For Targeted Relief

Shares of consumer staples stocks are trading lower. The sector may be down amid a rotation into tech stocks on Wednesday. Investors may also be assessing February CPI data, which showed slowing food inflation.

Shares of consumer stocks are trading lower. Weak guidance from Kohl's may causing consumer spending concerns. Additional steel and aluminum tariffs may also increase input costs for some companies.

DA Davidson analyst Brian Holland maintains The Campbell's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Neutral and lowers the price target from $46 to $39.

DA Davidson Maintains Neutral on The Campbell's, Lowers Price Target to $39

Shares of consumer staples stocks are trading higher. The sector may be up amid economic uncertainty and US tariffs, which could drive a rotation into defensive stocks.

U.S. stocks were lower, with the Nasdaq Composite falling around 650 points on Monday.
Shares of Redfin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDFN#NASDAQ">RDFN</a>) rose sharply during Monday's session after Rocket Companies announced it will acquire the company in an all-stock transaction valued at $12.50 per share.
Under the terms of the agreement, Redfin shareholders will receive 0.7926 shares of Rocket Class A common stock for each Redfin share—a 63% premium over Redfin&#8217;s 30-day volume-weighted average price. Rocket shareholders will own approximately 95% of the combined company upon completion, with Redfin shareholders holding the remaining 5%.
Redfin shares jumped 70% to $9.89 on Monday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Mineralys Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLYS#NASDAQ">MLYS</a>) gained 53% to $16.09 after the company reported topline data from its pivotal LAUNCH-HTN Phase 3 and ADVANCE-HTN Phase 2 trials of Lorundrostat for hypertension. Both trials met the primary endpoint.</li>
<li>Trevi Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRVI#NASDAQ">TRVI</a>) surged 41.8% to $6.10 after the company reported topline results from its Phase 2a RIVER trial of Haduvio for RCC, which met the primary endpoint.</li>
<li>Protagonist Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTGX#NASDAQ">PTGX</a>) rose 41% to $54.08 after the company announced topline results from its Phase 2b ANTHEM-UC study of icotrokinra in ulcerative colitis. The study met its primary endpoint in all dose groups evaluated.</li>
<li>LZ Technology Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) gained 17.7% to $14.18.</li>
<li>Veren Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRN#NYSE">VRN</a>) gained 15.6% to $5.68 after the company announced a $15 billion strategic merger with Whitecap to form a leading oil producer.</li>
<li>WK Kellogg Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KLG#NYSE">KLG</a>) rose 9.3% to $21.91.</li>
<li>Dave &amp; Buster&#8217;s Entertainment, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLAY#NASDAQ">PLAY</a>) gained 8.9% to $21.02.</li>
<li>e.l.f. Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) rose 8.4% to $76.61.</li>
<li>Kratos Defense &amp; Security Solutions, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>) gained 8.2% to $29.53. Kratos said its OpenEdge 2500 achieved DIFI compliance.</li>
<li>STAAR Surgical Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STAA#NASDAQ">STAA</a>) rose 7.2% to $19.66.</li>
<li>Harley-Davidson, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>) gained 6.9% to $27.90.</li>
<li>Archer-Daniels-Midland Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>) climbed 5.5% to $52.16.</li>
<li>Insperity, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSP#NYSE">NSP</a>) shares rose 5.4% to $95.24.</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) gained 4.6% to $59.54.</li>
<li>The Campbell&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) rose 4.4% to $43.65.</li>
</ul>
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Intraday Update

Movers

KTOS

LZMH

MLYS

PLAY

PTGX

RDFN

STAA

TRVI

TSCO

Redfin, Mineralys Therapeutics, Trevi Therapeutics And Other Big Stocks Moving Higher On Monday

CALM

Shares of consumer staples stocks are trading higher. Strength in the sector may be due to defensive rotation as investors assess tariff uncertainty and recent economic data.

RBC Capital Markets analyst Nik Modi reiterated the Sector Perform rating on Campbell&#8217;s Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>), lowering the price forecast to $44 from $51.
Yesterday, the company reported second-quarter sales growth of 9% to $2.685 billion, <a target="_blank" href="https://www.benzinga.com/25/03/44140506/campbells-stocks-fall-on-q2-sales-miss-and-gloomy-outlook" rel="noreferrer noopener">missing the analyst&nbsp;consensus estimate of $2.74 billion.</a>
For FY25, Campbell&nbsp;sees net sales growth of 6% to 8% (prior view: 9%&nbsp;to&nbsp;11%). Adjusted EBIT growth&nbsp;of 3% to 5% (previous view: 9%&nbsp;to&nbsp;11%).
Modi suggests that while Campbell&#8217;s challenging results and full-year guidance cut were anticipated, the company made a wise decision to address these issues upfront, allowing them to focus on performance improvements despite ongoing macro and consumer challenges.
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Additionally, Campbell&#8217;s Company is considered undervalued compared to its peers and historical performance, though the analyst stresses that further efforts are needed before the stock can see positive movement.
The analyst states in response to F2Q results, estimates were adjusted for FY25 net sales growth to +6.7% (prior view: +9.2%), organic sales growth to -1.2% (prior view: +0.4%), EBIT growth to +9.2% (prior view: from +3.2%) and EPS to $2.99 (prior view: $3.17).
Per the analyst, lowering the full-year guidance was the right move, but due to the fluid environment, Modi remains cautious and slightly below the midpoint of the company&#8217;s top-line guidance, anticipating consumer sentiment could &#8220;soften&#8221; further.
CPB Price Action: Campbell&#8217;s Co. shares are trading higher by 0.61% to $39.40 at last check Thursday.
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Photo: JHVEPhoto via Shutterstock

Equities

Reiteration

General

Campbell's Faces Slower Growth: Analyst Cuts Price Forecast As Consumer Sentiment Could Weaken Further

Citigroup analyst Thomas Palmer maintains Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Sell and lowers the price target from $39 to $37.

Citigroup Maintains Sell on Campbell's, Lowers Price Target to $37

RBC Capital analyst Nik Modi maintains Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Sector Perform and lowers the price target from $51 to $44.

RBC Capital Maintains Sector Perform on Campbell's, Lowers Price Target to $44

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Jones Trading analyst Soumit Roy downgraded the rating for Chimerix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMRX#NASDAQ">CMRX</a>) from Buy to Hold and announced a price target of $8.55. Chimerix shares closed at $8.46 on Wednesday. <a href="https://www.benzinga.com/quote/cmrx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Ken Goldman downgraded The Campbell&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) from Overweight to Neutral and lowered the price target from $48 to $37. Campbell`s shares closed at $39.18 on Wednesday. <a href="https://www.benzinga.com/quote/cpb/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Andrew Nowinski downgraded the rating for MongoDB, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) from Overweight to Equal-Weight and lowered the price target from $365 to $225. MongoDB shares closed at $264.13 on Wednesday. <a href="https://www.benzinga.com/quote/mdb/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying MDB stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="565" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06093824/image-21-1024x565.png" alt="" class="wp-image-812311" style="width:609px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06093824/image-21-1024x565.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06093824/image-21-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06093824/image-21-768x424.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/06093824/image-21.png 1107w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Downgrades

CMRX

This MongoDB Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Thursday

Wells Fargo analyst Chris Carey maintains Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Equal-Weight and lowers the price target from $43 to $40.

Wells Fargo Maintains Equal-Weight on Campbell's, Lowers Price Target to $40

B of A Securities analyst Peter Galbo maintains Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Underperform and lowers the price target from $45 to $41.

B of A Securities Maintains Underperform on Campbell's, Lowers Price Target to $41

JP Morgan analyst Ken Goldman downgrades Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) from Overweight to Neutral and lowers the price target from $48 to $37.

JP Morgan Downgrades Campbell's to Neutral, Lowers Price Target to $37

Jefferies analyst Rob Dickerson maintains Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Hold and lowers the price target from $42 to $40.

Jefferies Maintains Hold on Campbell's, Lowers Price Target to $40

Canned soup products maker The Campbell&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) shares are <a target="_blank" href="https://www.benzinga.com/premarket" rel="noreferrer noopener">trading lower in premarket</a> on Wednesday.
The company reported second-quarter sales growth of 9% to $2.685 billion, missing the analyst <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44137989/campbells-reports-second-quarter-fiscal-2025-results" rel="noreferrer noopener">consensus estimate of $2.74 billion.</a>
The increase was driven by the benefit from the Sovos Brands acquisition. Organic net sales decreased 2% to $2.4 billion, driven by net price realization with flat volume/mix.
Meals &amp; Beverages net sales in the quarter increased&nbsp;21%,&nbsp;driven by the benefit of the acquisition. Snacks net sales in the quarter decreased&nbsp;6%.
Gross margin contracted 110 basis points Y/Y to 30.5%. Adjusted EBIT of $372 million increased by 2% Y/Y.
Adjusted EPS of $0.74 <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">beat the consensus estimate of $0.72.</a>
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The company held $829 million in cash and equivalents as of January 26, 2025. Operating cash flow for six months totaled $737 million.
The company has paid $227 million of cash dividends and repurchased common stock of approximately $56 million year-to-date.
As of the end of the second quarter, Campbell had about $205 million remaining under its anti-dilutive share repurchase program in addition to approximately $301 million remaining under its September 2021 strategic share repurchase program.
Through the second quarter, Campbell&#8217;s has delivered about $65 million of savings under the $250 million cost savings program announced in September 2024.
&#8220;Given the softness in some of our snacking categories, the anticipated sequential top-line improvement did not materialize during the quarter, and we now have a more muted second half expectation. As a result, we are updating our full-year&nbsp;guidance,&#8221; said President and CEO Mick Beekhuizen.
FY25 Outlook: Campbell&nbsp;sees net sales growth of 6% to 8% (prior view: 9%&nbsp;to&nbsp;11%). Adjusted EBIT growth&nbsp;of 3% to 5% (previous view (9%&nbsp;to&nbsp;11%).
The company expects Adjusted EPS of $2.95 &#8211; $3.05, down from the <a target="_blank" href="https://www.benzinga.com//node/42301589" rel="noreferrer noopener">prior view</a> of $3.12&nbsp;&#8211;&nbsp;$3.22 and against the estimate of $3.13.
Meanwhile, the company&#8217;s&nbsp;guidance&nbsp;does not reflect any impact from potential import tariffs by the U.S. government and potential retaliatory actions taken by other countries.
Price Action: CPB shares are trading lower by 6.74% at $37.62 in premarket at last check Wednesday.
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Photo: JHVEPhoto via Shutterstock.

Guidance

Soup Giant Campbell's Q2 Earnings: Sales Miss Despite Sovos Boost, Cuts Full-Year Outlook

Entertainment

Press Releases

SPRITZ SOCIETY AND V8® PARTNER TO LAUNCH A FIRST-OF-ITS-KIND BLOODY MARY SPRITZ

The Full Futures Partnership Advances School Nutrition in its Third Year

Sara Mathew, Former Chair & CEO of Dun & Bradstreet, joins Star Mountain Capital as Senior Advisor

Campbell's Appoints Risa Cretella President of Meals & Beverages Division

The Campbell's Company to Report Second Quarter Fiscal 2025 Results on March 5, 2025

Campbell's Completes Sale of noosa Business to Lakeview Farms

The Campbell's Company Declares Quarterly Dividend

The Campbell's Company to Participate in a Fireside Chat at BofA Securities 2025 Consumer and Retail Conference on March 11

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