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Campbell (CPB) reported earnings 30 days ago. What's next for the stock?
With inflationary pressures and a weakening Snacks division, the outlook for CPB remains bleak. Investors are advised to proceed with caution and reassess their holdings.
Opinions will always differ, but our current economic environment seems rather uncertain to me, with tariffs, tariff wars, the threat of inflation, and a lot of investors with stock market jitters. So if you're looking to invest in stocks, I suggest taking a close look at dividend payers.
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.
RBC Capital Markets analyst Nik Modi reiterated the Sector Perform rating on Campbell's Co CPB, lowering the price forecast to $44 from $51.
CPB's fiscal second-quarter results show a 9% net sales increase, driven by the Sovos Brands acquisition. The company has lowered its 2025 guidance.
The Campbell's Company (NASDAQ:CPB ) Q2 2025 Earnings Conference Call March 5, 2025 8:00 AM ET Company Participants Rebecca Gardy - Senior Vice President, Chief Investor Relations Officer Mick Beekhuizen - President and Chief Executive Officer Carrie Anderson - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Jim Salera - Stephens Ken Goldman - JPMorgan Peter Galbo - Bank of America Robert Moskow - TD Cowen Operator Good morning and welcome to the Campbell's Second Quarter Fiscal 2025 Earnings Conference Call. Today's conference is being recorded.
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While the top- and bottom-line numbers for Campbell (CPB) give a sense of how the business performed in the quarter ended January 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CNBC's Jim Cramer breaks down why he's keeping an eye on shares of Campell's Co.
Campbell's (CPB) shares fell nearly 3% Wednesday morning after the snack and soup maker posted a decline in its quarterly results and cut its full-year outlook on the back of soft demand for its snack foods.