Campbell's: Times Are Tough, But Shares Are Cheap Enough To Ride The Pain Out

Impact · against what's priced in

CPB is facing a deterioration in fundamentals with shrinking top and bottom lines. Despite valuation discounts, the guidance for organic revenue declines and EPS compression represents a negative catalyst.

CPB−0.40

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In context

Management's guidance for a 1–2% drop in organic revenue and adjusted EPS between $2.15 and $2.25 signals a concrete decline in profitability driven by volume weakness and private label competition.

Read from the article alone

• valuation
• inflation
• CPB
• consumer staples
• earnings guidance
• private label
• productivity

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