Campbell Soup Inc.


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SKU: CPB-1 Category:


Campbell Soup had a rough quarter on account of declining revenues as compared to the relatively amazing performance in 2020. The company faced margin contraction and failed to meet the earnings expectations of Wall Street analysts on account of rising inflation, a jump in supply-chain expenses, and various executional headwinds related to the transformation plan, particularly in the Snacks segment. While Campbell is definitely not the only food company facing inflationary issues, the company’s Snacks business has not been performing well on the margins front. Possible issues with its 2018 acquisition of Snyder’s-Lance might still persist. Whether the management decides to increase the pricing and pass on inflationary pressures is to be seen. We downgrade the stock to an ‘Underperform’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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