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    1. From Barron’s, March 30, 2015 (Part 1)

      Commentary

      Sat, 28 Mar 2015

      the float is 19% of shares outstanding; the store traffic is declining. Heinz-Kraft deal is a negative for Campbell Soup [ CPB ] as it was the rumored target of Brazil’s 3G Capital ; the sales and EBITDA are flat and the EPS has grown only

    2. Buffett Bags Another Elephant as Heinz Merges With Kraft Foods

      Headlines

      Wed, 25 Mar 2015

      Capital in another deal, and we had assumed that it would likely involve a packaged food company, with Kellogg K and Campbell Soup CPB being the possible candidates. As such, we were a bit surprised to see Buffett going along with a purchase of Kraft

    3. Bad Winter and the GDP

      Headlines

      Tue, 24 Mar 2015

      capital expenditures, which drives economic growth and jobs, finally seems coming out of the doldrums. For instance, Campbell Soup plans to boost capex, as it’s called, 15% this year. Automobile sales in 2014 were off the charts, marking their

    4. From Barron’s, March 2, 2015 (Part 1)

      Commentary

      Sat, 28 Feb 2015

      negative 2015/Q1 earnings [ and for Q2 too ], the average investor will be shocked to find that in a few weeks. Campbell Soup [ CPB ; yield 2.7%; fwd P/E 20] has become too pricy for its near-term prospects. Men’s Wearhouse [ MW ; high

    5. Cost Inflation and Heightened Promotions Hamper Campbell's 2Q Profits; Shares a Bit Rich

      Commentary

      Wed, 25 Feb 2015

      the more tepid outlook provided earlier this month, Campbell Soup 's second-quarter results came with little fanfare ..... annually) over a three-year period, the change in Campbell ' s business mix (including the addition of the lower-margin

    6. Campbell Ratchets Down its Full-Year Outlook, but Our Valuation Is Intact; Shares Not a Deal

      Commentary

      Fri, 13 Feb 2015

      Campbell Soup echoed sentiment similar to others in the packaged food space, when it ..... remains of concern. As we’ve highlighted in the past, the change in Campbells business mix (including the addition of the lower-margin Bolthouse

    7. Campbell's Management Shakeup Hints Turnaround Has Yet to Gain Steam; Shares at Slight Premium

      Commentary

      Thu, 29 Jan 2015

      Campbell Soup 's intentions to reorganize ..... continues to own about 40% of Campbell ' s outstanding shares) will ..... from a positive. Further, Campbell alluded to the potential ..... will continue to monitor at Campbell .

    8. Campbell's Sales Simmer but Profit Cools; Shares Fairly Valued

      Commentary

      Tue, 25 Nov 2014

      While headline numbers suggest Campbell Soup began its fiscal year on more solid ..... has been a strategic priority for Campbell , and the firm has not exhausted ..... business mix, we don't anticipate Campbell ' s gross margin will get back to historical

    9. Top-Line Weakness and Cost Pressures Plague Campbell in Fiscal 2014; Shares Fairly Valued

      Commentary

      Mon, 8 Sep 2014

      the benefit of the extra week, Campbell Soup ’s fourth-quarter and fiscal ..... Further, over the past 52 weeks, Campbells dominant dollar share position ..... particularly in light of Campbells recent cost-savings efforts

    10. Is Hillshire Worth the Meaty Price?

      Headlines

      Wed, 4 Jun 2014

      upon the split-up of the former Sara Lee. Sean Connolly, named CEO in January 2012, worked in various roles at Campbell Soup and Procter & Gamble before joining Hillshire Brands. We think his previous tenure at leading branded consumer goods

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