Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CSC.DE
HOLDREMOVEGet insider-trade alertsThe Campbell's Company · Consumer Defensive · United States · $6.7B · Avg Vol: $51K/d
The Campbell's Company (Campbell Soup) is a mature consumer packaged goods company. It lacks the organic growth profile, high ROIC, and reinvestment runway required for our concentrated portfolio, operating in a highly promotional and slow-growing industry.
COMPANY DESCRIPTION
The Campbell's Company (formerly Campbell Soup Company) is a leading North American manufacturer of high-quality branded convenience foods, including soups, simple meals, snacks, and beverages. The company's competitive moat is anchored by its portfolio of iconic, household brands such as Campbell's, Goldfish, Snyder's of Hanover, and Cape Cod. Campbell's leverages its deep retail distribution network and scale to maintain dominant shelf space and pricing power in highly competitive grocery categories.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 8.6B | 9.4B | 9.6B | 10.3B | 6.2% |
| EPS | 2.51 | 2.87 | 1.90 | 2.02 | -7.0% |
| Shares | 323.0M | 323.0M | 323.6M | 323.1M | +0.0% |
| Debt | 5.0B | 5.0B | 7.5B | 7.2B | 12.6% |
| Equity | 3.3B | 3.7B | 3.8B | 3.9B | 5.4% |
| Op CF | 1.2B | 1.1B | 1.2B | 1.1B | -1.4% |
| Inv CF | -230.0M | -340.0M | -3.1B | -187.0M | — |
| Fin CF | -910.0M | -723.0M | 1.9B | -919.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of CSC.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CSC.DE | The Campbell's Company(you) | $6.7B | 56 | HOLD |
| CAG | Conagra Brands, Inc. | $6.7B | 56 | HOLD |
| PPC | Pilgrim's Pride Corporation | $6.8B | 49 | HOLD |
| POST | Post Holdings, Inc. | $4.1B | 55 | HOLD |
| LW | Lamb Weston Holdings, Inc. | $6.2B | 44 | HOLD |
| DAR | Darling Ingredients Inc. | $8.3B | 45 | HOLD |
| SJM | The J. M. Smucker Company | $12.4B | 59 | HOLD |
| HRL | Hormel Foods Corporation | $14.6B | 53 | HOLD |
| MZTI | The Marzetti Company | $3.2B | 52 | HOLD |
| MKC.MX | McCormick & Company, Incorporated | $13.7B | 49 | HOLD |
Peer medians: ROE 13.8% · P/E 21.7x · Gross margin 34.5%