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Posted by
Two Blokes May 20, 2025 -
Filed in
Stock
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5 views
The Campbell's Company's organic growth has turned from slow to negative, accelerated by a slow snacks segment. The surge in GLP-1 drug usage is pressuring industry-wide snack sales. The Q3 report is likely to continue Campbell's worrying organic sales decline. Profitability should gain from cost savings, but benefits are offset by weak pricing and cost inflation. Based on lower estimates, CPB's fair value is approximately $44.9. The fair value estimate comes with a profitability caveat, though.
