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Campbell's rated Buy at $20 despite weak FY2027 outlook, driven by long-term growth and dividends

Company Fundamentals
28 Sep 2026
Seeking Alpha
View Source
Neutral
Campbell's rated Buy at $20 despite weak FY2027 outlook, driven by long-term growth and dividends

Campbell's faces challenges with a 2% drop in organic revenue and a 27% fall in adjusted EPS in FY2026, with further profit declines expected in FY2027. Despite this, the stock is rated Buy at $20 due to strong long-term growth catalysts like the Rao's brand, a $500 million cost savings plan through FY2030, and a 5% dividend yield. Risks include volume declines and inflation pressures, but potential stabilization in snacks and debt reduction could improve performance by FY2029.

Campbell Soup Co. has a market cap of $5.78 billion and a dividend yield of 5.16% on Pluang as of September 28, 2026, 15:22 WIB. The stock price is $19.44, showing a modest 0.36% increase over the last day. Investors hold the stock for an average of 97 days on the platform, reflecting steady interest despite recent profit declines noted in the news.

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