Campbell Soup Rao's Brand Growth Strong And US Sales Trend Improving, Analyst Upgrades Stock
Campbell Soup Rao's Brand Growth Strong And US Sales Trend Improving, Analyst Upgrades Stock
Lower steel costs (down 25%) and secured contracts for 2025 further support growth.Piper Sandler analyst Michael S. Lavery upgraded Campbell Soup Company (NASDAQ:CPB) to Overweight from Neutral, raising the price forecast from $47 to $56.
派傑投資分析師邁克爾·S·拉弗裏將金寶湯公司（納斯達克：CPB）的評級從中立上調至增持，調整了價格預測，從47美元上調至56美元。
The analyst upgraded Campbell Soup due to improved long-term growth prospects from its Rao's brand and better sales trends in the U.S. (excluding SOVO brands).
分析師上調金寶湯的評級是因爲其Rao's品牌的長期增長前景改善以及美國市場（不包括SOVO品牌）銷售趨勢向好。
Despite better trends, the stock has had a 15% pullback since mid-September. The analyst sees this as a good buying opportunity.
儘管趨勢改善，該股票自9月中旬以來已回落15%。分析師認爲這是一個良好的買入機會。
Lower steel costs (down 25%) and secured contracts for 2025 further support growth.
鋼鐵成本降低（下降25%）和2025年已簽訂的合同進一步支撐了增長。
The analyst raised 2025 and 2026 earnings per share (EPS) estimates slightly, from $3.20 to $3.21 and $3.37 to $3.38, respectively.
分析師將2025年和2026年的每股收益（EPS）預估略微上調，從3.20美元上調至3.21美元，從3.37美元上調至3.38美元。
Per the analyst, the stock is considered well-positioned among large-cap food stocks.
根據分析師的說法，該股票在大型食品股票中處於良好位置。
Also Read: What's Going On With Ford Motor Stock Today?
另請閱讀：福特汽車股票今天發生了什麼？
Campbell Soup has agreed to sell its Noosa yogurt business for an undisclosed amount, with the deal expected to close in first quarter of 2025. The company acquired Noosa as part of its SOVO purchase in March 2024.
金寶湯已同意以未透露的金額出售其Noosa酸奶業務，此交易預計將在2025年第一季度完成。該公司於2024年3月作爲SOVO收購的一部分收購了Noosa。
The analyst assumes the sale will be finalized on January 1, 2025, with proceeds of around $250 million.
分析師假設該交易將在2025年1月1日完成，預計收益約爲$25000萬。
Per the analyst, the divestiture is expected to reduce sales by approximately $177 million annually and will slightly lower F25 earnings per share (EPS) by $0.01.
根據分析師的說法，此次剝離預計將每年減少營業收入約$17700萬，並將略微降低2025年的每股收益（EPS）$0.01。
However, this impact is expected to be more than offset by higher revenue growth expectations.
然而，這一影響預計將被更高的營業收入增長預期所抵消。
The analyst raised the 2025 EPS estimates from $3.20 to $3.21 and the 2026 EPS expectations from $3.37 to $3.38.
分析師將2025年的每股收益（EPS）預期從$3.20調高至$3.21，並將2026年的每股收益預期從$3.37調高至$3.38。
Price Action: CPB shares are trading higher by 1.16% to $44.79 at last check Thursday.
價格走勢：截至週四最後檢查，CPb股票上漲1.16%，報$44.79。
Photo via Wikimedia Commons
照片通過Wikimedia Commons
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譯文內容由第三人軟體翻譯。
