Investors looking to stuff their stockings with dividend-paying value stocks should take a closer look at these two consumer staples companies.Stocks are often classified as either growth, value, or a combination of the two.Value stocks can be viewed as mature businesses with steady earnings, whereas growth stocks are valued for their potential rather than their current performance. But there's a lot more nuance to it.Coca-Cola (KO +0.64%) is a value stock that is praised for its consistency and reliable di ...

The Campbell's Company (CPB), headquartered in Camden, New Jersey, manufactures and markets branded convenience food and beverage products. Valued at $8.6 billion by market cap, the company's core divisions include soups and sauces, biscuits and confectionery, and foodservice. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores. Companies worth $2 billion or more are generally described as “mid-cap stocks,” ...

核心观点 - 金宝汤公司股票因2026财年第一季度业绩不及预期而遭抛售 股价跌至2008年金融危机以来最低水平 但当前估值极低且股息率创历史新高 对于寻求价值和收益的投资者而言 在12月是一个有吸引力的买入机会 [1][16][17] 公司业绩与财务表现 - 2026财年第一季度 净销售额同比下降3% 调整后每股收益同比下降13% [10] - 公司预计全年有机销售额增长大致持平 调整后每股收益将下降12%至18% 对应区间为2.40美元至2.55美元 [10] - 基于2026财年业绩指引中值计算 公司股息支付率为63% [13] - 公司当前股价为28.47美元 基于全年调整后每股收益指引中值的市盈率为11.5倍 远低于其10年市盈率中值21.1倍 [15] - 股价在业绩公布后单日下跌5.2% 年初至今累计下跌32% [1] 股息与股东回报 - 公司当前股息率约为5.5% 是标普500指数股息率1.1%的五倍 处于高收益区间 [2] - 公司年度股息为每股1.56美元 股息支付记录稳固 自2001年削减股息后持续保持或增加派息 [13][14] - 当前股息率是公司有史以来的最高水平 [16] 业务与品牌组合 - 公司拥有优秀的品牌组合 不仅限于标志性的汤品 2018年收购Snyder's-Lance后业务更加多元化 [4] - 公司通过四个支柱为消费者提供价值：高端化、风味探索、健康与保健、烹饪与舒适 [5] - 公司正倚重其表现优于零食的餐食和饮料业务板块 [7] 行业挑战与公司战略 - 公司面临行业性挑战 消费者支出缩减并寻求高性价比产品 零售和杂货商压力对包装食品公司产生连锁影响 [6] - 通胀导致成本上升 但公司无法将成本完全转嫁给消费者 导致盈利下滑 [7] - 公司在许多领先品牌中保持了行业领先的市场份额 [7] - 消费者零食习惯正在演变 偏好转向健康与保健以及追求“物有所值”的体验 [8] - 公司通过V8品牌以及汤品系列中的低钠和有益心脏健康等产品 能很好地把握消费者在家或外出寻求便捷健康选择的趋势 [9] 市场与估值 - 公司市值约为86亿美元 [10] - 必需消费品板块是年初至今表现最差的板块 而推动大盘上涨的许多股票是对消费者预算紧张敏感度较低的企业级公司 [12] - 公司业绩疲软反映了全行业的挑战 而非执行失误 [12]

The Campbell’s Company (NASDAQ:CPB) is among the 11 Most Oversold S&P 500 Stocks Heading into 2026. On December 9, the company reported financial results for the first quarter of fiscal 2026. Analysts Slash Price Targets on The Campbell’s Company (CPB) Following Q1 2026 Results Net sales stood at $2.68 billion, declining 3% from the prior-year period due to lower volume and mix. The figure largely came in line with Wall Street’s expectations of $2.66 billion. The Goldfish crackers maker’s adjusted EPS ca ...

Here are some of the major companies whose stocks moved on the week's news. ...

Some two and a half weeks since the ‘3D printed meat’ controversy involving the former vice president, Campbell’s (NASDAQ: CPB) shares are sitting at their 16-year low.Changing hands at $28.58 at the time of writing, December 12, the figure not seen since the 2009 financial crisis marked by collapsing consumer demand and market stress, Campbell’s stock is down nearly 7% since the news of the scandal first broke. As such, the ongoing slump has erased all gains made over the past four years, as the stock is t ...

The Campbell’s Company (NASDAQ:CPB) is one of the high short interest stocks to buy right now. On December 10, Bernstein lowered the firm’s price target on Campbell’s Company to $33 from $39 and maintained an Outperform rating on the shares. According to Bernstein, the company’s product mix generally aligns with current consumer trends. Their Meals & Beverages division benefits from performance in broths and condensed soups. Premium brands like Pacifico and Rao’s also perform well due to their focus on hig ...

2025财年第一季度业绩表现 - 公司第一季度每股收益为0.77美元，超出市场一致预期的0.73美元 [1] - 公司第一季度销售额为26.77亿美元，超出市场一致预期的26.57亿美元 [1] 2026财年业绩指引 - 公司预计2026财年有机净销售额将在下降1%至增长1%之间，对比基准为2025财年99.8亿美元的有机销售额 [2] - 公司预计2026财年调整后息税前利润将下降9%至13%，对比基准为2025财年14.6亿美元的水平 [2] - 公司预计2026财年调整后每股收益将在2.40美元至2.55美元之间，较2025财年调整后每股收益2.91美元下降12%至18%，此指引与先前范围一致，且接近市场2.45美元的普遍预期 [2] 股价表现与分析师评级调整 - 业绩公布后，公司股价周三下跌1.6%，至28.03美元 [3] - Bernstein分析师Alexia Howard维持“跑赢大盘”评级，并将目标价从39美元下调至33美元 [4] - Stifel分析师Matthew Smith维持“持有”评级，并将目标价从34美元下调至30美元 [4] - RBC Capital分析师Nik Modi维持“行业一致”评级，并将目标价从35美元下调至30美元 [4] - UBS分析师Peter Grom维持“卖出”评级，并将目标价从28美元下调至26美元 [4]

公司概况与市场表现 - 金宝汤公司股票代码为NASDAQ: CPB 其股息收益率超过5% [1] - 尽管公司面临一些不利因素 但预期高收益率将吸引投资者 从而为股价提供支撑 [1] - 文章提及了盈利覆盖情况 但未提供具体数据 [1] 作者背景与投资方法 - 作者拥有跨越物流、建筑到零售等多个行业的专业背景 为投资带来多元化视角 [1] - 作者的国际教育与职业经历使其具备全球视野 并能从不同文化和经济角度分析市场动态 [1] - 作者拥有超过十年的积极投资经验 其策略侧重于周期性行业 同时维持一个包含债券、大宗商品和外汇的多元化投资组合 [1] - 作者对周期性行业的兴趣源于其在经济复苏和增长期间获得显著回报的潜力 [1] - 作者认识到平衡风险的重要性 因此纳入了固定收益投资 [1]

Tired of effortful investing strategies with uncertain prospects? As a former deep value investor, I learned to appreciate the benefits of a dividend-focused value strategy several years ago. My strategy puts an emphasis on capital preservation and steadily growing income.I write primarily about stocks I hold in my diversified dividend stock portfolio, which emphasizes high-quality value stocks that offer meaningful growth and long-term safety.Feel free to reach out to me via direct messaging here, on Twitt ...