Stock Pulse
Campbell's Soup Company (CPB) projected a 0% to 2% decline in organic net sales for 2025, due to a slower recovery in snacking categories [4]. JPMorgan downgraded CPB to Neutral and lowered its price target, citing decelerating Rao's Homemade sales growth and delayed margin improvement in the Snacks division [2]. While some analysts recommend holding CPB as a defensive play during market volatility due to its strong dividends [3], Jim Cramer expressed a negative outlook, citing declining stock performance and decreased consumer demand [5]. The company appointed a new Chief Digital & Technology Officer, signaling a commitment to digital transformation [6]. Recent market anxieties and potential new tariffs on commodities like cocoa and coffee could further squeeze profit margins [1]. An insider also sold a significant amount of stock [7].