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CPB

Campbell Soup

$41.53

-0.46 (-1.10%)

14:43
08/09/18
08/09
14:43
08/09/18
14:43

Third Point preparing to call for sale of Campbell Soup, Reuters reports

Third Point is in talks to partner with Campbell Soup shareholder George Strawbridge to call for a sale of the consumer company, according to Reuters, citing people familiar with the matter. If there is an agreement on a partnership, Third Point and Strawbridge's ownership of Campbell Soup could amount to 8.5% stake, sources said. Reference Link

CPB Campbell Soup
$41.53

-0.46 (-1.10%)

06/25/18
JPMS
06/25/18
NO CHANGE
Target $67
JPMS
Overweight
Kraft, Campbell deal may not occur, but 'in the end, money talks,' says JPMorgan
On Friday night, The New York Post reported that Kraft Heinz (KHC) "is very much interested in buying Campbell (CPB) -- and believes the soup maker's management will start a sales process soon." JPMorgan analyst Ken Goldman told investors in a research note that there are arguments for a potential deal, including the use of Campbell as a "stepping stone" to a larger deal down the road, ownership of the Campbell Soup label, but arguments against it include that Campbell "does not seem to fit" in Kraft's desire to buy growth-type assets that have international expansion potential. Goldman says he "would be surprised" if Kraft wanted Campbell, as it does not solve Kraft's growth problem and is facing "numerous" internal challenges, and does not see a deal occurring. However, Goldman notes that "in the end, money talks," and a deal cannot be dismissed out of hand. Goldman has an Overweight rating and $67 price target on Kraft Heinz shares.
06/25/18
STFL
06/25/18
NO CHANGE
STFL
Hold
Campbell more likely to focus on divestitures than outright sale, says Stifel
Following a New York Post report suggested that Kraft Heinz (KHC) is interested in purchasing Campbell Soup (CPB), Stifel analyst Christopher Growe stated in a note to investors entitled "Mmm, Mmm...Maybe" that he believes Campbell will not pursue an outright sale and will instead focus on small divestitures in front of its deal for Snyder's Lance. While an acquisition of Campbell Soup could bring significant EPS accretion to Kraft Heinz, Growe also believes it would have a negative impact on Kraft's multiple as it would perpetuate the negative perceptions of the company's growth rate, he tells investors. He keeps a Buy rating on Kraft Heinz shares and a Hold rating on Campbell Soup.
06/26/18
BERN
06/26/18
NO CHANGE
BERN
Kraft Heinz buying Campbell will not solve 'perception problem,' says Bernstein
Bernstein analyst Alexia Howard note that The New York Post reported that Kraft Heinz (KHC) would be interested in buying Campbell Soup (CPB) should the company decide to put itself up for sale. Based on her accretion analysis, the analyst believes the deal could be slightly EPS dilutive before synergies, and 13%-22% accretive for Kraft Heinz after incorporating cost synergies. Despite the potential EPS accretion, Kraft Heinz buying Campbell Soup will not solve the company's "perception problem," Howard contends, adding that there seems to be a belief that the boards of potential target companies may be unwilling to sell to Kraft Heinz because of the company's poor track record of managing the top line, particularly in the U.S.
06/26/18
SBSH
06/26/18
NO CHANGE
SBSH
Buy
Citi sees 'low probability' of Campbell Soup putting itself up for sale
After the New York Post said that Kraft Heinz (KHC) would be interested in acquiring Campbell Soup (CPB), Citi analyst David Driscoll said he thinks Campbell deciding to sell itself entirely is a "low probability event" and he believes the company is more likely to pursue divestitures. However, in the low probability scenario that Campbell is put up for sale, his "unconventional pick" for a buyer is Conagra (CAG) rather than Kraft, Driscoll added. He maintains a Buy rating on Campbell Soup shares, which closed up 9% at $42.23 yesterday following the Post's report.

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PayPal

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ALRM

Alarm.com

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JNJ

Johnson & Johnson

$133.75

-0.03 (-0.02%)

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UnitedHealth

$259.80

0.36 (0.14%)

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Johnson & Johnson

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UnitedHealth

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Goldman Sachs

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MS

Morgan Stanley

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BLK

BlackRock

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PLD

Prologis

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Progressive

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GWW

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OMC

Omnicom

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Comerica

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DPZ

Domino's Pizza

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FHN

First Horizon

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TWLO

Twilio

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1.27 (1.69%)

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SendGrid

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Twilio

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PANW

Palo Alto Networks

$209.49

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20:07
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Palo Alto Networks analyst commentary at JPMorgan »

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SVA

Sinovac Biotech

$7.16

-0.03 (-0.42%)

20:03
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Sinovac Biotech commences legal proceedings in Hong Kong »

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NWN

Northwest Natural Gas

$67.70

0.36 (0.53%)

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Northwest Natural Water unit to buy Sunriver Water LLC, terms not stated »

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VFC

VF Corp.

$87.65

0.11 (0.13%)

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LVS

Las Vegas Sands

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-0.32 (-0.57%)

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OXY

Occidental Petroleum

$72.24

-4.69 (-6.10%)

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Occidental Petroleum analyst commentary at MUFG »

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AVMXY

Avita Medical

$0.00

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Avita Medical announces Recell trial results presentation »

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FB

Facebook

$153.56

-0.2 (-0.13%)

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Facebook confirms expanding policies on voter suppression »

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JBHT

J.B. Hunt

$111.78

2.52 (2.31%)

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SendGrid

$30.94

0.04 (0.13%)

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J.B. Hunt

$111.78

2.52 (2.31%)

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TWLO

Twilio

$76.26

1.27 (1.69%)

HQCL

Hanwah Q Cells

$8.20

-0.13 (-1.56%)

ADBE

Adobe

$238.05

-10.84 (-4.36%)

CRY

CryoLife

$30.64

0.42 (1.39%)

TRQ

Turquoise Hill

$1.96

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JELD

Jeld-Wen

$21.31

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TTOO

T2 Biosystems

$5.30

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ACRS

Aclaris Therapeutics

$13.38

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AGN

Allergan

$183.03

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PANW

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$209.49

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SNAP

Snap

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SHLD

Sears

$0.31

-0.0901 (-22.52%)

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Sears receives court approval of 'first day' motions to support business ops »

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WAB

Wabtec

$97.03

1.63 (1.71%)

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TGE

Tallgrass Energy

$23.73

0.17 (0.72%)

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DIS

Disney

$113.47

0.86 (0.76%)

, GOOG

Alphabet

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Disney-backed Jaunt to focus efforts on AR, says some staff will be 'moving on' »

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Disney

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0.86 (0.76%)

GOOG

Alphabet

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GOOGL

Alphabet Class A

$1,101.58

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HMC

Honda

$27.05

-0.16 (-0.59%)

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Honda to recall 54 model year 2017-2018 Honda Civic and Honda CR-V vehicles »

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MSFT

Microsoft

$107.60

-1.94 (-1.77%)

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Microsoft co-founder Paul Allen dead at 65 »

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OII

Oceaneering

$25.69

0.4 (1.58%)

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Oceaneering provides update following Hurricane Michael »

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JOE

Saint Joe Co.

$15.28

0.01 (0.07%)

18:07
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Saint Joe released additional information regarding Hurricane Michael »

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PBR

Petrobras

$15.41

0.055 (0.36%)

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Petrobras anticipates reviving TAG sale over next month, Reuters says »

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ADBE

Adobe

$238.05

-10.84 (-4.36%)

18:02
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Adobe says it sees increased demand for PDF capabilities »

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