Whitney Tilson's Daily
A first look at Campbell's
In yesterday's e-mail, I took a first look at consumer-products giant Clorox (CLX). Its beaten-down shares are trading near a 12-year low and at 15.6 times forward earnings. So I concluded that the stock isn't cheap enough to be compelling, in light of the company's rising debt and rapidly declining free cash flow ("FCF"). Today, I'd like to take a first look at another iconic American consumer company that could be an interesting idea – Campbell's (CPB)... The company has been around since 1869 and makes dozens of brands that fill every home: Campbell's soup, Swanson frozen TV dinners, Prego […]
May 22, 2026
|Whitney Tilson