Campbell's vs Lamb Weston
Campbell's and Lamb Weston are examined side by side on this page, comparing their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Campbell's and Lamb Weston are examined side by side on this page, comparing their business models, financial performance, and market context in a neutral, accessible way. Educational content, not fin...
Investment Analysis
Campbell's
CPB
Pros
- Campbell's generated $10.25 billion in revenue in 2025, showing a solid 6.4% increase year-over-year, with earnings growing by 6.17%.
- The company maintains a strong portfolio including well-known brands like Pepperidge Farm, Goldfish, and Prego, contributing to nearly half of revenue from snacks and strong US market dominance.
- Campbell's offers a secure dividend yield of around 5%, supported by strong free cash flow exceeding $670 million, appealing to income-focused investors.
Considerations
- The company faces near-term earnings pressure from potential tariffs, flat organic growth, and rising competition from private label/store brands.
- Campbell's has a high debt-to-equity ratio of about 174%, indicating relatively leveraged balance sheet which could pose financial risk.
- Shares have declined over 30% in the past year amid shifting consumer tastes and supply chain challenges, reflecting market concerns about long-term growth.
Pros
- Lamb Weston is a leading global producer in frozen potato products, benefiting from strong demand in foodservice channels including quick-service restaurants.
- The company has reported robust profitability with a return on equity around 17%, reflecting efficient capital use and earnings growth.
- Lamb Weston enjoys a solid market position with international exposure that provides growth opportunities beyond the US market.
Considerations
- Lamb Weston's business is cyclical and sensitive to commodity costs like potatoes and energy, which can pressure margins in volatile market conditions.
- The company faces ongoing execution risks related to supply chain disruptions and inflationary pressures on raw materials and logistics.
- Increased competition from private label brands and alternative frozen food products may limit Lamb Weston's market share expansion.
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