
Campbell Soup: Stable Dividend Play or Value Trap?
🛡️ Campbell Soup shows resilience to tariffs due to its local U.S. production and consumption model for essential food products.
📉 Despite recent volume declines from price hikes, early signs of volume recovery (1% growth in Q3/Q4 2024) alongside price increases suggest potential stabilization.
💰 The stock trades near 10-year valuation lows (12x P/E vs. 16x average) and offers a 4% dividend yield, but requires sustained growth to justify multiple expansion.