The Campbell's Company CPB

Competitive advantage analysis · consumer-defensive

Corporate Default
Overall moat score
70/100
Moderate

About The Campbell's Company

The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific … Full CPB analysis →

Competitive advantage assessment

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.89), demonstrating pricing resilience across cycles.
  • ROIC Sustainably Above Peers ROIC at 75.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.26), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
80

Where CPB ranks in Packaged Foods

The Campbell's Company ranks #11 of 73 scored companies in Packaged Foods by moat score — the top 15%. The widest moat in the group is McCormick & Company, Incorporat (MKC-V) at 79/100.

Moat scores for companies ranked near CPB in Packaged Foods
# Company Moat score Rating
7 The Simply Good Foods Company SMPL 75/100 Moderate
8 John B. Sanfilippo & Son, Inc. JBSS 74/100 Moderate
9 Central Garden & Pet Company CENT 72/100 Moderate
10 Central Garden & Pet Company CENTA 72/100 Moderate
11 The Campbell's Company CPB 70/100 Moderate
12 Nature's Sunshine Products, Inc NATR 70/100 Moderate
13 J & J Snack Foods Corp. JJSF 70/100 Moderate
14 Herbalife Ltd. HLF 70/100 Moderate
15 Lifeway Foods, Inc. LWAY 69/100 Moderate

See every General Corporate company ranked by moat score →

How CPB scores on the Corporate Default defenses

Pricing Power

Score 80 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 82 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 79 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 72 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 45 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 64 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CPB's moat

What is The Campbell's Company's moat score?

The Campbell's Company (CPB) scores 70 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 73 scored companies in Packaged Foods, the top 15%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 72 companies in Packaged Foods. Its strongest defense is Cost Advantage (82/100) and its weakest is Resilience (45/100).

How does The Campbell's Company compare with other Packaged Foods companies?

The Campbell's Company ranks #11 of 73 scored companies in Packaged Foods by moat score. The widest moat in Packaged Foods is McCormick & Company, Incorporat (MKC-V) at 79/100. The companies ranked closest are Central Garden & Pet Company (CENTA) at 72 just above it and Nature's Sunshine Products, Inc (NATR) at 70 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 72 companies in Packaged Foods. The defenses are then weighted to produce the overall score out of 100.

Why is The Campbell's Company scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for The Campbell's Company?

The Corporate Default template measures 6 defenses, and CPB scores: Pricing Power (80), Cost Advantage (82), Customer Stickiness (79), Capital Efficiency (72), Resilience (45), Scale & Market Position (64). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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