에 대한 최신 뉴스 The Campbell`s (NASDAQ:CPB) 주식

The Campbell`s

Campbell Soup

Over the past 150-plus years, Campbell has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024, snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (which closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.

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연방준비은행이 9월에 금리를 인하할 것으로 예상됨에 따라 식품 산업은 이제 통합에 적합한 상황이 되었다. 가벨리 펀드(Gabelli Funds)의 밸류(Value) 공동 CIO인 케빈 드레이어(Kevin Dreyer)에 따르면 일반적으로 금리가 낮을수록 인수합병(M&amp;A) 활동이 촉진된다.

식품 부문 M&amp;A가 고조되고 있다, 가벨리 펀드 매니저: 벨링 브랜즈, 캠벨 수프를 주목

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수요일 오전(현지 시간) 미국 주식 선물 시장은 상승한 가운데, 오늘 투자자들의 주목을 끌 확률이 높은 몇 가지 주식은 다음과 같다: 월스트리트는 달러 트리(NASDAQ:DLTR)는 벤징가 프로의 데이터에 따르면 개장 전 매출 76억 4천만 달러, 주당 1.43달러의 분기 수익을 보고할 예정이다. 달러 트리의 주가는 시간외 거래에서 0.3% 하락한 119.95달러를 기록했다.

달러 트리, 휴렛 팩커드 엔터프라이즈 그리고 수요일에 주목해야 할 주식 3종목

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캠벨 스프 (NYSE:CPB)는 견고한 공급망, 성공적인 혁신 및 효과적인 마케팅 프로그램으로 인해 어려운 소비자 환경 속에서도 탄력을 보여주고 있다.회사의 비용 절감 계획 또한 이러한 성공 이야기에 이바지하고 있다. 2024 회계 연도 2분기까지 회사는 스나이더스 랜스(Snyder&#39;s-Lance) 시너지를 포함한 여러 해 동안의 비용 절감 프로그램의 일환으로 9억 1500만 달러의 비용 절감을 발생시켰다. 경영진은 2025 회계 연도 말까지 10억달러 상당의 비용 절감을 실현할 것으로 예상되는 가운데 있는 것으로 보인다.

캠벨 수프(CPB)는 브랜드 강도를 바탕으로 회복력을 과시

The Campbell`s Co

Central Plains Bancshares, Inc. - Common Stock

Central Plains Bancshares Inc

ALS Ltd

Barclays analyst Andrew Lazar maintains The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Underweight and lowers the price target from $49 to $46.

Price Target

Analyst Ratings

Barclays Maintains Underweight on The Campbell's, Lowers Price Target to $46

The Campbell&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) shares are <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">trading lower on Thursday.</a>
RBC Capital Markets analyst Nik Modi reiterated the Sector Perform rating on the stock, <a target="_blank" href="https://www.benzinga.com/quote/CPB/analyst-ratings" rel="noreferrer noopener">with a price forecast of $51.</a>
According to the analyst, Sovos&#8217; results were better than expected and helped support M&amp;B, while the Salty Snacks and Cookies subcategories faced competition that negatively impacted the overall Snacks segment.
Despite the challenging consumer environment, which is still affecting performance, management has kept its FY25 guidance intact and expects steady growth in sales and market share in the second quarter, which should continue into the second half of the year.
However, the analyst is less optimistic about the consumer market and CPB&#8217;s categories than management is, which creates potential risks to earnings in Modi&#8217;s view.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42344440/teslas-path-to-400-bank-of-america-highlights-ev-ai-growth" rel="noreferrer noopener">Tesla&#8217;s Path To $400: Bank Of America Highlights EV, AI Growth</a>
The analyst notes that, in response to the first quarter results, Modi has adjusted their estimates for FY25 net sales growth to +9.2%, which remains unchanged, while organic sales growth is now projected at +0.4%, down from the previous estimate of +0.7%.
The analyst remains at the lower end of the guided ranges due to a slightly more cautious outlook on the momentum of the packaged food category compared to CPB management&#8217;s perspective.
Piper Sandler analyst Michael S. Lavery reiterated the Overweight rating on the stock, with a price forecast of $56, suggesting that the spending step-up is a near-term drag.
Lavery forecasts the second quarter of 2025 EPS to decline but projects average gains of 7-8% over the next six quarters. As a result, the analyst lowered the FY25 EPS estimate from $3.21 to $3.14 and the FY26 EPS estimate from $3.38 to $3.33.
In the second quarter of 2025, the analyst looks for sequential improvement in volume and share gains.
The Campbell&#8217;s Company is continuing to invest in Rao&#8217;s innovation and marketing in FY25.
The company is focusing on expanding into white sauces, which provides greater production flexibility since it doesn&#8217;t rely on Italian tomatoes. Additionally, Rao&#8217;s has potential for geographic expansion in Canada, the analyst writes.
Price Action: CPB shares are trading lower by 0.49% to $42.48 at last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/42324802">Campbell&#8217;s Analyst Bearish After Q1 Mixed Results</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

Equities

Movers

General

Campbell's Company Faces Potential Earnings Risk Due To Consumer Challenges: Analysts

Stifel analyst Matthew Smith maintains The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Hold and lowers the price target from $50 to $47.

Stifel Maintains Hold on The Campbell's, Lowers Price Target to $47

Citigroup analyst Thomas Palmer maintains The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Sell and lowers the price target from $44 to $41.

Citigroup Maintains Sell on The Campbell's, Lowers Price Target to $41

RBC Capital analyst Nik Modi reiterates The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Sector Perform and maintains $51 price target.

Reiteration

RBC Capital Reiterates Sector Perform on The Campbell's, Maintains $51 Price Target

Wells Fargo analyst Chris Carey maintains The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Equal-Weight and lowers the price target from $51 to $45.

Wells Fargo Maintains Equal-Weight on The Campbell's, Lowers Price Target to $45

BofA Securities analyst Peter T. Galbo reiterated an Underperform rating on Campbell&#8217;s Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>), <a href="https://www.benzinga.com/quote/CPB/analyst-ratings" target="_blank" rel="noreferrer noopener">with a price target of $46.</a>
The company&#8217;s first-quarter net sales of $2.77 billion were slightly below estimates, with organic sales down 1% YoY, impacted by lower volume/mix and pricing.
Meals &amp; Beverages net sales were lower than expected, with organic sales 1.5 points below, driven by lower volume and price. The Sovo Brand contribution was higher than expected, at $310 million.
Snacks net sales were slightly below estimate, with organic sales in-line, though divestiture impacts from Pop Secret were worse than expected. Adjusted gross margin of 31.4% was 40bps below estimate, mainly due to the Sovo Brand acquisition.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/24/12/42316904/unitedhealthcare-ceo-brian-thompson-fatally-shot-outside-nyc-hotel" rel="noreferrer noopener">UnitedHealthcare CEO Brian Thompson Fatally Shot Outside NYC Hotel</a>
Adjusted operating income of $432 million exceeded estimates by $3 million, largely due to lower marketing and selling costs, the analyst noted.
The company announced Mark Clouse, president and CEO, will retire in January 2025 to become president of the NFL&#8217;s Washington Commanders. Mick Beekhuizen, currently president of Campbell&#8217;s Meals &amp; Beverages and former CFO, will succeed him.
Beekhuizen is familiar to the investment community and will take over Campbell&#8217;s updated long-term growth plan from the September 2024 investor day, the analyst wrote.
CPB Price Action: Campbell shares are trading lower by 5.85% to $42.87 at last check Wednesday.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42273676/walmart-target-bath-body-works-stand-out-as-black-friday-winners-analysts" target="_blank" rel="noreferrer noopener">Walmart, Target, Bath &amp; Body Works Stand Out As Black Friday Winners: Analysts</a></li>
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Photo: JHVEPhoto via Shutterstock

Campbell's Analyst Bearish After Q1 Mixed Results

Wall Street extended its rally on Wednesday, driven by robust gains in technology stocks, as investor optimism around AI-fueled <a href="https://www.benzinga.com/markets">growth continued to strengthen.</a>
The Nasdaq 100 climbed 0.9%, pushing further into record territory following Tuesday&#8217;s highs. The S&amp;P 500 advanced 0.4%, hitting 6,077—a fresh record-high milestone—eyeing its twelfth gain in thirteen sessions.
Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) advanced over 2% by midday, breaking all-time highs previously set in November. The e-commerce giant&#8217;s gains were bolstered by strong early holiday sales and optimism stemming from the AWS annual conference, where AI <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42321567/amazon-hits-all-time-highs-eyes-best-2-year-rally-since-2010-cyber-season-marks-record-sales-aws-shines-with-ai-innovations">advancements took center stage.</a>
Fresh economic data offered a mixed narrative. The ISM services index showed a slower-than-expected growth in November, while ADP reported private payroll growth of 146,000 for the month, slightly under the <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42314234/private-employers-add-fewer-than-predicted-jobs-in-november-manufacturing-was-the-weakest-weve-seen-since-spring">consensus estimate of 150,000.</a>
St. Louis Federal Reserve President Alberto Musalem struck a cautious tone on monetary policy, suggesting a potential slowdown or pause in the pace of interest rate cuts <a href="https://www.benzinga.com/news/econ-s/24/12/42316647/interest-rate-cut-in-december-st-louis-feds-musalem-urges-patient-approach-in-last-mile-to-2">might soon be warranted.</a>
The dollar weakened after the ISM report, while U.S. Treasury yields erased earlier gains and remained steady by midday.
In commodities, gold added 0.3%, while natural gas and crude oil prices declined 2.6% and 1%, respectively.
Meanwhile, the cryptocurrency market struggled to keep up with the broader risk-on mood. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) slipped 0.2%, trading just above $95,000
<h2 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,428.69</td>
<td>+199.37</td>
<td>0.9%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,073.20</td>
<td>+23.32</td>
<td>0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,864.46</td>
<td>+158.93</td>
<td>0.4%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,422.11</td>
<td>+5.76</td>
<td>0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:50 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent120224&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.4% to $606.41.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;rose 0.4% to $449.79.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rallied 1% to $521.87.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.3% to $240.68.</li>
<li>The&nbsp;Technology Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, rising 1.6%; the&nbsp;Energy Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 2.4%.</li>
</ul>
<h2 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h2>
<ul>
<li>Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) rose over 7% in reaction to its quarterly results, which delivered slightly lower-than-expected earnings. </li>
<li>Other stocks reacting to earnings included Pure Storage Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSTG#NYSE">PSTG</a>) up 24%, Okta Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>) up 4.8%, The Campbells Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) down 6%, Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) up 2.4%, and Chewy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) down 3.8%.</li>
<li>Companies slated to report their earnings after the close are Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>), SentinelOne Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>), PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) and Five Below Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>). </li>
</ul>
Read Next:
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Image created using artificial intelligence via Midjourney.

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AMZN

CHWY

SPDR Dow Jones Industrial Average ETF Trust

FIVE

MRVL

OKTA

PSTG

SNPS

Tech Stocks Extend Record Highs On AI Optimism, Marvell Rockets, Bitcoin Hovers Near $95,000: What's Driving Markets Wednesday?

DA Davidson analyst Brian Holland maintains The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) with a Neutral and maintains $51 price target.

DA Davidson Maintains Neutral on The Campbell's, Maintains $51 Price Target

Stephens &amp; Co. analyst Jim Salera reiterates The Campbell`s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) from Overweight to Overweight.

Stephens & Co. Reiterates Overweight on The Campbell'sto Overweight

WIIM

Campbell Soup shares are trading lower after the company reported Q1 sales that missed analyst estimates, despite better-than-expected adjusted EPS. Additionally, the company announced Mick Beekhuizen will succeed Mark Clouse as CEO, effective February 1, 2025.

Full-Year Fiscal 2025 Guidance: Based on the company's first quarter performance, Campbell's is re-affirming its full-year fiscal 2025 guidance provided on August 29, 2024. Guidance ranges reflect a balance between expected sequential progress and pragmatism as the company continues to navigate the dynamic consumer environment and uneven category recovery. The upper end of the range anticipates a quicker normalization of the consumer environment while the lower end of the range assumes a slower, more conservative pace of recovery.

Guidance

The Campbell's Company Says Based On The Company's Q1 Performance, Campbell's Is Re-Affirming Its FY25 Guidance Provided On August 29, 2024

Quarterly Dividend Increase The company's Board of Directors has approved an increase in its quarterly dividend from $0.37 per share to $0.39 per share, an increase of 5%, or $1.56 on an annualized basis. The quarterly dividend is payable on January 27, 2025, to shareholders of record at the close of business January 2, 2025.
 &nbsp;

Dividends

The Campbell's Company Increases Quarterly Dividend From $0.37 To $0.39 Per Share

Campbell Soup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>) reported quarterly earnings of $0.89 per share which beat the analyst consensus estimate of $0.87 by 2.3 percent. This is a 2.2 percent decrease over earnings of $0.91 per share from the same period last year. The company reported quarterly sales of $2.77 billion which missed the analyst consensus estimate of $2.80 billion by 0.96 percent. This is a 10.09 percent increase over sales of $2.52 billion the same period last year.

Earnings Beats

Earnings Misses

Campbell Soup Q1 Adj $0.89 Beats $0.87 Estimate, Sales $2.77B Miss $2.80B Estimate

Clouse Announces Plans to Retire to Join the NFL's Washington Commanders as President
The Campbell's Company (NASDAQ:<a href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) (Campbell's) announced today that its Board of Directors has elected Mick Beekhuizen to succeed Mark Clouse as President and CEO. Beekhuizen has also been elected a Director of the company, both effective Feb. 1, 2025. Until then, Beekhuizen will continue in his role as President, Meals &amp; Beverages.

Management

The Campbell's Company Elects Mick Beekhuizen Chief Executive Officer To Succeed Mark Clouse, Both Effective Feb. 1, 2025

Campbell Soup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>) is preparing to release its quarterly earnings on Wednesday, 2024-12-04. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Campbell Soup to report an earnings per share (EPS) of $0.89.
Anticipation surrounds Campbell Soup's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Performance in Previous Earnings</h3>
Last quarter the company beat EPS by $0.01, which was followed by a 0.95% increase in the share price the next day.
Here's a look at Campbell Soup's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.62</td>
<td>0.70</td>
<td>0.77</td>
<td>0.88</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.63</td>
<td>0.75</td>
<td>0.80</td>
<td>0.91</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>-1.0%</td>
<td>-3.0%</td>
<td>0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1733256025_0.png" alt="eps graph" />
<h3>Performance of Campbell Soup Shares</h3>
Shares of Campbell Soup were trading at $46.23 as of December 02. Over the last 52-week period, shares are up 5.62%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Observations about Campbell Soup</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Campbell Soup.
Analysts have provided Campbell Soup with 10 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $53.4, suggesting a potential 15.51% upside.
<h3>Comparing Ratings with Peers</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Conagra Brands, JM Smucker and Pilgrims Pride, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>As per analysts' assessments, Conagra Brands is favoring an Neutral trajectory, with an average 1-year price target of $31.75, suggesting a potential 31.32% downside.</li>
<li>JM Smucker received a Neutral consensus from analysts, with an average 1-year price target of $128.67, implying a potential 178.33% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Pilgrims Pride, with an average 1-year price target of $45.0, suggesting a potential 2.66% downside.</li>
</ul>
<h3>Insights: Peer Analysis</h3>
The peer analysis summary offers a detailed examination of key metrics for Conagra Brands, JM Smucker and Pilgrims Pride, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>The Campbell`s</td>
<td>Neutral</td>
<td>10.88%</td>
<td>$675M</td>
<td>-0.08%</td>
</tr>
<tr>
<td>Conagra Brands</td>
<td>Neutral</td>
<td>-3.76%</td>
<td>$739.30M</td>
<td>5.45%</td>
</tr>
<tr>
<td>JM Smucker</td>
<td>Neutral</td>
<td>17.16%</td>
<td>$886.10M</td>
<td>-0.32%</td>
</tr>
<tr>
<td>Pilgrims Pride</td>
<td>Neutral</td>
<td>5.16%</td>
<td>$683.97M</td>
<td>8.82%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Campbell Soup ranks in the middle among its peers for revenue growth. It ranks at the bottom for gross profit. It ranks at the bottom for return on equity.
<h3>Delving into Campbell Soup's Background</h3>
Over the past 150-plus years, Campbell has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024, snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (which closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.
<h3>Unraveling the Financial Story of Campbell Soup</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Over the 3 months period, Campbell Soup showcased positive performance, achieving a revenue growth rate of 10.88% as of 31 July, 2024. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Consumer Staples sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Campbell Soup's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -0.13%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Campbell Soup's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -0.08%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Campbell Soup's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of -0.02%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Campbell Soup's debt-to-equity ratio surpasses industry norms, standing at 1.99. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<a href="https://www.benzinga.com/quote/CPB/earnings">To track all earnings releases for Campbell Soup visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights Ahead: Campbell Soup's Quarterly Earnings

Campbell&#8217;s Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>) will release earnings results for the first quarter of fiscal 2025, <a href="https://www.benzinga.com/quote/CPB/earnings">on Wednesday morning, Dec. 4.</a>
Analysts expect the food company to report quarterly earnings at 87 cents per share. That&#8217;s down from 91 cents per share in the year-ago period. Campbell&#8217;s projects to report revenue of $2.8 billion, up from $2.52 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Nov. 14, Campbell&#8217;s named Daniel L. Poland as Chief Enterprise Transformation Officer.
With the recent buzz around Campbell&#8217;s, some investors may be eyeing potential gains from the company's dividends, too. Campbell&#8217;s currently offers an annual dividend yield of 3.20%, which is a quarterly dividend amount of 37 cents per share ($1.48 a year).
So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $187,416 or around 4,054 shares. For a more modest $100 per month or $1,200 per year, you would need $37,493 or around 811 shares.
To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($1.48 in this case). So, $6,000 / $1.48 = 4,054 ($500 per month), and $1,200 / $1.48 = 811 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
How that works: The dividend yield is computed by dividing the annual dividend payment by the stock&#8217;s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
Price Action: Shares of Campbell&#8217;s are down 0.75% at last check Tuesday, trading at around $45.88. 
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Image: Shutterstock

How To Earn $500 A Month From Campbell's Stock Ahead Of Q1 Earnings

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Campbell's price target lowered to $46 from $49 at Barclays

Market Leadership Is Narrow. Your Portfolio Shouldn't Be

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Short interest for most staple stocks decline in November: Walmart, Philip Morris least shorted

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AAPL

ADRNY

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CHTR

COST

CTLT

DGEAF

ENPH

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GOOG

GOOGL

KVUE

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MTCH

NVDA

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SMCI

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Press Releases

Campbell's and Partners Receive $3.4 Million USDA Grant to Support Sustainable Tomato-Growing Practices in California

Campbell's to Sell noosa Business to Lakeview Farms

Campbell's Appoints Daniel L. Poland Chief Enterprise Transformation Officer

Shareholders Overwhelmingly Approve the Change in Company Name to The Campbell's Company at Annual Meeting

The Campbell's Company to Report First-Quarter Fiscal 2025 Results on December 4, 2024

The Campbell's Company Board of Directors Elects Mick Beekhuizen Chief Executive Officer to Succeed Mark Clouse

Campbell's Reports First-Quarter Fiscal 2025 Results; Reaffirms Full-Year Fiscal 2025 Guidance and Increases Quarterly Dividend

Ahold Delhaize USA and The Campbell's Company Launch Regenerative Agriculture Pilot to Reduce Scope 3 Emissions Associated with Potato Farming

Entertainment

SPRITZ SOCIETY AND V8® PARTNER TO LAUNCH A FIRST-OF-ITS-KIND BLOODY MARY SPRITZ

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Flowers Foods

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Hormel Foods

Hershey

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Kraft Heinz

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Lamb Weston Hldgs

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Mondelez International

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Seaboard

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Tyson Foods

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Citigroup

RBC Capital

Wells Fargo

연방준비은행이 9월에 <a href="https://www.benzinga.com/topic/interest-rates">금리를 인하</a>할 것으로 예상됨에 따라 식품 산업은 이제 통합에 적합한 상황이 되었다.
가벨리 펀드(Gabelli Funds)의 밸류(Value) 공동 CIO인 케빈 드레이어(Kevin Dreyer)에 따르면 일반적으로 금리가 낮을수록 인수합병(M&amp;A) 활동이 촉진된다.
드레이어는 8월 23일 금요일 CNBC와의 인터뷰에서 &#8220;한 가지 주목해야 할 점은 금리가 낮아지면 M&amp;A 활동이 증가하는 경향이 있다는 것&#8221;이라고 말했다. &#8220;식품주는 소비자 압박, 인플레이션 영향으로 인해 힘든 한 해를 보냈다. 거래량 증가에 어려움을 겪고 있지만 스낵은 식품 내에서 좋은 분야였다.&#8221;
아래를 참조해 주세요.
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</figure>
마즈(Mars Inc.)가 최근 359억 달러에 켈라노바(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/K#NYSE">K</a>)를 인수한 것은 이 분야에 좋은 징조라고 드레이어가 말했다. 이러한 움직임은 전략적 재편성을 반영하며, 기업들이 수익성이 더 높은 틈새 시장에서 입지를 강화하려는 방법을 보여준다.
2023년 10월, 글로벌 스낵 부문을 보유한 켈라노바는 WK 켈로그(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KLG#NYSE">KLG</a>)와의 분리를 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35066611/cereal-brand-gets-soggy-after-kellanova-spin-off-analyst-blames-headwinds-on-debt" target="_blank" rel="noreferrer noopener">완료</a>했다.
추가 읽기: <a href="https://www.benzinga.com/markets/equities/24/08/40364761/confectionery-giant-mars-to-acquire-cheez-it-parent-kellanova-in-35-9b-deal">거대 제과업체 마즈, 359억 달러 규모의 거래로 치즈잇 모회사 켈라노바 인수</a>
캠벨 수프(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>)는 최근 라오스(Rao&#8217;s) 파스타 소스 제조업체인 소보스 브랜즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOVO#NASDAQ">SOVO</a>)를 인수하는 등 활발하게 활동하고 있다.
드레이어는 캠벨 수프를 주목해야 할 회사로 보고 &#8220;결국 &#8216;켈로그-켈라노바 플레이북&#8217;을 따르게 될 수 있다&#8221;고 언급했다.
캠벨 수프의 투자자 날이 9월로 다가왔다. 이 회사는 식품 부문의 지형을 더욱 형성할 수 있는 계획을 개괄적으로 설명할 것으로 기대했다.
매력적인 인수 대상 기업들에 대해 드레이어는 자신이 가장 좋아하는 중형 식품주인 프리미어 프로틴 쉐이크(Premier Protein Shake) 제조업체인 벨링 브랜즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRBR#NYSE">BRBR</a>)를 언급했다.
드레이어는 &#8220;프리미어 프로틴은 성장에 어려움을 겪고 있는 업계에서 현재 10대 중반으로 성장하고 있다. 우리는 그들이 스스로 계속 훌륭한 성과를 낼 것이라고 생각하지만 다른 누군가가 이를 구매하고 싶어할 수도 있다&#8221;고 말하며, 벨링 브랜즈가 매력적인 M&amp;A 대상이 될 가능성을 강조했다.
M&amp;A 활동이 탄력을 받으면서 투자자들은 업계 환경을 재편하고 성장과 투자를 위한 새로운 기회를 제공할 수 있는 잠재적인 거래를 주의 깊게 관찰해야 한다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/m-a/24/08/40376430/mars-to-buy-kellanova-for-36b-snickers-maker-moves-up-a-rank-on-largest-private-company-list">마즈, 켈라노바를 360억 달러에 인수: 스니커즈 제조사를 3대 최대 민간 기업으로 올려놓는 거래</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

식품 부문 M&A가 고조되고 있다, 가벨리 펀드 매니저: 벨링 브랜즈, 캠벨 수프를 주목

수요일 오전(현지 시간) 미국 주식 선물 시장은 상승한 가운데, 오늘 투자자들의 주목을 끌 확률이 높은 몇 가지 주식은 다음과 같다:
<ul>
<li>월스트리트는 달러 트리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>)는 <a href="https://pro.benzinga.com/dashboard">벤징가 프로</a>의 데이터에 따르면 개장 전 매출 76억 4천만 달러, 주당 1.43달러의 분기 수익을 보고할 예정이다. 달러 트리의 주가는 시간외 거래에서 0.3% 하락한 119.95달러를 기록했다.</li>
<li>휴렛 팩커드 앤터프라이즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)는 2분기 재무 결과가 예상보다 좋았다고 발표했다. 분기별 매출은 72억 달러로 분석가들의 예상치인 68억 2,300만 달러를 넘어섰다. 휴렛 패커드 엔터프라이즈는 3분기 매출이 예상치 74억 6,000만 달러와 비교해 74억~78억 달러에 이를 것으로 예상한다고 밝혔다. 휴렛 팩커드 앤프라이즈는 15.3% 상승한 20.29달러에 거래를 마무리했다.</li>
<li>분석가들은 캠벨 수프(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>)가 주당 70센트, 매출 23.5억 달러의 분기별 매출을 발표할 것으로 예상하고 있다. 이 회사의 실적은 시장이 열리기 전에 발표될 예정이다. 캠벨 수프는 0.4% 상승한 44.35달러에 거래를 마무리했다.</li>
</ul>
<a href="https://www.benzinga.com/premarket/" target="_blank" rel="noopener">여기에서 프리마켓 시황을 확인하세요.</a>
<ul>
<li>PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>)의 1분기에 긍정적인 실적을 발표하고 FY24 실적 전망을 상향 조정했다. PVH는 또한 토미 힐피거 글로벌(Tommy Hilfiger Global) 및 PVH 우럽의 CEO인 마르틴인 하그만(Martijn Hagman)이 회사를 떠날 것이라고 말했다. 이 두 가지 소식이 발표된 후, PVH는 2.3% 하락한 116.50달러에 거래를 마무리했다.</li>
<li>분석가들은 룰루레몬 애슬레틱 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>)의 분기별 이익이 주당 2.39달러, 매출은 22억 달러로 발표할 것으로 예상한다. 룰루레몬 애슬레틱은 시간외 거래에서 0.4% 상승한 308.00달러에 거래를 마무리했다.</li>
</ul>

<a class="author-name" href="https://www.benzinga.com/author/zacks" data-action="Clicked Author Link">Zacks</a>, Benzinga Contributor
캠벨 스프 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NYSE">CPB</a>)는 견고한 공급망, 성공적인 혁신 및 효과적인 마케팅 프로그램으로 인해 어려운 소비자 환경 속에서도 탄력을 보여주고 있다. 
회사의 비용 절감 계획 또한 이러한 성공 이야기에 이바지하고 있다. 2024 회계 연도 2분기까지 회사는 스나이더스 랜스(Snyder&#8217;s-Lance) 시너지를 포함한 여러 해 동안의 비용 절감 프로그램의 일환으로 9억 1500만 달러의 비용 절감을 발생시켰다. 경영진은 2025 회계 연도 말까지 10억달러 상당의 비용 절감을 실현할 것으로 예상되는 가운데 있는 것으로 보인다.
<h3>CPB에게 잘 작용하는 것들</h3>
캠벨 스프는 포트폴리오 내 다양한 기회에 잘 대응할 수 있는 위치에 있으며 변화하는 소비 트렌드와 일치시키기 위한 여러 기회를 잡을 수 있는 위치에 있다. 회사의 전략과 계획은 다음 세 가지 핵심 영역에 중점을 두고 있다.
1) 마진 목표의 범위 내에서 제품 가격을 경쟁력 있게 유지하고 경제적인 가격을 보장하는 것
2) 마케팅 및 혁신 계획을 유지하는 것
3) 투자 수익률과 영향력 있는 계획에 중점을 둔 수입 절복적 및 균형 있는 지출 방침을 준수하는 것.
이어지는 혁신 정책과 소보스 브랜즈(SOVOS Brands)의 인수가 보조되면서 캠벨 스프는 식품 산업에서의 위치를 단단히 다지고 가속화된 성장을 보일 수 있을 것으로 예상됩니다. 이번 인수는 캠벨의 밀 앤 비버리지(Meals &amp; Beverages) 포트폴리오를 라오(Rao)의 소스, 마이클 앤젤로(Michael Angelo&#8217;s)의 브랜드 및 누사(noosa)와 같은 고성장 브랜드로 강화한다. 소보스 브랜즈는 캠프벨에 파스타 소스, 건파스타, 수프, 냉동식품, 냉동 피자 및 요거트와 같은 프리미엄 제품군을 가져온다.
계속 진행 중인 이러한 추진력과 2024년 3월에 완료된 소보스 브랜즈의 인수를 통해 캠벨 스프는 높은 성장판을 구축하고 견고한 위치에 있다. 이런 이유로 캠벨 스프에는 비용의 하락과 수익의 증가에 연관되어있는 이점이 어느때보다 많아졌다. 비즈니스에서의 이익을 이끌어내기 위한 관리의 직접적인 점포 배송(DSD) 변환 프로젝트는 스낵 부문에서의 추가 성장과 이익을 기대하고 있다. 이 프로젝트는 3가지 핵심 요소를 통해 이루어질 것으로 예상된다. 첫번째는 스낵 DSD 로지스틱스 및 창고 네트워크를 하나로 조합하는 것, 두번째는 회사의 중요한 독립적 유통 파트너가 사용하는 도구 및 기술을 현대화하는 것 , 세번째는 DSD 경로에 중점을 둔 것이다.
<h3>기타 알아둬야할 사항</h3>
캠벨 스프는 변동성이 높은 소비자 풍토를 탐색하고 있다. 2024 회계 연도 2분기에 회사의 매출 비중은 43.7%를 차지한 스낵 사업으로부터 혜택을 보았다. 이 사업 부문의 순매출은 이번 분기 기준 유기적 기준으로 1% 증가한 7억 2500만달러를 기록하였으며 이는 8가지의 파워브랜드의 매출 급증 (4%) 이라는 결과로 이어졌다. 경제적인 현실이 더욱 어려워진 가운데 Goldfish, Lance, Kettle Brand 및 Cape Cod와 같은 브랜드의 강점으로 인해 매출이 강화된 것으로 보인다. 경영진은 DSD 전략을 통해 Snacks 부문에서의 더 많은 성장과 이익이 예상된다고 말하고 있다. 이는 다음과 같은 세 가지 핵심 요소를 통해 이루어 질 것으로 예상된다. 1) 스낵 DSD 로지스틱스 및 창고 네트워크를 하나로 조합하는 것 2) 회사의 중요한 독립적 유통 파트너가 사용하는 도구 및 기술을 현대화하는 것 3) DSD 경로에 중점을 둔 것이다.
<h3>다른 사항들</h3>
캠벨 스프는 변동성이 높은 소비자 풍토를 탐색하고 있다. 2024 회계 연도 2분기에 회사의 매출 비중은 43.7%를 차지한 스낵 사업으로부터 혜택을 보았다. 회사의 2024 회계 연도 2분기에는 연간 기준으로 다소 낮아진 소프트 볼륨/믹스(전년 동기대비 2% 감소)가 1% 상승한 순 가격실현 때문에 유기적 순매출이 1% 감소했다. 이러한 사업 중심의 영향으로 캠벨 스프의 매출은 1% 줄었지만 이는 기대를 하던 것보다 나은 성과이다. 근래 경제의 풍향이 갈수록 어려워지고 있는 가운데로 인해 일부 카테고리와 소비자 인구통계학적 요소에 영향을 미칠 것으로 보인다. 2024 회계 연도 중 회사는 당초 보고된 숫자들에 비해 0.5% 감소부터 1.5% 증가 사이의 순매출 유지를 예상하고 있다. 유기적 매출은 평평한 수준에서 2%까지의 증가를 보일 것으로 예상된다. 둘째 분기에 발표된 이익 보고서에 따르면 회사의 경영진은 캠벨 스프의 2024 회계 연도의 순매출에 대한 전망의 하측으로 진행하고 있다고 밝혔으며, 이에 따라 올해 내내 순차적인 개선을 지켜보고 있다. 3분기에는 회사의 경영진은 유기적 매출을 기준으로 수준이 하향되어 2학기에 이어 4분기에도 순차적인 증가가 예상된다고 말했다. 캠벨 스프는 장기간에 걸쳐 비용 인플레이션이 있었고, 기업은 2024 회계 연도 동안 주요 인플레이션 비율이 단일 숫자 범위 내에서 유지될 것으로 예상하고 있다. 회사는 2024 회계 연도 동안 브랜드 관련 투자를 지속할 것으로 예상하고 있습니다. 회사의 경영진은 올 해 회사의 마케팅 및 판매 비용 예산이 올 해 회계 연도 9월과 12월 사이에 총 매출의 9%에서 10% 사이로 늘어날 것으로 예상하고 있다. 그렇지만 회사는 올해 2분기에 기대 이익과 마진 개선을 통해 주로 4분기에 경제적인 풍토 개선이 나타날 것으로 예상하고 있다. 이러한 변화는 지속적인 생산성 향상 및 용량 추세의 증가를 통해 반영될 것으로 보인다.
캠벨 스프는 2024 회계 연도 동안 조정된 EBIT가 3-5% 증가할 것으로 예상된다. 조정된 EPS는 3-5% 증가하여 3.09~3.15%로 예상된다. 3분기에는 최근 1년간 68센트였던 EPS보다 낮은 70센트 정도의 EPS가 예상된다. 캠벨 스프의 주식은 지난 6개월 동안 15.3% 라는 산업의 성장률에 비해 11.5%의 상승을 기록했다.
<h3>맛있는 배팅 3선</h3>
The Chef&#8217;s Warehouse(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHEF#NASDAQ">CHEF</a>)는 특수식품 제품을 유통하는 회사로 현재 Zacks Rank #2 (Buy)를 기록 중이다. CHEF의 지난 4분기 평균 이익은 3.2%를 기록하였습니다. The Zacks Consensus Estimate에 따르면, The Chef&#8217;s Warehouse의 현재 회계연도 매출 및 이익은 작년 동기대비 각각 8.7% 및 4.7% 씩 증가할 것으로 예상된다. Vital Farms Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VITL#NASDAQ">VITL</a>)은 각종 농장에서 생산한 식품을 제공하는 회사로 현재 Zacks Rank #2 (Buy)를 기록 중인다. VITL의 지난 4분기 평균 이익은 155.4%를 기록하였다. Vital Farms의 Zacks 콘센서스 추정치에 따르면, 현재 회계연도 회사의 매출과 이익은 작년 동기대비 각각 18.6% 및 35.6% 씩 증가할 것으로 예상된다. Utz Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UTZ#NYSE">UTZ</a>)는 다양한 종류의 허절고 간식을 생산하는 회사로 현재 Zacks Rank #2 (Buy)를 기록 중이다. UTZ의 지난 4분기 평균 이익은 2.6%를 기록하였다. Utz Brands의 현재 회계연도 이익에 대한 Zacks 콘센서스 추정치에 따르면, 작년 동기대비 17.5% 씩의 증가가 예상된다.

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