{"id":52628,"date":"2025-09-03T07:38:23","date_gmt":"2025-09-03T11:38:23","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/market-movers-campbells-q4-mixed-mcdonalds-added-to-conviction-list-pepsico-target-raised\/52628\/"},"modified":"2025-09-03T07:38:23","modified_gmt":"2025-09-03T11:38:23","slug":"market-movers-campbells-q4-mixed-mcdonalds-added-to-conviction-list-pepsico-target-raised","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-movers-campbells-q4-mixed-mcdonalds-added-to-conviction-list-pepsico-target-raised\/52628\/","title":{"rendered":"Market Movers: Campbell&#8217;s Q4 Mixed, McDonald&#8217;s Added to Conviction List, PepsiCo Target Raised"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Campbell Soup Company (<a href=\"\/stock\/CPB\">CPB<\/a>) reported mixed fourth-quarter results, with adjusted earnings per share (EPS) of <strong>62 cents<\/strong> surpassing estimates of 56 cents, but net sales of <strong>$2.32 billion<\/strong> slightly missing the $2.33 billion forecast.<\/strong><\/li>\n<li><strong>Goldman Sachs has shown strong confidence in McDonald&#39;s (<a href=\"\/stock\/MCD\">MCD<\/a>), recommending the fast-food giant&#39;s stock be added to its prestigious US Conviction List.<\/strong><\/li>\n<li><strong>TD Cowen increased its target price for PepsiCo (<a href=\"\/stock\/PEP\">PEP<\/a>) to <strong>$155<\/strong> from <strong>$140<\/strong>, signaling a positive outlook for the beverage and snack conglomerate.<\/strong><\/li>\n<li><strong>Campbell&#39;s also provided a cautious outlook for fiscal year 2026, projecting adjusted EPS between <strong>$2.40<\/strong> and <strong>$2.55<\/strong>, which falls below the analyst consensus of $2.61.<\/strong><\/li>\n<\/ul>\n<h2>Campbell&#39;s Reports Mixed Q4 and Cautious 2026 Outlook<\/h2>\n<p>Campbell Soup Company (<a href=\"\/stock\/CPB\">CPB<\/a>) announced its fourth-quarter earnings, delivering a beat on adjusted EPS but a slight miss on net sales. The company reported adjusted EPS of <strong>62 cents<\/strong>, comfortably exceeding the analyst estimate of 56 cents. However, net sales came in at <strong>$2.32 billion<\/strong>, just shy of the anticipated <strong>$2.33 billion<\/strong>.<\/p>\n<p>Looking ahead, Campbell&#39;s offered a more conservative forecast for fiscal year 2026. The company projects adjusted EPS to range from <strong>$2.40<\/strong> to <strong>$2.55<\/strong>, a figure that falls below the consensus analyst estimate of <strong>$2.61<\/strong>. <em>This guidance suggests potential headwinds or a cautious approach to future growth, which could influence investor sentiment.<\/em><\/p>\n<h2>Goldman Sachs Adds McDonald&#39;s to US Conviction List<\/h2>\n<p>In a significant show of confidence, Goldman Sachs has recommended adding McDonald&#39;s (<a href=\"\/stock\/MCD\">MCD<\/a>) stock to its coveted US Conviction List. Inclusion on this list signifies Goldman Sachs&#39;s highest conviction investment ideas, indicating a strong belief in the company&#39;s future performance. <em>This endorsement from a major investment bank could provide a substantial boost to McDonald&#39;s stock, highlighting its perceived strength in the consumer discretionary sector.<\/em><\/p>\n<h2>TD Cowen Raises PepsiCo&#39;s Target Price<\/h2>\n<p>TD Cowen has issued an optimistic update on PepsiCo (<a href=\"\/stock\/PEP\">PEP<\/a>), raising its target price for the beverage and snack giant. The new target price stands at <strong>$155<\/strong>, an increase from the previous <strong>$140<\/strong>. <em>This upward revision reflects an analyst&#39;s belief in PepsiCo&#39;s continued growth trajectory and strong market position, potentially driven by its diverse portfolio and resilient consumer demand.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Campbell Soup Company (CPB) reported mixed fourth-quarter results, with adjusted earnings per share (EPS) of 62 cents surpassing [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[69,294,1361,1807,3886,5296,7202,9911],"class_list":["post-52628","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-mcd","tag-pep","tag-cpb","tag-earnings","tag-eps","tag-analyst-ratings","tag-consumer-staples","tag-food-beverage"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/52628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=52628"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/52628\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=52628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=52628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=52628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}