Hormel Foods versus Campbell's
Hormel Foods is an industrial scale grocery supplier. Similar footprint to that of Campbell's 
CPB but with a lower OpEx and higher revenues.
Notably, the company trades at nearly 3x P/S versus Campbell's which trades at 2x P/S.
Both seem like logical, undervalued, consumer staples, though I would see a convergence in this price differential as we come closer to earnings.
CPB but with a lower OpEx and higher revenues. Notably, the company trades at nearly 3x P/S versus Campbell's which trades at 2x P/S.
Both seem like logical, undervalued, consumer staples, though I would see a convergence in this price differential as we come closer to earnings.
Pierce Crosby
GM, Americas @ TradingView
GM, Americas @ TradingView
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