Third Point's Campbells (CPB) Presentation | Value Investing News

Third Point's Campbells (CPB) Presentation

  • Dan Loeb 's hedge fund firm Third Point has an activist position in Campbells (CPB).
  • They recently released a presentation called #RefreshTheRecipe where they are pushing for change at the company.Third Point highlights that Campbells has underperformed both peers and the S&P under various timelines (19% shareholder return vs 306% for S&P over the last 20 years).
  • Third Point seeks to replace the board to enact change and originally pushed for the company to sell itself or merge with another packaged foods company.
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