◆ Contrarian Corpus
Campaigns / Third Point → Campbell Soup Company
Third Point vs. Campbell Soup Company

Campbell Soup Company · CPB

1 deck published between 2018-10-01 and 2018-10-01 — 45 pages, 45 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-10-01 proxy fight

    2018 10 Third Point Campbell Presentation October 2018

    45pp · full_deck

    Campbell's incumbent board delivered 19% TSR vs 306% S&P over 20 years; replace the entire board with Third Point's Independent Slate to unlock $52-58/share via turnaround, breakup, or sale.