We’ve been scanning earnings this quarter, looking for signals about shifting consumer behavior, and something interesting popped out at us in Campbell’s latest earnings report. No, they’re not launching a subscription service (yet). But buried in the numbers and commentary was a clear message: people are eating out less and cooking at home more, and it’s starting to look like more than a passing trend. Here’s what Campbell’s CEO said:
“Consumers are cooking at home at the highest levels since ...
HELLO!
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