Clearly the ball is in Unilever's court.

284

I think $70 will probably get them to the table and $72-to-$75 will close the deal.

194

They had trouble because condensed soup is increasingly seen as not convenient enough. There hasn't been enough product innovation. Consumption has been in a downturn for some time now, and soup has been the heart and soul of this company with high margins.

171

Campbell's board is getting real impatient with these restructurings. Really, to me, it's getting increasingly difficult to figure out what's left to cut.

149

The problem with Campbell is they have not shown the ability to grow their condensed food line. The concern is that over time, you're going to have to do a makeover on the whole line.

131