Analysts Are Neutral on These Consumer Goods Stocks: Campbell Soup (CPB), Vita Coco Company (COCO)We are lowering our FY26 gross margin and Adjusted EBITDA estimates below consensus, but broadly in-line with buy-side expectations, based upon current tariffs. COCO's FY25 guidance included just the 10% baseline, and didn't include any additional reciprocal or negotiated tariffs. We estimate that the weighted average tariff on COCO's imports from Southeast Asia (which we estimate at ~80% of its sourcing) is currently in the 19-20% range, and tariffs on Brazilian imports are currently 50%. While we believe that COCO has flexibility to offset most of the incremental tariff headwinds for FY25, we expect additional GM pressure in FY26, even with lower ocean freight rates. As a result, we are lowering 34.6% vs the 36.8% consensus, and are lowering our FY26 Adjusted EBITDA from $111 to $95M vs the $109M consensus.