US · Consumer Defensive · Packaged Foods
EPS came in at 0.39 against a street estimate of 0.40 — a miss of 2.5%.
Analysts rate Campbell’s Co a hold (1 buy, 13 hold, 6 sell out of 20) with an average price target of $20.79.
CAUTIOUS Campbell's guides FY27 organic sales down ~3%, with Q1 as trough for snacks. $500M cost program over 4 years underway. Modest pricing (4–5% on 60% of portfolio) expected to offset inflation starting Q2; full-year EPS guidance $1.65–$1.80. Q4 FY26 Analysts pressed on snacks recovery timeline, margin structure, cost program detail, and pricing actions. Management reiterated Q1 as trough, emphasized core-consumer refocus and innovation (Goldfish gluten-free, sauces) as recovery keys, acknowledged chips will take longer, and flagged RGM and procurement as profit drivers. Key tension: consumption expected to stay negative through year despite pricing and innovation pushes. 2026-09-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.80% |
| Vanguard Portfolio Management, LLC | 4.17% |
| Vanguard Capital Management, LLC | 3.10% |
| Dimensional Fund Advisors, Inc. | 2.87% |
| Two Sigma Investments LLC | 2.70% |
| State Street Corp | 2.61% |
| Morgan Stanley - Brokerage Accounts | 2.37% |
| UBS Group AG | 2.17% |
| Document | Date |
|---|---|
| Proxy statement · Q1 FY2027 EXECUTIVE PAY • CEO total compensation: The provided document excerpt does not include the executive compensation tables naming the CEO or stating th | 2026-10-07 |
| Company announcement · Q1 FY2027 HEADLINE NUMBERS • Campbell’s priced a $300,000,000 offering of junior subordinated notes on October 1, 2026. • The notes carry an 8.500% fixed-to-f | 2026-10-05 |
| Annual report FY2026 CAMPBELL'S COMPANY (CPB) — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal year ended: August 2, 2026 • Market capitalization (Jan 30, 2 | 2026-09-24 |
| Material agreement · Q1 FY2027 CAMPBELL'S COMPANY (CPB) – FORM 8-K SUMMARY HEADLINE NUMBERS • Credit facility size: $1.85 billion Five-Year Credit Agreement • Maturity extension: | 2026-09-17 |
| Results announced · Q1 FY2027 CAMPBELL'S COMPANY – FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales fiscal 2026: $9.7 billion, down 5% ($0.5 billion decrease); organic de | 2026-09-03 |
| Board / officer change · Q4 FY2026 CAMPBELL'S COMPANY (CPB) – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: June 17, 2026 • Company: The Campbell's Company, headquartered in Camden | 2026-06-17 |
| Quarterly report · Q3 FY2026 CAMPBELL'S COMPANY – Q3 2026 10-Q SUMMARY HEADLINE NUMBERS • Q3 Net Sales: $2,366 million (down 4.4% vs. $2,475 million prior year) • 9-Month Net Sa | 2026-06-08 |
| Results announced · Q4 FY2026 CAMPBELL'S Q3 FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales decreased 4% to $2.4 billion (both reported and organic basis) • Adjusted EBI | 2026-06-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Oct 1, 2026 · pay Nov 2, 2026 | 2026-10-01 |
| Dividend | $0.39 / share ex-date Jul 2, 2026 · pay Aug 3, 2026 | 2026-07-02 |
| Dividend | $0.39 / share ex-date Apr 2, 2026 · pay May 4, 2026 | 2026-04-02 |
| Dividend | $0.39 / share ex-date Jan 8, 2026 · pay Feb 2, 2026 | 2026-01-08 |
| Dividend | $0.39 / share ex-date Oct 2, 2025 · pay Nov 3, 2025 | 2025-10-02 |
| Announcement | Date |
|---|---|
| Equity issuance terms established for acquisition payment and option exercises Campbell Soup Company filed an 8-K disclosing details about equity issuance arrangements related to pending transactions. The company may issue Campbell shares as payment for acquisitions (s | 2025-12-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Campbell’s Co — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.