CPB

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Campbell's (CPB) stock was in focus after the company reported quarterly earnings that surpassed Wall Street expectations, with 1% sales growth and earnings beating forecasts despite ongoing tariff and inflation pressures. See our latest analysis for Campbell's. Even with the earnings beat and a reaffirmed quarterly dividend of US$0.39 per share, Campbell's share price is down 26.8% over the past three months and the 1 year total shareholder return has declined 39.3%. This points to fading momentum as investors reassess future growth and risk around tariffs and inflation. If you want to see what other parts of the market are attracting attention right now, it could be worth scanning 18 top founder-led companies With the stock down sharply over the past year, trading at a discount to analyst price targets and an estimated intrinsic value, investors may question whether Campbell's is being undervalued or whether the market is already pricing in its future growth. Campbell's most followed narrative pegs fair value at $23.59, above the last close of $20.34, framing the recent share price slide against a higher earnings outlook. Read the complete narrative. Want to see what sits behind that earnings bridge and margin lift story? The narrative leans on steady sales, fatter margins, and a lower future earnings multiple than many peers. Curious how those ingredients combine into a higher fair value than where the stock trades today? Result: Fair Value of $23.59 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those margin and earnings assumptions could unravel if tariff driven input costs bite harder than expected, or if volumes in key snacks and soup categories keep sliding. Find out about the key risks to this Campbell's narrative. With sentiment clearly split between risks and rewards, now is the time to review the full picture yourself and decide how it stacks up against your expectations by weighing 5 key rewards and 2 important warning signs Do not stop your research with just one stock, because a broader watchlist often reveals opportunities you would otherwise miss. Spot potential growth stories early by reviewing the 29 elite penny stocks with strong financials that already show healthier financia...

CAMDEN, N.J., May 19, 2026--(BUSINESS WIRE)--The Campbell’s Company (NASDAQ:CPB) (Campbell’s) announced it will report its financial results for the third quarter fiscal 2026 ended May 3, 2026 on June 8, 2026. A press release, slide presentation, transcript and audio of pre-recorded management remarks will be available at 7:15 a.m. ET. Mick Beekhuizen, President and Chief Executive Officer, and Todd Cunfer, Executive Vice President and Chief Financial Officer will host a live question-and-answer session at 9:00 a.m. ET. Please visit the "Events & Presentations" section of Campbell’s investor relations website at investor.thecampbellscompany.com to access these materials and the live Q&A webcast. A full transcript and replay of the Q&A will be posted in the same location within 24 hours of the event. All interested parties are invited to listen to the Q&A session at 9:00 a.m. ET at this link. Participation by the media is in listen-only mode. Call-in details are as follows:Time/Date: Monday, June 8, 2026, at 9:00 a.m. ETParticipant Toll Free Dial-In Number: (800) 715-9871Participant International Dial-In Number: (646) 307-1963Conference ID: 3623156 About The Campbell’s Company For 155 years, The Campbell’s Company (NASDAQ:CPB) (Campbell’s) has been connecting people through food they love. Headquartered in Camden, N.J. since 1869, generations of consumers have trusted us to provide delicious and affordable food and beverages. Today, the company is a North American focused brand powerhouse, generating fiscal 2025 net sales of $10.3 billion across two divisions: Meals & Beverages and Snacks. Our portfolio of 16 leadership brands includes Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s Homemade, Snack Factory, Snyder’s of Hanover, Swanson and V8. For more information, visit thecampbellscompany.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519484080/en/ Contacts Investor Contact: Joshua [email protected] Media Contact: Casey Keshner(717) [email protected]

Earlier this month, Campbell's reported quarterly earnings that surpassed Wall Street expectations, with sales inching higher despite tariff and inflation pressures. The company also declared a regular quarterly dividend of US$0.39 per share, reinforcing its commitment to ongoing cash returns for shareholders. Next, we’ll examine how Campbell’s better-than-expected earnings performance may influence its existing investment narrative and risk-reward balance. Find 51 companies with promising cash flow potential yet trading below their fair value. To own Campbell’s, you need to be comfortable with a slow‑growing packaged food business where the key short term catalyst is margin stability in the face of tariffs and inflation. The latest earnings beat and modest sales growth are encouraging, but they do not remove the risk that higher aluminum and input costs could squeeze profits if pricing and productivity gains fall short. The reaffirmed US$0.39 quarterly dividend stands out here, because it shows Campbell’s is continuing to return cash even as earnings and margins face tariff and cost headwinds. For investors focused on the risk‑reward tradeoff, this capital return sits alongside execution on cost savings and supply chain efficiency as a key part of the near term story for the stock. Yet beneath the reassuring dividend, investors should be aware that Campbell’s exposure to tariff‑driven input costs and shifting consumer tastes could... Read the full narrative on Campbell's (it's free!) Campbell's narrative projects $10.2 billion revenue and $832.9 million earnings by 2029. This requires flat yearly revenue growth and about a $282.9 million earnings increase from $550.0 million today. Uncover how Campbell's forecasts yield a $23.59 fair value, a 18% upside to its current price. Some of the most optimistic analysts were previously modeling revenue of about US$10.9 billion and earnings of roughly US$1.2 billion by 2028, which is far more upbeat than consensus and could look very different once the latest tariff and earnings developments are fully reflected in forecasts, highlighting how much your view on Campbell’s can diverge from others. Explore 8 other fair value estimates on Campbell's - why the stock might be worth 10% less than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go...

CAMDEN, N.J., May 13, 2026--(BUSINESS WIRE)--The Board of Directors of The Campbell’s Company (NASDAQ:CPB) (Campbell’s) today declared a regular quarterly dividend on the company’s capital stock of $0.39 per share. The quarterly dividend is payable Aug. 3, 2026, to shareholders of record at the close of business as of July 2, 2026. About The Campbell’s Company For more than 155 years, The Campbell’s Company (NASDAQ:CPB) (Campbell’s) has been connecting people through food they love. Headquartered in Camden, N.J. since 1869, generations of consumers have trusted us to provide delicious and affordable food and beverages. Today, the company is a North American focused brand powerhouse, generating fiscal 2025 net sales of $10.3 billion across two divisions: Meals & Beverages and Snacks. Our portfolio of 16 leadership brands includes Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory, Snyder’s of Hanover, Swanson and V8. For more information, visit thecampbellscompany.com View source version on businesswire.com: https://www.businesswire.com/news/home/20260513845492/en/ Contacts INVESTOR CONTACT: Joshua Levine [email protected] MEDIA CONTACT: Casey Keshner (717) 395-1642 [email protected]

The Campbell’s Company (NASDAQ:CPB) is included among the 14 Value Stocks with Highest Dividends. On April 14, Barclays analyst Andrew Lazar lowered the firm’s price recommendation on The Campbell’s Company (NASDAQ:CPB) to $21 from $23. It reiterated an Underweight rating on the shares. The firm updated its targets across the consumer staples group as part of its Q1 preview. It said it has “growing caution” heading into earnings, pointing to higher input costs. In food, the analyst also highlighted “building concerns” around the sustainability of the dividend for certain companies, according to a research note. On April 14, BTIG LLC analyst Rob Dickerson initiated coverage of Campbell’s with a Neutral rating. The firm said that given category and brand positioning, along with ongoing volume deleverage, cost inflation, execution disruptions, and mix, near-term top-line and margin recovery potential appears limited. It added that when factoring in leverage and constrained cash flexibility, the stock’s current discounted valuation is warranted, according to a research note. The Campbell’s Company (NASDAQ:CPB), formerly Campbell Soup Company, provides food and beverages. It operates through two divisions: Meals & Beverages and Snacks. While we acknowledge the potential of CPB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 NASDAQ Stocks with Highest Dividends and 15 Cash-Rich Dividend Stocks to Invest In Right Now Disclosure: None. Follow Insider Monkey on Google News.

It has been about a month since the last earnings report for Campbell's (CPB). Shares have lost about 4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Campbell due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for The Campbell's Company before we dive into how investors and analysts have reacted as of late. The Campbell's Company reported second-quarter fiscal 2026 results, with the top and bottom lines missing the Zacks Consensus Estimate. Both net sales and earnings experienced year-over-year declines. Adjusted earnings per share (EPS) were 51 cents, down 31% year over year, due to lower adjusted earnings before interest and taxes (“EBIT”). The bottom line also missed the Zacks Consensus Estimate of 57 cents. Net sales of $2,564 million decreased 5% year over year, and missed the Zacks Consensus Estimate of $2,606 million. Organic net sales, which exclude divestitures, decreased 3% to $2.6 billion, due to lower volume and unfavorable product mix, while net price realization remained neutral. The company’s adjusted gross profit fell to $710 million from $815 million. The adjusted gross profit margin declined 270 basis points (bps) to 27.7%. The margin decrease was primarily due to cost inflation, supply-chain expenses, tariff impacts and unfavorable volume/mix, partly offset by cost-saving measures, supply-chain productivity gains and modest price realization. Adjusted marketing and selling expenses decreased 3% to $248 million, primarily due to reduced selling expenses and ongoing cost-reduction initiatives. Adjusted administrative expenses dipped 3% to $152 million, reflecting cost-saving efforts, partially offset by higher benefit-related costs and inflationary pressures. The adjusted EBIT dropped 24% to $282 million, mainly owing to reduced adjusted gross profit, somewhat offset by lower adjusted administrative expenses and adjusted marketing and selling expenses. Meals & Beverages: Net sales decreased 4% to $1,650 million for the quarter. Excluding the noosa divestiture, organic net sales declined 2%, caused by lower sales in U.S. soup, Prego pasta sauces, foodservice and V8 beverages, partially offset by growth in Rao’s. Overall sales reflected a 2% decline in volume/mix,...

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Campbell's faced a challenging Q4 as the company missed both revenue and non-GAAP profit expectations, prompting a significant drop in its share price. Management attributed the underperformance to persistent execution issues in the Fresh Bakery segment, increased competitive pressure in Salty Snacks, and volume declines across core categories. CEO Mick Beekhuizen acknowledged, “We ran into execution challenges as we described. When I look at the remainder of the year, I expect that in Q3 we will likely see some continued headwinds.” Management’s commentary reflected a cautious and self-critical stance as they addressed margin compression and the need for operational stabilization. Is now the time to buy CPB? Find out in our full research report (it’s free). Revenue: $2.56 billion vs analyst estimates of $2.61 billion (4.5% year-on-year decline, 1.6% miss) Adjusted EPS: $0.51 vs analyst expectations of $0.57 (10.6% miss) Adjusted EBITDA: $384 million vs analyst estimates of $407.2 million (15% margin, 5.7% miss) Management lowered its full-year Adjusted EPS guidance to $2.20 at the midpoint, a 11.1% decrease Operating Margin: 10.6%, down from 12.2% in the same quarter last year Organic Revenue fell 3% year on year (miss) Sales Volumes fell 4% year on year (0% in the same quarter last year) Market Capitalization: $6.43 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Andrew Lazar (Barclays) asked about the solutions for Salty Snacks’ competitive intensity and margin outlook. CEO Mick Beekhuizen described a targeted promotional strategy, while CFO Todd Comfer clarified that margin improvement would be gradual, with stabilization expected later in the year. Tom Palmer (JPMorgan) sought clarity on Fresh Bakery’s manufacturing and route-to-market challenges. Beekhuizen explained that both distribution and production issues were being addressed by cross-functional teams, with progress already visible but full normalization expected by Q4. Peter Galbo (Bank of America) questioned the reliance on promotions versus permanent price cuts in chips. Beekhuizen responded that a surgical and brand-specific approach would be...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Campbell Soup Company (NasdaqGS:CPB) has appointed Joshua Levine as Chief Investor Relations Officer. Levine succeeds Rebecca Gardy, who is retiring from the role. The change places Levine in charge of investor communications and outreach during a period of operational and industry shifts. Campbell, best known for its soup, snacks, and packaged food brands, sits in the middle of an industry that is adjusting to changing consumer preferences, cost pressures, and ongoing supply chain considerations. Investor Relations is a key touchpoint for how these themes are explained to shareholders, so this leadership change matters for how you hear about the company’s priorities and decision making. For investors following NasdaqGS:CPB, Levine’s appointment signals where the company wants to focus its messaging, especially around execution, capital allocation, and long term brand positioning. How clearly and consistently he communicates could influence how markets interpret management’s plans and how the company’s risk and opportunity set is understood over time. Stay updated on the most important news stories for Campbell's by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Campbell's. Does the team leading Campbell's have what it takes? See our full breakdown of the management team's track record and compensation. For Campbell’s, this Investor Relations change lands at a sensitive time. Recent results showed lower sales and earnings for the latest quarter and first half of fiscal 2026, and several brokers have cut price targets while keeping neutral or hold stances. Bringing in Joshua Levine, who has both food-industry IR experience and a background as a buyside analyst, suggests Campbell’s wants someone who understands how investors think about volume pressure, margins and capital returns such as buybacks. His prior roles at Simply Good Foods and Sovos Brands, plus earlier hedge fund and J.P. Morgan work, mean he is familiar with how branded food names like General Mills, Kellogg and Kraft Heinz are compared against each other on resilience and execution. For you, this move does not change the earnings backdrop on its own. However, it can influence the quality of info...

The Campbell’s Company (NASDAQ:CPB) is one of the stocks Jim Cramer evaluated, along with the fragile food market. Cramer noted that the company’s latest quarter was “awful across the board.” The Mad Money host said: A stock market chart. Photo by Arturo A on Pexels The Campbell’s Company (NASDAQ:CPB) manufactures and sells soups, broths, sauces, juices, frozen meals, and beverages. In addition, it offers a wide range of snacks through brands such as Pepperidge Farm, Goldfish, Snyder’s of Hanover, Cape Cod, and Kettle Brand. While we acknowledge the potential of CPB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

The Campbell's Company CPB reported second-quarter fiscal 2026 results, with the top and bottom lines missing the Zacks Consensus Estimate. Both net sales and earnings experienced year-over-year declines. Adjusted earnings per share (EPS) were 51 cents, down 31% year over year, due to lower adjusted earnings before interest and taxes (“EBIT”). The bottom line also missed the Zacks Consensus Estimate of 57 cents. The Campbell's Company price-consensus-eps-surprise-chart | The Campbell's Company Quote Net sales of $2,564 million decreased 5% year over year, and missed the Zacks Consensus Estimate of $2,606 million. Organic net sales, which exclude divestitures, decreased 3% to $2.6 billion, due to lower volume and unfavorable product mix, while net price realization remained neutral. The company’s adjusted gross profit fell to $710 million from $815 million, which missed our estimate of $753.6 million. The adjusted gross profit margin declined 270 basis points (bps) to 27.7%. The margin decrease was primarily due to cost inflation, supply-chain expenses, tariff impacts and unfavorable volume/mix, partly offset by cost-saving measures, supply-chain productivity gains and modest price realization. Adjusted marketing and selling expenses decreased 3% to $248 million, primarily due to reduced selling expenses and ongoing cost-reduction initiatives. Adjusted administrative expenses dipped 3% to $152 million, reflecting cost-saving efforts, partially offset by higher benefit-related costs and inflationary pressures. The adjusted EBIT dropped 24% to $282 million, mainly owing to reduced adjusted gross profit, somewhat offset by lower adjusted administrative expenses and adjusted marketing and selling expenses. We expected an adjusted EBIT to drop 17% for the quarter. Meals & Beverages: Net sales decreased 4% to $1,650 million for the quarter. Excluding the noosa divestiture, organic net sales declined 2%, caused by lower sales in U.S. soup, Prego pasta sauces, foodservice and V8 beverages, partially offset by growth in Rao’s. Overall sales reflected a 2% decline in volume/mix, partially offset by 1% favorable price realization. Sales were also affected by an estimated 1% headwind from January storm-related shipment delays. We anticipated the segment to decline 3.7% in the fiscal second quarter. Snacks: Net sales decreased 6% to $914 million in the quarter. Organic ne...