Campbell's Company (The) (CPB)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$23.43+0.73%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
Research Workspace
Put CPB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Stabilize revenue near $9.8 billion in fiscal 2026: Comparison needs review.
View ThesisManagement screens strong on earnings delivery, margins.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskCPB needs to stabilize revenue near $9.8 billion. This goal is currently under pressure. Revenue fell 8% in the last quarter. The company also missed its earnings target. It trades at 10 times earnings. Peers trade at 13 times earnings. The market expects more growth than we see. This premium needs to be earned. The revenue comparison is not yet verified. The thesis comparison is not yet verified. Peer multiples imply a price about 14% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. CPB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering CPB (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CPB in the last 4 months.
Continue this research
Compare CPB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CPB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put CPB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Reset dividend to accelerate debt reduction
Dividend cut supports debt reduction strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $23.43
The last 12 months of price, then the range of analyst 12-month targets from today’s $23.43.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Reset dividend to accelerate debt reduction
Weak earnings and high leverage impact debt reduction efforts.
Advances: Reset dividend to accelerate debt reduction
Dividend cut supports debt reduction strategy.
Threatens: Reset dividend to accelerate debt reduction
Dividend cut impacts capital allocation strategy.
Advances: Accelerate cost savings initiatives targeting $500M by 2030
Focus on pricing and cuts supports cost savings initiatives.
Threatens: Focus on sustainable profitable growth
Weak demand undermines sustainable profitable growth.
Threatens: Reset dividend to accelerate debt reduction
Dividend cut raises concerns about capital allocation strategy.
Advances: Focus on sustainable profitable growth
Strategic pivot indicates focus on sustainable profitable growth.
