Campbell's Company (The) (CPB)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$21.38-3.39%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
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: fringe margins under pressure (0q confirmed)
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 broken — Stabilize revenue near $9.8 billion in fiscal 2026: FY26 revenue guidance $9.8B vs $9.79B target.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCPB's growth depends on stabilizing revenue near $9.8 billion in fiscal 2026. Recent earnings showed a miss with revenue down 8% year over year. It trades at 8.9× P/E versus a peer median of 12.5×. This suggests the price reflects less growth than expected. The primary risk is the latest earnings miss, which raises concerns about future guidance. Peer multiples imply a price about 10% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. 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 Sep 2026).
Based on 10 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.
Free account required to save the handoff. No credit card.
| 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 2026-09-04. 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.
Threatens: Reset dividend to accelerate debt reduction
Dividend cut raises concerns about capital allocation 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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.38.
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.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Focus on sustainable profitable growth
Strategic pivot indicates focus on sustainable profitable growth.
Threatens: Reaffirm full-year fiscal 2026 guidance
Weaker guidance impacts growth outlook and investor confidence.
Threatens: Reaffirm full-year fiscal 2026 guidance
Weaker guidance impacts growth outlook and investor confidence.
Advances: Reset dividend to accelerate debt reduction
Dividend cut supports debt reduction strategy.
Threatens: Focus on sustainable profitable growth
Weaker profit and sales miss hinder sustainable growth focus.
Advances: Accelerate cost savings initiatives
Cost-savings plan aligns with management's objective.
Threatens: Reaffirm full-year fiscal 2026 guidance
Lagging earnings and revenue estimates threaten growth objectives.
