Expectations trend
FY2028 · fiscal year ending 2028-08-02 · fmp
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
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.81 → 1.81 EPS · FY ending Aug 2, 2028 · 12 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 12 to 12; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CPB yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve cost savings of $200 million by Q3 2026 | Profit margins and cost savings support steady cash flow. | Intact | cost savings fall below $200 million by Q3 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-08-02 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
CPB is a defensive consumer staples business with a cost-improvement and debt-reduction story. The long-term thesis is intact, though the signal has shifted from mildly favorable to mixed and the evidence snapshot has medium confidence.
Valuation is described as cheap versus peers, while the market-expectations gap is modest. The priced-in tag is stretched, but fragility is low because the evidence points to weak execution quality rather than a wider combination of expensive valuation and turbulent conditions.
Near term, results face pressure: revenue and adjusted operating profit declined across the reported quarters, and CPB recently missed earnings after a run of misses. Cost savings have risen from $160 million to $225 million, supporting progress toward management’s fiscal 2030 goal, while the dividend reset is intended to speed debt reduction. The stated focus on sustainable profitable growth remains behind the financial trajectory.
A guidance cut would be a meaningful negative, especially given the recent pattern of earnings misses. Continued weakness in employment could add recession concerns for consumer staples, while stronger results and guidance from sector peers could support sector momentum. The multi-year view also depends on whether cost savings translate into durable profitable growth.
Over the next 1 to 3 years, CPB’s long-term thesis rests on delivering cost savings, reducing debt, and restoring profitable growth despite near-term operating pressure. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Campbell's Company (The)'s published investment case. The stated target is No material disruption from executive departures through early 2027. |
| Under Pressure |
| significant disruption or delays from leadership changes |
Qualitative: 1 exec departure (Poland) with transition to Jan 2027 Daniel Poland stepping down, assisting transition until Jan 10, 2027. No other leadership disruptions reported. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain adjusted EBIT near $274 million in Q3 2026 | A supporting condition in Campbell's Company (The)'s published investment case. The stated target is >= $274 million adjusted EBIT. | Broken | adjusted EBIT falls below $274 million in Q3 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stabilize revenue near $9.8 billion in fiscal 2026 | The company reaffirms full-year revenue near $9.8 billion. | Broken | revenue falls below $9.79 billion in FY 2026 | Revenue: $2.137B FY2026-Q4; GAAP. Published target: >= $9.79 billion total revenue. Annual target cannot be compared with a quarterly or TTM observation. Sep 24, 20262,137,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.82 → $1.81 · observed estimates
$9.44B → $9.43B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-09-04 | $1.82 | $9,442,464,627 | 6 / 12 |
| 2026-09-05 | $1.80 | $9,412,648,252 | 9 / 12 |
| 2026-09-06 | $1.80 | $9,412,648,252 | 10 / 12 |
| 2026-09-07 | $1.80 | $9,412,648,252 | 10 / 12 |
| 2026-09-08 | $1.82 | $9,428,865,728 | 10 / 13 |
| 2026-09-09 | $1.82 | $9,428,865,728 | 11 / 13 |
| 2026-09-10 | $1.82 | $9,428,865,728 | 11 / 13 |
| 2026-09-11 | $1.82 | $9,428,865,728 | 12 / 13 |
| 2026-09-12 | $1.82 | $9,428,865,728 | 12 / 13 |
| 2026-09-13 | $1.82 | $9,428,865,728 | 12 / 13 |
| 2026-09-14 | $1.82 | $9,428,865,728 | 12 / 13 |
| 2026-09-15 | $1.82 | $9,428,865,728 | 12 / 13 |
| 2026-09-16 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-17 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-18 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-19 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-20 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-21 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-22 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-23 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-24 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-25 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-26 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-27 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-28 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-29 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-09-30 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-10-01 | $1.81 | $9,428,865,728 | 11 / 13 |
| 2026-10-02 | $1.81 | $9,428,865,728 | 12 / 13 |
| 2026-10-03 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-04 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-05 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-06 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-07 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-08 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-09 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-10 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-11 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-12 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-13 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-14 | $1.81 | $9,428,865,728 | 12 / 14 |
| 2026-10-15 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-16 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-17 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-18 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-19 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-20 | $1.81 | $9,427,465,728 | 12 / 14 |
| 2026-10-21 | $1.81 | $9,424,232,395 | 12 / 14 |
| 2026-10-22 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-23 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-24 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-25 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-26 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-27 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-28 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-29 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-30 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-10-31 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-11-01 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-11-02 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-11-03 | $1.81 | $9,425,618,112 | 12 / 14 |
| 2026-11-04 | $1.81 | $9,425,618,112 | 12 / 14 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 13 Hold · 6 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Dec 8, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.