Campbell's Company (The) (CPB)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-07-09
$21.47-2.36%
Close 2026-07-09 · 1-day change
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Track CPB free→Warn: Management is running behind on a stated commitment.
Campbell's keeps cutting costs, reaching $200 million saved by Q3 2026. Earnings per share beat estimates in Q3 at $0.50. The company reaffirms full-year revenue near $9.8 billion. Profit margins and cost savings support steady cash flow.
Revenue has fallen 4% year over year, showing weak demand. Adjusted EBIT dropped 24% to $274 million in Q3 2026. Inflation and competition pressure margins and growth. Executive departures may slow transformation efforts.
The stock price is about 7% below our fair value near $24. Analysts expect about 4% revenue decline next year. Our view is slightly more optimistic on cost savings and margin recovery.
Breaks if: cost savings fall below $200 million by Q3 2026
Campbell's aims to accelerate cost savings initiatives to mitigate cost headwinds and support continued investment in its brands.
Standing thesis, reviewed periodically — not a price target or advice.
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Stated in 3 of last 3 quarters. Total cost savings achieved to $200 million as of 2026-Q3. Despite the focus on cost savings, adjusted EBIT decreased 24% to $274 million in 2026-Q3, indicating limited progress in offsetting cost headwinds.
“CEO: 'We are accelerating cost saving initiatives to mitigate cost headwinds.'”
“CEO: 'Our teams are making great progress on cost savings and productivity initiatives.'”
“CEO: 'We are increasing productivity and accelerating cost savings initiatives.'”
Breaks if: significant disruption or delays from leadership changes
Breaks if: adjusted EBIT falls below $274 million in Q3 2026
Campbell's reaffirms its full-year fiscal 2026 guidance for organic net sales, Adjusted EBIT, and Adjusted EPS.
Stated in 3 of last 3 quarters. Adjusted EBIT decreased 24% to $274 million in 2026-Q3, indicating challenges in meeting guidance targets. Despite reaffirming guidance, the financial trajectory shows limited progress in achieving the expected outcomes.
“The company is reaffirming its previously provided guidance for organic net sales, Adjusted EBIT and Adjusted EPS.”
“Reaffirms full-year fiscal 2026 guidance.”
“Reaffirms full-year fiscal 2026 guidance.”
Breaks if: revenue falls below $9.79 billion in FY 2026
Campbell's is committed to creating sustainable profitable growth over the long term.
Stated in 4 of last 4 quarters. Revenue decreased from $2.7 billion in 2026-Q1 to $2.4 billion in 2026-Q3, reflecting challenges in achieving sustainable growth. Despite recurring focus, the trajectory shows limited progress in reversing revenue declines.
“CEO: 'We continue to be confident in our ability to create sustainable profitable growth over the long-term.'”
“CEO: 'Our brand portfolio fundamentals remain sound, and we continue to be confident in our ability to create sustainable profitable growth.'”
“CEO: 'We are strengthening our conviction in our longer-term outlook driven by our advantaged market-leading brands.'”
“CEO: 'We remain confident in our ability to deliver long-term sustainable, profitable growth.'”
Campbell's reaffirms its full-year fiscal 2026 guidance for organic net sales, Adjusted EBIT, and Adjusted EPS.
Stated in 3 of last 3 quarters. Adjusted EBIT decreased 24% to $274 million in 2026-Q3, indicating challenges in meeting guidance targets. Despite reaffirming guidance, the financial trajectory shows limited progress in achieving the expected outcomes.
“The company is reaffirming its previously provided guidance for organic net sales, Adjusted EBIT and Adjusted EPS.”
“Reaffirms full-year fiscal 2026 guidance.”
“Reaffirms full-year fiscal 2026 guidance.”