Campbell Soup Company·Consumer Defensive

Campbell (CPB) reported earnings 30 days ago. What's next for the stock?

Things went downhill for Campbell's (NASDAQ: CPB) in November 2025, when the then-vice president and chief information security officer, Martin Bally, was caught on tape mocking “poor people,” calling the company's own products “3D-printed meat,” and making racist comments about his co-workers.

Shares of The Campbell's Company (NASDAQ: CPB - Get Free Report) have received an average recommendation of "Reduce" from the twenty-one ratings firms that are presently covering the stock, Marketbeat reports. Eight equities research analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation and two have given a buy recommendation

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Campbell Soup Company (CPB) remains a Buy, trading at attractive valuations with a resilient dividend yield and prudent cost management. CPB faces near-term headwinds, with Q2'FY26 missing estimates, guidance getting cut, and organic net sales now expected to decline 1–2%. Cost savings, stable free cash flow, and smart refinancing underpin CPB's financial stability despite macro and structural risks.

The Campbell's Company is at multi-decade lows. They offer a 7% dividend yield, and the forward P/E is at 10, but the company faces significant near-term headwinds. Sales are declining, margins are contracting, and FY2026 guidance was lowered, reflecting ongoing macro environment challenges. Despite the weakness, Campbell's cost control and new product launches targeting cook-at-home trends offer some upside potential.
Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; Plum baby food and snacks; V8 juices and beverages; and Campbell's tomato juice. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products; Milano cookies and Goldfish crackers; and Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory Pretzel Crisps, Pop Secret popcorn, Emerald nuts, and other snacking products. This segment is also involved in the retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores, as well as e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was founded in 1869 and is headquartered in Camden, New Jersey.
Consumer Defensive
Packaged Foods
14,400
1954-12-13
0.03