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The Campbell's Company

The Campbell's Company

NASDAQ•CPB
CEO: Mr. Mark A. Clouse
Sector: Consumer Defensive
Industry: Packaged Foods
Listing Date: 1954-12-13
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in 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; V8 juices and beverages; Campbell's tomato juice; Rao's pasta sauces, dry pasta, frozen entrées, frozen pizza and soups; Michael Angelo's frozen entrées and pasta sauces; and noosa yogurts, as well as snacking products in foodservice in Canada. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, that includes Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, 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 formerly known as Campbell Soup Company and changed its name to The Campbell's Company in November 2024. The company was founded in 1869 and is headquartered in Camden, New Jersey.
Contact Information
1 Campbell Place, Camden, NJ, 08103-1799, United States
856-342-4800
www.campbellsoupcompany.com
Market Cap
$8.56B
P/E (TTM)
22.2
10.4
Dividend Yield
5.4%
52W High
$43.85
52W Low
$27.85
52W Range
5%
Rank32Top 16.7%
5.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$2.68B-3.43%
4-Quarter Trend

EPS

$0.65-10.96%
4-Quarter Trend

FCF

$97.00M-15.65%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Increased 6% Net sales reached $10.253B USD in 2025, showing 6% growth, driven by Sovos acquisition benefit.
Earnings Per Share Growth Attributable EPS was $2.01 USD in 2025, up from $1.89 USD in 2024, despite comparability impacts.
Meals & Beverages Earnings Up Meals & Beverages operating earnings increased 10% in 2025, benefiting from Sovos acquisition integration and favorable volume/mix.
Strong Liquidity Position Maintained Cash provided by operations totaled $1.131B USD in 2025, supporting liquidity needs and debt management.

Risk Factors

Gross Margin Under Pressure Gross profit margin declined to 30.4% in 2025 from 31.2% in 2023 due to cost inflation impacts.
Future Tariff Cost Pressures Expecting more significant cost pressures in 2026 primarily driven by anticipated tariff impacts across supply chain.
Significant Trademark Impairments Recognized $176M USD in total impairment charges on various trademarks during 2025, reflecting lowered long-term outlooks.
Customer Concentration Risk Five largest customers accounted for 47% of consolidated net sales in 2025, posing concentration risk.

Outlook

Increased Cost Savings Target Increased ongoing cost savings target to $375M USD by end of 2028 through optimization initiatives.
2026 Capital Expenditure Forecast Anticipated capital expenditures for 2026 are projected around $420M USD, focusing on network optimization.
Strategic Pillar Execution Focus Strategy focuses on Top Team development, Best Portfolio growth, Winning Execution, and Lasting Impact goals.
Latin America Segment Shift Beginning in 2026, Latin America retail business will be managed under the Meals & Beverages segment structure.

Peer Comparison

Revenue (TTM)

Pilgrim's Pride CorporationPPC
$18.35B
+1.8%
Hormel Foods CorporationHRL
$12.11B
+1.6%
Conagra Brands, Inc.CAG
$11.45B
-4.1%

Gross Margin (Latest Quarter)

New Oriental Education & Technology Group Inc.EDU
58.1%
-1.2pp
Molson Coors Beverage CompanyTAP
39.5%
-0.1pp
The J. M. Smucker CompanySJM
37.3%
-1.7pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
HRL$13.20B27.65.4%21.3%
SJM$10.71B-9.0-19.1%44.9%
TAP$9.69B-4.6-16.7%27.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.1%
Flat Growth
4Q Net Income CAGR
3.9%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Mar 3, 2026
|
EPS:-
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Nov 2, 2025|Filed: Dec 9, 2025|
    Revenue: $2.68B-3.4%
    |
    EPS: $0.65-11.0%
    Miss
  • Form 10-K - FY 2025

    Period End: Aug 3, 2025|Filed: Sep 18, 2025|
    Revenue: $10.25B+6.4%
    |
    EPS: $2.02+6.3%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Apr 27, 2025|Filed: Jun 2, 2025|
    Revenue: $2.48B+4.5%
    |
    EPS: $0.22-51.1%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jan 26, 2025|Filed: Mar 5, 2025|
    Revenue: $2.69B+9.3%
    |
    EPS: $0.58-14.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Oct 27, 2024|Filed: Dec 4, 2024|
    Revenue: $2.77B+10.1%
    |
    EPS: $0.73-7.6%
    Miss
  • Form 10-K - FY 2024

    Period End: Jul 28, 2024|Filed: Sep 19, 2024|
    Revenue: $9.64B+3.0%
    |
    EPS: $1.90-33.8%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Apr 28, 2024|Filed: Jun 5, 2024|
    Revenue: $2.37B+6.3%
    |
    EPS: $0.45-16.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jan 28, 2024|Filed: Mar 6, 2024|
    Revenue: $2.46B-1.2%
    |
    EPS: $0.68-12.8%
    Miss