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The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

Fri, 04 Sep 2026 12:00:00 -0400

CAMDEN, N.J.--(BUSINESS WIRE)-- The Campbell’s Company (NASDAQ:CPB) today announced that Mick Beekhuizen, President and Chief Executive Officer, and Todd Cunfer, Executive Vice President and Chief Financial Officer, will participate in a fireside chat at the Barclays 19th Annual Global Consumer Staples Conference on Wednesday, September 9, 2026 at 2:15 P.M. ET.

A listen-only live webcast of the event can be accessed under the Events & Presentations section of the company’s investor relations website: https://investor.thecampbellscompany.com/. A replay will be accessible after the event through the same website.

About The Campbell’s Company
For more than 155 years,

The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

Fri, 04 Sep 2026 12:00:00 -0400

About The Campbell’s Company
For more than 155 years,

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

Fri, 04 Sep 2026 09:19:08 -0400

(Updated - September 4, 2026 9:19 AM EDT)

UBS analyst Peter Grom raised the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $18.00) while maintaining a Sell rating.

The analyst commented, "Earlier this morning CPB reported a largely in-line 4Q EPS and provided initial FY27 guidance that came in below Street expectations while also announcing a reduction to its dividend. While the headline outlook was weaker than consensus, our conversations heading into the print would suggest the midpoint was only modestly below buyside expectations. Shares traded lower on the day (-7% vs. -0.3% XLP), which we think was a

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

Fri, 04 Sep 2026 09:19:08 -0400

(Updated - September 4, 2026 9:19 AM EDT)

UBS analyst Peter Grom raised the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $18.00) while maintaining a Sell rating.

The Campbell's Co. (CPB) PT Lowered to $19 at RBC Capital

Fri, 04 Sep 2026 07:23:36 -0400

RBC Capital analyst Nik Modi lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $21.00) while maintaining a Sector Perform rating.

BTIG Reiterates Neutral Rating on The Campbell's Co. (CPB)

Fri, 04 Sep 2026 05:50:03 -0400

BTIG analyst Robert Dickerson reiterated a Neutral rating on The Campbell's Co. (NASDAQ: CPB).

The analyst comments "Given the decline in EPS vis-a-vis the decline in the stock today, Campbell's now trading near a 12x P/E, or a 10% premium to its LTM average and a ~20% discount to its 10-year average. While the stock is clearly not expensive relative to history, we think its discounted valuation is warranted given a lack of near-term sales, profit, and earnings growth potential, all while the balance sheet is already levered. BTIG does not provide price targets for Neutral-rated stocks."

For an analyst ratings summary

BofA Securities Reiterates Underperform Rating on The Campbell's Co. (CPB)

Fri, 04 Sep 2026 05:14:20 -0400

BofA Securities analyst Peter Galbo reiterated an Underperform rating and $18.00 price target on The Campbell's Co. (NASDAQ: CPB)

The analyst comments "CPB 4Q26 adj EPS of $0.39 vs. BofAe/VA of $0.40/$0.39, with ~$5mm miss vs BofAe on operating income. More importantly, CPB introduced FY27 guidance for net & organic sales to decline -2-4%, adj EBIT to decline -7-12%, and adj EPS to decline -17-24% to $1.65-$1.80. The $1.73 EPS midpoint is 3%/6% below BofAe/VA of $1.77/$1.83. CPB also reduced its quarterly dividend (see our April dividend cut prediction) by 36% to $0.25/sh from $0.39/sh to accelerate debt reduction (~$170mm annually).

The Campbell's Co. (CPB) PT Lowered to $18 at Barclays

Fri, 04 Sep 2026 04:22:31 -0400

Barclays analyst Andrew Lazar lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $18.00 (from $19.00) while maintaining a Underweight rating.

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

Thu, 03 Sep 2026 16:24:28 -0400

Jefferies analyst Scott Marks lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $20.00 (from $22.00) while maintaining a Hold rating.

The analyst comments "Q4'26 results were ~in line, with solid M&B volume growth offset by continued pressure in Snacks and margin compression across the business. Mgmt announced a ~36% dividend cut and the F'27 guide frames a difficult year, as the outlook came in below cons expectations, pressured by Snacks and pricing actions that will weigh on volumes. With elevated inflation pressuring margins and the road to Snacks recovery uncertain, we remain cautious."

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

Thu, 03 Sep 2026 16:24:28 -0400

Jefferies analyst Scott Marks lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $20.00 (from $22.00) while maintaining a Hold rating.

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

Thu, 03 Sep 2026 08:48:16 -0400

Stifel analyst Matthew Smith reiterated a Hold rating and {REMOVEPT} price target on The Campbell's Co. (NASDAQ: CPB).

The analyst comments "Campbell reported 4Q26 EPS of $0.39 representing a 37% decline including a high-single digit headwind from lapping an extra week in the prior year. EPS was in line with consensus and $0.01 below our estimate. Organic sales declined 1% driven by lower volume/mix and the gross margin contracted 190bps driven by cost inflation. The company announced a 36% reduction to its dividend and will use the cash savings to improve debt reduction with the balance sheet near 4.3x net debt

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

Thu, 03 Sep 2026 08:48:16 -0400

Stifel analyst Matthew Smith reiterated a Hold rating and {REMOVEPT} price target on The Campbell's Co. (NASDAQ: CPB).

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

Thu, 03 Sep 2026 08:03:27 -0400

TD Cowen analyst Robert Moskow reiterated a Hold rating and $22.00 price target on The Campbell's Co. (NASDAQ: CPB)

The analyst comments "We expect Campbell's stock down on weak guidance below consensus and a 36% dividend cut. EPS guidance of $1.65 to $1.80 compared to consensus of $1.83. Organic net sales expected down -4% to -2% vs consensus of -1% despite claims of a stronger new product pipeline. Mgmt announced a new $500M cost savings program over four years, including a 13% workforce reduction that already took place."

For an analyst ratings summary and ratings history on The Campbell's Co. click

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

Thu, 03 Sep 2026 08:03:27 -0400

TD Cowen analyst Robert Moskow reiterated a Hold rating and $22.00 price target on The Campbell's Co. (NASDAQ: CPB)

For an analyst ratings summary and ratings history on The Campbell's Co. click

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Thu, 03 Sep 2026 07:17:46 -0400

Campbell Soup (NASDAQ: CPB) reported Q4 EPS of $0.39, in-line with the analyst estimate of $0.39. Revenue for the quarter came in at $2.1 billion versus the consensus estimate of $2.15 billion.

GUIDANCE:

Campbell Soup sees FY2027 EPS of $1.65-$1.80, versus the consensus of $1.90.

For earnings history and earnings-related data on Campbell Soup (CPB) click here.

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Thu, 03 Sep 2026 07:17:46 -0400

Campbell Soup (NASDAQ: CPB) reported Q4 EPS of $0.39, in-line with the analyst estimate of $0.39. Revenue for the quarter came in at $2.1 billion versus the consensus estimate of $2.15 billion.

GUIDANCE:

Campbell Soup sees FY2027 EPS of $1.65-$1.80, versus the consensus of $1.90.

For earnings history and earnings-related data on Campbell Soup (CPB) click here.

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Thu, 03 Sep 2026 07:15:00 -0400

Provides Full-Year Fiscal 2027 Guidance

Targeting $500 Million Cost Savings by Fiscal 2030

Resetting Dividend to Accelerate Debt Reduction

Fourth Quarter:

Net Sales decreased 8% to $2.1 billion and decreased 1% on an organic basis.
Earnings Before Interest and Taxes (EBIT) decreased to $4 million; Adjusted EBIT decreased 25% to $242 million, including an estimated 8% impact from the extra week in the prior year period.
Earnings Per Share (EPS) decreased to $(0.23); Adjusted EPS decreased 37% to $0.39, including an estimated $0.06 per share, or 7%, impact from the extra week in the prior year period.

Full Year:

Net Sales decreased 5% to $9.7

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Thu, 03 Sep 2026 07:15:00 -0400

Provides Full-Year Fiscal 2027 Guidance

Targeting $500 Million Cost Savings by Fiscal 2030

Resetting Dividend to Accelerate Debt Reduction

Fourth Quarter:

Net Sales decreased 8% to $2.1 billion and decreased 1% on an organic basis.
Earnings Before Interest and Taxes (EBIT) decreased to $4 million; Adjusted EBIT decreased 25% to $242 million, including an estimated 8% impact from the extra week in the prior year period.
Earnings Per Share (EPS) decreased to $(0.23); Adjusted EPS decreased 37% to $0.39, including an estimated $0.06 per share, or 7%, impact from the extra week in the prior year period.

Full Year:

Net Sales decreased 5% to $9.7

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results

Wed, 02 Sep 2026 05:16:12 -0400

Campbell Soup (NASDAQ: CPB) September 4 weekly 23.50 straddle priced for a move of 8%. Call put ratio 1 call to 1.8 puts into the expected release of quarter results before the bell on September 3.

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results

Wed, 02 Sep 2026 05:16:12 -0400

Campbell Soup (NASDAQ: CPB) September 4 weekly 23.50 straddle priced for a move of 8%. Call put ratio 1 call to 1.8 puts into the expected release of quarter results before the bell on September 3.

RBC Capital on The Campbell's Co. (CPB): 'Yet to See Signs of a Meaningful Recovery'

Mon, 31 Aug 2026 08:39:54 -0400

RBC Capital analyst Nik Modi reiterated a Sector Perform rating and $21.00 price target on The Campbell's Co. (NASDAQ: CPB).

The analyst commented: "Yet to See Signs of a Meaningful Recovery; Pricing Could Help FY27 EPS; We are ~in-line with consensus for CPB in F4Q, which is below the low-end of mgmt.'s guidance on top-line. We continue to observe a challenging environment for packaged food, and signs from both our channel work and scanner data do not look constructive. Additionally, with more pricing ahead for both CPB and many of its peers, we struggle to envision a positive volume backdrop for

BofA sees continued inflation pressure on consumer staples

Mon, 31 Aug 2026 06:29:50 -0400

Investing.com -- Bank of America reports that commodity cost increases continue to pressure consumer staples companies in the second half of 2026, with limited ability to raise prices adding to margin concerns.

Food Consumer Price Index rose 3.0% year-over-year in July, with food at home prices up 2.7% annually but down 0.1% month-over-month. Price increases were recorded for beef, fruits and vegetables, cereal, bread and crackers, nonalcoholic beverages, and candy. Eggs, pork and bacon, chicken, and cheese prices declined on an annual basis.

Commodity prices have shown double-digit percentage swings in both spot and forward markets, reversing trends from three months earlier.

BofA sees continued inflation pressure on consumer staples

Mon, 31 Aug 2026 06:29:50 -0400

Commodity prices have shown double-digit percentage swings in both spot and forward markets, reversing trends from three months earlier.

BofA sees continued inflation pressure on consumer staples

Mon, 31 Aug 2026 06:29:50 -0400

Commodity prices have shown double-digit percentage swings in both spot and forward markets, reversing trends from three months earlier.

BofA sees continued inflation pressure on consumer staples

Mon, 31 Aug 2026 06:29:50 -0400

Commodity prices have shown double-digit percentage swings in both spot and forward markets, reversing trends from three months earlier.