Campbell's (CPB) Stock Overview
Manufactures and markets food and beverage products in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 2/6 |
| Dividends | 6/6 |
CPB Community Fair Values
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Analyst Price Targets
The Campbell's Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$22.35 |
| 52 Week High | US$34.18 |
| 52 Week Low | US$19.56 |
| Beta | 0.010 |
| 1 Month Change | 9.02% |
| 3 Month Change | 1.64% |
| 1 Year Change | -27.41% |
| 3 Year Change | -51.10% |
| 5 Year Change | -51.05% |
| Change since IPO | 1,143.83% |
Recent News & Updates
Narrative Update • Jun 22
CPB: Rising Input Costs And Snacks Competition Will Pressure Earnings Expectations
The analyst price target for Campbell's has moved down by $1 to reflect lower fair value estimates and softer long term earnings expectations, as analysts factor in a tougher cost backdrop, competitive pressures in snacks and meals, and concerns that current profit forecasts may still be too optimistic. Analyst Commentary Recent research on Campbell's shows a clear tilt toward caution, with multiple bearish analysts cutting price targets and, in some cases, downgrading the stock.Seeking Alpha • Jun 20
The Campbell's Company - Sell: Structural Problems Are Serious
Summary The deterioration in Campbell's gross and operating margins has been ongoing for an extended time period and seems to be accelerating. Q3, 2026 reported results met expectations with a sales match and an earnings beat of $0.02. However, future quarters will be challenging. An examination of standard metrics measuring Fixed Asset usage reveals inefficiencies that are structural in nature and are inferior to most peer group members. A dividend cut is probable over the next 12-18 months as leverage measures tick upward and dividend coverage measures, though comfortable now, also deteriorate. My recommendation remains a sell with a 18 month price target of 16. Read the full article on Seeking AlphaAnalysis Article • Jun 19
Campbell's (CPB) Stock Could Be 8% Undervalued After Its Corporate Name Change
Campbell's (CPB) recently changed its corporate name from Campbell Soup Company to The Campbell's Company, a branding shift that may influence how investors think about the stock and its broader packaged foods portfolio. See our latest analysis for Campbell's. At a share price of $21.15, Campbell's has shown mixed momentum recently, with a 1 month share price return of 4.65% but a year to date share price decline of 23.67%, alongside a 1 year total shareholder return decline of 29.69% that...Recent updates
Narrative Update • Jun 22
CPB: Rising Input Costs And Snacks Competition Will Pressure Earnings Expectations
The analyst price target for Campbell's has moved down by $1 to reflect lower fair value estimates and softer long term earnings expectations, as analysts factor in a tougher cost backdrop, competitive pressures in snacks and meals, and concerns that current profit forecasts may still be too optimistic. Analyst Commentary Recent research on Campbell's shows a clear tilt toward caution, with multiple bearish analysts cutting price targets and, in some cases, downgrading the stock.Seeking Alpha • Jun 20
The Campbell's Company - Sell: Structural Problems Are Serious
Summary The deterioration in Campbell's gross and operating margins has been ongoing for an extended time period and seems to be accelerating. Q3, 2026 reported results met expectations with a sales match and an earnings beat of $0.02. However, future quarters will be challenging. An examination of standard metrics measuring Fixed Asset usage reveals inefficiencies that are structural in nature and are inferior to most peer group members. A dividend cut is probable over the next 12-18 months as leverage measures tick upward and dividend coverage measures, though comfortable now, also deteriorate. My recommendation remains a sell with a 18 month price target of 16. Read the full article on Seeking AlphaAnalysis Article • Jun 19
Campbell's (CPB) Stock Could Be 8% Undervalued After Its Corporate Name Change
Campbell's (CPB) recently changed its corporate name from Campbell Soup Company to The Campbell's Company, a branding shift that may influence how investors think about the stock and its broader packaged foods portfolio. See our latest analysis for Campbell's. At a share price of $21.15, Campbell's has shown mixed momentum recently, with a 1 month share price return of 4.65% but a year to date share price decline of 23.67%, alongside a 1 year total shareholder return decline of 29.69% that...Narrative Update • Jun 08
CPB: Snacks Margin And Cost Inflation Pressures Will Weigh On Expectations
Analysts have trimmed their fair value estimate for Campbell's stock to $15 from $18, as lower Street price targets reflect concerns about ongoing cost inflation, pressured margins, and rising competitive and promotional intensity across both snacks and meals. Analyst Commentary Recent Street research around Campbell's has turned more cautious, with a series of reduced price targets and rating downgrades highlighting concerns around costs, competition, and execution in both Snacks and Meals.
Narrative Update • May 25
CPB: Cash Discipline And Meals Strength Will Support Recovery Prospects
Analysts have trimmed the fair value estimate for Campbell's stock by about $0.64 per share to $22.94, reflecting lower price targets of around $20 to $28 as they factor in tougher competition, inflation pressures, softness in the snack segment, and tighter cash management. Analyst Commentary Recent Street research around Campbell's clusters around a tighter valuation range near US$20 to US$28, with a series of target cuts and rating changes following a softer fiscal Q2, lower FY26 guidance, and ongoing pressure in the Snacks business.Narrative Update • Apr 29
CPB: Snacks Challenges Will Ease While Meals Segment Supports Future Rebound
Analysts have trimmed their average price target on Campbell's by about $2, reflecting reduced fair value estimates, lower assumed revenue growth, a slightly higher discount rate, and revised P/E expectations following softer results and cautious outlooks highlighted across recent research. Analyst Commentary Recent research around Campbell's clusters around weaker than expected fiscal Q2 results, a lower FY26 outlook, and ongoing pressure in the Snacks business.Narrative Update • Apr 15
CPB: Snacks Weakness And Tighter Cash Management Will Pressure Future Expectations
Analysts have reduced Campbell's fair value estimate from $26.00 to $18.00. This reflects lower price targets across the Street tied to softer revenue and margin assumptions, higher discount rates, and more conservative P/E expectations following recent guidance updates and concerns related to the Snacks segment.Narrative Update • Apr 01
CPB: Snacks Reset And Stable Meals Segment Will Support Rebound
Analysts have trimmed their average price targets on Campbell's by a few dollars to reflect weaker Q2 results, a reduced FY26 outlook, ongoing Snacks underperformance, higher leverage, tighter cash management, and concerns around earnings visibility, even though some models now assume a higher future P/E multiple. Analyst Commentary Recent research on Campbell's clusters around a common theme of weaker Q2 execution, a lower FY26 outlook, and ongoing pressure in Snacks, with most firms trimming price targets to reflect a reset in earnings expectations and perceived risk.Narrative Update • Mar 17
CPB: Snacks Turnaround And Stable Meals Segment Will Support Rebound
The analyst price target for Campbell's has been reduced by around $5 to align with a series of lower Street targets, as analysts highlight weaker Q2 results, softer Snacks performance, tighter cash management, higher leverage, and reduced earnings visibility. Analyst Commentary Recent research updates on Campbell's show a clear reset in expectations following the fiscal Q2 report and the company's revised FY26 outlook.Narrative Update • Mar 03
CPB: Softer Scanner Trends And Category Pressures Will Shape Balanced Forward Expectations
Analysts have trimmed their average price target on Campbell's by a few dollars to reflect softer Nielsen scanner trends in both Meals & Beverages and Snacks. Updated assumptions now point to Q2 organic sales growth of 2% for Meals & Beverages and a 4.5% decline for Snacks.Narrative Update • Feb 17
CPB: Fair Value View Balances Softer Scanner Trends With Ongoing Governance And Legal Risk
We are trimming our Campbell's analyst price target by about $0.76 to reflect slightly lower modeled fair value, a modest adjustment to the discount rate, and small tweaks to revenue growth, profit margin, and future P/E assumptions, in line with recent Street target cuts from $30 to $29 and similar reductions from other firms. Analyst Commentary Street research has generally moved toward slightly lower price targets for Campbell's, with recent updates tying revisions to refreshed estimates, scanner data, and adjusted assumptions for organic sales and margins across key segments.Narrative Update • Feb 03
CPB: Governance Scrutiny And Softer Scanner Trends Will Shape Balanced Forward Expectations
Analysts have trimmed their price targets on Campbell's by about $1 to $3, citing recent scanner data that led to slightly lower organic sales assumptions in both Meals & Beverages and Snacks. Analyst Commentary Bearish analysts are leaning more cautious on Campbell's, trimming price targets in light of recent scanner data and refreshed organic sales assumptions for both Meals & Beverages and Snacks.Narrative Update • Jan 20
CPB: Governance Scrutiny And Softer Scanner Trends Will Shape Modest Outlook
Analysts have trimmed their price targets on Campbell's by about $1 to $3 to around $29 per share. This reflects updated sales expectations from recent Nielsen scanner trends and slightly softer assumptions for both Meals & Beverages and Snacks.Narrative Update • Jan 05
CPB: New Finance Leadership Will Support Future Performance Despite Governance And Legal Turbulence
Analysts have trimmed their fair value estimate for Campbell's to about $32 from roughly $34, citing updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Campbell's placed its vice president of information technology, Martin Bally, on temporary leave after a lawsuit alleged he described company food as "highly processed" and "for poor people," and made racist comments in a recorded meeting, while the company publicly defended the quality of its soups and ingredients (Wall Street Journal).Narrative Update • Dec 21
CPB Will Navigate Governance Setback While Maintaining Modest Earnings Outlook
Analysts have trimmed their price target on Campbell's from 29 dollars to 26 dollars, citing a slightly less negative revenue growth outlook, improved profit margin expectations, and a lower anticipated future P/E multiple. Together, these factors point to a more conservative valuation framework.Analysis Article • Dec 19
Campbell's (NASDAQ:CPB) Has Affirmed Its Dividend Of $0.39
The Campbell's Company's ( NASDAQ:CPB ) investors are due to receive a payment of $0.39 per share on 2nd of February...Narrative Update • Dec 07
CPB: New Finance Leadership Will Support Future Performance Despite Recent Governance Turbulence
Analysts have modestly reduced their price target on Campbell's, trimming fair value by approximately $0.74 per share to reflect slightly higher discount rates, softer long term revenue growth expectations, and a marginally lower projected profit margin, despite a small uptick in anticipated future valuation multiples. What's in the News Campbell's placed vice president of information technology Martin Bally on temporary leave after a lawsuit alleged he called company products "highly processed" and "for poor people," while the company publicly defended the quality of its soups and ingredients (Wall Street Journal).Analysis Article • Dec 05
Campbell's (NASDAQ:CPB) Has Announced A Dividend Of $0.39
The board of The Campbell's Company ( NASDAQ:CPB ) has announced that it will pay a dividend of $0.39 per share on the...Analysis Article • Sep 10
Campbell's (NASDAQ:CPB) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The Campbell's Company ( NASDAQ:CPB ) announced a healthy earnings result recently, and the market rewarded it with a...Narrative Update • Sep 04
Consumer Preferences And Operational Efficiency Will Build Future Resilience
Analysts remain cautious on Campbell's due to ongoing weakness in core volumes, snack portfolio pressures, and rising costs—including EU tariffs—leading to subdued earnings expectations and a fair value estimate unchanged at $34.32. Analyst Commentary Analysts are cautious on Campbell's due to ongoing weak volume trends in core categories, especially in Meals & Beverage.Analysis Article • Aug 01
Earnings Tell The Story For The Campbell's Company (NASDAQ:CPB)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Mar 20
The Campbell's Company: Still Struggling To Improve Organic Growth
Summary I reiterate my hold rating for Campbell's stock due to continued struggles with organic growth and weak core business performance. CPB's 2Q25 results show a 2% decline in organic sales, with gross margin contracting and EBIT margin falling, leading to a downward revision of FY25 guidance. Structural issues persist in both the Snacks and Meals & Beverages segments, with ineffective promotions and declining margins despite cost optimizations. CPB's stock remains cheap at 13x NTM P/E, but without a clear path to organic growth, it should continue to trade at a discount. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Campbell's: Price Is Now At A Sweet Spot
Summary The Campbell’s Company is an undervalued income stock with strong market share and a well-covered 4.1% dividend yield, making it a solid value pick. The Sovos Brands acquisition, especially the high-growth Rao’s brand, positions CPB for sustained expansion and enhances its product portfolio. Cost-saving initiatives and management's focus on improving margins are expected to drive profitability. With a well-below average valuation, CPB could potentially deliver strong total returns for investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Campbell's: Mixed Q1 Results Leave Shares Unattractive
Summary Campbell’s shares have underperformed, gaining just 5% in the past year, with disappointing quarterly results and a CEO departure adding uncertainty. Revenue rose 10% due to the Sovos Brands acquisition, but organic net sales fell 1%, and margins compressed, limiting earnings growth. CPB faces margin pressure from rising input costs and sluggish core growth, with debt-funded M&A adding financial strain. With a 3.4% dividend yield and slow growth, CPB is a value trap; fair value is $37.50, suggesting a 10% downside. Read the full article on Seeking AlphaShareholder Returns
| CPB | US Food | US Market | |
|---|---|---|---|
| 7D | 5.7% | 1.9% | -2.7% |
| 1Y | -27.4% | -7.0% | 18.6% |
Return vs Industry: CPB underperformed the US Food industry which returned -7% over the past year.
Return vs Market: CPB underperformed the US Market which returned 18.6% over the past year.
Price Volatility
| CPB volatility | |
|---|---|
| CPB Average Weekly Movement | 4.3% |
| Food Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: CPB has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CPB's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1869 | 13,700 | Mick Beekhuizen | www.thecampbellscompany.com |
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.
The Campbell's Company Fundamentals Summary
| CPB fundamental statistics | |
|---|---|
| Market cap | US$6.68b |
| Earnings (TTM) | US$608.00m |
| Revenue (TTM) | US$9.93b |
11.0x
P/E Ratio0.7x
P/S RatioIs CPB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CPB income statement (TTM) | |
|---|---|
| Revenue | US$9.93b |
| Cost of Revenue | US$7.03b |
| Gross Profit | US$2.90b |
| Other Expenses | US$2.29b |
| Earnings | US$608.00m |
Last Reported Earnings
May 03, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.04 |
| Gross Margin | 29.20% |
| Net Profit Margin | 6.12% |
| Debt/Equity Ratio | 172.3% |
How did CPB perform over the long term?
See historical performance and comparisonDividends
7.0%
Current Dividend Yield76%
Payout RatioDoes CPB pay a reliable dividends?
See CPB dividend history and benchmarks| Campbell's dividend dates | |
|---|---|
| Ex Dividend Date | Jul 02 2026 |
| Dividend Pay Date | Aug 03 2026 |
| Days until Ex dividend | 6 days |
| Days until Dividend pay date | 38 days |
Does CPB pay a reliable dividends?
See CPB dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/26 01:27 |
| End of Day Share Price | 2026/06/25 00:00 |
| Earnings | 2026/05/03 |
| Annual Earnings | 2025/08/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Campbell's Company is covered by 30 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |