Added to YB: 2026-09-07
Pitch date: 2026-09-03
CPB [neutral]
The Campbell's Company
Author Info
Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.
Company Info
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally.
Market Cap
$6.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.25
P/E
16.89
EV/Sales
N/A
Sector
Food Products
Category
turnaround
Consumer Spec - Pre Market Wrap - $CPB
CPB (earnings): The Campbell’s Company faces a painful reset: Q4 adjusted EPS was in line, but FY2027 organic-sales guidance of -2% to -4% and adjusted EPS of $1.65-$1.80 were below consensus. Tracked-channel Snacks consumption fell 4.9%, only partly cushioned by steadier Meals & Beverages. A 36% dividend cut and $500M savings program support deleveraging, but there is no visible top-line catalyst until Snacks stabilizes.
Read full article (3 min)