Start here if you're new
what it is
It makes canned and packaged food for grocery aisles and lunch boxes.
how it gets paid
Last year S made $10.3B in revenue.
why it's growing
Revenue grew 6.4% last year. Profitability continues to be affected by cost inflation and higher supply-chain costs.
what just happened
Campbell's $0.48 EPS missed the $0.60 view while revenue reached $5.2B.
At a glance
B+ balance sheet — decent shape, but not bulletproof
90/100 earnings predictability — you can trust these numbers
9.5x trailing p/e — the market's not buying it — or you found a deal
5.6% dividend yield — cash in your pocket every quarter
8.5% return on capital — nothing to write home about
xvary composite: 55/100 — below average
What they do
It makes canned and packaged food for grocery aisles and lunch boxes.
You buy the same names because lunch is boring on purpose. Campbell's owns brands like Goldfish, Prego, and V8, and 59% of sales come from Meals & Beverages. Wal-Mart is 21% of sales, so shelf space matters as much as taste.
How they make money
$10.3B
annual revenue · their business grew +6.4% last year
total revenue
$10.3B
+6.4%
The products that matter
sells packaged food and snacks
Soup and Snacks
$10.3B revenue
it generated the company's full $10.3B revenue base. the source data does not break out smaller categories, which tells you this page is really about one broad pantry-staples business.
100% of revenue shown
Key numbers
5.6%
Dividend yield
You get $5.60 a year for every $100 invested before the stock moves.
9.5x
Trailing P/E
You pay 9.5 times trailing earnings for a business that grows like a grocery staple, not a rocket.
19.5%
Operating margin
For every $1 of sales, Campbell's keeps 19.5 cents before interest and taxes.
$6.1B
Long debt
That is a big bill for a company with $10.3B in annual sales.
Financial health
B+
strength
- balance sheet grade B+ — solid but not elite
- risk rank 2 — safer than 80% of stocks
- price stability 95 / 100
- long-term debt $6.1B (42% of capital)
- net profit margin 8.9% — keeps 9 cents of every dollar in revenue
- return on equity 18% — $0.18 profit for every $1 investors have put in
B+ — risk rank looks solid but long-term debt needs watching.
Total return vs. market
You invested $10,000 in CPB 3 years ago → it's now worth $5,520.
The index would have given you $13,920.
source: institutional data · total return
What just happened
missed estimates
Campbell's $0.48 EPS missed the $0.60 view while revenue reached $5.2B.
VL said adjusted EPS fell to $0.77 from $0.89, sales declined 3% and 1% organically, and gross margin slid 170 bps to 29.6%. The business is still selling, but it is paying more for the privilege.
$2.8B
revenue
$0.48
eps
29.6%
gross margin
the number that mattered
You got $0.48 per share, not $0.60. That 20% miss mattered more than the $5.2B revenue line.
-
adjusted earnings per share fell to $0.77 from $0.89 in the year-ago period.
-
sales declined 3%, or 1% on an organic basis.
-
pricing was slightly more firm, offsetting low-single-digit volume declines.
-
meanwhile, gross margins tightened by 170 basis points to 29.6%.
-
profitability continues to be affected by cost inflation and higher supply-chain costs.
source: company earnings report, 2026
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What could go wrong
the #1 risk is volume pressure in packaged food.
med
volume pressure in packaged food
The next quarter already points to $2.6B in revenue, down 5% from last year. For a business built on repeat grocery demand, that matters more than a one-point move in valuation.
If sales keep slipping, the market will treat 9.5x earnings as a warning label, not a bargain sticker.
med
commodity and freight inflation
Packaged food companies live in the gap between shelf pricing and input costs. When ingredients, packaging, or freight move faster than retail pricing, a 7.6% net margin does not leave much room for drama.
This is the kind of business where a few margin points matter because the baseline margin is only 7.6%.
med
debt plus dividend expectations
A 5.6% yield attracts income investors, but the balance sheet still carries $6.1B of long-term debt, or 42% of capital. That combination works best when earnings are stable and gets uncomfortable when they are not.
If profits weaken further, investors stop seeing the dividend as a feature and start seeing it as the entire thesis.
all $10.3B of revenue on this page sits inside one broad packaged-food bucket, so there is nowhere obvious to hide if grocery volumes soften.
source: institutional data · regulatory filings · risk analysis
Pay attention to
key metric
whether revenue gets back above zero
Last year finished at +6.4%, but the next quarter is modeled at -5% from last year. That gap is the whole story.
trend
the stock versus its own $28–$44 range
At $28.15, CPB is already priced for disappointment. If the business stabilizes, you do not need heroics for the shares to bounce.
risk
debt staying high while growth stays low
$6.1B of long-term debt is manageable in a steady business. It feels heavier when return on capital is only 7.0%.
next report
Q4 2026 earnings
Watch the $0.53 EPS and $2.6B revenue setup. The direction from last year matters more than the absolute beat-or-miss headline.
Analyst rankings
short-term outlook
below average
momentum score 4 — in human-speak, analysts think this stock is more likely to lag than lead over the next stretch.
risk profile
above average
stability score 2 — safer than roughly 80% of stocks, which fits a packaged-food name with a 95 / 100 price stability score.
chart momentum
average
technical score 3 — there is no hidden breakout here. The chart looks like a stock trying to stop falling.
earnings predictability
90 / 100
management usually delivers numbers close to expectations. That makes the current weakness harder to dismiss as a random quarter.
source: institutional data
Institutional activity
institutions have been net buying for 2 consecutive quarters — 348 buyers vs. 304 sellers in 3q2025. total institutional holdings: 0.2B shares. net buying for 2 quarters.
source: institutional data
Price targets
3-5 year target range
$24
$40
$28
current price
$32
target midpoint · +14% from current · 3-5yr high: $55 (+95% · 22% ann'l return)
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