CPBCampbell's Company (The)
Price
-40%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, price roughly fair, growth fading, the market against it.
We are a manufacturer and marketer of high-quality, branded food and beverage products. We organized as a business corporation under the laws of New Jersey on November 23, 1922; however, through predecessor organizations, we trace our heritage in the food business back to 1869. On March 12, 2024, we completed the acquisition of Sovos Brands, Inc. (Sovos Brands) for total purchase consideration of $2.899 billion. For additional information on this acquisition, see Note 3 to the Consolidated Financial Statements.
In the company’s own words · 10-K filed Sep 18, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Campbell's Company (The) (CPB) reported revenue of $2.14B in Q4 2026 (quarter ended Aug 2, 2026), down 7.9% from the same quarter a year earlier. That came with a gross margin of 27% and net loss of $60M. For the full year FY2026, revenue was $9.74B (−5.0% year on year) and net income $403M. Its largest product in Q3 2026 (quarter ended May 3, 2026) was Baked Snacks at $1.03B, 44% of the disclosed total, ahead of Simple Meals at 24%. The next results filing is expected around Dec 8, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 5, 2026On October 1, 2026, The Campbell’s Company (“Campbell’s” or the “Company”) priced an offering of $300,000,000 aggregate principal amount of 8.500% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 5, 2057 (the “Notes”)Other event · Form 8-K
- Sep 17, 2026Effective September 16, 2026, The Campbell’s Company (the “Company”) entered into an Extension Agreement (the “Amendment”) to its $1.85 billion Five-Year Credit Agreement, dated as of April 16, 2024, among the Company, JPMorgan Chase Bank, N.A., as administrative agent, and the other lenders named therein (as amended …Material agreement entered · Form 8-K
- Jun 17, 2026On June 17, 2026, The Campbell’s Company (the “Company”) announced that Daniel L. Poland, Executive Vice President, Chief Enterprise Transformation Officer, will step down from his current role effective August 3, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $2.37BThe company’s own SEC segment disclosure.
- Baked Snacks$1.03B44%
- Simple Meals$578.0M24%
- Soups$578.0M24%
- Beverages$177.0M7%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Packaged Foods
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