Campbell Soup Company faces significant structural headwinds as revenue growth has decelerated to a 4.4% contraction in 2026Q3, signaling that pricing power is insufficient to offset persistent unit volume declines.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Operating margins have experienced significant compression, falling from 14.3% in 2025Q1 to 10.1% in 2026Q3, as the company struggles to scale profitability amidst declining top-line performance.
Campbell's has a long-standing reputation for providing trusted, flavorful, and affordable food products, dating back to 1869.
Recent collaborations like the Campbell's Chunky Buffalo Wild Wings soup aim to attract younger consumers with bold flavors.
Rao's is projected to become a $1 billion+ brand within five years, driven by domestic distribution gains and international expansion.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 3, 2026 | $0.39+1.1% vs $0.39 | $2.1B-0.3% vs $2.1B |
Q3 2026 Jun 8, 2026 | $0.50+4.4% vs $0.48 | $2.4B-0.6% vs $2.4B |
Q2 2026 Mar 11, 2026 | $0.51-10.5% vs $0.57 | $2.6B-1.7% vs $2.6B |
Q4 2025 Dec 9, 2025 | $0.77+4.8% vs $0.73 | $2.7B+0.8% vs $2.7B |
The Latest Report Finds Holiday Traditions Are Going Strong, Along with Americans' Appetite for More Sides CAMDEN, N.J., Oct. 27, 2026 /PRNewswire/ -- Campbell's officially kicked off Sides Season™ with the release of its 2026 State of the Sides Report.
Campbell's just slashed its dividend for the first time in over two decades, and income investors now face a decision that hinges on whether the smaller payout signals a genuine reset or the start of something worse.
Campbell's just slashed a dividend it had held steady for years, while its rival moved in the opposite direction.
Five household grocery names faced the same brutal pressures, but their dividends went in three different directions. The balance sheet details behind each decision reveal which income payouts are built to last and which still carry hidden risk.
Benchmark CPB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Campbell Soup Company (CPB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.13 | $6.9B | 17.45 | -4.96% | 4.14% | 9.98% | 6.77% | |
| $35.51 | $18.95B | -21.35 | -5.45% | -4.89% | -10.67% | 6.77% | |
| $21.95 | $12.08B | 35.30 | 1.55% | 2.82% | 4.32% | 5.24% | |
| $130.55 | $13.92B | 60.92 | 3.72% | 2.51% | 4.06% | 3.34% | |
| $15.24 | $7.29B | -3.84 | -2.85% | -16.95% | -26.28% | 9.17% | |
| $48.40 | $13.01B | 8.75 | 1.73% | 19.39% | 20.93% | 3.7% |
Campbell Soup Company (CPB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Campbell Soup Company (CPB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 5, 2026·SEC
Sep 17, 2026·SEC
Sep 3, 2026·SEC
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Campbell Soup Company (CPB) stock FAQ — growth, dividends, profitability & financials explained
Campbell Soup Company (CPB) reported $9.74B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 47% more than the $6.61B of fiscal year 1997.
Campbell Soup Company (CPB) revenue fell by 5.0% over the trailing twelve months, compared with the twelve months before.
Yes. Campbell Soup Company (CPB) earned $403.0M in net income over the trailing twelve months (a 4.1% net margin).
Yes. Campbell Soup Company (CPB) pays a dividend that yields 6.77% at the current price, a high yield.
Campbell Soup Company (CPB) had a return on equity (ROE) of 10.0% over the trailing twelve months. That is below the market's typical 10-15%.
Campbell Soup Company (CPB) generated $678.0M in free cash flow over the trailing twelve months.
