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. The firm's reliance on debt, evidenced by a ...
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 9/23/2026, 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 |
MAC Alpha Capital Management LP lifted its holdings in shares of The Campbell's Company (NASDAQ: CPB) by 25.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 284,545 shares of the company's stock after buying an additional 57,631 shares during
A yield above 6% gets attention, but the real question is whether the cash flow behind it survives the next quarter. Four names on this list pass that test, and one very recognizable brand just proved what happens when the answer is no.
A yield above 6% looks like income until the cash flow behind it disappears. Four names on this list pass the coverage test, and one is here specifically because it just failed it.
In partnership with pro dancer, Witney Carson, the brand rolls out Two-Step Tuesdays by Campbell's -- proving delicious weeknight dinners are just two steps away Key Takeaways: With new Campbell's® Sauces, a delicious and satisfying dinner is possible in just two steps: cook your favorite protein and add the Campbell's Sauce of your choice for a meal worth gathering for in 20 minutes or less. Four full-bodied flavors offer something for every taste: Thai Curry, Butter Chicken, Creamy Lemon Garlic and Smothered Chicken.
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 |
|---|---|---|---|---|---|---|---|
| $20.21 | $6.03B | 10.05 | 6.4% | 5.87% | 15.64% | 7.57% | |
| $35.45 | $18.92B | -221.56 | -5.45% | -0.48% | -0.98% | — | |
| $83.44 | $29.03B | 21.51 | -2.84% | 10.56% | 31.71% | — | |
| $20.34 | $11.19B | 23.38 | 1.55% | 2.82% | 4.33% | — | |
| $121.11 | $12.92B | -93.16 | 3.72% | 2.51% | 4.06% | — | |
| $14.79 | $7.08B | -3.70 | -2.85% | -0.39% | -0.51% | — |
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)
Sep 17, 2026·SEC
Sep 3, 2026·SEC
Jun 8, 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 for fiscal year 2025. This represents a 54% increase from $6.32B in 1996.
Campbell Soup Company (CPB) grew revenue by 6.4% over the past year. This is steady growth.
Yes, Campbell Soup Company (CPB) is profitable, generating $403.0M in net income for fiscal year 2025 (5.9% net margin).
Yes, Campbell Soup Company (CPB) pays a dividend with a yield of 7.57%. This makes it attractive for income-focused investors.
Campbell Soup Company (CPB) has a return on equity (ROE) of 15.6%. This is reasonable for most industries.
Campbell Soup Company (CPB) generated $679.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
