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CPCPB

Campbell Soup Company

$CPB·$6.4B·Packaged Foods·Consumer Defensive
$20.94-4.3%YTD-25.1%1Y-37.5%
Price updated 24m ago·X counts updated 20m ago
CPCPB
$CPBCampbell Soup Company
$20.94-4.30%158 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CPB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

158X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CPB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data44 posts analyzed · as of 2026-09-09

Campbell's cut 13% of its workforce (~1,750 jobs), slashed the quarterly dividend by 36% to $0.25 and issued a lower EPS guide $1.65-1.80. The stock had a textbook rejection off the 200DMA (no close above it since Dec 2024) and is breaking below its rising trendline on volume. Bears see $KHC and $CAG as sympathy sells alongside.

Read what X is saying about $CPB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CPB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-10

Falling on heavy selling — points lower unless it turns around.

Campbell's just cut the dividend 36%, laid off 13% of staff, and guided EPS lower — the textbook broken-consumer-staples story.

Campbell's Company owns Campbell's Soup, Rao's, Prego, and the recently acquired Sovos Brands portfolio. It's the packaged-food incumbent trying to reinvent itself around premium sauces — and just delivered the announcements that flag a real strategic crisis.

The read:

  • Revenue fell 4.4% YoY in Q3 to $2.37B with 10% operating margin — the North America soup and snacks business is in structural decline as private label continues to take share, and the Sovos acquisition hasn't offset the base-business erosion the way management pitched.
  • Sept 4 was the tell: 13% salaried workforce cut (~1,750 jobs), plant closures, quarterly dividend cut 36% to $0.25, and lower FY27 EPS guide of $1.65-1.80 — three moves at once means management is at the point where they're managing for cash, not growth.
  • At 11x trailing earnings and a now-13% FCF yield, the valuation is cheap — but with a 1.7x debt-to-equity and a dividend just cut, there's little floor beyond deep-value income investors, and even those need conviction that the FY27 guide holds.

Breaking down at the 16th percentile of the 52-week range, below both MAs, on 1.1x volume — the shape of confirmed distribution. What could restart it: a strategic-review announcement (asset sale, PE takeout) or Q1 (Dec 8) showing organic-comp trend turning. What seals the decline: any further guide cut before Dec 8.

Agrees with X sentimentThe bearish X take is right on the specifics — dividend cut, workforce cut, lower guide, chart rejected off the 200DMA. The $KHC/$CAG sympathy framing is fair given the sector setup. Where the crowd could sharpen: this isn't a trade against staples broadly, it's Campbell's-specific execution failure that could lead to a broader restructuring.

What to watch: Dec 8 Q1 (FY27) earnings and any strategic-alternatives 8-K before then. Organic-comp turn back toward flat and reaffirmed FY27 guide is what stops the bleed; another guide cut confirms broken-story.

On the calendar: 2026-12-08 — Q1 earnings

dividend cutrestructuringstructural decline

Read the AI verdict on $CPB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Produces branded soups, sauces, and snacks including Campbell's, Pepperidge Farm, and Goldfish sold globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $CPB.

Packaged Foods · Consumer Defensive

Consumer packaged food volumes are recovering as pricing moderation supports household demand; private-label share gains have pressured branded players. AI-supply-chain demand-forecasting and reformulation for GLP-1 users (lower-calorie, higher-protein) are next investment themes.

What this means for $CPB

Partial — Campbell's Soup/Snacks; Snyder's-Lance acquisition integrating, volume recovery after price-led share losses.

Industry benchmark

12-name peer basket
+37.5%YTD
+21.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
13.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.39$0.39+1.1%
Q1 2026Jun 8, 2026$0.50$0.48+4.4%
Q4 2025Mar 11, 2026$0.51$0.57-10.5%
Q3 2025Dec 9, 2025$0.77$0.73+4.8%
Next earningsTue, Dec 8·consensus EPS $0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$2.4B-4.4%27.5%10.1%$0.42$30.0M
Q2 FY26$2.6B-4.5%28.0%10.6%$0.49$643.0M
Q1 FY26$2.7B-3.4%29.6%12.6%$0.65$97.0M
Q4 FY25$2.3B+1.2%30.4%12.7%$0.49$129.0M

Forward consensus

10-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.8B$9.7B – $9.8B$2.16$2.13 – $2.1913
FY26$9.8B$9.7B – $9.8B$2.17$2.16 – $2.2013
FY27$9.5B$9.3B – $10.2B$1.70$1.42 – $2.1412
FY27$9.7B$9.4B – $10.6B$1.90$1.57 – $2.3614
FY28$9.4B$9.0B – $10.4B$1.80$1.55 – $2.5112
FY28$9.7B$9.4B – $10.9B$2.03$1.58 – $2.9311
FY29$9.5B$9.2B – $10.4B$1.89$1.43 – $2.5110
FY29$9.8B$9.6B – $10.9B$2.21$2.13 – $2.525
FY30$9.6B$9.4B – $10.3B$2.01$1.96 – $2.215
FY30$9.9B$9.6B – $11.0B$2.13$2.06 – $2.436

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 192.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 9Bennett Jr DorranceDirector100 sh$2K
+ 24 other (22 awards · 1 inkind · 1 other) in window

See when $CPB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationAug 13S-3ASR
AI summary

The Campbell's Company (Camden, NJ; Nasdaq: CPB) filed an automatic shelf registration statement (S-3ASR) on August 13, 2026, registering an unspecified aggregate amount of debt securities, capital stock, preferred stock, warrants, purchase contracts, and units for future sale on a continuous or delayed basis under Rule 415. As a large accelerated filer, the registration became effective immediately upon filing. Specific offering size, pricing, and timing will be disclosed in future prospectus supplements. This is a routine shelf registration maintaining Campbell's capital-markets flexibility — not an immediate financing or dilutive event.

3New insider — initial holdingsAug 53
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of CPB securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for CPB.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change
AI summary

The Campbell's Company (Nasdaq: CPB) reported a director or officer change (Item 5.02) on June 17, 2026. The name, role, and terms of the executive departure or appointment are in the body exhibit not reproduced in the excerpt. For a major food company in a period of portfolio rationalization, a C-suite change would be more material than a board-level transition. Investors should review the full exhibit for role seniority and compensation arrangements.

+ 7 other (3 13Gs · 2 earnings 8-Ks · 1 11-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bear of the Day: The Campbell's Co. (CPB)zacks.com·3d agoBuy 3 Ideal September Dividend Dogs Out Of Barron's 58 August Picksseekingalpha.com·6d ago2 Big Food Dividends Were Just Cut. 3 More Quietly Stopped Growing.247wallst.com·6d agoCampbell's cuts 13% of salaried workforce, closes plants as part of turnaround effortfoxbusiness.com·6d agoThese Analysts Revise Their Forecasts On Campbell's Following Q4 Resultsbenzinga.com·6d ago

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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