TickerTalks
Browse all tickers →
TickerTalks›$CPB
CPCPB

Campbell Soup Company

$CPB·$6.8B·Packaged Foods·Consumer Defensive
$22.86+0.6%YTD-18.6%1Y-31.9%
Mentions · last 7 days
2026-06-05: 326 posts2026-06-06: 120 posts2026-06-07: 304 posts2026-06-08: 330 posts2026-06-09: 158 posts2026-06-10: 194 posts2026-06-11: 100 posts1,533+7%
Price updated 10m ago·X counts updated 21h ago
CPCPB
Campbell Soup Company$CPB
$22.87+0.59%1.5k posts+7%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CPB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-06-12

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hated-staple compounder at 1970s-level valuation with a 7% dividend — director Dorrance's small open-market buy is the conviction tell.

Campbell Soup is the legacy packaged-food giant — Campbell's soup, Pepperidge Farm, Snyder's-Lance — long out of favor in growth-obsessed tape. The stock trades at multiples last seen decades ago. Q3 revenue fell 4.4% YoY to $2.37B at 10.1% operating margins and EPS of $0.42 — modest cyclical decline, with EPS comping flat YoY despite the topline drop. At 11.1x trailing earnings, a 13.3% FCF yield, and a ~7% dividend yield, this is the textbook deep-value staple. Director Bennett Dorrance Jr's $2,145 P-Purchase at $21.45 on June 9 is symbolic in size but a real open-market buy from the founding family. The Hormuz situation raising aluminum and tinplate steel costs is the hidden margin risk into the next print the chatter flags. The Strategic Growth & Productivity Program announced in the inflation cycle and the shareholder yield blending debt reduction + dividends + buybacks frame the capital-allocation case.

Agrees with X sentimentAligned with the textbook deep-value bull framing — valuations at multiples last seen in the 1970s, 7% dividend yield, 150-year operating history, and the shareholder-yield-blending capital-allocation case are real. The session squeeze that lifted CPB, GIS, SJM, HRL in tandem reflects sector rotation interest. The Hormuz-driven aluminum and tinplate steel cost risk into the next print is the honest counter the chatter flags.

What to watch: Sep 2 Q4 print — gross margin direction vs aluminum/tinplate cost pressure, organic sales-growth trajectory, and any commentary on the Snyder's-Lance integration. Continued Dorrance-family buying would extend the conviction tell.

On the calendar: 2026-09-02 — Q4 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment13 posts analyzed · as of 2026-06-11

Campbell Soup is being treated as the textbook hated-staple rotation candidate, with posters noting valuations at lows last seen in the 1970s, a 150-year operating history, and a shareholder yield blending debt reduction, dividends, and buybacks. The bull case leans on inflation framing the value of a $1 can of soup and a session squeeze that lifted CPB, GIS, SJM, and HRL in tandem. The pushback flags the Hormuz situation raising aluminum and tinplate steel costs as a hidden margin risk into the next print.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Campbell Soup Company (CPB) is a leading international producer and marketer of a wide variety of food and beverage products. The enterprise conducts its business through two main operational divisions: Meals & Beverages and Snacks. The Meals & Beverages segment serves both retail and food service industries throughout the United States and Canada. Its extensive product range includes classic Campbell's condensed and ready-to-enjoy soups; Swanson brand broths and stocks; Pacific Foods' line of broths, soups, and non-dairy beverages; Prego pasta sauces; Pace brand Mexican sauces; Campbell's gravies, pasta dishes, beans, and dinner sauces; Swanson canned poultry; Plum organic baby food and snacks; V8 juices and drinks; and Campbell's tomato juice. The Snacks division primarily targets the retail sector, with a significant presence in Latin America. This segment offers a diverse array of treats, such as Pepperidge Farm's selection of cookies, crackers, fresh bakery items, and frozen goods, including Milano cookies and Goldfish crackers. Other notable brands within this category are Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory Pretzel Crisps, Pop Secret popcorn, Emerald nuts, and numerous other snacking options. Campbell Soup Company employs a comprehensive distribution strategy, selling its merchandise across an extensive network that encompasses major retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores. Additionally, products are available via e-commerce platforms, various other retail, commercial, and non-commercial establishments, and a system of independent contractor distributors. Established in 1869, the company's corporate headquarters are situated in Camden, New Jersey.

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 trade-down to private-label coffee and bio-based food ingredient demand are the sector vectors — WEST's private-label coffee co-packing benefits from consumers switching from branded to value coffee formats. DAR converts food waste into bio-based ingredients with recovery visibility.

See how Packaged Foods shapes $CPB

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CPB's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Industry benchmark

5-name peer basket
+53.2%YTD
+39.3%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
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%
Q2 2025Sep 3, 2025$0.62$0.56+10.5%
Next earningsWed, Sep 2·consensus EPS $0.43

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

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.8B$9.6B – $10.5B$2.17$2.10 – $2.4513
FY27$9.7B$9.5B – $10.6B$1.96$1.60 – $2.6914
FY28$9.8B$9.7B – $9.8B$2.06$1.63 – $2.9412
FY29$9.8B$9.7B – $10.5B$2.23$2.19 – $2.436
FY30$9.9B$9.8B – $10.6B$2.13$2.09 – $2.327

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.1.2×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.22%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.+8.8%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.-15.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 192.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.0% 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.β0.015-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.

Know if $CPB is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

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

Recent transactions

BuyJun 9Bennett Jr DorranceDirector100 sh$2KSellJan 9Anthony SanzioEVP, Chief Comms Officer2.7K sh$72KSellDec 30, 2025Charles A. BrawleyEVP, Gen Counsel, and Corp Sec11.6K sh$325K
+ 28 other (23 awards · 3 others · 2 inkinds) 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
Free, forever. No credit card.

Recent news

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

Wall Street CIO: The AI Trade is "Technically Unsustainable." Buy These Two Industries Instead.247wallst.com·2d agoGeneral Mills and Campbell's Both Pay Around 7% in Dividends. Which Stock Is the Safer Option for Income Investors?fool.com·2d agoWall Street's Most Accurate Analysts Spotlight On 3 Risk Off Stocks Delivering High-Dividend Yieldsbenzinga.com·3d agoCampbell's Soup Stock: Deep Value and a 7% Dividend Yieldmarketbeat.com·4d agoCPB Q3 Earnings Call Highlights Inflation Risks and Snack Resetzacks.com·4d ago

More in Packaged Foods

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SJM$MAMA$DAR$WEST$LFVN
Voices on X · top 8 · 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.

PrivacyTermsSupport