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CPCPB

Campbell Soup Company

$CPB·$6.5B·Packaged Foods·Consumer Defensive
$22.52+3.1%YTD-21.8%1Y-33.3%
Mentions · last 7 days
2026-07-20: 4 posts2026-07-21: 18 posts2026-07-22: 14 posts2026-07-23: 31 posts2026-07-24: 24 posts2026-07-25: 22 posts2026-07-26: 20 posts133+35%
Price updated 5m ago·X counts updated 19h ago
CPCPB
$CPBCampbell Soup Company
$22.53+3.14%133 posts+35%
AI analysisFundamentalsVoices on X
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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 numbersStalledAI verdict · as of 2026-07-26

The move has stalled — likely just drifts unless something new shows up.

Campbell Soup is down 33% over 12 months and removed from S&P 500 — 7% dividend yield, 11x earnings, into 9/2 earnings.

The Campbell's Company (formerly Campbell Soup) is a leading US packaged-foods and snacks company — Campbell's soups, Pepperidge Farm, Snyder's-Lance snacks — the consumer-defensive compounder that just got removed from the S&P 500 into the SmallCap 600. Down 33% over 12 months and 22% YTD, this is a stalled staples name at genuinely cheap levels.

The setup is a mature packaged-foods name at deep-value multiples:

  • Revenue is contracting modestly: Q4 fiscal 2026 revenue was down 4.4% YoY at $2.37B with a 29% gross margin and 10% operating margin — the top-line trajectory is the whole story, and the last four EPS prints have been mixed (+4%, +5%, -10%, +5%).
  • The index-inclusion downgrade is the market's verdict: S&P 500 removal (replaced by MRVL and FLEX) means index-fund selling has been a real overhang — that's the mechanical drag on the tape, distinct from the fundamental setup.
  • The dividend-yield thesis is real: 11x TTM earnings with a 13% FCF yield and a ~7% dividend yield after the drawdown — this is one of the cheapest staples-with-real-cash-flow entries on the tape, though 'cheap and de-risked are not the same' applies here.

At 16% of the 52-week range and 14% below the 200-day, this is stalled at genuinely broken levels. Q1 fiscal 2027 earnings on 9/2 is the referee — a comp-sales stabilization plus a new-Protein-Soup-lineup traction commentary restarts a real bounce; another quarter of shrinking volumes with a commodity-inflation-margin-compression comment extends the drift despite the yield support.

Agrees with X sentimentX is right on Campbell being removed from the S&P 500 into the SmallCap 600 (replaced by MRVL and FLEX), the staples-inflows framing alongside GIS/FLO/KHC/CAG, and the value-and-yield thesis. The 'low P/E reflects genuine cyclicality risk rather than a bargain' partial disagreement is fair — this is where the risk really is.

What to watch: 9/2 Q1 fiscal 2027 earnings — a comp-sales stabilization plus new-Protein-Soup-lineup traction commentary restarts a real bounce; another quarter of shrinking volumes with commodity-inflation-margin-compression extends the drift.

On the calendar: 2026-09-02 — Q1 fiscal 2027 earnings

X sentiment

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

Neutral sentiment6 posts analyzed · as of 2026-07-08

Campbell Soup is being discussed as a value-and-yield staples name after being removed from the S&P 500 into the SmallCap 600 (replaced by $MRVL and $FLEX). Commentators highlight inflows into staples and constructive one-day performance alongside $GIS, $FLO, $KHC, and $CAG. A minority pushes back on the low P/E as reflecting genuine cyclicality risk rather than a bargain, keeping the tone informational.

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
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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

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

What this means for $CPB

Partial — Produces branded soups, sauces, and snacks including Campbell's, Pepperidge Farm, and Goldfish sold globally; partial earnings exposure to packaged foods demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
+19.6%YTD
+2.7%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 $0.40

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$9.7B – $9.8B$2.17$2.16 – $2.2013
FY27$9.7B$9.5B – $10.6B$1.92$1.68 – $2.3514
FY28$9.7B$9.4B – $10.9B$2.03$1.58 – $2.9311
FY29$9.8B$9.7B – $10.5B$2.21$2.16 – $2.425
FY30$9.9B$9.7B – $10.6B$2.13$2.08 – $2.336

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.0.6×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.+1.0%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.-13.5%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 today2.9% 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.

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
+ 26 other (23 awards · 2 inkinds · 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

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.

3New insider — initial holdingsMar 103
3New insider — initial holdingsMar 33
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 11-K) in window

Recent news

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

The Campbell’s Company $CPB Shares Acquired by First Trust Advisors LPdefenseworld.net·2d agoCPB Q2 Earnings Call Highlightsmarketbeat.com·3d agoCampbell's® Cooks Up New Soup Lineup with 20g of Protein Per Canprnewswire.com·13d agoMeet the 7%-Yielding Stock That's Down 20%. Here's Why Investors Should Take a Closer Look.fool.com·17d agoCampbell's: Better Days Are Worth Waiting Forseekingalpha.com·18d ago

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Voices on X · top 2 · last 7 days

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