CAMPBELL'S Co (CPB) Q4 2026 Earnings Call

Concluded Sep 3, 2026

Sep 3, 2026 0 turns

Period: FY2026 Q4
Runtime: —
Sources: 2 artifacts

8-K 10-K

Executive readout · one minute

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Pricing strategy 16 Capabilities and investment 15 Snacks/Salty recovery 12 Consumer focus and innovation 8 Brand support campaigns 7 Margin and cost outlook 5

Management tone

Balanced

Net tone -10 · moderate hedging

Grounding quotes

“those numbers are obviously not where we should be, and that's unacceptable.”
“reducing dividend is obviously, you know, a difficult decision, but it's unfortunately a necessary decision that we needed to take.”
“we have been behind the curve in both our capabilities, our tools.”
“these actions are going to take a little bit of time to implement them in the marketplace.”

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Revenue · derived Q4 $2.14B -7.9% YoY

Net income · derived Q4 -$60.00M -141.4% YoY

Research materials

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8-K earnings release Filed Sep 3, 2026 10-K report Filed Sep 24, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Sep 3, 2026.

Metric	Period	Guided	Basis
Organic Net Sales Growth table Initiated FY27	FY27	-4% – -2%	Non-GAAP
Adjusted EBIT table Initiated FY27	FY27	-12% – -7%	Non-GAAP

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Dividend / share: $0.25

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