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The Campbell’s Company reported fiscal 2026 net sales of $9.744 billion, down 5%, and adjusted EPS of $2.17, down 27%; shareholders will vote on 12 director nominees, auditor ratification, executive compensation and the 2022 Long-Term Incentive Plan.
The Campbell's Company acquired 49% interests in La Regina for $146 million in cash on May 4, 2026; the remaining $140 million is payable at its discretion on May 4, 2027. It operates Meals & Beverages and Snacks segments.
On October 1, 2026, Campbell’s priced an offering of $300,000,000 aggregate principal amount of 8.500% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 5, 2057; the Notes were issued on October 5, 2026.
The Campbell's Company reported 2026 net sales down 5% to $9.744 billion, gross margin down to 28.1% from 30.4%, and diluted net earnings of $394 million ($1.31 per share) versus $602 million ($2.01 per share) in 2025.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Campbell's reported lower fiscal 2026 sales and earnings and issued fiscal 2027 guidance for further organic sales, adjusted EBIT and adjusted EPS declines. The company faces continued Snacks weakness, inflation-driven gross-margin pressure, a 36% dividend reduction, higher interest expense and $117 million of trademark impairments. Fourth-quarter Meals & Beverages organic sales grew 3%, while Campbell's launched a $500 million cost-savings program and expects sequential margin improvement and positive price realization from the second quarter.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Meals & Beverages net sales | $5.93B | FY2026 | -4.1% |
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| Snacks net sales | $3.82B | FY2026 | -6.3% |
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| Adjusted administrative expenses non-GAAP | $153M | Three Months Ended August 2, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Administrative expenses, as reported 164M
-8M Costs associated with cost savings and optimization initiatives (1)
-3M Certain litigation recoveries (expenses) (5)
+0M Cybersecurity incident recoveries (8)
= Adjusted Administrative expenses 153M
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| Adjusted EBIT non-GAAP | $242M | Three Months Ended August 2, 2026 | — |
| Adjusted effective tax rate non-GAAP | 23.6% | Three Months Ended August 2, 2026 | — |
| Adjusted EPS non-GAAP | $2.17 | Twelve Months Ended August 2, 2026 | — |
| Adjusted gross profit non-GAAP | $611M | Three Months Ended August 2, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit, as reported 583M
+11M Costs associated with cost savings and optimization initiatives (1)
+14M Commodity mark-to-market losses (gains) (2)
+3M Costs associated with acquisition (3)
= Adjusted Gross profit 611M
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| Adjusted gross profit margin non-GAAP | 28.6% | Three Months Ended August 2, 2026 | — |
| Adjusted marketing and selling expenses non-GAAP | $186M | Three Months Ended August 2, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Marketing and selling expenses, as reported 188M
-2M Costs associated with cost savings and optimization initiatives (1)
= Adjusted Marketing and selling expenses 186M
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| Adjusted net interest expense non-GAAP | $321M | Twelve Months Ended August 2, 2026 | — |
| Adjusted other expenses non-GAAP | $4M | Three Months Ended August 2, 2026 | — |
| Cost savings achieved (cumulative) | $225M | Cumulative through fourth quarter fiscal 2026 | — |
| Costs related to cost savings and optimization initiatives | $60M | the three months ended May 3, 2026 filing | — |
| Meals & Beverages operating earnings | $213M | the three months ended May 3, 2026 filing | — |
| Snacks operating earnings | $95M | the three months ended May 3, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CPB
this stock
CAMPBELL'S Co
|
$6.79B | -18.3% | -5.0% | — | 13.0% |
|
JBS
Jbs N.V.
|
$40.00B | -15.7% | — | — | 1.3% |
|
KHC
Kraft Heinz Co
|
$29.73B | +3.5% | -0.1% | — | 8.7% |
|
GIS
General Mills Inc
|
$18.35B | -26.2% | +4.1% | — | 7.0% |
|
SJM
J M SMUCKER Co
|
$14.17B | +35.7% | +3.7% | — | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
The Campbell’s Company reported fiscal 2026 net sales of $9.744 billion, down 5%, and adjusted EPS of $2.17, down 27%; shareholders will vote on 12 director nominees, auditor ratification, executive compensation and the 2022 Long-Term Incentive Plan.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CPB | -1.6% | +14.6% | +13.1% | +6.3% | -18.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.2% | +15.7% | +12.6% | +6.5% | -28.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
