Some two and a half weeks since the ‘3D printed meat' controversy involving the former vice president, Campbell's (NASDAQ: CPB) shares are sitting at their 16-year low.
Campbell's Company (CPB) offers a compelling 5%+ dividend yield, providing downside support amid margin compression and sales headwinds. CPB's dividend is well-covered by earnings, with no reduction expected; a rerating is likely once market confidence in the dividend solidifies. Despite elevated debt and margin pressure, CPB's forward EV/EBITDA of 9.4x appears justified, with fair value estimated at $35 per share.
The Campbell's Company remains a Sell, with shares down 15% since my last rating and ongoing margin and leverage concerns. CPB faces structural headwinds in snacks from GLP-1 drugs, persistent margin pressure, and inability to fully pass on input inflation. The recent La Regina acquisition signals management prioritizes supply chain control and growth over debt reduction or buybacks, delaying deleveraging.
CPB beats EPS estimates even as sales and margins slip, with cost pressures and a planned La Regina stake shaping its 2026 outlook.
The Campbell's Company (CPB) Q1 2026 Earnings Call Transcript
Campbell Soup Company (NYSE:CPB) reported a decline in first-quarter fiscal 2026 earnings on Tuesday, citing continued pressure from inflation, tariffs, and shifting consumer behavior. Adjusted earnings per share came in at $0.77, down 13% from $0.89 a year earlier, but slightly ahead of analysts' expectations of $0.74, according to FactSet data.
Although the revenue and EPS for Campbell (CPB) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Campbell's (CPB) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.89 per share a year ago.
Campbell's Co beat Wall Street estimates for first-quarter sales on Tuesday, helped by resilient demand for its canned soups and ready-to-eat meals as consumers opt to eat more at home amid economic uncertainty.
CPB faces tariff pressures and higher marketing costs, while steady at-home cooking may boost its Meals & Beverages results.
Campbell (CPB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Beyond analysts' top-and-bottom-line estimates for Campbell (CPB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2025.