The Campbell's Company (CPB)
The Campbell's Company: Near 5% Yield Attractive After 36% Dividend Cut, But Don't Buy Yet
The Campbell's Company reduced its dividend by 36% after a challenging FY2026, sending shares sharply lower and creating a potential value opportunity. CPB's Q4 earnings revealed margin compression, declining sales, and continued pressure on both the Meals & Beverages and Snacks segments, with management targeting $500M in cost savings. Despite a 4.7% dividend yield and a forward P/E of 12.39x, persistent inflation and weak outlook suggest a slow turnaround, with shares likely to remain rangebound.
The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Campbell's cuts 13% of salaried workforce, closes plants as part of turnaround effort
Campbell's CEO Mick Beekhuizen calls results "unacceptable" as the company slashes 13% of salaried workers and targets $500 million in savings.
The Campbell's Company (CPB) Q4 2026 Earnings Call Prepared Remarks Transcript
The Campbell's Company (CPB) Q4 2026 Earnings Call Prepared Remarks Transcript
Campbell's Just Cut a Dividend It Had Not Touched Since 2001 and the Snack Aisle Is Why
Campbell's (NASDAQ:CPB | CPB Price Prediction) reported Q4 fiscal 2026 results before the open on September 3, 2026, and the headline is the payout. Campbell's cut its quarterly dividend 36% to $0.
The Campbell's Company (CPB) Q4 2026 Earnings Call Transcript
The Campbell's Company (CPB) Q4 2026 Earnings Call Transcript
Campbell's Q4 Earnings Miss Estimates as Inflation Pressures Margins
CPB's Q4 earnings and sales miss estimates as inflation squeezes margins, while Snacks' weakness offsets gains in Meals & Beverages.
Campbell's cuts dividend, unveils $500M cost plan after profit slide
Campbell Soup Company (NYSE:CPB) reported a sharp drop in fourth-quarter profitability and slashed its quarterly dividend by 36% to $0.25 per share, as the packaged food company moves to accelerate debt reduction and shore up its balance sheet. Adjusted earnings per share fell to $0.39 from $0.62 a year earlier, a 37% decline.
Compared to Estimates, Campbell (CPB) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Campbell (CPB) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Campbell's (CPB) Lags Q4 Earnings and Revenue Estimates
Campbell's (CPB) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.62 per share a year ago.
Campbell's Q4 Earnings Call Highlights
Campbell's NASDAQ: CPB reported fourth-quarter fiscal 2026 results marked by continued weakness in its snacks business, elevated inflation and lower profitability, while its meals and beverages segment delivered sales growth. Management also outlined a fiscal 2027 plan centered on cost reductions, selective pricing, focused marketing investment and debt reduction.
