Besides Wall Street's top-and-bottom-line estimates for Campbell (CPB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2026.
Campbell (CPB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Campbell's Company trades near industry-low EV/EBITDA multiples, making it an attractive takeover target. GLP-1 medicine-driven declines in processed food sales and high debt have pressured CPB's profits and share price since 2022. CPB's 7.7x trailing and 8x forward EV/EBITDA ratios are compelling, especially if a recession or bear market emerges in 2026.
The Campbell's Company trades near all-time lows, reflecting persistent industry-wide headwinds and ongoing fundamental deterioration in sales and profits. CPB maintains a forward P/E of 9 and a dividend yield of 7.75%, offering value if even modest operational improvements materialize. Input cost inflation, particularly from transport and soft commodities, poses near-term profit risks as CPB struggles to pass costs to consumers.
The Campbell's Company's distressed state, driven by competitive and secular headwinds, and elevated debt level may serve as a catalyst that will unlock the company's value. Campbell's predicaments will coerce the company to take actions such as divestitures, resulting in greater strategic focus and conservative capital structure, imperative in today's CPG market. With an earnings yield of roughly 10.5%, Campbell's current valuation offers good value when compared to alternatives available to investors.
Campbell (CPB) reported earnings 30 days ago. What's next for the stock?
Things went downhill for Campbell's (NASDAQ: CPB) in November 2025, when the then-vice president and chief information security officer, Martin Bally, was caught on tape mocking “poor people,” calling the company's own products “3D-printed meat,” and making racist comments about his co-workers.
The Campbell's Company is at multi-decade lows. They offer a 7% dividend yield, and the forward P/E is at 10, but the company faces significant near-term headwinds. Sales are declining, margins are contracting, and FY2026 guidance was lowered, reflecting ongoing macro environment challenges. Despite the weakness, Campbell's cost control and new product launches targeting cook-at-home trends offer some upside potential.
Campbell's (NASDAQ: CPB - Get Free Report) and US Foods (NYSE: USFD - Get Free Report) are both consumer staples companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, dividends, earnings and risk. Insider and Institutional Ownership 52.4% of Campbell's shares
Campbell's is at multi-year lows, making it one of the smallest S&P 500 components. Management slashed guidance, anticipating negative sales and a 23% to 26% decrease in adjusted earnings per share.
One market analyst put it bluntly on air this week: “Yesterday, Campbell's reported one of the worst quarters I've seen in ages.
CPB misses Q2 estimates as EPS drops 31% and sales fall 5% year over year, hurt by weak snacks demand and cost inflation.