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.
Campbell Soup Company NASDAQ: CPB stock is a high-priority for income watch lists because its price plummet has jacked up the yield, and the bottom is closer than ever. The technicals and analysts' trends suggest this market could fall as deeply as to the $20 level before rebounding.
Americans eat a lot of snacks. But not enough, according to investors.
Famed investor Jim Cramer says it's hard to see Campbell's (NASDAQ: CPB) Q2 earnings release and believe it's still the great American company it once was. On Wednesday, the canned food specialist posted 51 cents a share of earnings on a 5% sales decline to $2.56 billion – both below consensus.
The Campbell's Company (CPB) Q2 2026 Earnings Call Transcript
The headline numbers for Campbell (CPB) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Campbell Soup Company (NYSE:CPB) shares fell sharply on Wednesday after the packaged food company reported fiscal second quarter results that came in below Wall Street expectations and lowered its full-year outlook. The Camden, New Jersey-based company posted revenue of $2.56 billion for the quarter ended February 1, down about 4.5% from a year earlier and below analyst estimates of $2.61 billion.