Campbell's Company (CPB)

The Campbell's Company's stock price declined by 31.56% to $26.43 as of January 9, 2026. BofA Securities lowered its price target for CPB to $29.00 with an Underperform rating due to revised sales assumptions and increased administrative expenses. Fitch Ratings downgraded Campbell's Long-Term Issuer Default Rating to 'BBB-' due to projected EBITDA decline. UBS lowered its price target and maintained a Sell rating due to a weak outlook. The Rosen Law Firm announced an investigation into potential breaches of fiduciary duties. The company reported its First Quarter Fiscal 2026 results and reaffirmed its full-year guidance. A quarterly dividend was declared. Campbell's topped Wall Street sales targets with $2.7 billion in net sales. Insider selling of stock was reported. The company's fiscal 2025 net sales reached $10.3 billion, a 6% increase, attributed to the acquisition of Sovos Brands, while anticipating challenges for FY2025.

Demand for The Campbell's Company's products, particularly soup, increases during the colder fall and winter months. The company prepares for this season by increasing production during the summer and utilizes regional weather forecasts to target advertising. Lighter, broth-based, and vegetable-based soups, as well as unique and spicy flavors, are promoted to sustain sales during warmer months. The company's diversified portfolio helps to balance seasonal fluctuations.

The Campbell's Company (CPB) is an American food and beverage company known for its canned soup products, operating in the Consumer Staples sector. Its portfolio includes soups, broths, cookies, crackers, chips, pretzels, biscuits, sauces, and juices. Key brands include Campbell's, Pepperidge Farm, Snyder's of Hanover, and Rao's pasta sauces. The company distributes its products through retail chains, mass merchandisers, club stores, drug stores, convenience stores, dollar stores, and e-commerce platforms.

The Campbell's Company primarily focuses on North America, with 90% of its revenue from the United States, and the remainder from Canada and Latin America. It has subsidiaries across 8 countries, with the majority in the United States, followed by Canada and Mexico. Campbell's products are sold in over 100 countries worldwide.

The Campbell's Company has focused on maintaining its brand reputation through strategic initiatives and product development, emphasizing quality, value, and adapting to consumer preferences. The company pledged to remove synthetic dyes from all products within two years. The acquisition of Sovos Brands aimed to bolster its offerings. The company's 16 leadership brands continue to command customer loyalty. An investigation by the Rosen Law Firm regarding potential breaches of fiduciary duties could impact the company's reputation. Challenges from inflation, evolving consumer preferences, and competitive pressures in the snacks segment could indirectly affect public perception.

The Campbell's Company is largely held by institutional investors, owning approximately 59% of the shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Insiders hold a significant portion, with some reports indicating insider ownership around 16% to 74.17%. Key individual shareholders include members of the Dorrance family.