Campbell's Company (CPB)

Over the past six months, The Campbell's Co. (CPB) stock price has experienced a significant decline. Key events impacting the stock include earnings reports, acquisitions and divestitures, tariff impacts and supply chain issues, and analyst ratings. The Sovos Brands acquisition has positively impacted net sales. The company expects a significant impact from tariffs in fiscal year 2026. As of October 25, 2025, the company has an average rating of "Reduce" from analysts.

Demand for Campbell's products exhibits seasonality, with soup demand elevated during colder months. Certain seafood soups and beef chili see spikes in demand during the summer. Consumer behavior has shown increased at-home cooking since early 2020, boosting demand for the company's products, leading to supply constraints in some areas.

The Campbell's Company, founded in 1869 and headquartered in Camden, New Jersey, is a global food processing company operating in the Consumer Staples sector. It is divided into two segments: Meals & Beverages and Snacks. Its major products and brands include soups, beverages, pasta sauces, snacks, and other food items.

The Campbell's Company operates extensively in the United States and internationally. Its retail and foodservice businesses are present in the U.S. and Canada, and it also has a retail business in Latin America. The company reports that 95.8% of American homes contain a Campbell's product.

Campbell's maintains strong brand recognition, influenced by its commitment to sustainability initiatives. Campbell's Chunky collaborated with Pabst Blue Ribbon in August 2025. The company was featured in the Jan/Feb 2026 issue of BetterInvesting™ Magazine. Campbell's performed moderately in the 2023 Nature Benchmark, with opportunities for improvement identified in governance, ecosystems and biodiversity, and social inclusion and community impact.

The Campbell's Company has strong institutional backing, with institutions holding 59% of the ownership. Individual investors hold a 24% stake, and insiders own a significant proportion. Bennett Dorrance is currently the largest individual shareholder.