Campbell's Company (CPB)

In the past six months (January to July 2025), The Campbell's Company (CPB) stock price has experienced a decline. As of July 17, 2025, the share price was $31.30, representing a 34.40% decrease from July 17, 2024. Over the last six months, the stock has fallen by 20.68%. Key events impacting the stock include earnings reports where Campbell's Co beat third-quarter sales and profit estimates, analyst ratings with a consensus of "Hold", tariff challenges expecting a hit of 3 to 5 cents per share, and board and workplace recognition including being named to Civic 50 Greater Philadelphia and recognized by Newsweek as one of America's Greatest Workplaces.

Demand for Campbell's soup products is seasonal, with higher sales typically occurring in the fall and winter months, while demand for snacks is more evenly distributed. During the COVID-19 pandemic, demand for soup products saw above-normal levels even during spring and summer months. Consumers are cooking at home at the highest levels since early 2020, leading to strong demand for canned food and soups. The company has focused on expanding its snack offerings, with snack sales growing faster than soup sales. Campbell's aims to minimize inventory while maintaining a high fill rate, managing demand fluctuations through forecasting.

The Campbell's Company, formerly known as Campbell Soup Company, is a leading manufacturer of packaged food and beverages operating in the Consumer Non-Durables sector, specifically in the Food: Specialty/Candy industry. The company is divided into two main divisions: Meals & Beverages and Snacks. Its product portfolio includes soups and meals such as Campbell's Condensed Soups and Prego pasta sauces, snacks like Pepperidge Farm cookies and Goldfish snacks, beverages such as V8 juices, and other products like Plum Organics and Rao's sauces.

The Campbell's Company has a significant geographic footprint, with its products sold in 120 countries. Its primary business presence is in the U.S. and Canada, accounting for approximately 90% of its revenue. The company also has a presence in Asia Pacific, Latin America, and China, with offerings designed to meet local tastes. Its North American Foodservice division provides products and solutions to various segments across the U.S. and Canada, including healthcare facilities, restaurants, schools, and vending services.

The Campbell's Company has maintained a strong brand reputation, considered one of the most trusted food and beverage companies in the United States. Events positively affecting its reputation include being named to Civic 50 Greater Philadelphia and recognized as one of America's Greatest Workplaces by Newsweek. The company is committed to ingredient transparency through initiatives like whatsinmyfood.com. In September 2024, the company announced a name change from Campbell Soup Company to The Campbell's Company, reflecting its broader portfolio beyond just soups.

The Campbell's Company has strong institutional backing, with institutional investors owning 59% of the company. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Bennett Dorrance is the largest shareholder with 15% of shares outstanding. The general public holds a 24% stake in Campbell's.