Campbell's Company (CPB)

The Campbell's Company's stock price has experienced volatility in the past six months. There was a significant decline of 45.91% over the past year, with a notable drop of 7.3% in November 2025 due to an executive controversy. In March 2026, disappointing second-quarter fiscal results led to a 7.1% stock drop, and the company lowered its fiscal 2026 outlook. As of April 8, 2026, the share price was $20.69.

Demand for Campbell's soup products is seasonal, peaking during the fall and winter months, with increased production during the summer. Weather patterns also influence regional soup sales. Demand for most of Campbell's other products is generally distributed more evenly throughout the year. Economic uncertainties can increase demand for shelf-stable foods.

The Campbell's Company (CPB) is an American food manufacturer in the consumer non-durables sector, specifically the food processing industry. It operates through Meals & Beverages and Snacks segments, offering products like Campbell's soups, Pepperidge Farm items, Snyder's of Hanover pretzels, and Rao's pasta sauces.

The Campbell's Company is a North American-focused brand powerhouse, with approximately 90% of its revenue generated from the U.S., and the remainder from Canada and Latin America. The Meals & Beverages segment includes retail and foodservice businesses in the United States and Canada, and starting in fiscal year 2026, also encompasses snacking and meals and beverage retail business in Latin America. It has 1,528 subsidiaries across 8 countries, with the vast majority in the United States.

The Campbell's Company's brand reputation has faced challenges, including a controversy in November 2025 involving derogatory comments made by an executive, leading to negative news sentiment and calls for boycotts. Additionally, the company faced a lawsuit in 2024 regarding water pollution and criticism in 2025 over misleading labels.

The Campbell's Company's ownership is primarily held by institutional investors, who collectively own around 59% of its shares. Individual investors hold a 24% stake, with key individual shareholders from the Dorrance family, including Bennett Dorrance and Mary Alice Dorrance Malone.