Campbell Soup Company (CPB) AI Stock Analysis

Campbell Soup Company manufactures and markets food and beverage products across the United States and globally. The company operates via two primary segments: Meals & Beverages and Snacks. Meals & Beverages offers retail and foodservice items including Campbell's soups, Swanson broths, Prego pasta sauces, V8 juices, and Pacific Foods non-dairy beverages. The Snacks segment features brands such as Pepperidge Farm, Snyder's of Hanover, Lance, Cape Cod, and Kettle Brand potato chips, with distribution extending into Latin America. Headquartered in Camden, New Jersey, the business serves retail chains, e-commerce platforms, and specialty stores.

Over the past five fiscal years, revenue expanded at a 2.8% CAGR, peaking at $10.25B in FY2025 before falling 5.0% to $9.74B in FY2026. Gross margin compressed from 30.7% in FY2022 to 28.1% in FY2026, while operating margin narrowed from 13.8% to 8.7%. Net income decreased from $757.0M in FY2022 to $403.0M in FY2026, with EPS declining from $2.84 to $2.17. For the latest quarter ended July 31, 2026, quarterly revenue fell 7.9% year-over-year, while quarterly earnings grew 86.4%.

As of July 31, 2026, Campbell Soup held $394.0M in cash and short-term investments against $7.14B in total debt, resulting in net debt of $6.74B. Shareholders' equity was $3.85B, with a debt-to-equity ratio of 1.85 and a current ratio of 0.82. In FY2026, operating cash flow reached $1.04B and free cash flow was $678.0M. Capital expenditures totaled $361.0M, dividends paid consumed $470.0M, and share buybacks accounted for $26.0M.

Campbell Soup trades at a trailing P/E of 15.2x and a forward P/E of 11.9x, compared to medians of 18.6x and 14.3x for its US-listed Consumer Defensive peers. Its EV/EBITDA stands at 10.1x versus the peer median of 11.7x, and its price-to-sales ratio is 0.6x compared to 0.7x for peers. Over the past year, the stock fell 31.2%, underperforming the SPY gain of 16.8%. Over five years, the stock dropped 41.0% while SPY rose 83.0%.

The company pays a forward annual dividend of $1.00 per share, representing a 5.03% dividend yield and a 65.4% payout ratio. Campbell Soup has paid dividends for 42 consecutive years, generating a 5-year annualized dividend growth rate of 2.2%. Its last ex-dividend date was October 1, 2026.

Wall Street coverage includes 1 Strong Buy, 13 Holds, 4 Sells, and 2 Strong Sells. The mean price target of $20.79 implies a 4.7% upside from the last close of $19.87. For the fiscal year ending July 31, 2027, consensus estimates project revenue of $9.50B and EPS of $1.70, reflecting a 21.9% decline in EPS. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is December 8, 2026.

This page is an AI-written research summary of Campbell Soup Company (CPB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CPB income statement, CPB balance sheet, CPB key metrics, CPB analyst forecast, CPB chart. See the CPB stock overview for the latest quote and news.