| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 85 | 15.7x | 17.8x | Top tier | |
Growth | 11 | -5.0% | 7.1% | Bottom tier | |
Quality | 39 | 6.6% | 4.5% | Bottom tier | |
Safety | 35 | 5.4x | 2.6x | Bottom tier | |
Capital Return | 52 | — | 2.12% | Around median | |
Momentum | 12 | -27.9% | 2.9% | Bottom tier | |
Sentiment | 94 | 13 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Campbell Soup Company operates through two main portfolios: Meals & Beverages and Snacks. The Meals & Beverages portfolio includes brands and products such as Campbell's, Pacific, Rao's, Prego, soups, broths, and sauces, while Snacks includes Goldfish, Snyder's, Pepperidge Farm, Snack Factory, Milano, and Chessmen. Cooking products represent about half of the soup portfolio, while more than 50% of retail sales in the Meals & Beverages segment are tied to cooking occasions, a category that management said achieved a compound annual growth rate of approximately 5% over four years.
In quarter 4 of fiscal year 2026, ended August 2, 2026, net sales declined 8% to $2.137 billion, and the company recorded a net loss of $69 million, or $0.23 per share, equivalent to a negative net margin of approximately 3.2%. Management attributed the weak results to lower revenue, inflationary pressure on margins, and weakness in the Snacks segment. In contrast, cooking soup products delivered stronger performance, while Pacific continued to grow at a double-digit rate and Rao's remained one of the leading growth drivers in the Meals & Beverages portfolio.
The latest trailing-twelve-month record in EDGAR data shows revenue of $9.9 billion, gross profit of $2.9 billion, net income of $608 million, and earnings per share of approximately $2.03; representing a gross margin of approximately 29.3% and a net margin of approximately 6.1%. By comparison, quarter 3 of fiscal year 2026 recorded revenue of $2.4 billion, gross profit of $650 million, and net income of $124 million. This contrast highlights the extent of the deterioration seen in quarter 4 of fiscal year 2026 compared with the profitability recorded in the previous quarter.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on CPB is Neutral, with an average target of $20.43 and a relatively wide range between $18 and $28. The average target is approximately 40% below the 52-week range high of $34.17, while the highest target is approximately 18% below that high, reflecting a revaluation related to the sales decline in quarter 4 of fiscal year 2026, the quarterly loss, the dividend reduction, and margin pressures. In contrast, an improvement in valuation depends on demonstrating a recovery in Snacks and delivering the $500 million savings plan without further volume erosion.
Figures in the text are as of 2026-09-04; the live price is shown at the top of the page.
Net sales declined 8% to $2.137 billion in quarter 4 of fiscal year 2026, ended August 2, 2026. Campbell's recorded a net loss of $69 million, or $0.23 per share, compared with net income of $124 million in quarter 3 of fiscal year 2026. Management cited weakness in the Snacks segment, inflationary pressure on production costs and margins, and weak consumer purchasing power.
The plan focuses on stabilizing Goldfish and Snyder's because management says they are the two most profitable brands in the Snacks portfolio. Initiatives include Goldfish Gluten-Free, protein and whole-grain products, Snyder's innovations, and national campaigns for Goldfish and Pepperidge Farm during fiscal year 2027. Management expects segment sales to decline at a high-single-digit rate in quarter 1 of fiscal year 2027, followed by a modest improvement in volumes over the subsequent quarters. Nevertheless, the company does not expect Snacks consumption to reach positive growth by the end of fiscal year 2027.
The company reduced its quarterly dividend by 36% to $0.25 per share following the results of quarter 4 of fiscal year 2026. Management described the decision as difficult but necessary, linking it to long-term value creation and accelerated debt repayment. The decision comes alongside an expected increase in interest expense of approximately $25 million in fiscal year 2027 and the maturity of $500 million in notes in March.
The acquisition of a 49% stake in La Regina was completed on May 4, 2026, and the company's results were fully consolidated in Campbell's financial statements. The unowned 51% stake appears under earnings attributable to noncontrolling interests, while the financial statements also include fair-value adjustments related to the second payment due on May 4, 2027, and the option to purchase the remaining interests. Campbell's made an initial cash payment of approximately $140 million, and its financing, alongside La Regina debt, contributes to higher interest expense during fiscal year 2027.
The midpoint of guidance indicates an organic sales decline of approximately 3%, with an earnings-per-share range of $1.65 to $1.80 in fiscal year 2027. Management expects inflation of between 5% and 6%, logistics costs rising at a double-digit rate, and gross margin to decline by between 50 and 100 basis points for the full fiscal year. Quarter 1 of fiscal year 2027 will be the weakest in terms of margin and earnings per share, with margin expected to improve in quarter 2 and earnings-per-share growth expected to turn positive in quarter 4. The trajectory depends on the speed of the Snacks recovery and the level of inflation in the second half, where cost coverage is only approximately 50%.
The consensus recommendation is Neutral, with an average price target of $20.43. The target range extends from $18 to $28, while the 52-week range is between $19.56 and $34.17. The average target is approximately 40% below the 52-week range high, and even the highest target remains below that high, reflecting caution toward declining sales, margin pressure, and the dividend reduction.
