Consumer Defensive
The Campbell's Company(CPB)
Live Price
Offline$22.31
-2.19% today
1Y Change
-28.67%
Window
Jun 25, 2025 โ Jun 24, 2026
- Market Cap
- $6.23B
- Revenue Growth
- +6.4%
- EPS Growth
- +6.3%
- Dividend Yield
- 7.5%
Coverage: 250 bars ยท Jun 25, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Campbell's Company (CPB) is a Consumer Defensive stock with a market cap of $6.23B and listed on NASDAQ. The stock last traded around $22.31 and down 28.7% across the available one-year price window (Jun 25, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +6.4%, EPS growth of +6.3%, a dividend yield of 7.5%. What stands out right now is revenue +6.4%, EPS +6.3%, free cash flow +5.5% with operating margin 12.1% and ROIC 7.1%. The dividend matters to the case here, with a current yield around 7.5%. Valuation is more restrained than many high-expectation growth names at P/E 11.3 and price/sales 0.6. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines CPB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+6.4% vs +1.7% peer median
Operating Margin
Above sector median
+12.1% vs +6.6% peer median
P/E
Below sector median
11.3 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 1, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +6.4% and EPS at +6.3%, with operating margin around 12.1%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 7.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.8% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 1, 2026 | โ | -0.4% | +1.9% | โ |
2026 Mar 11, 2026 | -10.5% | -5.6% | -8.1% | -9.4% |
2025 Dec 9, 2025 | +4.8% | -1.0% | +0.7% | -7.2% |
Benchmark Edge
CPB vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CPB
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CPB Max Drawdown
-41.23%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CPB and SPY.
Company Overview
The Campbell's Company
NASDAQ
The Campbell's Company is a leading consumer staples firm specializing in packaged foods and beverages. It produces and markets iconic brands such as Campbell's soups, Prego sauces, Swanson broths, V8 juices, and Pepperidge Farm baked goods, alongside emerging snack options like Goldfish crackers and Snyder's pretzels. The company distributes its products through diverse channels including retail food chains, mass discounters, club stores, convenience outlets, dollar stores, e-commerce platforms, and independent distributors, serving both commercial and non-commercial customers. Operating in the competitive packaged foods industry, The Campbell's Company focuses on delivering convenient, shelf-stable meals and snacks to households worldwide. Formerly known as Campbell Soup Company, it rebranded to The Campbell's Company in November 2024. Founded in 1869 and headquartered in Camden, New Jersey, it plays a significant role in the everyday consumer goods market by providing affordable, familiar food products essential to modern pantries.
- Leadership
- Mr. Mick J. Beekhuizen
- Employees
- 13.7k
- Street Address
- 1 Campbell Place
- Mailing
- Camden, NJ, 08103-1799
- Region
- Camden, NJ, United States
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 11.3
- EV/EBITDA
- 8.7
- Price/Sales
- 0.6
- Price/Book
- 1.6
Growth
- Revenue
- +6.4%
- EPS
- +6.3%
- Free Cash Flow
- +5.5%
Profitability
- Gross Margin
- 29.3%
- Operating Margin
- 12.1%
- Net Margin
- 5.5%
- ROE
- 14.0%
- ROIC
- 7.1%
Balance Sheet
- Debt/Equity
- 1.77
- Current Ratio
- 1.01
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.