
Campbell's and Dow both flashed the same red flags before slashing their payouts, and six consumer stocks sitting in income portfolios right now are showing those exact same warning signs.
Campbell Soup Company, doing business as Campbell's, is an American processed food and snack company.
| Revenue (TTM) | $9.74B |
| Gross Profit (TTM) | $2.78B |
| EBITDA | $1.62B |
| Operating Margin | 10.20% |
| Return on Equity | 10.10% |
| Return on Assets | 4.94% |
| Revenue/Share (TTM) | $32.70 |
| Book Value | $12.92 |
| Price-to-Book | 1.81 |
| Price-to-Sales (TTM) | 0.71 |
| EV/Revenue | 1.441 |
| EV/EBITDA | 11.03 |
| Quarterly Earnings Growth (YoY) | 86.40% |
| Quarterly Revenue Growth (YoY) | -7.90% |
| Shares Outstanding | $298.24M |
| Float | $193.66M |
| % Insiders | 40.16% |
| % Institutions | 62.81% |
Volatility is currently contracting

Campbell's and Dow both flashed the same red flags before slashing their payouts, and six consumer stocks sitting in income portfolios right now are showing those exact same warning signs.

The Latest Report Finds Holiday Traditions Are Going Strong, Along with Americans' Appetite for More Sides CAMDEN, N.J., Oct. 27, 2026 /PRNewswire/ -- Campbell's officially kicked off Sides Season™ with the release of its 2026 State of the Sides Report.

Campbell's just slashed its dividend for the first time in over two decades, and income investors now face a decision that hinges on whether the smaller payout signals a genuine reset or the start of something worse.

Campbell's just slashed a dividend it had held steady for years, while its rival moved in the opposite direction.

Five household grocery names faced the same brutal pressures, but their dividends went in three different directions. The balance sheet details behind each decision reveal which income payouts are built to last and which still carry hidden risk.

CPB is ramping up digital and AI-enabled marketing to boost everyday meal sales, leveraging recipe inspiration and rising demand for affordable home cooking.

Campbell's just made its most painful dividend decision in over two decades, and the debt load behind it raises a bigger question about whether even the new, smaller payout can survive what's coming in 2027.

Four packaged food stocks sit on the same grocery shelves, but their dividends tell completely different stories about which companies are quietly rebuilding and which ones are still in danger of the next cut.

Campbell's just slashed a dividend it had protected for 25 years, and Smucker carries some of the same warning signs that preceded the cut.

Campbell is rated a Buy, as current valuation reflects significant risk and offers an attractive risk-reward for long-term investors. CPB's 35.9% dividend cut strengthens its balance sheet, supporting debt reduction and providing flexibility amid rising interest expenses and macro uncertainty. FY27 guidance signals more near-term weakness: organic net sales down 4%-2%, adjusted EPS down 24%-17%, and gross margins pressured by inflation and negative pricing.
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