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 | 1.58 |
| Price-to-Sales (TTM) | 0.61 |
| EV/Revenue | 1.315 |
| EV/EBITDA | 10.13 |
| Quarterly Earnings Growth (YoY) | 86.40% |
| Quarterly Revenue Growth (YoY) | -7.90% |
| Shares Outstanding | $298.24M |
| Float | $192.41M |
| % Insiders | 40.16% |
| % Institutions | 63.13% |
Volatility is currently contracting
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.
Campbell's is rated Buy at $20, despite weak FY2027 guidance, due to long-term catalysts and a 5% dividend yield. Rao's remains CPB's standout growth asset, with strong brand momentum and significant runway for household penetration and category expansion. A $500 million cost savings program through FY2030 offers substantial EBIT leverage, even if revenue remains flat and Snacks merely stabilizes.
In partnership with pro dancer, Witney Carson, the brand rolls out Two-Step Tuesdays by Campbell's -- proving delicious weeknight dinners are just two steps away Key Takeaways: With new Campbell's® Sauces, a delicious and satisfying dinner is possible in just two steps: cook your favorite protein and add the Campbell's Sauce of your choice for a meal worth gathering for in 20 minutes or less. Four full-bodied flavors offer something for every taste: Thai Curry, Butter Chicken, Creamy Lemon Garlic and Smothered Chicken.
In this article series, I summarize dividend announcements of the past week. This week, 5 stocks announced dividend increases, one announced a cut, and one announced a special. BRC and PECO are the only Investment Grade stocks among this week's dividend announcers, both trading near fair value with robust safety profiles. CPB's 35.90% dividend cut signals severe safety deterioration, while VICI and LAMR present high yields but carry notable safety and growth concerns.
The Campbell's Company reduced its dividend by 36% after a challenging FY2026, sending shares sharply lower and creating a potential value opportunity. CPB's Q4 earnings revealed margin compression, declining sales, and continued pressure on both the Meals & Beverages and Snacks segments, with management targeting $500M in cost savings. Despite a 4.7% dividend yield and a forward P/E of 12.39x, persistent inflation and weak outlook suggest a slow turnaround, with shares likely to remain rangebound.
The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
First dividend cut since 2001.
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