Campbell's Analysts Lower Expectations, Highlighting Pressure in Snacks and Leverage

Analysts have adjusted their expectations for Campbell's (CPB) following the fiscal Q2 report and updated FY26 outlook. The fair value has been revised down to $25.94 from $31.56, an 18% adjustment. Analysts highlight pressure around Snacks and leverage, while others point to steady demand in core categories and current pricing being closer to their updated earnings assumptions.