Campbell's Stock: A Show-Me Story with Uncertain Growth Prospects

The Campbell's Company is a hold rating for the author, who is not confident in the company's ability to grow earnings, particularly with poor execution and the Snyder's impairment. The author previously had a hold rating for the company.

The Campbell's Company (NASDAQ: CPB) announced the appointment of Todd Cunfer as Executive Vice President and Chief Financial Officer, effective October 20, 2025. Cunfer, who brings over 25 years of experience in the consumer packaged goods industry, will report to Campbell's President and CEO Mick Beekhuizen and join the Operating Committee as an Executive Officer Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1].

Cunfer's role will include leading Campbell's finance function, encompassing controllership, corporate financial planning and analysis, corporate strategy and development, tax, treasury, internal audit, investor relations, transactional services, and financial systems. He succeeds Carrie Anderson, who is leaving the company to pursue other opportunities Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1].

Despite the appointment, analysts maintain a hold rating for Campbell's. CFRA raised its price target to $37.00, maintaining a Hold rating based on cost savings and earnings projections Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1]. DA Davidson reiterated its Neutral rating with a $32.00 price target following discussions with Campbell's executives Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1].

Campbell's reported fiscal 2025 net sales of $10.3 billion across its Meals & Beverages and Snacks divisions. The company declared a regular quarterly dividend of $0.39 per share, payable on November 3, 2025 Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1]. Campbell's also appointed Kelly L. Palumbo as Senior Vice President, Controller, and Chief Accounting Officer, effective September 22, 2025 Campbell’s appoints Todd Cunfer as new CFO effective Oct. 20^[1].