CPB
Campbell's·NASDAQ
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CPB fundamentals
Campbell's (CPB) released its earnings on Mar 11, 2026: revenue was 2.56B (YoY -4.51%), missed estimates; EPS was 0.51 (YoY -31.08%), missed estimates.
Revenue / YoY
2.56B
-4.51%
EPS / YoY
0.51
-31.08%
Report date
Mar 11, 2026
CPB Earnings Call Summary for Q2,2026
- Snacks Margin Crisis: 7% Q2 margin (down 390bps) due to 6% sales decline and cost deleverage. Fresh bakery execution failures and chips pricing wars drove 75% of margin decline.
- Goldfish Recovery Plan: Q4 margin recovery hinges on Q3 stabilization of fresh bakery and Q4 Goldfish volume growth. Condensed sauces launch in June to expand cooking portfolio.
- Capital Restructuring: $100M overhead savings to fund debt reduction, no share buybacks. La Regina acquisition to be financed with cash or equity.
- Strategic Shifts: Surgical promotional spending in chips, price pack architecture adjustments, and premium innovation (Late July, Rao's) to drive long-term growth.
EPS
Actual | 0.72 | 0.83 | 0.63 | 1.02 | 0.84 | 0.57 | 0.55 | 0.89 | 0.69 | 0.7 | 0.56 | 1.02 | 0.8 | 0.68 | 0.5 | 0.91 | 0.8 | 0.75 | 0.63 | 0.89 | 0.74 | 0.73 | 0.62 | 0.77 | 0.51 | |||||||||||||||
Forecast | 0.6732 | 0.7514 | 0.6044 | 0.9103 | 0.8363 | 0.6573 | 0.4713 | 0.812 | 0.6915 | 0.6137 | 0.5597 | 0.8765 | 0.7382 | 0.6459 | 0.5033 | 0.8748 | 0.7673 | 0.7092 | 0.6195 | 0.8735 | 0.7237 | 0.6539 | 0.561 | 0.7352 | 0.5677 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +6.95% | +10.46% | +4.24% | +12.05% | +0.44% | -13.28% | +16.70% | +9.61% | -0.22% | +14.06% | +0.05% | +16.37% | +8.37% | +5.28% | -0.66% | +4.02% | +4.26% | +5.75% | +1.69% | +1.89% | +2.25% | +11.64% | +10.52% | +4.73% | -10.16% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.16B | 2.24B | 2.11B | 2.34B | 2.28B | 1.98B | 1.87B | 2.24B | 2.21B | 2.13B | 1.99B | 2.58B | 2.49B | 2.23B | 2.07B | 2.52B | 2.46B | 2.37B | 2.29B | 2.77B | 2.69B | 2.48B | 2.32B | 2.68B | 2.56B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.15B | 2.21B | 2.07B | 2.32B | 2.30B | 2.00B | 1.81B | 2.28B | 2.24B | 2.04B | 1.99B | 2.45B | 2.44B | 2.23B | 2.06B | 2.52B | 2.44B | 2.35B | 2.31B | 2.80B | 2.74B | 2.43B | 2.33B | 2.65B | 2.61B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.38% | +1.28% | +1.80% | +0.85% | -0.99% | -0.69% | +3.56% | -1.76% | -1.53% | +4.31% | -0.04% | +4.97% | +2.21% | -0.11% | +0.59% | -0.01% | +0.78% | +0.92% | -0.82% | -0.97% | -1.86% | +1.87% | -0.36% | +0.84% | -1.75% |
Earnings Call
You can ask Aime
Did Campbell's beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Campbell's year over year?What is the market's earnings forecast for Campbell's next quarter?What were the key takeaways from Campbell's’s earnings call?What does Campbell's do and what are its main business segments?What is Campbell's's latest dividend and current dividend yield?What were the key takeaways from Campbell's's earnings call?What guidance did Campbell's's management provide for the next earnings period?
