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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
Q3,undefined
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Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
0.720.830.631.020.840.570.550.890.690.70.561.020.80.680.50.910.80.750.630.890.740.730.620.770.51
Forecast
0.67320.75140.60440.91030.83630.65730.47130.8120.69150.61370.55970.87650.73820.64590.50330.87480.76730.70920.61950.87350.72370.65390.5610.73520.5677
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
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Q4,undefined
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
------------------------------2.16B2.24B2.11B2.34B2.28B1.98B1.87B2.24B2.21B2.13B1.99B2.58B2.49B2.23B2.07B2.52B2.46B2.37B2.29B2.77B2.69B2.48B2.32B2.68B2.56B
Forecast
------------------------------2.15B2.21B2.07B2.32B2.30B2.00B1.81B2.28B2.24B2.04B1.99B2.45B2.44B2.23B2.06B2.52B2.44B2.35B2.31B2.80B2.74B2.43B2.33B2.65B2.61B
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