$CPB

Campbell Soup Company (CPB) cut 13% of its salaried workforce and closed two snack plants to improve operations. CEO Mick Beekhuizen stated the moves aim to address 'unacceptable' results. The company expects fiscal 2027 net sales to decline 2% to 4% and adjusted earnings per share of $1.65 to $1.80, below analyst estimates. Fourth-quarter net sales fell 8% to $2.14 billion, missing estimates. The company plans to generate $500 million in cost savings by fiscal 2030.

UBS maintained a 'Sell' rating for Campbell Soup (CPB) but raised its price target to $19.00 from $18.00. GuruFocus values CPB at $41.64, suggesting a 49.1% undervaluation. The company has a GF Score of 58, indicating moderate performance, with strengths in profitability but weaknesses in momentum. 9 gurus hold CPB, with 7 increasing their stakes.

Campbell’s Company reported an 8% decline in net sales to $2.1B and a 17% drop in gross profit to $583M in Q4, citing inflation and lower sales. The company plans $500M in cost cuts by 2030, including plant closures, job cuts, and a 36% dividend reduction, while investing in key brands like Goldfish and Rao’s. Campbell’s expects fiscal 2027 sales to fall 2% to 4% and adjusted EPS to decline 17% to 24%.

Campbell Soup (CPB) cut its quarterly dividend to $0.25 per share, citing debt reduction goals. Q4 2026 saw adjusted EPS of $0.39 on $2.14B net sales, down 7.9% YoY. Jim Cramer criticized the results, noting declines in snacks and soup. Mondelez (MDLZ) reported Q2 2026 adjusted EPS of $0.73 on $9.36B revenue, up 4.1%, and raised guidance. J.M. Smucker (SJM) reported Q1 FY2027 adjusted EPS of $3.24 on $2.22B revenue and increased its dividend.

Campbell Soup (CPB) reported Q4 2026 results, cutting its dividend by 36% to $0.25 per share, the first cut since 2001. Shares fell 7% to $22.13. Meals & Beverages revenue rose 3%, but Snacks revenue dropped 12%, with operating earnings down 34%. The company aims to reduce debt and strengthen its balance sheet. Adjusted EPS met expectations at $0.39, while GAAP EPS showed a loss of $0.23. Management expects a 17-24% decline in adjusted EPS for fiscal 2027.

Analysts updated price targets for several companies. Piper Sandler raised Asana's (ASAN) target to $9, Ascendiant cut LiqTech's (LIQT) to $1.3, Needham reduced Planet Labs' (PL) to $40, and raised Zscaler's (ZS) to $215. Rosenblatt cut Ciena's (CIEN) target to $525, BTIG lowered Guidewire's (GWRE) to $220, Bernstein reduced Lululemon's (LULU) to $115. Argus raised Snowflake's (SNOW) target to $450, Barclays increased Dollar Tree's (DLTR) to $160, and Jefferies cut Campbell's (CPB) to $20.

UBS raised its price target on Campbell Soup Company (CPB) from $18 to $19 but maintained a sell rating, according to a report published on 09/04/2026. The stock has seen a 5-day change of 21.44 USD, a 1st Jan change of -3.12%, and a year-to-date change of -8.27%. RBC also commented on Campbell's facing a tough year due to deepening headwinds.

Campbell Soup Company (CPB) announced plant closures, job cuts, and price hikes on select products to offset rising costs. The company also reduced its dividend by a third and forecasted annual sales and profit below estimates. Campbell's expects fiscal 2027 net sales to decline 2% to 4%, with adjusted earnings per share of $1.65 to $1.80, below analyst estimates. Fourth-quarter net sales fell 8% to $2.14 billion, slightly missing estimates.

RBC reduced its price target for Campbell Soup Company from $21 to $19, maintaining a 'Sector Perform' rating. The stock has seen a 20.61% year-to-date decline. This update reflects RBC's adjusted outlook on the company's performance.

Campbell Soup (CPB) reported Q2 CY2026 revenue of $2.14B, down 7.9% YoY, meeting estimates. Adjusted EPS was $0.39, also in line. Guidance for FY2027 EPS was $1.73, missing estimates. Operating margin fell to 0.2% from 11.6% YoY. Management cited cost inflation and volume declines, with cautious outlook for 2027.