$CPB

Campbell Soup (CPB) reported a Q4 loss of $65M on $2.14B sales, a decline from prior-year profit. The company cut its dividend by 36% and announced cost-saving measures. Revenue fell 7.9% YoY, and net income swung from a $145M profit to a loss. Management expects FY2027 sales to decline 2-4% and adjusted EBIT to drop 7-12%. Bulls see this as a reset, while bears worry about profit sustainability and snack segment weakness.

Academies Australasia Group (AKG) reported a change in director Christopher Campbell's shareholdings, including direct and indirect interests. Campbell's direct holding increased, while indirect interests remained unchanged. The disclosure aims to enhance transparency for investors and regulators.

Conagra, Kraft Heinz, JM Smucker, PepsiCo, and Campbell Soup warn in SEC filings that scrutiny of ultra-processed foods (UPFs) could hurt sales, raise costs, and trigger new regulations. Campbell Soup highlights potential compliance costs and demand impacts. PepsiCo notes reputational risks and state laws may limit sales. Conagra and Kraft Heinz face litigation over UPF health claims.

Campbell Soup Company (CPB) completed its buyback plan, repurchasing 4.18 million shares (1.39% of total) for $198.09 million since September 2021. The company offers food and beverages across two divisions, Meals & Beverages and Snacks, with a portfolio of 16 brands. It also operates a North American Foodservice division and owns Pacific Foods, known for organic broth and soup.

Moody's downgraded Campbell Soup's (CPB) rating to Baa3 from Baa2, citing weak earnings, high leverage, and expectations of further declines in revenue and operating profit. The company's leverage increased to 4.9x and is expected to remain elevated. Moody's also noted Campbell's acquisition of a stake in La Regina and elevated cost inflation as challenges. The negative outlook reflects risks to an earnings turnaround and weak credit metrics.

Campbell Soup Company (CPB) extended its $1.85b credit facility by one year to April 2031. Shares closed at $20.21, below the $20.79 fair value estimate, suggesting a 3% undervaluation. The company aims to improve operational efficiency and revenue growth through cost savings and marketing investments.

Consumers Energy's J.H. Campbell coal plant, set to close in 2025, was kept running by federal orders citing grid reliability, costing $1M/day. Michigan officials and groups challenged the DOE's actions, with the court ultimately allowing the plant's closure. The plant's operation has been a point of contention between local, state, and federal authorities.

CleanTech Vanadium Mining Corp. (TSXV: CTV) (OTCQB: CTVFF) engaged Mercator Geological Services to prepare an NI 43-101 technical report on its Campbell-Crotser fluorspar project in Kentucky. The report, expected in Q4 2026, will detail the project's geology, historical exploration, and recommend a work program. The company is also assaying historical drill cores for fluorspar, silver, zinc, lead, and other critical minerals. Additionally, the board approved the grant of 2,250,000 stock options

CAMPBELL'S Co (CPB) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 – Entry Into a Material Definitive Agreement Effective September 16, 2026, The Campbell’s Company (the “Company”) entered into an Extension Agreement (the “Amendment”) to its $1.85 billion Five-Year Credit Agreement, dated as of April 16, 2024, among the Company, JPMorg

PetMed Express (PETS) named Jeff Willard as CEO and President, effective September 28, 2026. Willard succeeds Leslie Campbell, who will retire as Board Chair. Willard has 25 years of leadership experience in consumer and e-commerce. The company aims to return to profitability and growth. PETS stock traded between $1.57 and $4.10 in the past year, closing at $4.10 on Wednesday.