Campbell's
Makes Campbell's soups, Rao's sauces, Goldfish crackers and other pantry foods and snacks.
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Profile
Manufactures branded foods across Meals & Beverages and Snacks, led by Campbell's soups, Rao's sauces, Goldfish crackers and Pepperidge Farm baked goods. Sales are concentrated in North America, with broad retail and foodservice distribution and a direct-store-delivery network for snacks.
Manufactures branded foods through Meals & Beverages and Snacks. The meals portfolio spans Campbell's and Chunky soups, Swanson and Pacific Foods broths, Prego pasta sauce, Pace Mexican sauces, V8 beverages, and Rao's sauces, pasta and frozen foods. Snacks includes Goldfish crackers, Pepperidge Farm cookies and bakery products, Snyder's of Hanover pretzels, Lance crackers, Cape Cod and Kettle Brand chips, Late July snacks, and Snack Factory pretzel crisps.
Reaches grocery chains, mass merchants, club and convenience stores, e-commerce, and foodservice, while the Snacks division uses a direct-store-delivery network. The portfolio is concentrated in North America and depends on agricultural ingredients, packaging, retailer shelf space, and third-party distributors. Walmart accounts for about a fifth of sales, and soup demand peaks in fall and winter.
Company facts
Key statistics
Year to date −15.6% · Average volume (30d) 5.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Stephens | Target | $21 | $20 | ||
| Aug 20, 2026 | UBS | Reiterate | Sell | $17 | $18 | |
| Aug 18, 2026 | Coker Palmer | Target | $33 | $22 | ||
| Jun 23, 2026 | William Blair | Initiate | Market Perform | |||
| Jun 9, 2026 | RBC Capital | Reiterate | Sector Perform | $30 | $21 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 8, 2026Q3 FY26 | $0.48 | $0.50 | +4.4% | $2.38B | $2.37B | −0.6% | +2.98% |
| Mar 11, 2026Q2 FY26 | $0.57 | $0.51 | −10.5% | $2.61B | $2.56B | −1.7% | −5.62% |
| Dec 9, 2025Q1 FY26 | $0.74 | $0.77 | +4.8% | $2.65B | $2.68B | +0.8% | −1.02% |
| Sep 3, 2025Q4 FY25 | $0.56 | $0.62 | +10.5% | $2.33B | $2.32B | −0.4% | −3.17% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.69B | $2.48B | $2.32B | $2.68B | $2.56B | $2.37B | |
| Gross profit | $819.0M | $728.0M | $705.0M | $792.0M | $717.0M | $650.0M | |
| Operating income | $354.0M | $308.0M | $295.0M | $337.0M | $272.0M | $239.0M | |
| Net income | $173.0M | $66.0M | $145.0M | $194.0M | $145.0M | $124.0M | |
| Diluted EPS | $0.58 | $0.22 | $0.49 | $0.65 | $0.48 | $0.41 | |
| Gross margin | 30.5% | 29.4% | 30.4% | 29.6% | 28.0% | 27.5% | |
| Operating margin | 13.2% | 12.4% | 12.7% | 12.6% | 10.6% | 10.1% |
Fiscal years (4-quarter sums)FY21 $8.48B · FY22 $8.56B · FY23 $9.36B · FY24 $9.64B · FY25 $10.25B
Revenue by product · Q3 FY26
Balance sheet, May 3, 2026Cash & short-term investments $402.0M · Total debt $7.01B · Total assets $15.14B · Shareholders' equity $4.03B
Dividends
Raised for 23 straight years — most recently to $0.39 from $0.37 in Jan 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 2, 2026 | Jul 2 | Aug 3 | $0.39 | |
| Apr 2, 2026 | Apr 2 | May 4 | $0.39 | |
| Jan 8, 2026 | Jan 8 | Feb 2 | $0.39 | |
| Oct 2, 2025 | Oct 2 | Nov 3 | $0.39 | |
| Jul 3, 2025 | Jul 3 | Aug 4 | $0.39 | |
| Apr 3, 2025 | Apr 3 | Apr 28 | $0.39 | |
| Jan 2, 2025 | Jan 2 | Jan 27 | $0.39 | raised from $0.37 |
| Oct 3, 2024 | Oct 3 | Oct 28 | $0.37 |
Ownership
Shares outstanding 298.21M · Float 192.33M · 64.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 · 10 percent owner | 64.26M | 21.55% | Form 4 | May 21, 2026 |
| Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable Trust | 30.49M | 10.23% | 13G | May 21, 2026 |
| BlackRock, Inc. | 29.23M | 9.80% | 13F | Aug 7, 2026 |
| Contango Limited, LP | 18.43M | 6.18% | 13G | Jan 20, 2026 |
| Consul FL LLC | 17.27M | 5.79% | 13G | Jan 20, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 9, 2026 | Bennett JR Dorrance | director | +100 | $21.45 |
| Jan 9, 2026 | Anthony Sanzio | officer: EVP, Chief Comms Officer | −2,700 | $26.51 |
| Dec 30, 2025 | Charles A. III Brawley | officer: EVP, Gen Counsel, and Corp Sec | −11,550 | $28.15 |
Peers
- General Mills
Progresso and Old El Paso press Campbell's biggest meals categories.
- Mondelez International
Ritz, Oreo, and Wheat Thins press Pepperidge Farm and Goldfish on snack shelves.
- Kraft Heinz
Classico pasta sauce contests Prego/Rao's on the Italian sauce shelf.
- Conagra Brands
Hunt's, Chef Boyardee, and Slim Jim compete across both of Campbell's segments.
- PepsiCo
Frito-Lay's kettle chips and branded snacks challenge Cape Cod and Kettle Brand.
- Utz
Utz Pretzels and Boulder Canyon target Snyder's and Cape Cod in salty snacks.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Campbell's | $23.49 | +0.43% | $6.98B | 11.5 | 12.5 | 0.7 | −4.4% |
| General Mills | $41.13 | −1.02% | $22.18B | — | 13.7 | 1.2 | +1.2% |
| Mondelez International | $62.76 | +0.66% | $79.59B | 23.0 | 19.3 | 2.0 | +4.1% |
| Kraft Heinz | $25.72 | +0.13% | $30.47B | — | 12.9 | 1.2 | −1.4% |
| Conagra Brands | $16.05 | −0.22% | $7.70B | — | 10.7 | 0.7 | +3.6% |
| PepsiCo | $141.75 | +0.48% | $192.70B | 18.5 | 16.2 | 2.0 | +6.4% |
| Utz | $14.20 | −0.07% | $1.26B | — | 17.3 | 0.9 | +1.4% |
| Median | 20.7 | 14.9 | 1.2 | +2.5% |