Campbell's Company (The) (CPB)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-29
$21.42+2.00%
Close 2026-10-30 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-29
Research Workspace
Put CPB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Stabilize revenue near $9.8 billion in fiscal 2026: Comparison needs review.
View ThesisManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCPB's turnaround rests on stabilizing revenue and reducing debt after its dividend cut. Revenue fell 8% year over year in fourth-quarter fiscal 2026. That quarter missed non-GAAP earnings consensus by 2.5%. CPB trades at 10× earnings versus a 13× peer median. The market expects more growth than our forecast supports. Weak earnings and high debt threaten debt reduction. Our model puts the next-quarter miss probability near 27%. The fiscal 2026 revenue comparison needs review, so the pressure is unverified. Peer multiples imply a price about 9% below where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. CPB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering CPB (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CPB in the last 4 months.
Continue this research
Compare CPB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CPB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put CPB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Reset dividend to accelerate debt reduction
Dividend cut supports debt reduction strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.42
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.42.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Reset dividend to accelerate debt reduction
Weak earnings and high leverage impact debt reduction efforts.
Advances: Reset dividend to accelerate debt reduction
Dividend cut supports debt reduction strategy.
Threatens: Reset dividend to accelerate debt reduction
Dividend cut impacts capital allocation strategy.
Advances: Accelerate cost savings initiatives targeting $500M by 2030
Focus on pricing and cuts supports cost savings initiatives.
Threatens: Focus on sustainable profitable growth
Weak demand undermines sustainable profitable growth.
Threatens: Reset dividend to accelerate debt reduction
Dividend cut raises concerns about capital allocation strategy.
Advances: Focus on sustainable profitable growth
Strategic pivot indicates focus on sustainable profitable growth.
