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Campbell’s Co (CPB) Stock

Campbell’s Co Stock Details, Movements and Public Alerts

Campbell Soup Company (CPB): The $9 Billion Pantry Staple Empire Reinventing Goldfish and Campbell's for Gen Z

Mark Clouse inherited Campbell Soup in 2019 facing a crisis: millennials and Gen Z weren't buying condensed soup or traditional crackers. His turnaround strategy combined nostalgia with innovation—reformulating Goldfish with organic ingredients, launching Campbell's Well Yes! soups targeting health-conscious consumers, and acquiring Pacific Foods to capture organic trends. The $9+ billion revenue base spans meals (Campbell's soup, Prego pasta sauce), snacks (Goldfish, Pepperidge Farm, Cape Cod chips), and beverages (V8, Bolthouse Farms). Clouse's focus on e-commerce, convenient packaging, and clean-label ingredients aims to future-proof 155-year-old brands. For defensive dividend investors, Campbell's 3%+ yield and recession-resistant pantry staples offer stability, while Clouse's modernization creates optionality for consumer preference shifts.

52-Week Range

$42.36 - $27.85

-31.66% from high · +3.95% from low

Avg Daily Volume

7,309,478

Latest volume

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

14.66

Below market average

Forward P/E

11.56

Earnings expected to grow

PEG Ratio

0.70

Potentially undervalued

Price to Book

2.14

EV/EBITDA

9.98

EPS (TTM)

$1.96

Price to Sales

0.84

Beta

-0.06

Less volatile than market

How is CPB valued relative to its earnings and growth?
Campbell’s Co trades at a P/E ratio of 14.66, which is below the market average of approximately 20. This lower valuation could indicate the market has modest growth expectations, or it might represent an undervalued opportunity if the fundamentals are strong. Looking ahead, the forward P/E of 11.56 is lower than the current P/E, indicating analysts expect earnings to grow over the next year. The PEG ratio of 0.70 suggests the stock may be undervalued relative to its growth rate.
What is CPB's risk profile compared to the market?
With a beta of -0.06, Campbell’s Co is less volatile than the overall market. This means when the market moves up or down by 10%, this stock typically moves less than 10% in the same direction. Lower beta stocks are often preferred by conservative investors seeking stability. The price-to-book ratio of 2.14 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

5.69%

Operating Margin

14.20%

EBITDA

$1.83B

Return on Equity

14.80%

Return on Assets

5.69%

Revenue Growth (YoY)

-3.40%

Earnings Growth (YoY)

-9.70%

How profitable and efficient is CPB's business model?
Campbell’s Co achieves a profit margin of 5.69%, meaning it retains $5.69 from every $100 in revenue after all expenses. This relatively low margin suggests the company operates in a competitive environment or high-cost industry where profitability is challenging. The operating margin of 14.20% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 14.80% and ROA at 5.69%, the company achieves moderate returns on invested capital.
What are CPB's recent growth trends?
Campbell’s Co's revenue declined by 3.40% year-over-year, indicating challenges in maintaining sales momentum. This contraction may reflect market headwinds, competitive pressures, or strategic transitions. Earnings decreased by 9.70% year-over-year, reflecting the bottom-line impact of business performance. These growth metrics should be evaluated against PACKAGED FOODS industry averages for proper context.

Dividend Information

Dividend Per Share

$1.56

Dividend Yield

5.49%

Ex-Dividend Date

Jan 8, 2026

Dividend Date

Feb 2, 2026

What dividend income can investors expect from CPB?
Campbell’s Co offers a dividend yield of 5.49%, paying $1.56 per share annually. This high yield exceeds 4%, significantly outperforming the S&P 500 average of 1.5-2% and most investment-grade bonds. For income-focused investors, this represents an attractive cash flow opportunity, though high yields sometimes signal market concerns about sustainability. To receive the next dividend, shares must be purchased before the ex-dividend date of Jan 8, 2026.
How reliable is CPB's dividend for long-term investors?
The dividend sustainability can be assessed through the payout ratio - Campbell’s Co pays $1.56 per share in dividends against earnings of $1.96 per share, resulting in a payout ratio of 79.59%. This high payout ratio of 60-90% leaves limited earnings for reinvestment. While currently sustainable, there's less buffer for dividend growth or protection during earnings downturns. The next dividend payment is scheduled for Feb 2, 2026.

Company Size & Market

Market Cap

$8.6B

Revenue (TTM)

$10.16B

Revenue/Share (TTM)

$34.09

Shares Outstanding

298.13M

Book Value/Share

$13.28

Asset Type

Common Stock

What is CPB's market capitalization and position?
Campbell’s Co has a market capitalization of $8.6B, classifying it as a mid-cap stock ($2B-$10B). Mid-caps often represent companies in their growth phase, offering higher growth potential than large-caps but with more stability than small-caps. They can be attractive takeover targets and may become tomorrow's large-caps. With 298.13M shares outstanding, the company's ownership is relatively concentrated. As a participant in the PACKAGED FOODS industry, it competes with other firms in this sector.
How does CPB's price compare to its book value?
Campbell’s Co's book value per share is $13.28, while the current stock price is $28.95, resulting in a price-to-book (P/B) ratio of 2.18. This reasonable premium to book value suggests the market values the company's earnings power and intangible assets appropriately. Most profitable companies trade between 1-3x book value. As a common stock, this represents equity ownership with voting rights.

Analyst Ratings

Analyst Target Price

$32.32

11.64% upside potential

Analyst Recommendations

Strong Buy

0

Buy

3

Hold

13

Sell

2

Strong Sell

3

How reliable are analyst predictions for CPB?
21 analysts cover CPB with 14% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The bearish sentiment could create opportunity if analysts are wrong. The consensus target of $32.32 implies 11.6% upside, but targets are often adjusted to follow price moves rather than predict them.
What is the Wall Street consensus on CPB?
Current analyst recommendations:03 Buy, 13 Hold, 2 Sell, 3 Strong Sell. The bearish sentiment indicates concerns, but contrarian investors sometimes find opportunities when Wall Street is negative.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Dec 13, 2025, 08:21 AM

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Campbell Soup Company (CPB) Stock Analysis 2025: Complete Investment Guide

Campbell Soup's iconic red-and-white condensed soup can hasn't changed in 125 years—but everything else has. CEO Mark Clouse recognized that younger consumers demanded organic ingredients, convenient packaging, and healthier formulations. His turnaround launched Goldfish organic crackers, Campbell's Well Yes! soup line, and Pacific Foods acquisition to capture natural/organic trends. The $9+ billion revenue base provides stability while Clouse experiments with innovation. Goldfish now drives double-digit snack growth as reformulations and social media marketing resonate with Gen Z. For dividend investors, Campbell's 3%+ yield and recession-resistant pantry staples offer defensive positioning, while Clouse's modernization creates upside optionality if transformations succeed.

Business Model & Competitive Moat

Campbell Soup operates across three segments: Meals & Beverages (Campbell's soup, Prego, Pace salsa, V8, Swanson broth), Snacks (Goldfish, Pepperidge Farm, Cape Cod chips, Snyder's pretzels), and fresh/organic (Pacific Foods, Bolthouse Farms carrots/juices). Revenue comes from retail sales to grocery stores, mass merchants (Walmart, Target), and e-commerce platforms. The company manufactures most products in-house across North American facilities, controlling quality and costs.

The competitive moat rests on brand equity and shelf space dominance. Mark Clouse inherited brands with 90%+ household penetration—nearly every American has consumed Campbell's soup or Goldfish at some point. This recognition creates retail shelf space priority: grocers dedicate premium locations to proven sellers. Goldfish's snack aisle dominance (top-3 cracker brand) generates volume leverage that smaller competitors cannot match. Pacific Foods and organic reformulations defend against natural/organic insurgents (Annie's, Late July) stealing health-conscious consumers. The dividend track record (50+ consecutive years) reflects stable cash flow from essential pantry staples that consumers buy regardless of economic cycles.

Financial Performance

  • •Revenue: $9B+ annually; Meals ~55%, Snacks ~40%, Fresh/Organic ~5%
  • •Profitability: Mid-teens operating margins; mature, cash-generative business model
  • •Dividend: 3%+ yield with 50+ year track record; defensive income appeal
  • •Goldfish Growth: Double-digit snack segment growth driven by organic line and Gen Z marketing
  • •E-commerce: Digital channels growing 20%+; pandemic accelerated online grocery adoption

Growth Catalysts

  • •Goldfish Momentum: Organic reformulation and social media campaigns driving market share gains in crackers
  • •Health & Wellness Shift: Well Yes! soups, Pacific Foods organic positioning capture clean-label trends
  • •E-commerce Expansion: Direct-to-consumer and Amazon Fresh partnerships accelerating digital penetration
  • •International Opportunities: Underpenetrated markets (Asia, Latin America) offer geographic expansion runway
  • •M&A Tuck-ins: Acquiring emerging snack/beverage brands consolidates portfolio and captures trends

Risks & Challenges

  • •Commodity Inflation: Tomato, wheat, potato costs pressure margins; limited pricing power in competitive categories
  • •Declining Soup Consumption: Condensed soup volumes falling as consumers prefer fresh/convenient options
  • •Private Label Competition: Walmart/Kroger store brands undercut Campbell's on price, stealing share
  • •Health Perception: High sodium content in condensed soup conflicts with wellness trends despite reformulations
  • •Innovation Risk: New product launches (80%+ fail rate in CPG) create execution uncertainty

Competitive Landscape

Campbell competes across fragmented food categories. Soup faces General Mills (Progresso), private label, and fresh options. Snacks battle Kellogg's (Pringles, Cheez-It), PepsiCo (Lay's), and Mondelez (Oreo, Ritz).

CompanyKey BrandsPositioning
Campbell (CPB)Campbell's, Goldfish, Pepperidge FarmHeritage brands + health pivot
General Mills (GIS)Progresso, Annie's, CheeriosNatural/organic focus
Conagra (CAG)Healthy Choice, Hunt's, Slim JimValue + convenience
Kraft Heinz (KHC)Heinz, Oscar Mayer, Kraft MacScale + cost leadership

Mark Clouse's competitive positioning leverages Goldfish strength while modernizing Campbell's soup. While General Mills pivots to organic (Annie's), and Kraft Heinz cuts costs, Clouse balances heritage brand equity with selective innovation. The 3%+ dividend yield creates shareholder return cushion that pure-growth CPG players lack.

Who Is This Stock Suitable For?

Perfect For

  • ✓Dividend income investors seeking 3%+ yield with 50+ year track record
  • ✓Defensive allocations prioritizing recession-resistant consumer staples
  • ✓Value investors attracted to heritage brands trading at reasonable multiples
  • ✓Long-term holders (5+ years) betting on Clouse's modernization strategy

Less Suitable For

  • ✗Growth investors seeking 10%+ revenue CAGR (mature, low-single-digit organic growth)
  • ✗ESG-focused portfolios (high sodium, processed foods conflict with health mandates)
  • ✗Momentum traders (low volatility, steady dividend story)
  • ✗International exposure seekers (95%+ North America revenue concentration)

Investment Thesis

Campbell Soup embodies the "dividend compounder" consumer staples archetype. Mark Clouse's turnaround—Goldfish organic reformulation, Well Yes! health positioning, Pacific Foods acquisition—modernizes the portfolio without abandoning heritage brands. The 3%+ yield and 50+ year dividend track record provide defensive income during volatility. Goldfish's double-digit growth demonstrates Clouse can drive innovation, while Campbell's soup maintains cash flow stability.

The bear case centers on secular soup decline and commodity inflation. Younger consumers prefer fresh meal kits (HelloFresh) or restaurant delivery over condensed soup. Wheat, tomato, and potato cost spikes compress margins faster than pricing can recover. However, Clouse's five-year track record (2019-2024) stabilized the ship after years of decline. For investors seeking defensive 5-7% total returns (3% dividend + 2-4% capital appreciation), Campbell's combination of yield, brand equity, and selective growth (Goldfish, organic) offers reasonable risk/reward. Not exciting, but dependable—which matters in uncertain markets.

Conclusion

Campbell Soup is a HOLD for defensive dividend portfolios. The 3%+ yield and recession-resistant staples offer fair value for 5-7% total return expectations. Not suitable for growth allocations, but valuable as 3-5% consumer staples diversification in balanced portfolios. Monitor Goldfish sales growth and gross margin trends as key indicators—sustained improvement justifies upgrading to BUY for income investors.
Bull Case
$56 (25% upside) — Goldfish momentum accelerates, soup stabilizes, M&A tuck-ins succeed, margins expand, dividend grows 5%+ annually
Base Case
$47 (5% upside) — Low-single-digit organic growth, Goldfish steady, dividend maintained, modest capital appreciation
Bear Case
$36 (20% downside) — Soup decline accelerates, commodity inflation crushes margins, Goldfish innovation stalls, dividend cut threatens

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