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The Campbell’s Company (CPB) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$28.60

Change

-0.37%

Market Cap

$8.53B

Avg Volume

7.1M

Company Overview

The Campbell’s Company (CPB) manufactures and markets food and beverage products. Their offerings include soups, broths, sauces, and snacks, catering to both retail and foodservice customers across the U.S. and Canada. Notable brands include Campbell’s soups, Swanson stocks, Prego sauces, and Pepperidge Farm snacks. They reach consumers through grocery chains, mass discounters, e-commerce platforms, and foodservice establishments, ensuring a broad market presence.

In terms of market position, Campbell’s is a significant player in the packaged foods sector but faces stiff competition. Major competitors include General Mills and Kraft Heinz, both of which have strong portfolios in similar product categories. Campbell’s advantages stem from its well-established brand equity and diverse product range. However, shifting consumer preferences toward healthier options and the rise of private label brands pose threats that the company needs to navigate carefully.

As of now, Campbell’s is in a transitional phase, adapting to changing market dynamics and consumer tastes. Recent strategic shifts include focusing on expanding its snacks segment and enhancing e-commerce capabilities. The company reported a 2% decline in net sales for Q3 FY2023, prompting it to rethink product lines and marketing strategies. Overall, Campbell’s is working to stabilize its market position while aiming for growth in a competitive landscape.

Key Financials

Market Cap

$8.53B

Revenue

$10.16B

EBITDA

$1.83B

Gross Margin

30.3%

Profit Margin

5.7%

Revenue Growth

-3.4%

Total Cash

$168.00M

Total Debt

$7.31B

Free Cash Flow

$630.50M

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

14.74

Forward P/E

11.07

Beta

-0.04

52-Week High

$43.85

52-Week Low

$25.62

EPS

$1.94

50-Day Avg

$28.02

200-Day Avg

$31.43

Price/Book

2.15

Technical Analysis

Over the past 52 weeks, Campbell’s Company (CPB) has been in a pronounced downtrend, losing approximately 19% of its value, with a current price of $28.60. Key resistance is identified around $35.00, with a clear rejection at this level occurring in May. Support is evident near $27.50, where recent price action has attempted to stabilize. A notable pattern formed is a series of lower highs, reinforcing bearish sentiment, especially following the breakdown from the $32.00 level in late December. Recently, the stock has shown slight momentum with a bounce from the support area around $28.00, suggesting short-term buying interest. Currently, at $28.60, the price sits within the lower range of the 52-week spectrum, highlighting potential continued selling pressure if it fails to break above the recent resistance levels.

Recent News and Developments

Market Update

Here’s a summary of the latest news and developments for The Campbell’s Company (CPB) stock in the past week, covering February 1, 2026, to February 7, 2026:

1. CPB Stock Shows Positive Price Movement in Early February

The Campbell’s Company stock (CPB) experienced positive price movements in the first week of February 2026. As of February 6, 2026, the stock closed at $28.83. Over the past five days leading up to February 6, CPB’s stock price increased by 2.36%, and it saw a 6.01% increase over the last month.

2. Q2 2026 Earnings Report Scheduled for February 11, 2026

Campbell’s is confirmed to report its second-quarter fiscal 2026 earnings on February 11, 2026. This upcoming announcement is a key event for investors, providing insight into the company’s financial performance. Ahead of the report, analysts are forecasting an adjusted earnings per share of $0.56, which would represent a 24.3% decline from the prior year’s quarter.

Market Sentiment and Analyst Recommendations

Bull Case

Campbell’s trades at 14.74x earnings, which is reasonable for a stable food company with a $10.16B revenue base. The stock has bounced 6% in the past month and found support near $27.50, suggesting institutional buying at these levels. Management’s commitment to removing artificial dyes and the Plant-Forward 2.0 positioning show they’re not ignoring consumer trends toward cleaner labels. The $168M cash position provides flexibility for dividends or strategic M&A if needed. At $28.60, the stock sits near the lower end of its 52-week range, offering asymmetric upside if the company can stabilize revenue and hit the $31.56 analyst target, which represents 10.4% upside from current levels.

Bear Case

Revenue contracted 3.4% year-over-year, and that’s the headline problem that overshadows everything else. The upcoming Q2 earnings report on February 11 is expected to show a 24.3% drop in adjusted EPS, which is severe and suggests margin compression or volume collapse. Campbell’s carries $7.31B in debt against only $168M in cash, leaving minimal room for error if sales continue declining. The stock has lost 19% over 52 weeks and formed a series of lower highs, a textbook bearish pattern. BofA, Barclays, and UBS all maintain Sell or Underperform ratings with targets between $27-$29, implying the consensus sees limited upside and potential downside below current levels.

What to Watch

The February 11 earnings report is the immediate catalyst. Watch for actual organic revenue growth in both Meals & Beverages and Snacks segments, not just the EPS miss everyone expects. If adjusted EPS comes in worse than $0.56 or management guides lower, expect a break below $27.50 support. Monitor whether Campbell’s can return to positive revenue growth by Q3 or Q4, as sustained contraction justifies lower multiples. Track the stock’s ability to hold above $27.50; a break below signals further downside toward $25.62. Management commentary on pricing power and volume trends will determine whether this is a temporary slowdown or structural decline in demand for their product portfolio.

Analyst Consensus

HOLD

Based on 18 analyst opinions

Low Target

$26.00

Mean Target

$31.56

High Target

$60.00

Earnings and Financial Data

Sector

Consumer Defensive

Industry

Packaged Foods

Employees

13,700

Earnings & Dividends

Next Earnings

Dec 09, 2025

EPS (Trailing)

$1.94

Dividend Yield

543.0%

Payout Ratio

80.4%

Frequently Asked Questions

Is CPB a good stock to buy?

Currently, the analyst recommendation for Campbell’s Company (CPB) is a HOLD with a target price of $31.56. With a P/E of 14.74 and a forward P/E of 11.07, the stock may be attractively priced but lacks strong upward momentum.

What is CPB’s price target?

The consensus price target for Campbell’s Company (CPB) is $31.56. This target suggests a potential upside of about 10.5% from the current price of $28.60.

Does CPB pay a dividend?

Yes, Campbell’s Company (CPB) has a remarkably high dividend yield of 543.0%. This makes it attractive for income-focused investors, though high yields can also signal potential risk.

What is CPB’s 52-week range?

Over the past year, CPB’s stock has traded between $25.62 and $43.85. Currently at $28.60, it’s closer to the lower end of that range, indicating a somewhat depressed valuation.

What sector does CPB belong to?

Campbell’s Company (CPB) operates in the Consumer Defensive sector and falls under the Packaged Foods industry. This sector generally provides stability during economic downturns, making CPB a more defensive investment choice.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.