Valued at a market cap of $9.7 billion, Camden, New Jersey-based The Campbell's Company (CPB) is a leading food and beverage manufacturer. With a diverse portfolio of iconic brands, it operates through Meals & Beverages and Snacks segments, serving customers across North America and internationally. CPB is expected to announce its fiscal Q4 2025 earnings results on Thursday, Sept. 4.
Ahead of this event, analysts expect Campbell to report adjusted earnings of $0.56 per share, a 11.1% decline from $0.63 per share in the year-ago quarter. However, the company has surpassed Wall Street's earnings estimates in the last four quarters. In Q3 2025, CPB exceeded the consensus adjusted EPS estimate by 12.3%.
For fiscal 2025, analysts expect Campbell to report an adjusted EPS of $2.93, down 4.9% from $3.08 in fiscal 2024. In addition, adjusted EPS is projected to decrease 5.5% year-over-year to $2.77 in fiscal 2026.
CPB stock has dropped 29.4% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 18.3% surge and the Consumer Staples Select Sector SPDR Fund’s (XLP) 4.9% return over the same period.
Shares of Campbell’s recovered marginally on Jun. 2 due to better-than-expected Q3 2025 adjusted EPS of $0.73 and revenue of $2.5 billion. Strong 6% organic net sales growth in the Meals & Beverages segment, along with significant household penetration gains, particularly among 1 million new households in condensed cooking soups, helped offset the softness in the Snacks segment. Additionally, management’s reaffirmation of full-year guidance, realization of $110 million in cost savings, and effective tariff mitigation ($0.03–$0.05 EPS headwind) also supported investor sentiment.
Analysts' consensus view on Campbell’s stock is cautious, with a "Hold" rating overall. Among 19 analysts covering the stock, three recommend a "Strong Buy," 11 suggest "Hold," one advises "Moderate Sell," and four "Strong Sells." As of writing, the stock is trading below the average analyst price target of $35.31.
