Campbell Soup Company (CPB) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Campbell Soup Company (CPB) Consumer Business Overview

Campbell Soup Company is a leading player in the packaged foods industry, offering a diverse portfolio of meal and snack products. With a strong presence in North America and expanding reach in Latin America, the company leverages well-established brands and distribution networks to maintain its market position amidst evolving consumer preferences.

What Is the Investment Thesis for CPB?

Campbell Soup Company presents a mixed investment thesis. The company's established brands and wide distribution network provide a stable revenue base, reflected in its current P/E ratio of 10.9 and a dividend yield of 7.49%. However, the company's growth prospects are moderate, with a profit margin of 5.5%. Upcoming catalysts include potential benefits from ongoing cost-saving initiatives and innovation in product offerings. Potential risks include changing consumer preferences towards healthier options and increased competition from private-label brands. Investors should weigh the company's stability and dividend yield against its growth potential and competitive pressures.

Based on FMP financials and quantitative analysis

CPB Key Highlights

Market capitalization of $7.09B indicates a significant, but not dominant, player in the packaged foods industry.

• P/E ratio of 10.9 suggests the company is reasonably valued compared to its earnings.
• Profit margin of 5.5% reflects the competitive pressures and operational costs within the packaged foods sector.
• Gross margin of 29.3% demonstrates the company's ability to manage production costs and maintain profitability.
• Dividend yield of 7.49% provides a substantial return for investors seeking income.

Who Are CPB's Competitors?

CPB is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are CPB's Key Strengths?

Strong brand portfolio with iconic brands.

• Extensive distribution network.
• Diversified product offerings.
• Established presence in North America.

What Are CPB's Weaknesses?

Dependence on mature markets with limited growth potential.

• Exposure to commodity price fluctuations.
• Relatively low profit margin compared to some competitors.
• Vulnerability to changing consumer preferences.

What Could Drive CPB Stock Higher?

Potential benefits from ongoing cost-saving initiatives aimed at improving operational efficiency.

• Continued innovation in product offerings to cater to evolving consumer preferences.
• Expansion of e-commerce channels to reach a broader customer base.
• Strategic marketing campaigns to strengthen brand loyalty and drive sales.

What Are the Key Risks for CPB?

Financial-distress signal — its Altman Z-Score of 1.68 sits in the distress zone (elevated bankruptcy risk).

• Changing consumer preferences towards healthier and organic food options.
• Increased competition from private-label brands and smaller, specialized food producers.
• Fluctuations in raw material and packaging costs impacting profitability.
• Economic downturns affecting consumer spending on packaged foods.

What Are the Growth Opportunities for CPB?

• Expansion in the Snacks Segment: The snacks segment presents a significant growth opportunity for Campbell Soup Company. The global snack food market is projected to reach $600 billion by 2028, driven by increasing demand for convenient and on-the-go food options. Campbell's can leverage its existing brands like Pepperidge Farm and Goldfish to capture a larger share of this market through product innovation and targeted marketing campaigns. Timeline: Ongoing.
• E-commerce Channel Growth: The increasing prevalence of online shopping provides a substantial growth opportunity for Campbell Soup Company. The e-commerce food and beverage market is expected to grow at a CAGR of 15% over the next five years. Campbell's can expand its online presence through partnerships with e-commerce platforms and direct-to-consumer initiatives to reach a broader customer base and drive sales growth. Timeline: Ongoing.
• Product Innovation and Healthier Options: Consumer demand for healthier food options is growing, presenting an opportunity for Campbell Soup Company to innovate and introduce new products that cater to this trend. This includes developing low-sodium soups, organic snacks, and plant-based alternatives. By aligning its product portfolio with health-conscious consumers, Campbell's can attract new customers and increase sales. Timeline: Ongoing.
• International Market Expansion: Expanding into international markets, particularly in Asia and Latin America, represents a significant growth opportunity for Campbell Soup Company. These regions are experiencing rapid economic growth and increasing demand for packaged foods. Campbell's can leverage its existing presence in Latin America and explore new partnerships and distribution channels to penetrate these markets. Timeline: Ongoing.
• Strategic Acquisitions: Campbell Soup Company can pursue strategic acquisitions to expand its product portfolio and market reach. Acquiring companies with complementary brands or technologies can provide access to new customer segments and distribution channels. This strategy can accelerate growth and enhance Campbell's competitive position in the packaged foods industry. Timeline: Ongoing.

What Are CPB's Competitive Advantages?

• Strong brand recognition and loyalty for established brands like Campbell's, Pepperidge Farm, and Goldfish.
• Extensive distribution network across North America and Latin America.
• Diversified product portfolio across multiple food and beverage categories.
• Economies of scale in production and distribution.

What Does CPB Do?

Founded in 1869 and headquartered in Camden, New Jersey, Campbell Soup Company has evolved from a producer of canned soups to a diversified food and beverage manufacturer. The company operates through two primary segments: Meals & Beverages and Snacks. The Meals & Beverages segment focuses on retail and foodservice businesses in the United States and Canada, offering products such as Campbell's soups, Swanson broth and stocks, Pacific Foods products, Prego pasta sauces, and V8 juices. The Snacks segment retails Pepperidge Farm cookies and crackers, Milano cookies, Goldfish crackers, Snyder's of Hanover pretzels, Cape Cod potato chips, and other snacking products, with a retail presence also in Latin America. Campbell's sells its products through a variety of channels, including retail food chains, mass discounters, club stores, convenience stores, drug stores, and e-commerce platforms. With a history spanning over 150 years, Campbell Soup Company has established itself as a household name, adapting to changing consumer tastes and market dynamics while maintaining a commitment to quality and innovation.

What Products and Services Does CPB Offer?

• Manufactures and markets food and beverage products.
• Operates through Meals & Beverages and Snacks segments.
• Offers Campbell's condensed and ready-to-serve soups.
• Provides Swanson broth and stocks.
• Produces Pepperidge Farm cookies and crackers.
• Sells Goldfish crackers and Snyder's of Hanover pretzels.
• Markets V8 juices and beverages.

How Does CPB Make Money?

• Manufacturing and selling packaged foods and beverages through retail channels.
• Generating revenue through the Meals & Beverages segment.
• Generating revenue through the Snacks segment.
• Utilizing a network of retail food chains, mass discounters, and e-commerce platforms for distribution.

What Industry Does CPB Operate In?

Campbell Soup Company operates within the competitive packaged foods industry, characterized by evolving consumer preferences, increasing health consciousness, and the rise of private-label brands. The industry is experiencing moderate growth, driven by demand for convenience foods and snacks. Campbell's competes with large multinational corporations like Hormel Foods Corporation (HRL) and The J. M. Smucker Company (SJM), as well as smaller, specialized food producers. The company's success depends on its ability to innovate, adapt to changing consumer tastes, and maintain its brand loyalty.

Who Are CPB's Key Customers?

• Retail consumers purchasing food and beverage products.
• Foodservice businesses, including restaurants and cafeterias.
• Retail food chains and mass discounters.
• Club stores, convenience stores, and drug stores.

How Campbell Soup Company Is Valued

Campbell Soup Company carries a market capitalization of $7.09B, placing it in the mid-cap category. Relative to its peer group, CPB's quantitative score of 58/100 is roughly in line with the peer average of 63/100.

Company Profile

Campbell Soup Company operates in the Packaged Foods industry within the Consumer Defensive sector. It is headquartered in Camden, US. The company is led by CEO Mick J. Beekhuizen. CPB has traded publicly since 1954.

Return on equity for Campbell Soup Company stands at 15.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.0%, showing how much profit it generates from its asset base. CPB trades at a trailing price-to-earnings ratio of 10.92, below the Consumer Defensive sector average of ~28x. Its free cash flow yield is 13.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.87 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 9.2%, the inverse of the P/E and a quick read on earnings relative to price.

Campbell Soup Company's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.68 places it in the distress zone, a signal of elevated financial risk.

Wall Street analysts project Campbell Soup Company revenue of about $9.76B for fiscal 2026, with EPS near $2.17. The estimate reflects 13 contributing analysts.

Over the past six months, Campbell Soup Company insiders filed 26 SEC Form 4 transactions — 1 sales and 25 purchases. On net that is roughly 17.3M shares acquired (about $384.6M) — insiders putting money in tends to read as conviction.

CPB Financials

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CPB Analyst Consensus

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Latest Campbell Soup Company Analysis

Campbell Soup Company Consumer Defensive Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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