Campbell's projects FY26 adjusted EPS between $2.40 and $2.55, below consensus of $2.65.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 03 2025
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Fiscal Year 2026 Outlook: The company anticipates a revenue decline of 2% to flat and a 9%-13% decrease in adjusted EBIT, with capital expenditures projected at 4% of net sales.
Consumer Trends and Challenges: Consumers are increasingly focused on premium products and health-conscious choices, which the company's brand portfolio aims to leverage, despite facing significant input cost pressures from tariffs that impact earnings.
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Analyst Views on CPB
Wall Street analysts forecast CPB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CPB is 31.13 USD with a low forecast of 26.00 USD and a high forecast of 38.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
2 Buy
10 Hold
3 Sell
Hold
Current: 26.980
Low
26.00
Averages
31.13
High
38.00
Current: 26.980
Low
26.00
Averages
31.13
High
38.00
About CPB
The Campbell's Company, formerly Campbell Soup Company, provides affordable food and beverages. The Company is focused on brand powerhouse, across two divisions: Meals & Beverages and Snacks. The Company’s portfolio of approximately 16 brands includes Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory Pretzel Crisps, Snyder’s of Hanover, Swanson and V8. It offers nutritious, convenient food for Canadian families. Its North American Foodservice division offers food, recipes, and tailored solutions for a wide range of segments, including healthcare facilities, restaurants and specialty coffee shops, schools, vending and micro-markets, and lodging throughout North America. Pacific Foods is a producer of organic broth and soup. Offering a wide range of tasty organic and plant-based options, soups include Creamy Roasted Red Pepper & Tomato and new ready-to-serve canned soups.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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