CPB
CAMPBELL SOUP COEvidence as of 2026-09-02Overview · CAMPBELL SOUP CO
Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stoc…
Management team
- Ms. Diane Johnson May · Executive VP & Chief People and Culture OfficerFind on LinkedIn
- Mr. Charles A. Brawley III · Executive VP, General Counsel & Corporate SecretaryFind on LinkedIn
- Mr. Anthony J. Sanzio · Executive VP & Chief Communications OfficerFind on LinkedIn
- Ms. Rebecca Gardy · Senior VP & Chief Investor Relations OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale — was −0.2 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.1 of a possible +2; was -0.2 before debate) · confidence high. Revenues and profitability declined through the most recent fiscal quarters: reported revenues were $ 2,677,000,000 in fiscal Q1 2026 (fiscal quarter ended 2025-12-03), $ 2,685,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-03-05), and $ 2,366,000,000 in fiscal Q3 2026 (fiscal quarter ended 2026-06-02). Operating income fell from $ 367,000,000 in fiscal Q1 2026 to $ 327,000,000 in fiscal Q2 2026 and $ 239,000,000 in fiscal Q3 2026, while net income and diluted EPS moved lower quarter-to-quarter (net income $ 218,000,000 / EPS $ 0.72 in fiscal Q1 2026; $ 173,000,000 / $ 0.58 in fiscal Q2 2026; $ 124,000,000 / $ 0.41 in fiscal Q3 2026).
Market and ownership signals are mixed and carry material noise: dividend yield (TTM) is + 6.58% (97th percentile), short-term momentum measures diverge (+ 13.0% at 3 months, - 7.4% at 6 months, - 26.7% at 12_1), three‑year max drawdown is - 58.1%, volatility sits in the 99th percentile, and institutional reported holdings were $ 4.18B as of the 13F for the period ended 2026-03-31 with the largest reported holder, BlackRock, down - 45.1% quarter-over-quarter.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues fell from $2,677,000,000 in fiscal Q1 2026 (2024-07-29 to 2024-10-27) to $2,685,000,000 in fiscal Q2 2026 (2024-10-28 to 2025-01-26) and then to $2,366,000,000 in fiscal Q3 2026 (2026-02-02 to 2026-05-03).
XBRL companyfacts · 0000016732-25-000126Operating income declined across the same fiscal quarters: $367,000,000 in fiscal Q1 2026, $327,000,000 in fiscal Q2 2026, and $239,000,000 in fiscal Q3 2026.
XBRL companyfacts · 0000016732-25-000126Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 3 (initial statement of beneficial ownership) was filed on 2026-08-05.
3 filed 2026-08-05The provided evidence set contains only that single Form 3 filing (filed 2026-08-05); no 10-K, 10-Q, 8-K, or risk-factor diff documents were included in the evidence provided.
3 filed 2026-08-05Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Dividend yield (TTM) is +6.58% and ranks in the 97th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01Price is +4.6% above the 50-day SMA and -0.9% below the 200-day SMA on 2026-09-01, and the golden cross flag is false.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional investors reported total holdings of $4.18B in the 13F for the period ended 2026-03-31 (13F filings carry a 45-day reporting lag).
13F holdings · 586 filers · as of 2026-03-31BlackRock, Inc. was the largest reported institutional holder with $381.1M, a reported quarter-over-quarter change of -45.1%.
13F holdings · 586 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets ran earnings previews for Campbell ahead of its fourth-quarter report around 31 August 2026, including Zacks and Yahoo Finance.
News · zacks.com · 2026-08-31A Yahoo Finance piece published 31 August 2026 characterizes consensus expectations that sales and EPS will fall in the quarter ended July 2026, citing Snacks weakness and margin pressure while noting Meals & Beverages resilience.
News · finance.yahoo.com · 2026-08-31Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Dorrance Bennett JR (Director) executed three open-market purchases of 100 shares each on 2026-06-09 for a total reported value of "$6k" (three entries in the same filing).
Form 4 · Dorrance Bennett JR (Director) · $2k bought · 2026-06-09Risa Cretella (EVP, President, M&B) reported an acquisition coded "F" of 6,543 shares on 2026-04-01 with a reported value of "$146k" in the filing.
Form 4 · Cretella Risa (EVP, President, M&B) · $146k code F · 2026-04-01Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Using the stated discount and terminal assumptions, today's price implies a free cash flow (FCF) growth rate of 6.52% per year.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow was $393,000,000 and free cash flow per share was $1.3144, at the price of $23.71 this corresponds to a price-to-FCF of 18.04.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of evidence in the set point to constructive elements in Campbell's profile despite recent quarter-to-quarter metric declines. The company shows active capital return (repurchases noted) and a very high trailing dividend yield (6.58%, 97th percentile) that can support income-focused positioning; trailing valuation multiples (P/E ~13.5, EV/EBITDA ~10.3, P/FCF ~18) and an implied FCF growth assumption (6.52% at current price) indicate the market is pricing a moderate growth/earnings base rather than a distressed valuation. Institutional ownership remains meaningful ($4.18B reported) with a sizable 10% owner position disclosed, and there are recent insider open-market purchases recorded. Taken together, these claims jointly support a favorable read on current income and valuation characteristics relative to the downside signals in the dataset.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
35 surviving claims rest on 17 distinct sources; the heaviest analyst carries 17% of them, and 99% of what the desk raised survived the debate.
The surviving read is moderately concentrated: many claims rely on a limited set of source documents and a single analyst carries a meaningful share of influence, so the overall inference should be treated cautiously. High survival through internal debate suggests internal consistency, but source concentration and analyst-weight mean this read has limited redundancy and is more fragile to a small number of counter-evidence items.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 3 in Packaged Foods (as of 2026-09-01).
90-day volatility ranks 1st of 3 in Packaged Foods (as of 2026-09-01).
dividend yield ranks 1st of 3 in Packaged Foods (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.6 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.5 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
13 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.