Campbell's CO

Market Movers (8-K)

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NASDAQ
The Campbell's Company announced a change in its executive leadership with Daniel L. Poland stepping down as Chief Enterprise Transformation Officer.
NASDAQ
The Campbell's Company announced third quarter fiscal 2026 results, with net sales down 4% and adjusted EBIT down 24%, while reaffirming full-year guidance.
NASDAQ
The Campbells Company announced the pricing of $550 million in 4.550% senior unsecured notes due March 21, 2031, to be issued on December 15, 2025.
Capital raise
NASDAQ
The Campbell's Company has recast its historical financial segments, moving its Latin American retail business to the Meals & Beverages segment starting fiscal 2026.
NASDAQ
Campbell's reported a 3% decline in net sales and an 11% drop in adjusted EBIT for Q1 Fiscal 2026, but reaffirmed its full-year guidance and announced a strategic acquisition.
NASDAQ
Campbell's Company acquires a 49% stake in key Rao's pasta sauce suppliers, La Regina di San Marzano S.p.A. and La Regina Atlantica, LLC, for $286 million.
Delay expected
Capital raise

Quarterly Earnings (10-Q)

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NASDAQ
Campbell's Company reports a net sales decrease of 4% for the third quarter, impacted by inflation and divestitures, though EPS saw a significant rise due to one-time charges in the prior year.
NASDAQ
The Campbell's Company reported a 3% net sales decrease and lower earnings per share for the first quarter, impacted by unfavorable volume/mix and tariffs.
Worse than expected
Capital raise
NASDAQ
The Campbell's Company announced a significant 50% drop in third-quarter net earnings, primarily driven by substantial impairment charges on key snack brands and increased interest expenses, despite a 4% rise in net sales boosted by recent acquisitions.
Capital raise
Worse than expected
NASDAQ
Campbell's Company's Q2 2025 results reflect a net sales increase driven by the Sovos Brands acquisition, offset by declines in specific product categories and the impact of divestitures.
Worse than expected
NASDAQ
Campbell's Company saw a 10% increase in net sales in the first quarter of 2025, primarily driven by the acquisition of Sovos Brands, while earnings per share decreased to $0.72 from $0.78 year-over-year.
Worse than expected
NASDAQ
Campbell Soup Company's third-quarter results for 2024 show a net sales increase driven by the acquisition of Sovos Brands, but earnings per share decreased due to acquisition and restructuring costs.
Worse than expected

Annual Reports (10-K)

NASDAQ
Campbell's Company reports a 6% increase in net sales for fiscal year 2025, reaching $10.253 billion, driven by acquisitions and an extra week, while facing significant cost pressures and trademark impairments.
Capital raise
Worse than expected
NASDAQ
Campbell Soup Company's 2024 annual report highlights a year of strategic acquisitions, divestitures, and cost-saving initiatives amidst a challenging economic landscape.
Worse than expected

Insider Trading (Form 4)

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NASDAQ
Archbold D. vanBeuren, a Director at Campbell's Co., reported the acquisition of 1,964 shares of common stock on June 29, 2026.
NASDAQ
Mary Alice Dorrance Malone Jr., a Director and 10% Owner of Campbell's Soup Company, reported a transaction involving common stock.
NASDAQ
Campbell's Director Grant Hill acquired 3,107 shares of common stock on June 29, 2026, increasing his direct beneficial ownership.
NASDAQ
Campbell's Director Dorrance Bennett Jr. acquired 1,855 shares of common stock on June 29, 2026, increasing his indirect beneficial ownership.
NASDAQ
Fabiola R. Arredondo, a Director at Campbell's Co., acquired 1,855 shares of common stock on June 29, 2026.
NASDAQ
Campbell's Director Keith R. McLoughlin acquired 3,715.78 phantom shares, representing the economic equivalent of common stock, under the company's Supplemental Retirement Plan.

Proxy Statements (Def-14A)

NASDAQ
The Campbells Company issued a supplement to its 2025 proxy statement, clarifying director compensation oversight and defending Board Chair Keith R. McLoughlin's $350,000 annual retainer against an ISS recommendation.
NASDAQ
Campbell's Definitive Proxy Statement outlines the 2025 Annual Meeting agenda, executive compensation, and mixed fiscal 2025 financial performance amidst a CEO transition.
Worse than expected
NASDAQ
Campbell Soup Company released a supplement to its proxy statement concerning a shareholder proposal submitted by The Accountability Board, Inc. to be voted on at the 2024 Annual Meeting of Shareholders.
NASDAQ
Campbell Soup Company is seeking shareholder approval to change its name to 'The Campbells Company' at the upcoming 2024 Annual Meeting.

Schedule 13G - Passive Investments

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NASDAQ
Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable Trust, has disclosed a beneficial ownership of 10.23% in The Campbell's Company, holding 30,492,657 shares.
NASDAQ
The Vanguard Group has reported a 0% beneficial ownership in Campbell's Company common stock following an internal realignment.
NASDAQ
Contango Limited, LP has reported a passive beneficial ownership of 6.18% of Campbell's Co common stock, totaling 18,426,809 shares.
NASDAQ
Consul FL LLC, a holding company, has reported a passive beneficial ownership of 5.79% in Campbell's Co, totaling 17,274,200 common shares.
NASDAQ
Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable Trust, reported beneficial ownership of 4.43% of Campbell's Co common stock.
NASDAQ
BlackRock, Inc. has reported an aggregate beneficial ownership of 5.3% of CAMPBELL'S Co common stock as of September 30, 2025.