Campbell Soup

CPB

Market cap $6.2B

Campbell's Company trades near industry-low EV/EBITDA multiples, making it an attractive takeover target. GLP-1 medicine-driven declines in processed food sales and high debt have pressured CPB's profits and share price since 2022. CPB's 7.7x trailing and 8x forward EV/EBITDA ratios are compelling, especially if a recession or bear market emerges in 2026.

The Campbell's Company trades near all-time lows, reflecting persistent industry-wide headwinds and ongoing fundamental deterioration in sales and profits. CPB maintains a forward P/E of 9 and a dividend yield of 7.75%, offering value if even modest operational improvements materialize. Input cost inflation, particularly from transport and soft commodities, poses near-term profit risks as CPB struggles to pass costs to consumers.

The Campbell's Company's distressed state, driven by competitive and secular headwinds, and elevated debt level may serve as a catalyst that will unlock the company's value. Campbell's predicaments will coerce the company to take actions such as divestitures, resulting in greater strategic focus and conservative capital structure, imperative in today's CPG market. With an earnings yield of roughly 10.5%, Campbell's current valuation offers good value when compared to alternatives available to investors.

MILWAUKEE, May 19, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announced today that Carrie L.

Building on the success of Creamy Marinara, Creamy Roasted Garlic and Creamy Peppered Parmesan feature mascarpone for rich flavor and velvety texture CAMDEN, N.J., May 19, 2026 /PRNewswire/ -- Rao's Homemade, an iconic name in authentic Italian cuisine, is introducing two new sauces, Creamy Roasted Garlic and Creamy Peppered Parmesan.

CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) announced it will report its financial results for the third quarter fiscal 2026 ended May 3, 2026 on June 8, 2026. A press release, slide presentation, transcript and audio of pre-recorded management remarks will be available at 7:15 a.m. ET. Mick Beekhuizen, President and Chief Executive Officer, and Todd Cunfer, Executive Vice President and Chief Financial Officer will host a live question-and-answer session at 9.

Let's capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot!

CAMDEN, N.J.--(BUSINESS WIRE)--The Board of Directors of The Campbell's Company (NASDAQ:CPB) (Campbell's) today declared a regular quarterly dividend on the company's capital stock of $0.39 per share. The quarterly dividend is payable Aug. 3, 2026, to shareholders of record at the close of business as of July 2, 2026. About The Campbell's Company For more than 155 years, The Campbell's Company (NASDAQ:CPB) (Campbell's) has been connecting people through food they love. Headquartered in Camden,.

CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) today announced it has completed the acquisition of a 49% interest in La Regina di San Marzano di Antonio Romano S.p.A. and La Regina Atlantica, LLC (together, La Regina), the privately held maker of Rao's Homemade tomato-based, jarred pasta sauces. Based in Scafati, Italy, and founded by Antonio Romano in 1972, La Regina has been a key partner of Rao's Homemade since 1993 and produces all Rao's Homemade tomato-base.

When a new technology takes off, most investors instinctively chase the companies building it – history suggests that's often a mistake. In today's Friday Digest takeover, our macro investing expert Eric Fry revisits a pattern that's played out across multiple technological revolutions.