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The Campbell’s Company
The Campbell’s Company (CPB) investor relations material
The Campbell’s Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Mar, 2026
Executive summary
Net sales declined 5% year-over-year to $2.56 billion, primarily due to lower volume/mix, divestitures, and storm-related shipment delays, with Snacks segment underperforming and Meals & Beverages showing relative strength supported by at-home cooking trends.
Gross profit margin fell to 28.0% from 30.5%, pressured by cost inflation, tariffs, and unfavorable volume/mix, partially offset by productivity improvements and favorable pricing.
Adjusted EBIT dropped 24% to $282 million and adjusted EPS decreased 31% to $0.51, with storm-related disruptions negatively impacting results by about 1% of sales and $14 million in adjusted EBIT.
Cost savings initiatives and productivity improvements are being accelerated, with a target of $375 million in annual ongoing savings by 2028.
Recent developments include the pending acquisition of a 49% stake in La Regina for $286 million, with options for the remaining 51%, and completed divestitures of Pop Secret and noosa businesses.
Financial highlights
Q2 FY26 net sales declined 5% to $2.56 billion; organic net sales down 3%.
Gross profit for the quarter was $717 million, with a margin of 28.0%; adjusted EBIT margin was 11.0%.
Adjusted EPS for the quarter was $0.51, down from $0.74 year-over-year.
Operating cash flow for the six months was $740 million; capital expenditures were $227 million YTD.
Dividend payments totaled $237 million for the six months; $26 million in share repurchases; total debt at quarter-end was $7.1 billion.
Outlook and guidance
Full-year FY26 guidance lowered: organic net sales expected to decline 2% to 1%, adjusted EBIT guidance revised to -20% to -17%, and adjusted EPS guidance lowered to $2.15–$2.25, down 26% to 23% year-over-year.
Management anticipates continued supply chain productivity and cost savings initiatives to offset inflation and tariff pressures, with inflation expected to moderate through 2026.
Consumer trends are expected to evolve, with volumes projected to improve over time, though shifting behaviors may continue to negatively impact volumes in 2026.
Positive net price realization expected in H2, though less than prior periods due to investments in broth and Rao's.
Cost savings initiatives are expected to generate annual ongoing savings of approximately $375 million by the end of 2028.
Actions to stabilize Snacks segment performance
Factors driving the lowered full-year guidance
Cost savings role in offsetting tariff headwinds
Explain the Q4 Snacks margin recovery drivers
Plan to resolve fresh bakery execution issues
Update on debt reduction and buyback suspension
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Next The Campbell’s Company earnings date
Q3 20261 Jun, 2026
The Campbell’s Company
Next The Campbell’s Company earnings date
Q3 20261 Jun, 2026
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Frequently asked questions
Soups and Processed Foods
Campbell Soup Company, more often than not referred to simply as Campbell’s, is an American company producing a wide array of different processed foods. The company is most known for its famous canned soup products, but it also produces various canned foods, beverages, snacks, and more. Campbell’s owns and operates several smaller subsidiaries such as Pepperidge Farm, V8 Juice, Swanson, and several others. The company is headquartered in Camden, New Jersey and its shares are traded on the NYSE.
Glass Jars and Pop Art
The Campbell Soup Company was founded in 1869 by Joseph A. Campbell and Abraham Anderson in Camden, New Jersey. Originally started as a producer of canned tomatoes, vegetables, jellies, soups, and minced meats, the company's first canned soup was introduced in 1895. Over the years, Campbell's expanded its product line to include a wide variety of soups and other food products, and made several acquisitions of other companies within the processed food industry. In the 1960s, artist Andy Warhol used the soup can as the subject for a series of artworks, drawing attention to the relationship between consumer goods and art. His depiction of the Campbell's can is famous around the world and one of the most renowned examples of pop art.
The Soups
Campbell’s soups are its most iconic products and have become staples in many consumer’s pantries. Over the years, the product line has expanded significantly, offering a diverse array of flavors and styles. Classic varieties like Tomato, Chicken Noodle, and Cream of Mushroom remain popular, while newer lines such as the Chunky series offer heartier options with more pronounced ingredients. Many of Campbell's soups are designed to be heated and consumed directly from the can, but they also serve as foundational ingredients in numerous recipes, from casseroles to sauces.
Other Products
While soups are still a large part of the company’s DNA, they also produce a number of other products and foods. These include canned goods outside its portfolio of soups, various snacks, beverages, and more. Its subsidiaries include Pepperidge Farm, V8 Juice, Swanson, and several others. When looking at peers one finds names such as Unilever, General Mills, Kraft-Heinz, and several others.
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