The Campbell's Company (CPB)

From the record

The Campbell's Company's filings since 2017 show 3 warning events of 2 kinds: a debt default or acceleration notice (8-K item 2.04, 2 times, the latest 2022-02-03); a notice about its exchange listing (8-K item 3.01, the latest 2024-08-01) (its current reports).

From the record

The Campbell's Company's 10 filed years say what it did: revenue went from $5.8 billion in fiscal 2017 to $9.7 billion in fiscal 2026, up 5.9% a year; it rose in 7 of 9 years; the deepest fall was 5% from fiscal 2025 to fiscal 2026; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-08-02, The Campbell's Company's diluted share count shrank about 0.1% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 3 purchases of their own stock on the open market in the year to 2026-11-02, buying about $6 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-08-02, The Campbell's Company earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 18 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 75 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

From the record

The Campbell's Company's standing among 19 graded names in its industry family: revenue of $9.7 billion in fiscal 2026 ranks in the top 15% by size; a net margin of 4.1% ranks in the top 29%; revenue growth of 1.4% a year over the last 3 filed years ranks in the bottom 31% (its annual reports).

From the record

The Campbell's Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Beekhuizen, Mick J (President and CEO, as filed), filing under that title since 2025-02-03, 1.8 years (top 50% of its family); the 26 officers and directors filing in the last fifteen months have been on the record a median of 4.6 years (top 50%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 26 people in charge now (top 10%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

The Campbell's Company's room to grow, from the newest filed statements (fiscal 2026): cash of $394 million against debt of $6.2 billion leaves -36.8% of its assets as net cash, bottom 34% of its family; cash from operations less capital spending is 7% of revenue (top 31%); a gross margin of 28.1% (top 50%); research spending of 1% of revenue (top 39%) (its annual report).

From the record

The Campbell's Company's growth drivers, from the filed years to fiscal 2026: revenue grew 1.4% a year over the last three filed years against 5.9% over all 10, slowing (bottom 38% of its family); the newest year grew -5% (bottom 26%); research spending grew 2.5% a year (top 50%); capital spending grew -0.8% a year (bottom 44%) (its annual reports). The Campbell's Company reported 2 lines of business in fiscal 2026: Meals Beverages at $5.9 billion (61%), Snacks at $3.8 billion (39%); 0 of 2 grew against the year before (its annual report).

From the record

The Campbell's Company's newest year against its own record: revenue of $9.7 billion in fiscal 2026 came in 9.2% below the $11 billion its prior three years' pace pointed to (bottom 28% of its family); net income of $403 million against a prior three-year average of $676 million (bottom 32%); a net margin of 4.1% against 7% before (bottom 41%) (its annual reports).