Campbell's reports weak Q4, cuts dividend 36% and guides FY27 below estimates
The Campbell's Company reported fiscal Q4 2026 adjusted EPS of $0.39 in line with estimates but net sales of $2.14B missed the $2.15B estimate, with organic sales declining. The company cut its quarterly dividend 36% from $0.39 to $0.25 to accelerate debt reduction, guided FY2027 adjusted EPS to $1.65-$1.80 below the $1.84 estimate with organic sales down 2%-4%, and announced plant closures and workforce reductions.
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@blckchaindaily
🚨 CAMPBELL'S $CPB Q4 2026 ADJ EPS 39C IN LINE WITH EST, NET SALES $2.14B MISS $2.15B EST; SEES FY2027 ADJ EPS $1.65-$1.80 BELOW $1.84 EST, ORGANIC SALES -2% TO -4%, PLANT CLOSURES AND WORKFORCE REDUCTIONS UNDERWAY
@blckchaindaily
🚨 CAMPBELL'S $CPB FY26 ADJ EPS $2.17, NET SALES $9.74B; RESETS DIVIDEND TO ACCELERATE DEBT REDUCTION, TARGETS $500M COST SAVINGS BY FY2030 - PRESS RELEASE
@schaeffers
CAMPBELL'S $CPB EARNINGS ARE OUT! 🟢 EPS: $0.39 | Est. $0.39 🔴 REV: $2.06B | Est. $2.1B IMPLIED MOVE TODAY: ±6.02%!! https://t.co/IqMPtBtwgp
@schaeffers
Campbell’s $CPB: 🔴 Revenue misses 🔴 Sales -8% Y/Y 🔴 FY27 sales expected -2% to -4% 🔴 FY27 EPS guide below Street 🔴 Dividend CUT 36% Stock: -10% premarket
@schaeffers
Campbell’s $CPB just slashed its quarterly dividend: $0.39 down to $0.25 That's a 36% cut, with management explicitly prioritizing debt reduction. Add FY27 sales expected to decline 2%-4% and EPS guidance below Street... $CPB -10% premarket.
@schaeffers
Campbell’s $CPB -10% after a rough quarter.. and the weakness is spilling into food peers, too! Sales -8% Gross profit -14% EBIT -25% EPS -37% Dividend CUT 36% Inflation, tariffs and weaker volumes are squeezing the business from both sides.
@schaeffers
The Campbell’s $CPB report was a pretty ugly read on packaged food margins. Adjusted gross margin fell 190 bps to 28.6%, pressured by: → Cost inflation → Supply-chain costs → Tariffs → Lower volume/mix Adjusted EBIT fell 25% and EPS fell 37%.
@schaeffers
Campbell’s $CPB -10% premarket after a rough outlook. Q4 revenue: -8% Y/Y FY27 sales guide: -4% to -2% FY27 EPS: $1.65-$1.80 vs. $1.90 est. And the kicker? Campbell’s just CUT its dividend 36% to accelerate debt reduction.