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All stocks · Consumer Defensive · Packaged Foods & Meats

Campbell Soup Company CPB

Campbell Soup Company scores weak on business quality (3.4 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$19.21Oct 10, 2026
Business qualityWeak
Next earningsDec 7, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Campbell Soup Company does

    Campbell's Co sells packaged food and beverages through grocery and retail channels, generating revenue primarily from household pantry staples. Shoppers pay for well-known brands like its namesake soups and snacks.

  2. What it does best

    The company maintains a strong gross margin of 28.5%, outperforming peers like PPC at 9.6% and SFD at 13.4%. This pricing power stems from decades of brand recognition and entrenched shelf space in major supermarkets.

  3. The main risk

    Dividend sustainability is facing external pressure, as highlighted by market concerns over payout coverage. With a low interest coverage ratio of 3.6x and heavy debt obligations, capital allocation room is tight.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 12.0% with a net margin of 4.1%. Profitability is compressing as cost pressures offset scale advantages, making earnings less responsive to volume changes.

MoatFair

Brand intangible assets lock in grocery consumers and major retailers. Its sector percentile for operating margin sits at the middle of the pack at 54, limited by heavy promotional spending.

GrowthSlow

Revenue growth ranks in the bottom decile of its sector at the 8th percentile, contracting by 5.0% year-over-year. The top-line engine is actively fading compared to historical output.

Financial healthWeak

Debt-to-equity sits high at 1.9, while free cash flow softened to $678 million. The balance sheet is getting softer as leverage weighs on flexibility.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on CPB

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is CPB a good business?

Campbell Soup Company scores weak on the Cluenex quality check (3.4 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health weak.

Are insiders buying CPB?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does CPB report earnings?

Dec 7, 2026.

For members

See CPB today

  • Today's verdict on CPB, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Campbell Soup Company (CPB)”, https://cluenex.com/stocks/cpb/, data as of Oct 10, 2026.