Stocklore

Campbell Soup Company (CPB)

Consumer Goods · US stock

What changed in recent filings

  • Revenue -5% YoYQuarter ended Aug 2, 2026
  • Institutions — 1 new · 2 added13F · as of end of 2026 Q2
  • Risk factors — 2 added · 1 removed · new: We must identify changing consumer preferen… +110-K Aug 3, 2025 → Aug 2, 2026 · filed this month

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Campbell Soup Company recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Sep 3, 2026
    Revenue -7.9% YoY · EPS $-0.24
    Released before the open: Sep 2 close → Sep 3 close, the stock moved -6.9% · over the same window, market +1.0% · sector -0.2%
  • 26Q1Released Jun 8, 2026
    Revenue -4.4% YoY · EPS $0.41
    Released before the open: Jun 5 close → Jun 8 close, the stock moved -0.9% · over the same window, market +0.2% · sector +0.0%
  • 25Q4Released Mar 11, 2026
    Revenue -4.5% YoY · EPS $0.48
    Released before the open: Mar 10 close → Mar 11 close, the stock moved -7.1% · over the same window, market -0.1% · sector -2.1%
  • 25Q3Released Dec 9, 2025
    Revenue -3.4% YoY · EPS $0.65
    Released before the open: Dec 8 close → Dec 9 close, the stock moved -5.2% · over the same window, market -0.1% · sector -0.2%

The next earnings release is estimated around Dec 8, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Campbell Soup Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 52019 Q2 · 42019 Q3 · 42019 Q4 · 62020 Q1 · 52020 Q2 · 42020 Q3 · 42020 Q4 · 42021 Q1 · 42021 Q2 · 22021 Q3 · 22021 Q4 · 32022 Q1 · 32022 Q2 · 32022 Q3 · 52022 Q4 · 52023 Q1 · 52023 Q2 · 42023 Q3 · 32023 Q4 · 42024 Q1 · 62024 Q2 · 42024 Q3 · 42024 Q4 · 32025 Q1 · 42025 Q2 · 22025 Q3 · 22025 Q4 · 42026 Q1 · 22026 Q2 · 3
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 3 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Campbell Soup Company

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associatesunder 0.01% of portfolio · since 2021 Q4
  • Capital World Investorsunder 0.01% of portfolio · since 2025 Q3
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The Campbell’s Company Common Stock represents ownership in The Campbell’s Company, a U.S.-based consumer staples business focused on food and beverage products. The company serves retail, foodservice, and commercial customers through two main segments: Meals & Beverages and Snacks. Its portfolio includes soups, broths, sauces, beverages, cookies, crackers, pretzels, chips, and other shelf-stable packaged foods sold under well-known brands such as Campbell’s, Pepperidge Farm, Goldfish, Prego, Pace, Swanson, V8, Snyder’s of Hanover, and Cape Cod. The Campbell’s Company plays an important role in the packaged foods market by supplying everyday pantry staples and branded convenience foods to households and institutions across the United States and internationally. Its broad product mix and established brand presence make it a recognizable participant in the global food and beverage industry.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

Campbell Soup Company is classified under the Consumer Goods sector. See peers below.

Campbell Soup Company key financials

Based on SEC filings · as of Aug 2, 2026

Tap a metric name to see its meaning in the glossary.

Campbell Soup Company vs Consumer Goods sector benchmark

Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-5.0%vs benchmark 5.2%↓ below
Operating margin
0.2%vs benchmark 17.4%↓ below
Net margin
4.1%vs benchmark 11.1%↓ below
ROE
10.5%vs benchmark 12.5%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

CPB revenue by segment summary

SEC 10-K · segment totals cross-checked against total revenue

2026-08-02 revenue was $9.7B, -5.0% YoY.

The largest segment is Meals & Beverages, 60.8% of revenue — a highly concentrated structure.

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

CPB on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
See full CPB analysis →

Peers · Consumer Goods

CPB FAQ

What is Campbell Soup Company (CPB)?

The Campbell’s Company Common Stock represents ownership in The Campbell’s Company, a U.S.-based consumer staples business focused on food and beverage products. The company serves retail, foodservice, and commercial customers through two main segments: Meals & Beverages and Snacks. Its portfolio includes soups, broths, sauces, beverages, cookies, crackers, pretzels, chips, and other shelf-stable packaged foods sold under well-known brands such as Campbell’s, Pepperidge Farm, Goldfish, Prego, Pace, Swanson, V8, Snyder’s of Hanover, and Cape Cod. The Campbell’s Company plays an important role in the packaged foods market by supplying everyday pantry staples and branded convenience foods to households and institutions across the United States and internationally. Its broad product mix and established brand presence make it a recognizable participant in the global food and beverage industry.

What sector is Campbell Soup Company in?

Campbell Soup Company is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are Campbell Soup Company's key financials?

As of Aug 2, 2026 in SEC filings: Revenue growth (YoY) -5.0%, Operating margin 0.2%, Net margin 4.1%, ROE 10.5%, Debt-to-equity 1.60x. Definitions and interpretation are available on Stocklore.

What are Campbell Soup Company's main revenue segments?

The largest segment is Meals & Beverages, about 60.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Campbell Soup Company (CPB) stock?

On Stocklore you can see CPB's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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