{"schema_version":"secwatch.filing_event.v1","accession":"0000016732-25-000105","form_type":"8-K","ticker":"CPB","cik":"0000016732","company_name":"CAMPBELL'S Co","filed_at":"2025-09-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.605660+00:00","generated_at":"2026-05-17T08:34:53.214940+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.82,"calibrated_materiality_score":0.82,"confidence":"high","headline":"Campbell's Q4 adj EPS -2% to $0.62; FY2026 guidance implies adj EPS decline of 12-18%","bullets":["Q4 net sales $2.3B (+1%); organic net sales -3%; adj EPS $0.62 vs $0.63 prior.","Full-year adj EPS $2.97 (-4%); cash from ops $1.13B; returned $521M to shareholders via dividends and buybacks.","FY2026 guidance: organic net sales -1% to +1%; adj EPS $2.40-$2.55 vs comparable 52-wk base of $2.91 (12-18% decline).","Tariffs expected to be ~4% of COGS; ~60% mitigation in place; two-thirds of FY2026 EPS decline attributed to net tariff impact.","Cost savings target increased from $250M to $375M by end of FY2028."],"urls":{"canonical":"https://secwatch.observer/filing/0000016732-25-000105","json":"https://secwatch.observer/filing/0000016732-25-000105.json","markdown":"https://secwatch.observer/filing/0000016732-25-000105.md","text":"https://secwatch.observer/filing/0000016732-25-000105.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/16732/000001673225000105/0000016732-25-000105-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/16732/000001673225000105/cpb-20250903.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T08:34:53.214940+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}