Campbell's Q2 net sales down 5% to $2.6B; adj. EPS falls 31% to $0.51; slashes FY2026 guidance

CAMPBELL'S Co

2026-Q2 EPS reported $1.13 revenue$5,241,000,000

Net sales $2.564B, down 5% (organic -3%); adjusted EPS $0.51 vs $0.74 last year.
Snacks segment operating earnings fell 39% on 6% organic sales decline; Meals & Beverages -15%.
Storm-related disruptions in January cut sales ~1%, adj. EBIT ~$14M, adj. EPS ~$0.04.
Full-year guidance lowered: organic net sales now -2% to -1% (prior -1% to +1%); adj. EPS $2.15-$2.25 (prior $2.40-$2.55).
CEO cites weaker Snacks performance; accelerating cost savings to offset tariff headwinds.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CAMPBELL'S Co reported the quarter ended February 1, 2026 results: revenue $2.6 billion, EPS $0.48.

Period: the quarter ended February 1, 2026
Revenue: $2.6 billion
EPS: $0.48
Result: reported results

Exact text from the filing

CAMPBELL'S REPORTS SECOND QUARTER FISCAL 2026 RESULTS • Net Sales decreased 5% to $2.6 billion and decreased 3% on an organic basis. • Earnings Before Interest and Taxes (EBIT) decreased to $273 million. Adjusted EBIT decreased 24% to $282 million. • Earnings Per Share (EPS) decreased to $0.48. Adjusted EPS decreased 31% to $0.51.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CAMPBELL'S Co updated its full-year fiscal 2026 guidance (lowered).

Period: full-year fiscal 2026
Guidance: lowered
Result: guidance update

Exact text from the filing

Full-Year Fiscal 2026 Guidance: Largely driven by the near-term outlook for our Snacks business and select incremental trade investments, Campbell's is lowering its full-year fiscal 2026 guidance provided on December 9, 2025 to reflect a more cautious view for the balance of the year.

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Source: SEC EDGAR

accession 0000016732-26-000004

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