earnings
confidence high
sentiment negative
materiality 0.85
Campbell's Q4: sales -8%, adj EPS $0.39 (-37%); dividend cut 36%; FY27 adj EPS guide $1.65-$1.80
CAMPBELL'S Co
- Q4 net sales $2.1B (-8% reported, -1% organic); adjusted EBIT $242M (-25%); adjusted EPS $0.39 (-37%).
- Full-year net sales $9.7B (-5%); adjusted EPS $2.17 (-27%); operating cash flow $1.0B.
- Dividend cut 36% to $0.25/share quarterly ($1.00 annualized), payable Nov 2, 2026 to holders of record Oct 1, 2026.
- New cost savings program targets $500M by FY2030; $117M impairment on Cape Cod and Kettle Brand trademarks.
- FY2027 guidance: net sales -4% to -2% organic, adjusted EPS $1.65-$1.80 (down 24%-17% from $2.17).