secwatch.observer — SEC 8-K summary
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Issuer:     CAMPBELL'S Co (CPB)
CIK:        0000016732
Form:       8-K
Filed at:   2026-09-03T11:17:14+00:00
Accession:  0000016732-26-000020
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Campbell's Q4: sales -8%, adj EPS $0.39 (-37%); dividend cut 36%; FY27 adj EPS guide $1.65-$1.80
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/16732/000001673226000020/0000016732-26-000020-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/16732/000001673226000020/cpb-20260903.htm
  HTML page:      https://secwatch.observer/filing/0000016732-26-000020

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer