Recent 8-K filings for CPB

• March 11, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

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

  Net sales $2.564B, down 5% (organic -3%); adjusted EPS $0.51 vs $0.74 last year.

• December 15, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Campbell's prices $550M senior notes at 4.550% due 2031

  Issued $550M aggregate principal of senior unsecured notes at 4.550% fixed rate, due March 21, 2031.

• December 9, 2025, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Campbell's Q1 adjusted EPS down 13% to $0.77; net sales -3%; acquires 49% of La Regina for $286M

  Net sales fell 3% to $2.677B (organic -1%); adjusted EPS $0.77 vs $0.89; adjusted EBIT down 11% to $383M.

• December 9, 2025, 6:59 PM ET other materiality 0.20 neutral item 7.01item 9.01

  Campbell's recasts historical segment results after moving Latin America business to Meals & Beverages

  Latin America retail snacking and meals/beverages moved from Snacks to Meals & Beverages segment effective fiscal 2026.

• December 9, 2025, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 3.02item 9.01

  Campbell's acquires 49% stake in Rao's sauce producer La Regina for $286M

  Total consideration $286M: $146M cash at close, $140M payable in cash or stock on first anniversary.

• November 19, 2025, 6:59 PM ET other materiality 0.15 neutral item 5.07

  Campbell's shareholders elect all 12 directors, reject two shareholder proposals

  All 12 director nominees elected; Archbold van Beuren received ~23M against votes but still passed.

• October 7, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02

  Campbell's appoints Todd Cunfer as EVP & CFO, effective Oct 20

  Appointment of Todd E. Cunfer as EVP and CFO, effective Oct 20, 2025.

• September 5, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

  Campbell's appoints Kelly L. Palumbo as SVP, Controller and Chief Accounting Officer

  Stanley Polomski transitions to SVP Business Process Optimization, effective Sept 22, 2025.

• September 3, 2025, 7:59 PM ET earnings materiality 0.82 negative item 2.02item 9.01

  Campbell's Q4 adj EPS -2% to $0.62; FY2026 guidance implies adj EPS decline of 12-18%

  Q4 net sales $2.3B (+1%); organic net sales -3%; adj EPS $0.62 vs $0.63 prior.

• August 5, 2025, 7:59 PM ET debt materiality 0.25 neutral item 1.01item 9.01

  Campbell's extends $1.85B credit facility maturity by one year to April 2030

  Extended $1.85 billion five-year credit agreement maturity from April 16, 2029 to April 16, 2030.

• July 18, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02

  Campbell's elects Mary Alice Dorrance Malone, Jr. as director

  Mary Alice Dorrance Malone, Jr. elected to the Board effective July 17, 2025.

• June 2, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Campbell's Q3 EPS $0.22 GAAP, $0.73 adj; Snacks segment declines 8%; reaffirms FY guidance at low end

  Net sales $2.48B (+4% reported, +1% organic); Meals & Beverages organic +6%, Snacks organic -5%

• March 5, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Campbell's Q2 adjusted EPS $0.74, -8% YoY; cuts full-year guidance on snacking softness

  Net sales +9% to $2.7B, organic -2%; adjusted EBIT +2% to $372M.

• February 24, 2025, 6:59 PM ET M&A materiality 0.45 neutral item 7.01item 9.01

  Campbell's completes sale of noosa yogurt business to Lakeview Farms; expects $0.01 EPS dilution in FY2025

  Sale of noosa yogurt business to Lakeview Farms completed; combined entity renamed Novus Foods.

• December 3, 2024, 6:59 PM ET leadership materiality 0.75 neutral item 2.02item 5.02item 9.01

  Campbell's reports Q1 adj EPS $0.89, raises dividend 5%, CEO Clouse to retire; Beekhuizen named CEO

  Q1 adj EPS $0.89 (-2% YoY); net sales $2.772B (+10% reported, -1% organic).

• November 20, 2024, 6:59 PM ET other materiality 0.20 neutral item 5.03item 5.07item 9.01

  Campbell Soup shareholders approve name change to The Campbell's Company

  Company renamed from Campbell Soup Company to The Campbell's Company effective Nov 19, 2024 after shareholder approval.

• November 12, 2024, 6:59 PM ET M&A materiality 0.35 neutral item 7.01item 9.01

  Campbell Soup sells noosa yoghurt business to Lakeview Farms; $177M LTM sales

  Campbell agreed to sell noosa yoghurt business to Lakeview Farms; terms not disclosed.

• October 2, 2024, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Campbell Soup prices $1.15B senior notes offering; 4.75% due 2035 and 5.25% due 2054.

  Issued $800M in 4.750% notes due March 2035 and $350M in 5.250% notes due October 2054.

• September 10, 2024, 7:59 PM ET other materiality 0.20 neutral item 7.01

  Campbell Soup holds Investor Day on Sep 10, 2024, webcast available

  Investor Day held at Nasdaq MarketSite in NYC on September 10, 2024, at 9:00 a.m. ET.

• August 29, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Campbell corrects FY2025 guidance: 53rd week benefit applies to reported, not organic, net sales; Q4 adj. EPS +26%

  Corrected FY2025 guidance: 53rd week worth ~2 points to reported net sales & adj. EBIT, $0.06 adj. EPS; organic net sales guidance unchanged.

• August 29, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Campbell Q4 GAAP EPS -$0.01; adj. EPS $0.63 (+26%); FY2025 guide adj. EPS $3.12-$3.22

  Q4 net sales $2.3B (+11% reported, -1% organic); adj. EBIT $329M (+36%); GAAP EBIT $77M includes $129M impairment on Pop Secret/Allied.

• August 26, 2024, 7:59 PM ET M&A materiality 0.55 neutral item 7.01item 9.01

  Campbell sells Pop Secret popcorn business to Our Home; $120M FY24 sales

  Pop Secret generated ~$120M net sales in fiscal 2024; terms undisclosed.

• August 1, 2024, 7:59 PM ET other materiality 0.50 neutral item 3.01item 7.01item 9.01

  Campbell Soup transfers stock listing from NYSE to Nasdaq effective Aug 19; ticker CPB unchanged

  Last trading on NYSE at market close August 16, 2024.

• June 5, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Campbell Q3 adj. EPS up 10% to $0.75; completes Sovos Brands acquisition, updates FY guidance

  Net sales $2.4B (+6% reported, organic flat); adj. EBIT $354M (+13%); adj. EPS $0.75 (+10%).

• May 21, 2024, 7:59 PM ET other materiality 0.20 neutral item 9.01

  Campbell Soup supplies Sovos Brands financials for March 2024 acquisition

  Acquisition of Sovos Brands closed March 12, 2024 for $23.00 per share in cash.

• April 16, 2024, 7:59 PM ET debt materiality 0.45 neutral item 1.01item 1.02item 9.01 ◈ Material Agreements ×2

  Campbell Soup enters new $1.85B credit facility, replaces prior agreement

  New $1.85B unsecured revolving credit facility matures April 16, 2029.

• March 21, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Campbell Soup prices $2.5B senior unsecured notes offering in four tranches

  $400M 5.300% notes due 2026, $500M 5.200% due 2027, $600M 5.200% due 2029, $1B 5.400% due 2034.

• March 12, 2024, 7:59 PM ET M&A materiality 0.85 positive item 2.01item 2.03item 7.01item 9.01 ◈ Debt Financings◈ M&A Transactions

  Campbell completes $2.7B acquisition of Sovos Brands; adds Rao's, creates Distinctive Brands unit

  Acquired Sovos Brands for $23.00/share in cash; total enterprise value approx. $2.7 billion.

• March 6, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Campbell Soup Q2 adj EPS $0.80 flat YoY; reaffirms FY24 outlook; Sovos deal close expected mid-March

  Net sales $2.456B (-1% reported and organic); GAAP EPS $0.68 vs $0.77 prior year.

• February 13, 2024, 6:59 PM ET regulatory materiality 0.60 positive item 8.01item 9.01

  Campbell & Sovos certify FTC compliance; 30-day wait ends March 11, deal close expected soon after

  Campbell (CPB) and Sovos (SOVO) certified substantial compliance with FTC's Second Request on Feb 13, 2024.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.57 · Most common event earnings

3 positive 5 negative 22 neutral

source · CPB on sec.gov