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 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 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.

• 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 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.

• 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.

• 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).

• 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.

• 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%).

• 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