# The Campbell's Company Common Stock (CPB) — Stock CV

The Campbell's Company is a $5.73B consumer staples company. Revenue shrank 5.0% over the last year, it keeps 4¢ of every dollar of sales as profit, and its net debt equals ~10.4 years of free cash flow. It trades at 14.4× earnings.

> Over the past 150-plus years, Campbell's has evolved into a leading domestic packaged food manufacturer, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2026 (July year-end), meals and beverages accounted for 61% of its revenue, while snacks accounted for 39%.

## Identity

- **Ticker**: CPB
- **Sector**: Consumer Defensive
- **Industry**: Food And Kindred Products
- **Headquarters**: CAMDEN, NJ
- **Employees**: 13 700
- **Website**: https://www.thecampbellscompany.com
- **Market cap**: $5.73B
- **Last price**: $19.21
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $9.74B
- **Net income**: $403M
- **Free cash flow**: $678M
- **Net debt**: $7.06B
- **P/E**: 14.4
- **Revenue growth (YoY)**: -5.0%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 95 |
| Growth | 26 |
| Profitability | 35 |
| Health | 24 |
| Quality | 85 |
| Moat | 56 |

## Qualifications (beginner checklist) — 7 of 11 passed

- [ ] Revenue growing — -5.0% YoY
- [x] Profitable — $403M TTM
- [ ] Profit growing — -22.5% YoY
- [x] Generates cash — $678M TTM
- [ ] Debt under control — ~10.4y of cash flow to repay
- [x] Established company — $5.73B market cap
- [x] Not printing shares — -1.6% shares over ~5y
- [x] Proven track record — 11/11 profitable years
- [ ] Financially stable — Altman Z 1.5 — distress
- [x] Pays a dividend — yield 8.20%
- [x] Valuation not extreme — P/E 14.4

## Experience (career milestones)

- **FY2025** — Revenue crossed $10B: $10.3B for the year
- **2023** — It was announced that Campbell's had acquired the Louisville, Colorado-headquartered food…
- **FY2020** — Best year on record: $1.63B net income
- **2017** — Campbell's completed the acquisition of Pacific Foods of Oregon, LLC for $700 million and…
- **FY2016** — Profitable every year on record: 11 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $7.96B in first reported year
- **FY2016** — Positive free cash flow every year since: 11-year streak
- **2015** — Campbell Soup acquired salsa maker Garden Fresh Gourmet for $231 million as it looked to expand into…
- **2013** — Campbell acquired the Danish multinational baked goods company Kelsen Group for an undisclosed amount
- **2008** — Campbell's Soup was rebranded as Batchelors Condensed Soup in the UK and Erin in Ireland when the…
- **2006** — Albans, Hertfordshire, bought the Campbell Soup Company in the UK and Ireland for £450 million ($830 million) in…
- **1938** — After the program's adaptation of The War of the Worlds became a sensation for allegedly starting a mass panic due…
- **1896** — Campbell reorganized into "Joseph Campbell & Co." in 1896
- **1894** — Campbell retired and Arthur Dorrance became the company president
- **1876** — Anderson left the partnership and the company became the "Joseph A

## Strengths

- None stand out in the data.

## Watch-outs

- Revenue shrinking 5.0% year over year
- Altman Z-Score 1.47 — elevated financial-distress risk
- Net debt would take ~10.5 years of free cash flow to repay
- Net debt equals ~10.4 years of free cash flow

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2022 | $8.56B | $757M | $939M |
| FY2023 | $9.36B | $858M | $773M |
| FY2024 | $9.64B | $567M | $668M |
| FY2025 | $10.3B | $602M | $705M |
| FY2026 | $9.74B | $403M | $678M |

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Source: https://stockcv.com/CPB — derived from company filings; may be delayed or incomplete. Information, not investment advice.