Packaged food company Campbell's (NASDAQ: CPB) will be reporting earnings this Monday before market hours. Here’s what to look for.
Campbell's missed analysts’ revenue expectations last quarter, reporting revenues of $2.56 billion, down 4.5% year on year. It was a disappointing quarter for the company, with a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.
Is Campbell's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Campbell’s revenue to decline 3.8% year on year, a reversal from the 4.5% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Campbell's has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Campbell’s peers in the shelf-stable food segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Hershey delivered year-on-year revenue growth of 10.6%, beating analysts’ expectations by 2.4%, and Mondelez reported revenues up 8.2%, topping estimates by 3%. Hershey traded down 3.6% following the results while Mondelez was up 4.3%.
Read our full analysis of Hershey’s results here and Mondelez’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. Campbell's is up 4.3% during the same time and is heading into earnings with an average analyst price target of $22.06 (compared to the current share price of $21.72).
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