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The Campbell's Company

CPB

Consumer Defensive · 21.01 +0.3% today

Partial group confirmationMarket checked 11 Sept, 16:00 GMT-4

Market read

The Campbell's Company's move is being confirmed by its market group.

CPB accounts for 8.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#5 of 12 by movement share
Group movement share8.4%Absolute path energy—not portfolio weight
Relative path-0.72%aligned
Effective breadth9.6 / 12broad
Relative alignment7/12downside path · 5 counter-moving
Capital-flow agreement4%not yet clean
SEQUENCE READ

CAG, CNP, CL moved materially before CPB. CPB crossed its material path threshold at 10:05 ET, 5 minutes after the first measured mover. AAPL, ECL followed.

EVIDENCE COVERAGE

9 of 35 members in Packaged Foods & Beverages are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HELE begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

CPB accounts for 8.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HELE begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements51
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +6.4% year over year.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 40% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 61% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

21.00
6m-3.0%12m-37.3%24m-59.5%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-08-01$8.5B-2.5%$3.29+0.3%
2022-07-31$8.6B+1.0%$2.51-1.0%
2023-07-30$9.4B+9.3%$2.85-0.3%
2024-07-28$9.6B+3.0%$1.89-0.3%
2025-08-03$10.3B+6.4%$2.01+0.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 1 filings
After adjusting for items impacting comparability, earnings increased reflecting improved gross profit, partially offset by higher interest expense, higher marketing and selling expenses, higher other expenses and higher research and development expenses.
10-K · Sep 18, 2025
Input and raw-material costsnegative · 1 filings
Gross profit margin increased due to supply chain productivity improvements, favorable net price realization and benefits from cost savings initiatives more than offsetting higher cost inflation and other supply chain costs.
10-K · Sep 18, 2025
Macroeconomic conditionsnegative · 1 filings
Gross profit margin increased due to supply chain productivity improvements, favorable net price realization and benefits from cost savings initiatives more than offsetting higher cost inflation and other supply chain costs.
10-K · Sep 18, 2025
Product pipeline and R&Dpositive · 1 filings
However, we do anticipate future cash tax benefits due to changes in the tax laws for depreciation and research and development expenses.
10-K · Sep 18, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.6× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

21.01+0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CPB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CPB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CPB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CPB is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.