Jefferies Maintains Hold on The Campbell's, Lowers Price Target to $20

Campbell's Q4 Earnings Call Focuses on Cost Cuts and Margin Repair

Campbell's reported Q4 fiscal 2026 earnings that missed consensus estimates, citing weak Snacks trends and elevated inflation. The company announced a $500M cost-saving program by fiscal 2030, cut its quarterly dividend by 36% to reduce debt, and expects further sales and profit pressure in fiscal 2027 before productivity gains materialize. Management emphasized concentrated brand spending and execution improvements rather than waiting for market conditions to improve.

These Analysts Revise Their Forecasts On Campbell's Following Q4 Results

Campbell’s misses Q4 sales, guides FY27 EPS below estimates; shares drop 2.9% as analysts cut price targets amid softness and inflation.

RBC Capital Maintains Sector Perform on The Campbell's, Lowers Price Target to $19

UBS Maintains Sell on The Campbell's, Raises Price Target to $19