M&A·자금조달
캠벨, 배당 35.9% 삭감, 매수 등급 획득
배당 삭감으로 재무상태표 강화, 애널리스트들은 매력적인 위험-보상 구조로 평가
첫날 +3.5% · 현재까지 -2.7%
8-K 공시
8-K: 중요 계약 체결
첫날 -2.3% · 5일 후 -6.4%
이전 이벤트 9건›
실적악재
Campbell's Misses Earnings, Cuts Dividend, Named Bear of the Day영어 원문
Q4 earnings miss, dividend cut 36% to $0.25/share to accelerate debt reduction
첫날 +1.2% · 5일 후 -8.1%
›전개 과정 5회
- 2026-08-31 Multiple previews flag Snacks weakness and margin pressure ahead of report
- 2026-09-03 Multiple sources confirm earnings timing; options market prices ~6% implied move
- 2026-09-03 Results in line, but weak FY2027 guidance signals ongoing demand pressure
- 2026-09-08 First dividend cut since 2001 adds to cost-cutting and weak guidance concerns
- 2026-09-08 Q4 earnings miss, dividend cut 36% to $0.25/share to accelerate debt reduction
기업악재
Campbell's cuts 13% salaried workforce, closes plants in $500M savings push영어 원문
CEO calls results unacceptable; workforce cuts and plant closures detail the $500M program announced alongside dividend cut
첫날 -3.4% · 5일 후 -0.6%
›전개 과정 3회
- 2026-09-04 To accelerate debt reduction, company slashes dividend and jobs, showing restructuring resolve amid struggles
- 2026-09-04 Post-Q4, company confirms dividend cut, 13% workforce reduction, and cost program; analysts revise forecasts
- 2026-09-04 CEO calls results unacceptable; workforce cuts and plant closures detail the $500M program announced alongside dividend cut
실적
실적 발표
첫날 -6.9% · 5일 후 -5.1%
8-K 공시
8-K: 실적 공시
첫날 -6.9% · 5일 후 -5.1%
M&A·자금조달악재
Campbell's officially removed from S&P 500, effective June 22영어 원문
Multiple sources confirm Campbell's and Pool Corp removed from S&P 500 before June 22 open, replaced by Marvell and Flex
첫날 -0.9% · 5일 후 +3.8%
›전개 과정 3회
- 2026-06-06 S&P 500 announces June 22 changes; CPB and POOL removed, MRVL and FLEX added
- 2026-06-19 S&P index change confirms removal, affecting index fund rebalancing
- 2026-06-22 Multiple sources confirm Campbell's and Pool Corp removed from S&P 500 before June 22 open, replaced by Marvell and Flex
8-K 공시
8-K: 이사·임원 변동
첫날 -3.0% · 5일 후 +5.9%
실적악재
Campbell's PT Cut to $18 by BofA Post-Earnings영어 원문
BofA cuts PT from $20 to $18, maintains Sell
첫날 +0.6% · 5일 후 +5.2%
›전개 과정 4회
- 2026-06-05 Multiple sources list CPB in week of June 8 earnings calendar
- 2026-06-08 Multiple sources flag earnings time and implied move, market watches consumer spending signal
- 2026-06-08 Net sales $2.37B missed, adjusted EPS beat; FY guidance reaffirmed.
- 2026-06-09 BofA cuts PT from $20 to $18, maintains Sell
8-K 공시
8-K: 실적 공시
첫날 -0.9% · 5일 후 +3.8%
실적
실적 발표
첫날 -0.9% · 5일 후 +3.8%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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