CompanyBear
Campbell's Cuts Dividend 36%, Cuts 13% Workforce, Unveils $500M Cost Plan
To accelerate debt reduction, company slashes dividend and jobs, showing restructuring resolve amid struggles
Earnings
Earnings report
D1 -7.0%
9 earlier events›
8-K filing
8-K: Item 2.02, Item 9.01
D1 -7.0%
EarningsBear🔥Developing
Campbell's Q4: EPS $0.39, Revenue $2.14B, FY2027 Guidance Below Estimates
Results in line, but weak FY2027 guidance signals ongoing demand pressure
D1 +1.2% · since -6.6%
›3 waves of this story
- 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
CapitalBear
Campbell's officially removed from S&P 500, effective June 22
Multiple sources confirm Campbell's and Pool Corp removed from S&P 500 before June 22 open, replaced by Marvell and Flex
D1 -0.9% · +5d +3.8%
›3 waves of this story
- 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 filing
8-K: Item 5.02
D1 -3.0% · +5d +5.9%
EarningsBear
Campbell's PT Cut to $18 by BofA Post-Earnings
BofA cuts PT from $20 to $18, maintains Sell
D1 +0.6% · +5d +5.2%
›4 waves of this story
- 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 filing
8-K: Item 2.02, Item 9.01
D1 -0.9% · +5d +3.8%
Earnings
Earnings report
D1 -0.9% · +5d +3.8%
AnalystBear
Bernstein downgrades to Underperform
D1 +0.0% · +5d +9.0%
AnalystBear
Stephens & Co. downgrades to Equal Weight
D1 -0.1% · +5d +1.9%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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