Every 8-K that The Campbell's Company (CPB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CPB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CPB filings page.
CAMPBELL'S Co (CPB) entered into an Extension Agreement on September 16, 2026 to amend its existing $1.85 billion Five-Year Credit Agreement with JPMorgan Chase Bank, N.A. and other lenders. The amendment extends the facility’s maturity date from April 16, 2030 to April 16, 2031, with all other terms and conditions remaining in effect.
The lenders and their affiliates provide various financial services to the company and its subsidiaries in the ordinary course of business for customary fees.
CAMPBELL'S Co (CPB) reported weaker results for the quarter and fiscal year ended August 2, 2026, and issued cautious guidance for fiscal 2027 while launching a major cost-savings effort and resetting its dividend to focus on debt reduction.
Fourth-quarter net sales were $2.14 billion, down 8% as reported and 1% on an organic basis, with GAAP EPS at $(0.23) and adjusted EPS down 37% to $0.39, partly reflecting an extra week in the prior-year quarter. Full-year net sales fell 5% to $9.74 billion, EBIT declined to $852 million, and adjusted EBIT decreased 21% to $1.18 billion. Full-year GAAP EPS was $1.31, with adjusted EPS down 27% to $2.17.
The company is targeting $500 million of cost savings by fiscal 2030 and completed the La Regina acquisition, agreeing to pay $286 million for a 49% stake. Fiscal 2026 cash flow from operations was strong at $1.04 billion, but results were pressured by higher restructuring and optimization costs and $117 million of trademark impairments in the Snacks segment. Fiscal 2027 guidance calls for declines in net sales, adjusted EBIT and adjusted EPS, signaling a transition year as these initiatives take hold.
The Campbell’s Company reported a planned leadership change in its enterprise transformation function. Executive Vice President and Chief Enterprise Transformation Officer Daniel L. Poland will step down from his current role effective August 3, 2026. He will continue with the company until January 10, 2027 to support a transition of his responsibilities.
The Campbell's Company reported third-quarter fiscal 2026 results with softer sales and lower adjusted profitability. Net sales were $2.366 billion, down 4% year over year on a reported and organic basis. GAAP EBIT rose to $239 million and GAAP EPS to $0.41, largely reflecting lapping prior-year charges.
On an adjusted basis, EBIT fell 24% to $274 million and adjusted EPS declined 32% to $0.50, highlighting margin pressure from inflation and restructuring and optimization activity. For fiscal 2026, Campbell’s reaffirmed guidance calling for organic net sales down 2% to 1%, adjusted EBIT down 20% to 17%, and adjusted EPS of $2.15 to $2.25 versus $2.91 in fiscal 2025. Year-to-date cash flow from operations was strong at $839 million, and management emphasized ongoing cost savings, portfolio simplification, and investment behind core brands in Meals & Beverages and Snacks.
The Campbell's Company reported weaker second-quarter fiscal 2026 results, with net sales down 5% to $2.6 billion and organic sales down 3% versus a year ago. GAAP EBIT fell 17% to $273 million and adjusted EBIT declined 24% to $282 million.
GAAP diluted EPS decreased 17% to $0.48, while adjusted EPS dropped 31% to $0.51. Management cited softer Snacks performance and January storm-related shipment delays, which reduced net sales by about 1%, adjusted EBIT by roughly $14 million and adjusted EPS by about $0.04 per share.
For the full fiscal year 2026, the company lowered its outlook. It now expects organic net sales to decline 2% to 1%, adjusted EBIT to decline 20% to 17%, and adjusted EPS to decline 26% to 23%, to a range of $2.15 to $2.25, compared with fiscal 2025 adjusted EPS of $2.91.
The Campbell’s Company priced an offering of $550,000,000 aggregate principal amount of senior unsecured notes bearing a fixed interest rate of 4.550% per year and maturing on March 21, 2031. These Notes were offered and sold through an underwriting syndicate led by Barclays Capital Inc., BNP Paribas Securities Corp., BofA Securities, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC and UBS Securities LLC.
The Notes were issued under Campbell’s automatic shelf registration statement on Form S-3 and a long-standing indenture first dated March 19, 2015, as supplemented on August 17, 2023. The company also filed related underwriting, indenture, note form, and legal opinion exhibits to support this debt issuance.
The Campbell’s Company reported the results of its November 18, 2025 Annual Meeting of Shareholders. All Board nominees were elected, with each director receiving over 224 million votes in favor and broker non-votes of 20,069,551 on each item. Shareholders also approved the ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026, with 263,209,145 votes for the proposal.
On compensation matters, shareholders approved, on an advisory basis, the fiscal 2025 pay program for the company’s named executive officers, with 245,005,925 votes in favor. Two non-binding shareholder proposals did not pass: one seeking simple majority voting, which received 107,793,720 votes for and 139,770,479 against, and another requesting a report on the regenerative agriculture program, which received 26,495,290 votes for and 218,752,301 against.
Campbell's Company announced the appointment of Todd E. Cunfer as Executive Vice President and Chief Financial Officer, effective October 20, 2025. Mr. Cunfer joins from Freshpet, where he was CFO since December 2022, and previously held senior finance roles at The Hershey Company and The Simply Good Foods Company. His 2026 compensation includes a $725,000 base salary, a target annual bonus equal to 90% of base salary (pro rata), a target long-term incentive equal to 225% of base salary, a one-time $1,600,000 time‑lapse RSU grant and a cash payment of $1,200,000 for forfeited awards and bonus. He will receive standard benefits and $8,000 per quarter under the Personal Choice Program. The Company also announced that incumbent CFO Carrie L. Anderson will leave the role effective October 20, 2025 and is eligible for severance under existing plans.
The Campbell's Company announced an internal leadership transition in its accounting function: Senior Vice President & Controller Stanley Polomski will move to Senior Vice President, Business Process Optimization effective September 22, 2025, and Kelly L. Palumbo will become Senior Vice President, Controller and Chief Accounting Officer on the same date. Ms. Palumbo, age 51, joins from Charles River Laboratories after two decades at Johnson & Johnson and will receive a $410,000 base salary, a 55% target annual bonus (pro rata) for fiscal 2026, a 110% target long-term incentive for fiscal 2026, a one-time $200,000 time-vesting RSU grant, and a $300,000 cash payment for forfeited prior bonus and benefits, plus standard benefits and a $2,500 quarterly Personal Choice benefit.
The Campbell's Company (CPB) disclosed that it issued a press release on September 3, 2025 announcing financial results for the quarter ended August 3, 2025.
The filing states the press release is attached as Exhibit 99.1 and clarifies that the exhibit is furnished under the Exchange Act and is not "filed" for purposes of Section 18 or incorporated by reference into other filings except by specific reference. No numerical financial results, guidance, or additional detail is included in this form 8-K beyond the existence and furnishing of the earnings release.