Campbell's Co director Howard M. Averill acquired 2,348.99 Phantom Stock shares on September 25, 2026. The phantom shares are fully vested, and each is the economic equivalent of one share of the company's common stock. Their value is payable in cash from the company's Supplemental Retirement Plan upon Averill's retirement, resignation or termination. His reported post-transaction Phantom Stock balance was 42,378.20 shares.
CPB reported fiscal 2026 net sales of $9.744 billion, compared with $10.253 billion in fiscal 2025; the periods were 52 and 53 weeks, respectively. Net earnings attributable to The Campbell's Company were $403 million, versus $602 million, and cash flows from operations were $1.039 billion, versus $1.131 billion. Capital expenditures totaled $361 million.
On May 4, 2026, CPB acquired 49% of La Regina for $146 million in cash. A second $140 million tranche is payable on May 4, 2027, at CPB’s discretion in cash or unregistered shares; the remaining 51% is subject to a call option granted to CPB and a put option granted to La Regina. Effective September 3, 2026, the board reset the quarterly dividend to $0.25 per share, payable November 2, 2026.
CPB expects input-cost inflation and volatility to persist in 2027. Its 2027 cost-savings initiatives are expected, once all phases are implemented, to generate approximately $500 million in annual ongoing savings by the end of 2030; identified pre-tax costs are approximately $90 million. CPB also has $500 million of senior notes maturing in March 2027 that it expects to repay and/or refinance.
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 has filed an automatic shelf registration on Form S-3, allowing it to offer, from time to time after effectiveness, a range of securities, including debt securities, capital stock, preferred stock, warrants, purchase contracts and units. Any specific offering will be detailed in a separate prospectus supplement, including pricing, size and distribution arrangements.
The company states that, unless otherwise described in a supplement, net proceeds from future sales will be used for general corporate purposes such as working capital, dividends, capital expenditures, share repurchases, debt repayment and acquisitions. The filing outlines key terms of senior and subordinated debt under existing and future indentures, New Jersey corporate and anti-takeover provisions, and the company’s capital structure, including authorized common and preferred stock.
Melissa Nippert, SVP and Chief Transformation Officer of Campbell's Co, is reported as directly owning 14487.0000 shares of the company's common stock. This position represents her disclosed equity stake as a senior executive of Campbell's Co.
BlackRock, Inc. reports its beneficial ownership of common stock of Campbell's Co on an amended Schedule 13G. As of 06/30/2026, BlackRock reports beneficial ownership of 27,096,978 shares of Campbell's common stock, representing 9.1% of the outstanding class.
BlackRock reports sole voting power over 26,681,887 shares and sole dispositive power over 27,096,978 shares, with no shared voting or dispositive power. The filing explains that these securities are held by certain BlackRock reporting business units, and that various underlying persons may receive dividends or sale proceeds, but no single such person holds more than five percent of Campbell's outstanding common shares.
CAMPBELL'S Co director Archbold D. vanBeuren reported an indirect acquisition of 1,964 shares of Common Stock on June 29, 2026. The shares were received at $0.00 per share by the ADvB Revocable Trust, which now holds 609,041 shares indirectly for the reporting person. Additional indirect holdings are reported through a spousal trust, a 2016 GRAT, and family management companies, with the filing noting that beneficial ownership is disclaimed except for the reporter’s pecuniary interests.
CAMPBELL'S Co director and 10% owner Mary Alice Dorrance Malone Jr reported mainly updated indirect holdings in company common stock through multiple trusts and entities. The filing also shows an acquisition of 1,814 shares of common stock at $0.00 per share by the Mary Alice Malone, Jr. Management Trust, characterized as a grant, award, or other acquisition. Following this, that trust is shown holding 84,268 shares indirectly. Other large indirect positions are reported in entities such as Contango Limited LP, Consul FL, LLC, and Quizhou, LP, where Ms. Malone Jr is described as a co‑manager or beneficiary and disclaims beneficial ownership except to the extent of her pecuniary interest.
Hill Grant reported acquisition or exercise transactions in this Form 4 filing.
CAMPBELL'S Co director Hill Grant received a stock award of 3,107 shares of Common Stock on June 29, 2026. The award was recorded at a price of $0.00 per share, indicating it is a compensation-related grant rather than an open-market purchase.
Following this grant, Hill Grant directly owns 39,010.73 shares of Common Stock. This total includes 659.68 shares that were accumulated through dividend reinvestment since the prior report, showing gradual growth of the director’s equity stake via both grants and automatic reinvestment.