The Campbell's Company filings document a New Jersey packaged-food issuer with capital stock listed on Nasdaq under CPB. Recent Form 8-K reports record quarterly operating results, amendments to revolving credit arrangements, senior unsecured note offerings under shelf registration materials, annual meeting voting results and financial or accounting leadership changes.
Proxy materials and related governance filings disclose board elections, auditor ratification, advisory executive-compensation votes, director and officer compensation programs, equity awards and shareholder voting mechanics. The filings also identify the company's Meals & Beverages and Snacks operating context, public-company capital structure and material agreements associated with its branded food portfolio.
CAMPBELL'S Co director Keith R. McLoughlin reported a compensation-related grant of 3,715.780 shares of Phantom Stock on issuer common stock. Each phantom share is economically equivalent to one common share and is fully vested.
Following this award, McLoughlin holds 71,460.060 phantom shares, which will be settled in cash from the Company’s Supplemental Retirement Plan upon retirement, resignation, or termination. The holding amount includes 1,264.73 phantom shares previously acquired through dividend reinvestment.
Schmidt Kurt reported acquisition or exercise transactions in this Form 4 filing.
CAMPBELL'S Co director Kurt Schmidt received a grant of 3,107.34 shares of Phantom Stock, each economically equivalent to one share of common stock. This award was at no cost per unit and is fully vested.
Following the grant, Schmidt holds a total of 58,634.36 Phantom Stock units, which includes 1,036.65 units accumulated through dividend reinvestment since his last report. The value of these phantom units will be paid in cash from the Company's Supplemental Retirement Plan upon his retirement, resignation or termination, rather than in actual shares.
Lautenbach Marc Bradley reported acquisition or exercise transactions in this Form 4 filing.
CAMPBELL'S Co director Marc Bradley Lautenbach received an award of 1,950.240 shares of Phantom Stock, which is the economic equivalent of the company’s common stock. These phantom shares are fully vested and will be paid in cash from the Company’s Supplemental Retirement Plan upon his retirement, resignation or termination.
Following this grant and prior dividend reinvestments, Lautenbach now holds a total of 48,755.890 Phantom Stock shares tied to Campbell’s common stock value.
Hofstetter Sarah reported acquisition or exercise transactions in this Form 4 filing.
Campbell's Co director Sarah Hofstetter received a grant of 1,814.4300 shares of Phantom Stock, each economically equivalent to one share of Campbell's common stock. After this award, she holds 33,865.0700 Phantom Stock shares, including 598.36 shares accumulated through dividend reinvestment.
The Phantom Stock is fully vested and has a stated price of $0.0000 per share. Its value will be paid in cash from the Company’s Supplemental Retirement Plan when Hofstetter retires, resigns, or her service terminates, making this a non-tradable, cash-settled compensation award rather than an open-market share purchase.
Campbell's Co director Maria Teresa Hilado reported a grant of 1,963.82 shares of Phantom Stock, each economically equivalent to one share of Campbell's common stock. This award is fully vested and increases her Phantom Stock balance to 41,986.08 shares.
The Phantom Stock is payable in cash from the company’s Supplemental Retirement Plan upon her retirement, resignation or termination. The reported balance also includes 747.18 Phantom Stock shares that were acquired through dividend reinvestment since her prior report.
Averill Howard M reported acquisition or exercise transactions in this Form 4 filing.
Campbell's Co director Howard M. Averill received a new compensation award in the form of phantom stock. On June 29, 2026, he was granted 1,977.4 phantom stock units at no cost. Each unit is the economic equivalent of one share of Campbell's common stock.
The grant increases his phantom stock balance to 39,343.3 units, which includes 697.59 units accumulated through dividend reinvestment since his prior report. The phantom shares are fully vested and will be settled in cash under the company’s Supplemental Retirement Plan when he retires, resigns, or his service otherwise terminates.
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.
Campbell's Co director Bennett Dorrance Jr. reported small open-market purchases of common stock through family-related accounts. On 2026-06-09, accounts associated with him bought a total of 300 shares of Campbell's common stock at $21.45 per share, split into three 100-share transactions.
The purchases were made indirectly, including as custodian under the Uniform Transfers to Minors Act for his daughter and son, and in an account held by his son. The filing notes that he disclaims beneficial ownership of these family-held shares except to the extent of his pecuniary interest. A separate trust associated with him is shown holding 572,410 shares of common stock following the reported date.
The Campbell's Company reported lower sales but higher earnings for its third quarter of 2026. Net sales fell to $2.366 billion from $2.475 billion, mainly from weaker volume/mix and the noosa yoghurt divestiture, partly offset by pricing.
Gross margin compressed to 27.5% from 29.4% as tariffs, inflation and other supply chain costs outweighed productivity gains and price realization. Net earnings rose to $124 million, or $0.41 per diluted share, from $66 million or $0.22, largely because last year included sizable impairment and restructuring charges. Adjusted earnings declined due to lower gross profit.
The company is executing large cost savings programs, with $211 million of pre-tax costs incurred to date and an estimated $310 million total through 2028, plus about $220 million of related capital spending. It also agreed to acquire 49% of La Regina, producer of Rao’s pasta sauces, for $286 million, consolidating the business and adding a call/put structure on the remaining 51%.
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.