Company Dossier · Consumer Staples
Campbell Soup Company
- Russell 1000
What Campbell Soup Company is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 2, 2026: $9.74 billion, down 5.0% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 2, 2026: $0.68 billion, down 4.2% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 2, 2026: $0.36 billion, down 16% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to August 2, 2026: $0.03 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to August 2, 2026: $0.58 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 3, 2026): sentiment -0.40 on a −1 to +1 scale (negative), confidence 0.60 of 1.Palanor Discourse
- Latest annual report (filed September 24, 2026): 2 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $0.0 million on the open market.SEC Form 4
- 619 institutional managers reported a position at June 30, 2026 (+35 on the quarter before).SEC Form 13F
- H-1B filings certified in Q1 2026: 4 (11 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 4 — latest OSHA inspection, Jul 7, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Campbell Soup Company's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.6B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Dec 11, 2025 | $550M | 4.550% | 2031 (5y) | +90bp | 4.598% |
| Sep 30, 2024 | $800M | 4.750% | 2035 (10y) | +103bp | 4.796% |
| Sep 30, 2024 | $350M | 5.250% | 2054 (30y) | +118bp | 5.299% |
| Mar 19, 2024 | $1B | 5.400% | 2034 (10y) | +115bp | 5.448% |
| Mar 19, 2024 | $600M | 5.200% | 2029 (5y) | +90bp | 5.204% |
| Mar 19, 2024 | $400M | 5.300% | 2026 (2y) | +65bp | 5.344% |
| Mar 19, 2024 | $500M | 5.200% | 2027 (3y) | +75bp | 5.226% |
From the pricing term sheets Campbell Soup Company filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CAPITOL 6 ADVISORS)third_quarter 2026 · $0.1 million
- Sep 24, 202610-KAnnual report (10-K)2 risk factors added, 1 removed
- Sep 17, 20268-KMaterial agreement signedItem 1.01
- Jul 20, 2026LobbyingLobbying report (INVARIANT LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (CAPITOL 6 ADVISORS)second_quarter 2026 · $0.1 million
- Jul 7, 2026Risk event
- Jun 17, 20268-KDirector or officer changeItem 5.02
- Apr 23, 2026Risk event
- Apr 20, 2026LobbyingLobbying report (CAPITOL 6 ADVISORS)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (INVARIANT LLC)first_quarter 2026 · $0.1 million
- Mar 24, 2026Risk event
- Jan 20, 2026LobbyingLobbying report (CAPITOL 6 ADVISORS)fourth_quarter 2025 · $0.1 million
- Jan 20, 2026LobbyingLobbying report (INVARIANT LLC)fourth_quarter 2025 · $0.1 million
- Dec 9, 20258-KMaterial agreement signedItem 1.01
- Nov 19, 20258-KShareholder vote resultsItem 5.07
- Nov 19, 2025Risk event
- Oct 7, 20258-KDirector or officer changeItem 5.02
- Sep 18, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Sep 5, 20258-KDirector or officer changeItem 5.02
- Aug 5, 20258-KMaterial agreement signedItem 1.01
- Jul 18, 20258-KDirector or officer changeItem 5.02
- Apr 23, 2025Risk event
- Dec 3, 20248-KDirector or officer changeItem 5.02
- Nov 20, 20248-KShareholder vote resultsItem 5.07
- Sep 19, 202410-KAnnual report (10-K)1 risk factors added, 3 removed
- Mar 14, 2023Patent
- Dec 6, 2022Patent
- Nov 8, 2022Patent
- Oct 11, 2022Patent
- Apr 26, 2022PatentPatent granted: HIGH RATE ULTRASONIC SEALERUS 11312085
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| J.M. Smucker Company (The) SJM | $9.2B | $1.6B | Jul 31, 2026 |
| Conagra Brands CAG | $11.2B | $0.9B | Aug 30, 2026 |
| Post Holdings POST | $8.4B | $0.6B | Jun 30, 2026 |
| Hormel Foods HRL | $12.2B | $0.8B | Jul 26, 2026 |
| Hershey Company (The) HSY | $12.2B | $2.2B | Jun 28, 2026 |
| McCormick & Company MKC | $7.7B | — | Aug 31, 2026 |
| Lamb Weston LW | $6.6B | $0.4B | Aug 30, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |