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10-QMEDIUM RiskDETERIORATING

CAMPBELL'S Co

www.campbellsoupcompany.com
Filed: Mar 11, 2026 CIK: 0000016732Food and Beverage
View original filing on SEC.gov

AI Executive Summary

AI-powered analysis of 10-Q filing content

Campbell's is experiencing declining financial performance with net sales down 5% to $2.564 billion, gross margins compressed from 30.5% to 28.0%, and earnings per share falling from $0.58 to $0.49. The company faces multiple headwinds including cost inflation, tariff impacts, supply chain pressures, and storm-related disruptions.

Red Flags Detected (6)

Net sales declined 5% year-over-year ($2,564M vs $2,685M)

Gross profit margin compressed 250 basis points (28.0% vs 30.5%)

Net earnings dropped 16% ($145M vs $173M)

3 more red flags detected

Key Takeaways

Revenue and profitability declining across multiple metrics

Margin compression driven by inflation and tariffs outpacing pricing actions

3 more takeaways

Filing Overview

Form TypeQuarterly Report (10-Q)
Filing DateMar 11, 2026
Risk LevelMEDIUM
TrendDETERIORATING
AI Confidence78%
Red Flags6

What This Means

Deteriorating Trend: Conditions are worsening compared to previous filings. This may create opportunities for service providers.

Quarterly Report: Interim filing with unaudited financial data for the quarter.

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