Campbell's Likely to See 'Mixed' Sentiment Ahead of Fiscal Q1 Earnings, UBS Says

MT Newswires Live
Dec 05, 2025

Campbell's (CPB) is expected to see "mixed" sentiment ahead of its fiscal Q1 earnings, which is not due to a change in the challenged fundamentals of the company but due to a view that the risk-reward profile has become more balanced, UBS said in a Thursday note.

The brokerage lifted its fiscal Q1 earnings per share estimate to $0.75 from $0.74 previously, and projected organic sales to be down 2.6%, which is 16 basis points below Visible Alpha consensus.

UBS estimated a fiscal 2026 EPS of $2.44, down from $2.48 previously, compared with Visible Alpha consensus of $2.45, and further modeled an organic sales decline of 0.8%, which is 8 basis points below consensus.

UBS lowered its price target on Campbell's to $28 from $30 and maintained its sell rating.

Campbell's is scheduled to report its fiscal Q1 results on Tuesday.

Price: 29.20, Change: -0.65, Percent Change: -2.16

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