With a market cap of $10.5 billion, The Campbell's Company (CPB) manufactures and markets food and beverage products in the United States and internationally. Founded in 1869, the Camden, New Jersey-based company operates through Meals & Beverages and Snacks segments.

The company has underperformed the broader market over the past year and in 2025. CPB’s stock prices have declined 21.8% over the past 52 weeks and 14.2% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 11.9% over the past year and plummeted marginally on a YTD basis.

Narrowing the focus, CPB has also underperformed the Consumer Staples Select Sector SPDR Fund’s (XLP) 4.4% surge over the past 52 weeks and its 3.1% surge this year.

Shares of CPB fell 2.9% on Mar. 5 following the release of its Q2 earnings. The company announced revenue of $2.7 billion, which missed expectations. Organic sales declined 2% in the quarter, raising concerns about the strength of its core business. However, the company’s EPS of $0.74 surpassed the Street’s estimates by 1.4%.

For the current year ending in July, analysts predict CPB’s EPS will decline 2.9% year over year to $2.99. Moreover, the company has surpassed analysts’ consensus estimates in each of the past four quarters.

Among the 19 analysts covering the stock, the consensus rating is a “Hold.” That’s based on four “Strong Buy” ratings, 10 “Holds,” one “Moderate Sell,” and four “Strong Sells.”

The configuration is less bullish than three months ago, when five analysts gave it a “Strong Buy.”

On Apr. 23, UBS Group AG (UBS) analyst Peter Grom initiated coverage of Campbell's with a “Sell” recommendation and set the price target at $36.

CPB’s mean price target of $41.21 indicates a premium of 14.7% from the current market prices. Its Street-high target of $48 suggests an impressive 33.6% upside potential from current price levels.