Campbell Soup Co. Is Quietly Changing Your Pantry – Here’s How
Campbell Soup Co. is undergoing a significant transformation, shifting focus from traditional soups to snacks and convenience foods like Pepperidge Farm and Snyder’s of Hanover. This strategic pivot aims to make their products more appealing to Gen Z and Millennials seeking budget-friendly, quick comfort food while still making incremental moves toward "better ingredients." Despite dealing with inflation and consumer demand for healthier options, Campbell remains a stable, defensive stock, offering accessible and affordable meal solutions through retail promotions and social media engagement.
Campbell’s shakes up snack leadership
Campbell’s has appointed Mohit Anand, formerly of Kellanova and Mars Snacking, as the new president of its snack division, effective February 23. He replaces Elizabeth Duggan and is tasked with revitalizing profitable growth for the division, which has seen net sales decline. This change comes as Campbell's, like other food giants, faces challenges with lower snack consumption.
Navigating Federal Funding Changes: What Not-for-Profits Need to Know in 2026
This article addresses the significant changes in federal funding for not-for-profit organizations since 2025 due to new executive orders, legislative actions, and shifting policy priorities. It details funding reductions and terminations for several federal agencies and programs, including USAID, NEH, NEA, IMLS, CPB, CDFI, and Medicaid. The piece outlines practical steps for not-for-profits to adapt, such as reviewing grant terms, conducting risk assessments, understanding accounting implications, and strategically planning for future grant applications.
Kellanova executive Mohit Anand named President of Snacks Division at Campbell’s
Mohit Anand, formerly of Kellanova (now Mars Snacking), has been appointed Executive Vice President and President of the Snacks division at Campbell's, effective February 23, 2026. He will oversee prominent snack brands like Goldfish and Pepperidge Farm, reporting directly to CEO Mick Beekhuizen. Anand's role involves driving long-term growth and margin enhancement, leveraging his extensive CPG experience to accelerate change and unlock the division's potential.
Campbell's Teams With Goldfish for Mealtime Games
Campbell's and Goldfish have collaborated to create "Campbell's x Goldfish Games," a limited-edition offering designed to bring playful, screen-free fun to family mealtimes during soup season. The collection includes two games, "Fish in a Row" and "Soup Splashers," which transform the classic combination of Campbell's tomato soup and Goldfish crackers into interactive experiences. These games are available for pre-order with daily drops on weekdays through February 24th, aiming to foster joy and connection.
Emerging Sub-Segments Transforming the Dried Soup Market Landscape
The dried soup market is projected to reach $4.63 billion by 2030, growing at a CAGR of 6.5%, driven by demand for convenient, healthy, and sustainable meal solutions. Key trends include plant-based protein soups, increased use of freeze-drying technology, and a focus on clean-label ingredients and sustainable packaging. Major players like Campbell Soup Company are expanding portfolios through acquisitions, and companies are innovating with products like high-protein instant noodle soups to cater to health-conscious consumers.
Leading Companies Fueling Growth and Innovation in the Soup Market
The soup market is projected to reach $21.33 billion by 2030, growing at a CAGR of 4.4%, driven by consumer demand for convenient, healthy, and innovative options. Key trends include the rise of ready-to-eat products, plant-based varieties, and clean-label ingredients, with major players like Campbell Soup Company making strategic acquisitions to expand their portfolios. The market is segmented by type, category, packaging, and distribution channels, reflecting its diverse offerings to meet varied consumer preferences.
Marzetti to Acquire Bachan’s BBQ Sauce
The Marzetti Company is set to acquire Bachan’s, Inc., a Japanese Barbecue Sauce brand, in a deal valued at $400 million, subject to adjustments. This acquisition aims to strengthen Marzetti’s position in the clean-label, globally inspired sauces market, leveraging Bachan's $87 million in net sales from 2025. The transaction is expected to close before June 30, 2026, pending regulatory approval.
Campbell’s Appoints Mohit Anand President of Snacks Division
The Campbell's Company has announced the appointment of Mohit Anand as Executive Vice President and President, Snacks, effective February 23, 2026. Anand will lead the company's snack brands, reporting to CEO Mick Beekhuizen, and is expected to drive growth and margin expansion for the division. He brings over three decades of experience from various food and CPG leadership roles internationally.
PepsiCo’s first creator-led product launch reimagines chips for Gen Z
PepsiCo Foods has launched its first creator-led product line, 'Flavor Swap,' in collaboration with Madison Beer, iShowSpeed, and Dude Perfect, aiming to engage Gen Z consumers. This social-first campaign introduces reimagined chip flavors and makes products available via TikTok Shop before a nationwide rollout. The initiative leverages influencer marketing and insights into Gen Z's shopping habits on social platforms, alongside flavor trends, to drive growth.
General Mills lowers sales, profit outlook as stressed consumers spend less
General Mills has lowered its sales and profit outlook for the current fiscal year, citing reduced spending by financially stressed consumers. CEO Jeff Harmening noted "historically low consumer sentiment" exacerbated by inflation and other factors, leading to an anticipated organic net sales loss of 1.5% to 2%. The company plans to focus on offering more value and introducing new products with bold flavors and protein to adapt to changing consumer behavior.
Campbell’s and Goldfish Just Turned Soup Night into Family Game Night—Here's How to Join in on the Fun
Campbell's and Goldfish have teamed up to introduce two new tabletop game sets, "Fish in a Row" and "Soup Splashers," designed to make mealtime more interactive. These games, priced at $20 each, include the game itself, Goldfish crackers, and Campbell’s tomato soup, encouraging families to engage in analog fun. They are available for pre-order through limited daily drops from February 18–24.
General Mills Shares Sink 7% on Slashed 2026 Outlook and "Weak Consumer Sentiment"
General Mills (NYSE: GIS) shares plunged over 7% after the company drastically cut its fiscal 2026 guidance, now expecting organic net sales to decline and adjusted EPS to fall by 16-20%. This downturn reflects weakening consumer sentiment, inflation fatigue, and a shift towards value brands, signaling potential industry-wide challenges for traditional consumer staples. The update, announced at the CAGNY conference, suggests the "pricing power era" for big food brands may be ending, with significant implications for competitors and the broader market.
General Mills Cuts 2026 Outlook As GLP 1 Trends Reshape Demand
General Mills has lowered its fiscal 2026 sales forecast due to weakened consumer demand, attributing it to inflation, reduced food assistance, geopolitical uncertainties, and the emerging impact of GLP-1 weight loss drugs. The company CEO noted that GLP-1 trends are leading to consumer shifts towards smaller portions and more nutrient-dense foods, prompting General Mills to re-evaluate its product mix and long-term strategy. Despite short-term momentum, the company faces challenges with declining share prices and analysts monitoring how it adapts its portfolio to these evolving consumer patterns.
Sauce Company Marzetti to Acquire Japanese Barbecue Sauce Brand for $400M
Marzetti, a dressings and sauces company, announced an agreement to acquire Bachan’s, a Japanese-style barbecue sauce brand, for $400 million. Bachan's, founded in 2019, reported approximately $87 million in sales for 2025. This acquisition aims to expand Marzetti's retail and foodservice networks and introduce Bachan's products to new markets and categories.
Fresh Del Monte Produce stock hits 52-week high at $40.80
Fresh Del Monte Produce Inc. (FDP) stock hit a 52-week high of $40.80, showcasing a 38.66% increase over the past year and a 14.64% gain in the last six months. InvestingPro data indicates the company is slightly undervalued with strong financial health, including a 2.09 current ratio, a 9% free cash flow yield, and a 2.97% dividend yield that has been maintained for 16 consecutive years. The company recently received court approval to acquire select assets from Del Monte Foods Corporation II Inc., reunifying the Del Monte brand, and formed a strategic partnership with Vietnam’s THACO Agri to expand global sourcing.
Smithfield Foods to Construct Packaged Meats, Fresh Pork Processing Site in South Dakota
Smithfield Foods announced plans to construct a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. This expansion aims to enhance the company's production capabilities for various pork products, including bacon, sausage, and hams. The new facility will support Smithfield's three key segments: Packaged Meats, Fresh Pork, and Hog Production.
Did Smucker’s New Centralized Leadership Structure Quietly Recast Its Long‑Term Strategy (SJM)?
The J.M. Smucker Co. has restructured its leadership, consolidating operational and category oversight under a smaller executive team. This move, which eliminated the COO role and expanded responsibilities for senior executives, aims to align brand, operations, and corporate strategy more closely. While the immediate investment narrative for the mature packaged-foods business remains focused on margin improvements and cost control, investors will observe how the centralized structure supports profitability and addresses earnings volatility.
Fresh Del Monte Produce (FDP) Q4 Earnings Report Preview: What To Look For
Fresh Del Monte Produce (FDP) is set to release its Q4 earnings this Wednesday. Analysts expect revenue to be flat year-on-year at $1.01 billion and adjusted earnings at $0.28 per share. Despite missing revenue estimates in five of the last eight quarters, investor sentiment in the perishable food segment has been positive, with FDP's stock up 9.5% recently.
Berkshire Asset Management LLC PA Invests $1.27 Million in The Campbell's Company $CPB
Berkshire Asset Management LLC PA has acquired a new position of 40,223 shares, valued at approximately $1.27 million, in The Campbell's Company during the third quarter. Other institutional investors also significantly increased their holdings, with 52.35% of the stock now owned by hedge funds and institutions. Despite recent insider selling, Campbell's reported better-than-expected Q3 earnings and offers a 5.3% dividend yield, though analysts generally recommend a "Reduce" rating with a target price of $32.29.
Principal Financial Group Inc. Has $6.69 Million Position in The Campbell's Company $CPB
Principal Financial Group Inc. recently reduced its stake in The Campbell's Company (CPB) by 16.2% in the third quarter, now holding 211,794 shares valued at $6.69 million. Analysts have a "Reduce" consensus rating for CPB with an average price target of $32.29. Campbell's reported strong Q3 earnings, beating estimates, and announced a quarterly dividend of $0.39 per share, representing a 5.3% yield.
Campbell Soup Co.: How a 155-Year-Old Icon Is Rebuilding Its Power Brand for the Next Grocery War
Campbell Soup Co. is strategically reinventing its brand by focusing on data-driven innovation, premiumization, and key acquisitions to stay relevant in a highly competitive grocery market. The company is evolving its classic soup portfolio with better-for-you formulations and expanding into snacks and convenient meals, leveraging its strong brand equity and multi-tier strategy to appeal to modern consumers. This approach aims to drive growth and improve margins, making Campbell a more dynamic player in the consumer goods sector beyond its foundational soup products.
This Chip Brand Is Owned By A Company Better Known For Soup Than Snacks
Cape Cod Potato Chips, a popular kettle chip brand, is owned by the Campbell Soup Company, an acquisition made in 2017 as part of a $6.1 billion deal for Snyder's-Lance Inc. Despite being known for soup, Campbell's has a significant presence in the snack industry, with snack sales contributing 42% of its revenue in 2024. The brand has a history of snack acquisitions, including Pepperidge Farm in 1961 and Godiva in 1974, demonstrating a long-standing connection to the snack food market.
Campbell's plans to close this Cape Cod potato chip factory
Campbell's Co. plans to close its Cape Cod potato chip factory in Hyannis, Massachusetts, by April, resulting in 49 job losses. This consolidation effort aims to move production to more modern and efficient plants, as the Hyannis facility currently produces only 4% of the company's Cape Cod chips and is no longer economically viable. Despite the closure, Campbell's intends to maintain community ties through partnerships and grants.
Campbell's Cream of Mushroom: The Cult-Classic Soup Turning Pantry Staples Into Comfort Food Magic
This article celebrates Campbell's Cream of Mushroom soup as a steadfast pantry staple that provides quick comfort and flavor for home cooks, particularly for casseroles and other weeknight meals. It discusses why the condensed soup remains popular despite healthier alternatives, highlighting its convenience, consistency, and versatile use as both soup and a recipe base. The piece concludes that the soup continues to offer a practical solution for busy individuals seeking easy, comforting dishes without extensive cooking effort.
The Truth About Conagra Brands Inc: Why Everyone Is Sleeping On This Grocery Giant
This article examines Conagra Brands Inc. (CAG), highlighting its ubiquitous presence in American households through various grocery staples. It discusses whether Conagra's stock is a worthwhile investment, emphasizing its stability as a "cash-flow king" in the consumer staples sector rather than a high-growth "moonshot rocket." The piece also touches on Conagra's brand power in the age of viral trends and contrasts it with competitors, ultimately labeling it a "utility play for your stomach" for long-term, low-drama investors.
MAHA Center's Privately Funded Super Bowl Ad: A Landmark Moment for the Real Food Movement
The MAHA Center, a privately funded non-profit, aired a Super Bowl LX ad featuring Mike Tyson promoting "real food" and sparking a national conversation about processed foods. The ad generated millions of impressions and led to a nationwide campaign, emphasizing the organization's mission to improve American health by advocating for dietary changes in line with updated guidelines. This initiative highlights the center's commitment to independent advocacy, separate from government funding, to address rising rates of obesity and pre-diabetes among American youth.
Campbell’s to shutter Cape Cod potato chip plant
Campbell’s plans to close its Cape Cod potato chip plant in Hyannis, Massachusetts, by April, moving production to other facilities to improve efficiency. This facility is the smallest in Campbell's network for potato chips and accounts for only 4% of the total annual volume of Cape Cod Chips. The closure will impact 49 employees and is part of Campbell's broader strategy to consolidate operations and invest in more efficient plants, similar to actions taken by other major food companies.
Burger King-parent beats sales estimates on international demand, value push
Restaurant Brands International (RBI), parent company of Burger King, surpassed fourth-quarter sales estimates due to strong international performance, particularly in Europe and Asia. However, the company's shares fell nearly 6% as high costs and subdued consumer spending in the U.S. impacted results, with Burger King U.S. and Tim Hortons missing same-store sales estimates. RBI executives anticipate a similar challenging consumer environment in 2026, while analysts question their ability to maintain traffic without excessive discounting amidst increasing value competition.
Texas AG Settles With Cal-Maine Foods Over Price Gouging Claims (via Passle)
Texas Attorney General Ken Paxton has settled with Cal-Maine Foods over allegations of price gouging related to egg sales during the pandemic. The lawsuit claimed Cal-Maine illegally raised egg prices by approximately 300%. As part of the settlement, Cal-Maine will donate over 2 million eggs to Texas food banks, and the AG's office emphasized its commitment to preventing future price gouging.
Alps Advisors Inc. Acquires New Stake in The Campbell's Company $CPB
Alps Advisors Inc. significantly increased its stake in The Campbell's Company (CPB) during the third quarter, acquiring 85,432 shares valued at approximately $2.7 million. This move is part of a broader trend of institutional investors holding a substantial portion (52.35%) of the company's stock. Despite a "Reduce" consensus rating from analysts, Campbell's reported beating EPS estimates for its last quarter and offers a quarterly dividend with a 5.4% yield.
Tops, Campbell’s donate 20K cans of soup to NY food banks
Tops Friendly Markets and Campbell's, in partnership with New York food banks, have donated 20,000 cans of soup to address hunger during the winter months. This "Soup-er Bowl" initiative concluded "Family Meals Month," a campaign where a can of soup was donated for every one purchased at Tops. The donation was distributed among four New York food banks, including the Food Bank of Western New York, Foodlink, the Food Bank of Central New York, and the Food Bank of the Southern Tier.
Despite production challenges, Ingredion income rises
Ingredion, Inc. reported a 13% increase in net income for the fiscal year ended Dec. 31, 2025, reaching $729 million, driven by strong growth in Texture & Healthful Solutions and protein fortification, despite a 3% decline in net sales. The company faced significant production challenges at its Argo facility near Chicago, which negatively impacted operating income by approximately $40 million. Ingredion expects low-to-mid single-digit net sales growth and an EPS range of $11 to $11.80 for fiscal year 2026.
Tops, Campbell’s donate 20K cans of soup to NY food banks
Tops Friendly Markets and Campbell’s have donated 20,000 cans of soup to four New York food banks following their "Family Meals Month" initiative. This donation, prompted by their "Soup-er Bowl" event, aims to provide warm, nourishing meals to those in need during the winter. The food banks benefiting are the Food Bank of Western New York, Foodlink, the Food Bank of Central New York, and the Food Bank of the Southern Tier.
The 5 Most Interesting Analyst Questions From BellRing Brands's Q4 Earnings Call
BellRing Brands (BRBR) faced a negative market reaction despite exceeding Q4 revenue and non-GAAP profit expectations, as sales and volumes remained flat due to timing benefits and increased competition from "insurgent brands." Management cited input cost inflation and heavy trade promotions weighing on operating margins, leading to a slight reduction in full-year revenue guidance. Analysts probed CEO Darcy Horn Davenport on merchandising strategies, consumption lags, growth guidance realism amidst promotions, competitive shakeout, and the sustainability of the promotional environment.
Fresh Del Monte receives U.S. bankruptcy court approval for acquisition of Del Monte Foods assets
Fresh Del Monte Produce Inc. has received U.S. bankruptcy court approval for the acquisition of assets from Del Monte Foods. The company was selected as a successful bidder in a court-supervised sale, entering an agreement to acquire the Prepared & Packaged business from Del Monte Foods Corporation II Inc. for $285 million. This acquisition is part of Fresh Del Monte's ongoing strategic growth initiatives.
A Look At Cal-Maine Foods (CALM) Valuation After Q2 Results And Clean Egg Acquisition
Cal-Maine Foods (CALM) recently announced softer Q2 fiscal 2026 earnings and acquired Clean Egg LLC's Texas production assets to expand its specialty egg footprint. Despite a recent decline in its 1-year total shareholder return, longer-term performance shows strong momentum. The company is considered undervalued by some analysts at $98, largely due to expectations of growth in specialty egg offerings, even though its 3.6x P/E ratio is below the industry average but above its estimated fair ratio of 2.7x.
Campbell Soup Stock: Defensive Darling Or Value Trap? What The Latest Data Really Says
Campbell Soup Co. has quietly outperformed the broader consumer staples sector, navigating inflation and shifting consumer tastes with a focus on disciplined pricing and cost control. While Wall Street views the stock as a steady, income-oriented holding for defensive portfolios, its future depends on successful integration of its snacks portfolio, international expansion, and supply chain modernization to drive growth and protect margins. The article questions whether Campbell Soup is a defensive darling or a value trap, emphasizing its stability over high growth and the market's cautious respect rather than blind faith.
Palmetto Grain Brokerage - What Are Wall Street Analysts' Target Price for Campbell's Stock?
Campbell's (CPB) stock has underperformed the broader market and a food and beverage ETF over the past year due to sales declines, shifting consumer habits, and cost pressures, despite exceeding Q1 EPS and revenue expectations. Analysts have a consensus "Hold" rating on CPB, with a mean price target suggesting a modest premium and a high target offering a significant upside from current levels.
What Are Wall Street Analysts' Target Price for Campbell's Stock?
The article discusses Wall Street analysts' target prices for The Campbell's Company (CPB) stock. Despite recent underperformance compared to the broader market and a food & beverage ETF, CPB beat Q1 earnings and revenue forecasts. Analysts currently hold a "Hold" consensus rating with various price targets, suggesting potential upside for the stock.
Post Holdings, Inc. SEC 10-Q Report
Post Holdings, Inc. (POST) has released its Q3 Form 10-Q report, detailing significant financial and operational achievements. The company reported a 10% increase in net sales to $2,174.6 million, driven by strong performance in Post Consumer Brands, Foodservice, and Weetabix segments, although net earnings and EPS saw a decrease due to higher interest expenses. The report also highlights segment-specific revenue changes, geographical performance, and future outlook concerning inflationary pressures and potential avian influenza impacts.
Campbell's plans to close Hyannis Cape Cod potato chip plant
Campbell's plans to close its Hyannis Cape Cod potato chip plant in Massachusetts by April, shifting production to other facilities to improve efficiency. The closure, impacting 49 employees, is part of a broader strategy by Campbell's to consolidate operations and invest in more efficient plants, similar to actions taken by other major food companies. The Hyannis plant, which began operations in 1985, accounts for only 4% of the total annual Cape Cod chip volume and is no longer economically viable for the business.
Nomad Foods Limited (NOMD): A Bull Case Theory
This article summarizes a bullish thesis on Nomad Foods Limited (NOMD), highlighting that despite its stock being down significantly year-to-date and over five years, its underlying fundamentals are strong. The company is a European frozen food leader, trading at a discounted P/E ratio, with recent revenue weakness attributed to a temporary SAP/ERP migration issue rather than a decline in brand strength. Management's aggressive share buybacks, consistent dividends, and recent debt refinancing point to potential upside if operational issues resolve and market sentiment improves.
Silgan Holdings (SLGN) Price Target Raised by RBC Capital | SLGN Stock News
RBC Capital has raised its price target for Silgan Holdings (SLGN) from $43.00 to $49.00, while maintaining a "Sector Perform" rating. This adjustment reflects updated market assessments and company performance. Other analysts have also adjusted their ratings and price targets for SLGN recently, with the average analyst target price being $50.23, implying a 2.61% upside from the current price.
Advil and Sensodyne marketer Katie Williams to lead J.M. Smucker brands
The J.M. Smucker Co. has appointed Katie Williams as its new Chief Marketing Officer, effective March 9, 2026. Williams brings over 20 years of marketing and brand leadership experience, including previous roles at Haleon and GSK where she oversaw major consumer health brands like Advil and Sensodyne. Outgoing CMO Gail Hollander will remain in an advisory role until April 30, 2026, to ensure a smooth transition.
Silgan Holdings Inc. (NYSE:SLGN) Q4 2025 Earnings Call Transcript
Silgan Holdings Inc. (NYSE: SLGN) reported its Q4 2025 earnings, surpassing expectations with an EPS of $0.67 against an anticipated $0.65. The company highlighted strong performance in its Dispensing and Specialty Closures segment, which achieved record sales and expanded EBITDA margins, driven by the successful integration of the Vayner acquisition and growth in high-value products. For 2026, Silgan anticipates EPS in the range of $3.70 to $3.90, with continued growth expected across its segments, particularly in pet food in Metal Containers and an accelerating healthcare business.
Where is The Campbell’s Company (CPB) Headed According to the Street?
Several financial firms have recently lowered price targets and maintained cautious ratings for The Campbell’s Company (CPB) due to concerns about potential oil and currency headwinds, increasing competitive risks, and weaker Nielsen scanner trends. Despite being a major player in confectionery, cookies, and snacks, analysts like Barclays, UBS, Morgan Stanley, and BofA anticipate challenges for the company's financial performance in 2026. The article suggests that while CPB has growth potential, AI stocks might offer greater promise for higher returns.
The Hershey Co. adds spicy gummies
The Hershey Co. is launching new Heat Wave Gummies under its Jolly Rancher brand, featuring five fruit flavors with a chili-inspired coating. The company aims to excite consumers by blending iconic fruit flavors with a hint of heat. These spicy gummies are expected to be available for purchase later this month.
Campbell Soup Stock: Defensive Comfort Or Value Trap As Wall Street Stays Cautious?
Campbell Soup's stock is currently in a consolidation mode, trading closer to its 52-week lows despite a modest recent uptick. Investors are weighing its reliable dividend and defensive cash flows against slow growth, cost pressures, and the integration of a large snacks acquisition like Sovos Brands. Wall Street remains cautiously skeptical with mostly "Hold" ratings, suggesting limited upside potential given current earnings growth and sales momentum.
Campbell Soup Stock: Defensive Comfort Or Value Trap As Wall Street Stays Cautious?
Campbell Soup's stock is experiencing a cautious market sentiment, trading closer to its 52-week lows despite a recent moderate uptick. The company faces challenges such as slow growth, inflation, and the integration of a large snacks acquisition, while investors weigh these against its reliable dividend and defensive cash flows. Wall Street analysts largely maintain a "Hold" rating, suggesting the stock offers comfort but limited upside potential, positioning it in a consolidation phase awaiting clearer catalysts for growth.
