The Campbell's Company is expected to report a decline in both revenue and earnings for its fourth quarter of fiscal 2026 on September 3. The Zacks Consensus Estimate for revenue is $2.15 billion, down 7.3% from the prior-year quarter, while the earnings estimate is 40 cents per share, a 35.5% decrease. The company's Snacks segment is facing weak consumption and competitive pressures, with a projected 4% volume decline and a 10.5% revenue drop. Margins are also under pressure from tariffs and input-cost inflation, with adjusted gross margin expected to contract 200 basis points to 28.6%. However, the Meals & Beverages segment is expected to remain resilient, supported by at-home cooking trends and the launch of Campbell's Condensed Sauces. Campbell's has a Zacks Rank of 4 and an Earnings ESP of -4.22%, suggesting an earnings beat is unlikely.
Campbell’s CoSnacks segment weak consumption and volume decline
The Chefs Warehouse Inc
Mondelez International Inc
Altria Group