CP

The Campbell's Company

CPB · The Campbell's Company · Consumer Staples

Up next day
5/12
42%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±2.0%
typical swing on earnings
Price when beating
-0.6%
avg over 10 beats
Biggest single move
-6.2%
'24.10 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 10 beats (50%)
Reaction is erratic and hard to predict
Avg -0.6% on a beat, -3.1% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Consumer Staples sector avg (46 peers)
This
-1.0%
Sector
+0.3%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Sep 3Before open
'26.8 expectedEst. EPS $0.39
Quarter ended 5/2026
Reported 2026-06-08
Next-day move
+3.0%
After 5 days +3.8%
vs Consensus$0.48$0.50+4.5% beat
EPS
$0.50
YoY -32%
Revenue
$2.4B
YoY -4%
Next-Q guidance
N/A
Price around earnings
vs market +3.3%p

Earnings trend · last 12 quarters

EPS$0.50YoY -32%
'23.7'26.5
Revenue$2.4BYoY -4%
'23.7'26.5

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
6x50%
Good earnings ignored
good · down ↓
1x8%
← Weak earningsStrong earnings →

Weak earnings, price down — reacts honestly to earnings · 6 of 12q (50%)

Community · CPB

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