Campbell’s Co (CPB)

Nov 11, 2026

General Mills is reorganizing its business into three global segments—Cereal, Snacks & International; Meals & Baking Solutions; and Pet—effective January 1st, to drive growth and faster decision-making. This restructuring, which also includes a new unified commercial function and leadership appointments, precedes Dana McNabb's assumption of the CEO role on the same date. The changes aim to modernize operations, strengthen capabilities, and align resources with priorities to deliver consistent, profitable growth.

Nov 11, 2026

Zacks Research has upgraded Campbell's (NASDAQ:CPB) stock rating from "strong sell" to "hold." Despite the upgrade, analyst sentiment remains cautious, with a consensus target price of $19.88. The company recently reported quarterly EPS of $0.39, matching estimates, though revenue declined by 7.9% year-over-year.

Nov 11, 2026

Hormel Foods Corporation (NYSE:HRL) has a consensus "Hold" rating from analysts, with an average 12-month price target of $25.43. The company reported mixed quarterly results, with EPS of $0.37 beating estimates but revenue of $2.96 billion missing expectations. Hormel also declared a quarterly dividend of $0.2925 per share, yielding approximately 5.3%.

Nov 10, 2026

Flowers Foods (NYSE: FLO) is set to announce its Q3 earnings this Thursday. The company missed revenue and EBITDA expectations last quarter, and analysts are forecasting a 4.2% year-on-year revenue decline for the upcoming quarter. Despite past misses, recent investor sentiment in the perishable food sector has been positive, with Flowers Foods' shares up 7.4% in the last month.

Nov 8, 2026

Procter & Gamble (P&G) has maintained and increased its dividend for 70 consecutive years, earning it the "Dividend King" status, having paid dividends through 26 U.S. recessions since 1890. An investment of $10,000 in P&G stock today yields approximately $265 in yearly dividend income, with the expectation that this income will grow significantly over time due to the company's consistent dividend increases. Despite current challenges like rising commodity costs, P&G's strong demand, global growth across all categories, and disciplined management suggest its dividend streak is likely to continue.

Nov 8, 2026

Twenty-five Wall Street brokerages have assigned an average "Hold" rating to The Hershey Company (NYSE:HSY), with a consensus one-year price target of $193.81. The company recently reported strong quarterly earnings, surpassing analyst expectations with an EPS of $2.64 and revenue of $3.28 billion, a 3% increase year-over-year. Hershey also announced a quarterly dividend of $1.452 per share, yielding 3.3% annually.

Nov 5, 2026

General Mills (GIS) stock has risen 15% in the past month, largely due to positive reports from competitors like Procter & Gamble and Kraft Heinz, rather than its own news. Analysts project a 13% decline in General Mills' normalized EPS for fiscal 2027, with the company prioritizing debt reduction by holding its dividend flat. With Wall Street's average price target close to the current stock price, the upcoming December earnings report will be crucial for the stock's future direction.

Nov 5, 2026

Hershey has announced its 2026 holiday snack lineup, featuring three types of Grinch-themed Kisses, including new Cindy-Lou Who Strawberry Sugar Cookie Kisses and Max the Dog Hugs. The collection also introduces Reese's Reindeer Mix, an "Elf"-themed maple syrup kettle corn, and brings back favorites like Reese's Peanut Butter Trees, catering to both new traditions and nostalgic preferences. These festive offerings are now rolling out in stores.

Nov 5, 2026

Hormel Black Label Bacon has launched new Portion Pack Bacon, offering consumers individually perforated sections of premium bacon for flexible preparation and reduced waste. This innovative packaging allows users to cook only the desired amount while keeping the rest fresh. The product is now available in select Walmart, Meijer, and Albertsons locations.

Nov 4, 2026

General Mills (GIS) shares rose 5% after Kraft Heinz (KHC) CEO stated that price increases are "likely" in 2027 due to expected inflation. This news boosted other packaged-food makers like Campbell’s (CPB), Conagra Brands (CAG), and J.M. Smucker (SJM), as investors anticipate these companies can pass rising costs onto consumers. While General Mills' stock traded at 11x forward earnings before this news, below its five-year average, analysts still expect a decline in its fiscal 2027 EPS.

Nov 4, 2026

First Nebraska Trust Co has acquired a new stake of 551,271 shares in Hormel Foods Corporation, valued at approximately $10.987 million, making it their 25th largest portfolio position. Other institutional investors also modified their holdings, and the company recently announced a quarterly dividend of $0.2925 per share. Analysts currently have a "Hold" rating on Hormel Foods, with a consensus price target of $25.43.

Nov 3, 2026

Graphic Packaging Holding reported a modest increase in Q3 2026 net sales to $2.2 billion, with volumes up 1% and adjusted EBITDA at $289 million, demonstrating progress against strategic priorities despite an inflationary environment. The company expects $90 million in structural cost savings for the year, is enhancing contractual pricing to better manage inflation, and anticipates full-year net sales of $8.6 billion and adjusted EBITDA of $1.05 billion. Management emphasized debt reduction and disciplined capital allocation while highlighting strong cash flow generation and the surprising success of its URB production at Waco.

Nov 3, 2026

Mirae Asset Global Investments Co. Ltd. recently acquired 905,135 shares of Mondelez International (NASDAQ:MDLZ), valued at approximately $52.3 million, making it about 0.07% of the company's stock. Other institutional investors also adjusted their holdings, with 78.32% of the stock now owned by institutional investors and hedge funds. The snack-food giant reported strong Q3 earnings, surpassing EPS estimates, though revenue slightly missed expectations, and analysts maintain a "Moderate Buy" rating with an average target price of $69.77.

Nov 2, 2026

Beyond Meat (NASDAQ: BYND) is scheduled to announce its earnings results after market close on Wednesday. Analysts expect an 8.9% year-on-year revenue decline, though estimates have remained stable. The company has previously missed Wall Street's revenue estimates multiple times over the last two years and its shares are down 12.3% in the last month, while the consumer staples segment has seen an 8.3% increase.

Nov 2, 2026

Amazon.com Inc. shares are rising after a week of declines, despite missing Wall Street's third-quarter revenue and earnings estimates. The company also announced a $25 Thanksgiving meal deal through Amazon Grocery, offering same-day delivery for orders over $25. Amazon Web Services (AWS) revenue, however, saw strong growth, increasing by 39% to $46 billion.

Nov 2, 2026

A new report from Campbell's highlights that 80% of Americans who celebrate Thanksgiving enjoy cooking side dishes more than the turkey. The report identifies the top five favorite Thanksgiving sides as stuffing/dressing, mashed potatoes, yams/sweet potatoes, mac and cheese, and green bean casserole. Mac and cheese is particularly popular among Gen Z, with 65% of Gen Z and 56% of millennials willing to eat a meal made entirely of side dishes.

Nov 1, 2026

Campbell's has introduced a new line of canned sauces, including a Creamy Lemon Garlic Sauce, which can elevate simple pasta dishes to gourmet status. This condensed sauce only requires water and simmering, making it a convenient addition to various pasta shapes and proteins. Customers highly recommend the sauce for its rich, creamy texture and balanced lemon-garlic flavor, highlighting its versatility and affordability.

Oct 29, 2026

Conagra Brands (NYSE:CAG) is facing challenges with weaker sales volumes and heavy promotional activity, impacting its stock price and adjusted margin levels. Despite these headwinds, the company's cost management and productivity efforts have led to earnings improvement. The article explores how Conagra aims to revive growth, maintain relevance in a competitive market, manage its balance sheet, and protect its dividend payments amidst evolving consumer trends.

Oct 29, 2026

Despite reporting significant GAAP losses and a negative EPS of -$2.87, Kraft Heinz's dividend of $0.40 quarterly appears well-covered when analyzed through its free cash flow. In 2025, dividends consumed only 51.8% of the company's free cash flow, and cash generation is accelerating in 2026, with Q1 free cash flow up nearly 59% year over year. Management has raised its full-year cash conversion target to 110%, indicating strong cash generation despite paper losses from non-cash impairment charges.

Oct 29, 2026

A new survey from Campbell's reveals that Americans are planning to serve more Thanksgiving side dishes in 2026, with many preferring them over turkey. The top five side dishes are green bean casserole, mac & cheese, yams or sweet potatoes, mashed potatoes, and stuffing or dressing. The report also highlights rising grocery costs, with turkey prices up 8.4% since September 2025, and mentions retailers offering meal deals to help families save money.

Oct 28, 2026

Following Campbell's significant dividend cut, income investors are scrutinizing high-yield food stocks like Kraft Heinz and General Mills. While both companies offer attractive yields, Kraft Heinz appears to have a safer dividend due to its lower payout ratio of free cash flow (52% vs. General Mills' 81%) and proactive debt reduction, whereas General Mills faces tighter cash flow and higher net leverage. The article suggests Kraft Heinz is better positioned to maintain its dividend.

Oct 28, 2026

A new report by Campbell's, now in its fifth year, reveals that 80% of Americans who celebrate Thanksgiving enjoy cooking side dishes more than the turkey. The report identified green bean casserole, mac and cheese, yams and sweet potatoes, mashed potatoes, and stuffing and dressing as the top five favorite Thanksgiving sides. Green bean casserole remains a classic, while mac and cheese is a particular favorite among younger Americans.