Stock Spotlight

Stock Spotlight: Campbell's (CPB)

Nick Fantis

06 Jan 2026 — 4 min read

The 155-Year-Old Turnaround Play Hiding in Plain Sight

Sometimes the most interesting investment opportunities aren't found in the latest AI darling or cryptocurrency craze—they're sitting right on your pantry shelf. Campbell's Company, the iconic soup maker that inspired Andy Warhol's famous paintings, is trading at its lowest valuation since the 2008 financial crisis. And for income-focused, faith-aligned investors willing to look past short-term headwinds, that might represent a compelling opportunity.

The Setup: Why Is Campbell's So Cheap?

Let's not sugarcoat it: Campbell's has had a rough year. The stock trades around $27.85, down 32% from its 52-week high of $43.85. In early December, shares sold off another 5% after the company reported Q1 fiscal 2026 results showing a 3% decline in net sales and a 13% drop in adjusted earnings per share.

The market's concerns are legitimate. Organic revenue declined 1-2%, the snacks category faces pressure from GLP-1 weight-loss drugs (analysts estimate these medications could reduce U.S. calorie consumption 3-5% by 2030), and the company carries $7.2 billion in debt following its acquisition spree. Tariffs are adding roughly 4% to the cost of products sold, and inflation continues to squeeze margins.

So why would anyone consider buying this stock?

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