Is Campbell's Stock Underperforming the Nasdaq?

Company Overview - The Campbell's Company (CPB) is based in Camden, New Jersey, and specializes in manufacturing and marketing food and beverage products both domestically and internationally. The company has a market capitalization of nearly $10 billion, categorizing it as a large-cap stock within the packaged food industry [1]. Stock Performance - CPB stock has experienced a significant decline of 34.8% from its 52-week high of $51.01 reached on September 23, 2024. In contrast, the stock has seen a modest increase of 4.4% over the past three months, which is notably lower than the Nasdaq Composite's 17.2% increase during the same period [2]. - Over a longer timeframe, CPB's stock has dropped 20.6% in 2025 and 35.1% over the past 52 weeks, underperforming the Nasdaq Composite's 18% increase in 2025 and 27% increase over the past year. The stock has consistently remained below its 200-day moving average since November of the previous year, although it has recently climbed slightly above its 50-day moving average [3]. Financial Results - Following the release of better-than-expected Q4 results on September 3, Campbell's stock prices rose by 7.2%. The company's overall topline revenue was reported at $2.3 billion, reflecting a year-over-year increase of 1.2%, which was mostly in line with market expectations. However, the adjusted EPS decreased by 1 cent from the previous year to $0.62, surpassing consensus estimates by 8.8% [4]. Peer Comparison - Compared to its peer, Hormel Foods Corporation (HRL), Campbell's has performed slightly better, with HRL experiencing a 22.5% decline in 2025 and a 23.5% decline over the past year. Among the 19 analysts covering CPB stock, the consensus rating is a "Hold," with the stock trading slightly below its mean price target of $33.83 [5].