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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Galbo | Bank of America | 13 questions · 15% challenging |
| Andrew Lazar | Barclays | 11 questions · 9% challenging |
| Jim Salera | Stephens | 9 questions · 0% challenging |
| Rob Moskow | TD Cowen | 9 questions · 33% challenging |
| Tom Palmer | JPMorgan | 9 questions · 0% challenging |
| Dave Palmer | Evercore ISI | 7 questions · 14% challenging |
| Megan Alexander | Morgan Stanley | 6 questions · 17% challenging |
| Ken Goldman | JPMorgan | 6 questions · 33% challenging |
| Michael Lavery | Piper Sandler | 5 questions · 20% challenging |
| Chris Carey | Wells Fargo | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 analysts | 15 questions · 13% challenging |
| Bank of America | 1 analyst | 13 questions · 15% challenging |
| Barclays | 1 analyst | 11 questions · 9% challenging |
| Stephens | 1 analyst | 9 questions · 0% challenging |
| TD Cowen | 1 analyst | 9 questions · 33% challenging |
| Evercore ISI | 1 analyst | 7 questions · 14% challenging |
| Morgan Stanley | 1 analyst | 6 questions · 17% challenging |
| Piper Sandler | 1 analyst | 5 questions · 20% challenging |
Campbell's fiscal Q3 2026 showed early signs of stabilization without escaping its broader pressures: GAAP net sales declined 4.4% and GAAP operating income fell 22.4%, with Snacks EBIT margin recovering sequentially from a little over 7% to about 10% but still down around 400 basis points year-over-year. Management pointed to genuine bright spots, including the Goldfish core stabilizing, Fresh Bakery execution improving, and resilient at-home cooking demand lifting Meals & Beverages and Rao's, with RGM-driven trade optimization aiding margins. The CFO lowered the full-year outlook again, guiding adjusted EPS to more $2.20 to below and net sales to the lower end of minus 1% to minus 2%, and flagged an incremental 2% to 3% of next-year inflation on top of a 3% baseline if oil holds near $100 a barrel. Capital allocation turned defensive, with buybacks gone, the dividend held flat, M&A off the table, and hybrid debt under consideration to protect the investment-grade rating.
Demand | Margin | Competitive Dynamics | Pricing | Guidance Reliability | Cost Pressure | Revenue Growth | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 2 | 3 | 3 | 1 | 1 | 3 | |
| 2025Q2 | 3 | 3 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q3 | 4 | 2 | 2 | 1 | 2 | 1 | 1 | 2 |
| 2025Q4 | 3 | 2 | 1 | 1 | 1 | 2 | 2 | 4 |
| 2026Q1 | 3 | 2 | 2 | 1 | 1 | |||
| 2026Q2 | 6 | 6 | 5 | 4 | 4 | 1 | 1 | |
| 2026Q3 | 4 | 3 | 2 | 3 | 1 | 4 | 2 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 3 | 4 | 3 | 3 | 6 | 4 |
| Margin | 2 | 3 | 2 | 2 | 2 | 6 | 3 |
| Competitive Dynamics | 3 | 2 | 2 | 1 | 2 | 5 | 2 |
| Pricing | 3 | 1 | 1 | 1 | 1 | 4 | 3 |
| Guidance Reliability | 1 | 3 | 2 | 1 | 4 | 1 | |
| Cost Pressure | 1 | 1 | 1 | 2 | 1 | 1 | 4 |
| Revenue Growth | 3 | 1 | 1 | 2 | 1 | 2 | |
| Trade Tariffs | 1 | 2 | 4 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.77B | +10.1% | $0.72 | -7.7% | 31.3% | 14.3% | 7.9% | $115M |
| FY2025 Q2 | $2.69B | +9.3% | $0.58 | -14.7% | 30.5% | 13.2% | 6.4% | $411M |
| FY2025 Q3 | $2.48B | +4.5% | $0.22 | -50.0% | 29.4% | 12.4% | 2.7% | $50M |
| FY2025 Q4 | $2.32B | +1.2% | $0.49 | +4951.5% | 30.4% | 12.7% | 6.2% | $129M |
| FY2026 Q1 | $2.68B | -3.4% | $0.65 | -9.7% | 29.6% | 12.6% | 7.2% | $97M |
| FY2026 Q2 | $2.56B | -4.5% | $0.48 | -17.2% | 28.0% | 10.6% | 5.7% | $643M |
| FY2026 Q3Selected | $2.37B | -4.4% | $0.41 | +86.4% | 27.5% | 10.1% | 5.2% | $29M |
| FY2026 Q4 | $2.14B | -7.9% | $-0.23 | -146.9% | 27.3% | 0.2% | -2.8% | $73M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q2 2026Earnings call Jun 8, 2026
FY2026 Q3 in brief
Campbell's fiscal Q3 2026 showed early signs of stabilization without escaping its broader pressures: GAAP net sales declined 4.4% and GAAP operating income fell 22.4%, with Snacks EBIT margin recovering sequentially from a little over 7% to about 10% but…
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY -4.40% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Campbell Soup Company (CPB), FY2026 Q3: 1/10. Scores: Campbell Soup Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CPB daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CPB Campbell Soup Company | 1 | -4.4% | |
| CAG Conagra Brands | 6 | +3.6% | |
| GIS General Mills | 6 | +1.2% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | 4 | -1.4% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 8 | +5.8% |