Advertisement
CPB vs GIS
Campbell’s Company (CPB) vs General Mills (GIS) Earnings Recap: Recent Results Show Sales Declines Amid Consumer Pressures
Key Takeaways
- Both CPB and GIS reported recent quarterly earnings with net sales declines of 5% and 8%, respectively, reflecting softer demand and volume challenges.
- CPB Q2 fiscal 2026 adjusted EPS fell 31% to $0.51, missing estimates; lowered full-year guidance to $2.15-$2.25.
- GIS Q3 fiscal 2026 adjusted EPS dropped 37% to $0.64, also missing expectations, but reaffirmed full-year outlook with organic sales down 1.5-2%.
- Snacks segments pressured both: CPB Snacks down 6%, GIS faces volume and mix headwinds across retail.
- High dividend yields support income focus: CPB at 7.2%, GIS at 6.5%.
- Both trade at low valuations: CPB P/E 11.0, GIS P/E 8.1.
Earnings Context and Why This Comparison Matters
Packaged food giants CPB (Campbell’s Company) and GIS (General Mills) compete in soups, snacks, cereals, and beverages, facing similar headwinds from inflation, shifting consumer preferences toward value options, and supply disruptions. Recent earnings highlight pressures on volumes and margins, making this matchup critical for investors eyeing defensive consumer staples with high yields amid economic uncertainty. Comparing their results reveals strategies in cost management, portfolio optimization, and reinvestment for long-term growth.
General Mills (GIS) Focus
General Mills released Q3 fiscal 2026 results for the quarter ended February 22, 2026. Net sales fell 8% to $4.4 billion, with organic sales down 3%, impacted by divestitures (6-point headwind), lower volumes, and unfavorable price/mix. Adjusted operating profit dropped 32% to $547 million, reflecting investments in brand remarkability, yogurt divestitures, and trade timing shifts. Adjusted diluted EPS declined 37% in constant currency to $0.64.
Segments showed mixed results: North America Retail sales down 14% (organic -4%), Pet up 3% (organic -3%), Foodservice down 11% (organic -3%), and International up 7% (organic +1%). Management noted progress in household penetration and market share momentum, positioning for Q4 improvement via easier comparisons and cost savings. Full-year outlook reaffirmed: organic sales -1.5% to -2%, adjusted EPS down 16-20%.
Campbell’s Company (CPB) Context
Campbell’s reported Q2 fiscal 2026 results for the quarter ended February 1, 2026, earlier than GIS. Net sales decreased 5% to $2.6 billion, organic sales down 3%. Adjusted EPS fell 31% to $0.51 amid Snacks weakness and storm disruptions.
Meals & Beverages sales down 4% (organic -2%), operating earnings -15% to $252 million, hit by soup and sauce declines offset by Rao’s growth past $1 billion TTM. Snacks sales down 6% organically, operating earnings -39% to $67 million due to volume/mix and supply issues. CPB lowered FY2026 guidance: organic sales -2% to -1%, adjusted EPS $2.15-$2.25, citing Snacks outlook and trade investments. Focus remains on value sharpening, innovation, and cost savings to counter tariffs.
Head-to-Head Earnings and Market Comparison
Both firms posted organic sales declines of 3%, signaling broad consumer trade-down in staples. GIS’s larger scale ($4.4B vs. $2.6B quarterly sales) provides diversification via Pet and International growth, while CPB grapples with Snacks erosion. EPS drops were steep (GIS -37%, CPB -31%), but GIS held guidance steady versus CPB’s cut, suggesting relative stability.
Risk exposure favors GIS with broader segments; both face input inflation and tariffs. Sentiment leans GIS (target $47 vs. current ~$38) over CPB ($26 vs. ~$21), though CPB’s higher yield appeals to income seekers. Growth drivers include CPB’s Rao’s and GIS’s innovation investments.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform’s top-performing AI trading bots under current market conditions. Tickeron offers hundreds of AI bots covering thousands of tickers across diverse strategies like trend-following, mean reversion, and momentum, with varying timeframes from intraday to long-term. Only the strongest bots—evaluated on metrics such as win rate, profit factor, and risk-adjusted returns—are featured in this curated section. Performance ranges reflect real-time adaptability, helping traders identify tools suited to volatile staples sectors. Explore Trending AI Robots to leverage these insights for your portfolio.
Tickeron AI Verdict
Tickeron AI currently favors GIS with 55% probability over the next 6-12 months, citing reaffirmed guidance, diversified segments, and stronger analyst conviction amid earnings quality pressures. CPB trails due to guidance cut and Snacks risks, despite attractive yield; monitor for stabilization.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CPB is a Hold and GIS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CPB’s FA Score shows that 1 FA rating(s) are green whileGIS’s FA Score has 1 green FA rating(s).
- CPB’s FA Score: 1 green, 4 red.
- GIS’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CPB’s TA Score shows that 5 TA indicator(s) are bullish while GIS’s TA Score has 5 bullish TA indicator(s).
- CPB’s TA Score: 5 bullish, 3 bearish.
- GIS’s TA Score: 5 bullish, 3 bearish.
Price Growth
CPB (@Food: Major Diversified) experienced а -7.18% price change this week, while GIS (@Food: Major Diversified) price change was -3.29% for the same time period.
The average weekly price growth across all stocks in the @Food: Major Diversified industry was +0.40%. For the same industry, the average monthly price growth was -0.97%, and the average quarterly price growth was +4044.84%.
Reported Earning Dates
CPB is expected to report earnings on Jun 10, 2026.
GIS is expected to report earnings on Jul 01, 2026.
Industries' Descriptions
@Food: Major Diversified (+0.40% weekly)Companies in this industry usually make a diverse range of agricultural and/or processed food. Some prominent names in this segment are Mondelez International, which makes chocolates, biscuits, cookies etc. The Kraft Heinz Company specializes in ketchups, sauces, fruit drink pouches and many more. General Mills, Inc. sells flour and cereal. Kellogg is famous for its snacks and breakfast cereal. And so on down the line. As more and more consumers are looking for healthier options in food in recent years, several legacy food companies have responded by revamping brands to include organic and no-added-sugar versions, and/or acquiring healthy food firms, and even streamlining operations.
| CPB | GIS | CPB / GIS | |
| Capitalization | 6.09B | 19B | 32% |
| EBITDA | 1.46B | 4.12B | 36% |
| Gain YTD | -24.271 | -21.074 | 115% |
| P/E Ratio | 11.10 | 8.70 | 128% |
| Revenue | 10B | 18.4B | 54% |
| Total Cash | 209M | N/A | - |
| Total Debt | 7.08B | 14B | 51% |
CPB | GIS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 3 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 56 | 38 | |
PRICE GROWTH RATING 1..100 | 65 | 64 | |
P/E GROWTH RATING 1..100 | 94 | 87 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CPB's Valuation (3) in the Food Major Diversified industry is in the same range as GIS (14). This means that CPB’s stock grew similarly to GIS’s over the last 12 months.
CPB's Profit vs Risk Rating (100) in the Food Major Diversified industry is in the same range as GIS (100). This means that CPB’s stock grew similarly to GIS’s over the last 12 months.
GIS's SMR Rating (38) in the Food Major Diversified industry is in the same range as CPB (56). This means that GIS’s stock grew similarly to CPB’s over the last 12 months.
GIS's Price Growth Rating (64) in the Food Major Diversified industry is in the same range as CPB (65). This means that GIS’s stock grew similarly to CPB’s over the last 12 months.
GIS's P/E Growth Rating (87) in the Food Major Diversified industry is in the same range as CPB (94). This means that GIS’s stock grew similarly to CPB’s over the last 12 months.
| CPB | GIS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 49% | 4 days ago 40% |
| Stochastic ODDS (%) | 4 days ago 54% | 4 days ago 56% |
| Momentum ODDS (%) | 4 days ago 56% | 4 days ago 36% |
| MACD ODDS (%) | 4 days ago 42% | 4 days ago 48% |
| TrendWeek ODDS (%) | 4 days ago 58% | 4 days ago 55% |
| TrendMonth ODDS (%) | 4 days ago 58% | 4 days ago 57% |
| Advances ODDS (%) | 8 days ago 47% | 8 days ago 50% |
| Declines ODDS (%) | 6 days ago 57% | 6 days ago 55% |
| BollingerBands ODDS (%) | 4 days ago 59% | 4 days ago 61% |
| Aroon ODDS (%) | 4 days ago 49% | 4 days ago 55% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GOF | 11.50 | 0.11 | +0.97% |
| Guggenheim Strategic Opportunities Fund | |||
| TEKX | 46.12 | 0.14 | +0.31% |
| State Street® Galaxy TransfTechAccelsETF | |||
| AJUL | 29.43 | -0.01 | -0.03% |
| Innovator Eq Dfnd Prot ETF - 2Yr toJul26 | |||
| LCR | 38.03 | -0.10 | -0.25% |
| Leuthold Core ETF | |||
| PAPI | 27.24 | -0.17 | -0.62% |
| Parametric Equity Premium Income ETF | |||