Campbell's Co · Brief

Next report

38 days

Dec 8 · before openest.Q1 FY27

Expected move

No implied move.

—≥ implied

Q4 FY26—▼−6.96%—

quarterimplied−10%0+10%realized×

Q4 FY26—▼−6.96%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 8 report · est.

Bull2

626managers reporting a position in the latest quarterly filings13F · Jun 30 '26

+15.72%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2 of 3

22.00%of revenue from the largest disclosed customer, Wal-Mart Stores, Inc. and its affiliatesSEC filings

7 of 25of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

CPB report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.