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Organic sales -3%; full-year guidance cut to -1%-2% revenue decline; UBS cuts target to $20

Campbell's Company reported a 3% plunge in fiscal Q2 organic sales with adjusted operating margin slipping 290bps to 11% due to inflation, causing shares to sink 6%. Full-year guidance was cut to a 1%-2% decline in sales with adjusted EPS of $2.15-$2.25, signaling a challenging consumer environment. UBS lowered its price target to $20 from $24 on March 13, 2026; J.P. Morgan maintains a Hold, and 15 analysts give an average "Hold" rating with a $31.40 target suggesting 40% upside but dependent on a consumer recovery.

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