Campbell's Company (The)

Leadership transitioned smoothly in FY25. Mick Beekhuizen, former CFO and Meals & Beverages president, became CEO on February 1, 2025, and Todd Cunfer joined as CFO in October 2025. The board and insider ownership remain significant, with long-standing family influence supporting stability and a multi-decade dividend record.

Strategy centers on 16 leadership brands, productivity, and disciplined portfolio pruning. Risks include near-term earnings guidance credibility under tariff pressure and the need to re-accelerate Snacks. Overall we see competent stewardship with a clear plan and credible cost discipline.

Citations: CEO transition, CFO appointment, insider ownership snapshot.