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- Impairment Charges (new) — New trademark impairments of $117 million ($60M Kettle Brand, $57M Cape Cod) were recorded in 2026, reflecting weaker Snacks performance and lowered outlooks.
- Goodwill Impairment (new) — Management lowered near-term and long-term outlooks for Kettle Brand and Cape Cod, triggering $117 million of impairment charges.
Campbell's net income falls 33% to $403M as tariffs and $117M trademark impairments hit Snacks
Filed September 24, 2026 · Period ending August 2, 2026 · Compared to 10-K Sep 18, 2025 · ~1 min read
Key Changes
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Net sales fell 5.0% to $9.74B, with the 53rd week in 2025 and divestitures contributing; gross margin dropped 230 bps to 28.1% on tariffs and cost inflation.
MD&A: Results verify on EDGAR → -
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Diluted EPS declined 34.8% to $1.31, and net income fell 33.1% to $403.0M, driven by lower gross profit and $117M of new trademark impairments.
MD&A: Results verify on EDGAR → -
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Campbell's acquired 49% of La Regina, its Rao's sauce supplier, for $286M ($146M paid, $140M deferred), adding $304M in redeemable noncontrolling interests.
Business: La Regina verify on EDGAR →
1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 24, 2026 · How we verify