Campbell's Is (Finally) Getting What They Deserve...

Campbell's spent 69 years in the S&P 500. In June 2026, it got kicked out. From a chemist's 10-cent soup in 1897 to a 36% dividend cut in 2026, this is how one of America's most famous brands borrowed billions, raised prices on its most loyal customers, and lost more than 70% of its value. Chapters 0:00 Kicked out after 69 years 1:07 The 10-cent soup that built an empire 2:57 The growth problem 3:43 The $6.1 billion snack bet 5:09 The price hikes 6:15 Doubling down 7:06 The fall 9:17 The dividend cut 10:45 Where Campbell's stands now 11:22 The lesson Sources Campbell's Q4 FY2026 results (SEC 8-K, Sep 3 2026): https://www.sec.gov/Archives/edgar/da... S&P 500 changes, June 2026: https://nasdaq.com/articles/sp-500-ad... Campbell's company history: https://www.thecampbellscompany.com/a... Snyder's-Lance and Third Point (SEC, 2018): https://www.sec.gov/Archives/edgar/da... Bolthouse Farms sale (CNBC, 2019): https://www.cnbc.com/2019/04/11/campb... Price increases (Just Food, 2023): https://www.just-food.com/news/campbe... Tariffs (Al Jazeera, 2025): https://www.aljazeera.com/economy/202... Executive recording lawsuit (AP, Nov 2025): https://www.kait8.com/2025/11/26/camp... March 2026 guidance cut (Reuters): https://finance.yahoo.com/news/campbe... Share price data: Yahoo Finance Music: "Delirium", "Moon Walk", "Masking the Masters", "Focus on Yourself", "Silent Descent" by Eugenio Mininni and "Staring at the Night Sky" by Alejandro Magaña (A. M.), via Mixkit (mixkit.co). Sound effects: Mixkit. Archival footage (Internet Archive) Miracle on the Delaware (1950s): https://archive.org/details/0807_Mira... Campbell's commercials, 1959 Lassie episode: https://archive.org/details/Commercia... 1959 sponsor tag for Campbell's: https://archive.org/details/1959-spon... Campbell's Soup & Sandwich: https://archive.org/details/campbells... 1976 Campbell's Chicken Noodle O's: https://archive.org/details/1976Campb... Shopping (1957): https://archive.org/details/Shopping1957 Stock footage: Pexels (pexels.com) Image credits (Wikimedia Commons / Openverse; public-domain images not listed) Gaming Wall Street BTS Prodigium 266: Tobias Deml, CC BY-SA 4.0 Get'em while they last!: Howdy, I'm H. Michael Karshis, CC BY 2.0 CampbellSoupCompanyHQ: Timviola, CC BY-SA 4.0 Campbellsoupheadquarters: Coolcaesar at English Wikipedia, CC BY-SA 3.0 Women sorting tomatoes at a Campbells: unknown, OGL-ON Ame02128 22: Gorup de Besanez, CC BY-SA 4.0 Cambell's soup aisle: MattHurst, CC BY-SA 2.0 Fresh Carrots: cookbookman17, CC BY 2.0 Denise morrison campbell soup company: BillCramer, CC BY-SA 4.0 Lehman Brothers Times Square by David: David Shankbone, CC BY-SA 3.0 Blank Map of United States With Border: FelixCountryBalls163, CC BY-SA 4.0 Vintage Wood Radio Bank, HELSYL, Shape: Joe Haupt from USA, CC BY-SA 2.0 Third Point LLC Logo: Third Point LLC, CC BY-SA 4.0 This video is commentary and analysis for educational purposes. It is not financial advice. Brand names, logos and archival advertisements are shown for identification and commentary. #Campbells #BusinessDocumentary #BadQuarter