13 Best Bear Market Stocks to Buy Right Now

4. The Campbell’s Company (NASDAQ:CPB)

Number of Hedge Fund Holders: 43 

The Campbell’s Company (NASDAQ:CPB) is navigating rising costs from tariffs on steel and aluminum, which are critical for its canned goods production. Despite efforts to mitigate these expenses through supplier partnerships, alternative sourcing, productivity improvements, and targeted price increases, tariff-related costs are expected to account for about 4% of its cost of goods sold in fiscal 2026. Limited domestic capacity for steel derivatives, particularly tinplate used in canning, forces reliance on imports, constraining the company’s ability to fully offset costs. This is especially challenging for the meals and beverages segment, where selective price hikes may be necessary.

The Campbell’s Company (NASDAQ:CPB) has seen some success with its premium Rao’s pasta sauce brand through collaborations with Italian suppliers, offering flexibility in production locations, including Georgia. However, overall supply chain constraints remain a significant bottleneck. CPB is actively exploring alternative suppliers for tinplate and other imported goods, though transitions require time to maintain product quality and consumer satisfaction.

Financially, the business reported Q4 fiscal 2025 net sales of $2.3 billion, up 1% year-over-year, although organic sales fell 3%. Adjusted earnings per share came in at $0.62, beating estimates by 8.8%. Despite this, the company expects overall earnings before interest and taxes to decline 9–13% for the fiscal year. The Campbell’s Company (NASDAQ:CPB) has also declared a quarterly dividend payable in November 2025, with an annualized yield of 4.6%