9 Stocks on Jim Cramer’s Game Plan: Oracle, AeroVironment, and More

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

The Campbell’s Company (NASDAQ:CPB) is one of the stocks on Jim Cramer’s game plan. Cramer highlighted the stock’s negative performance, as he said:

The food stocks have been horrendous of late. One of the worst is Campbell’s, which has salty snacks, baked goods, and of course, soups. This darn thing’s only worth $7.7 billion now, despite that acquisition of Rao’s, which has been a home run for the company. That 6% yield looks real safe. But the issue, the real sticking point, is that Campbell’s earnings are suspected to be down in 2026, and money managers don’t like to buy the stocks of companies that are going to have down years, plain and simple.

The Campbell’s Company (NASDAQ:CPB) manufactures and sells soups, broths, sauces, juices, frozen meals, and beverages. In addition, it provides a wide range of snacks through brands like Pepperidge Farm, Goldfish, Snyder’s of Hanover, Cape Cod, and Kettle Brand. A caller asked about the stock, mentioning its yield during the September 30, 2025, episode, and Cramer replied:

Conagra’s not the only food stock with an outsized yield. Campbell’s has been fighting the bears for years. Talk about solid brands… Pepperidge Farm, Cape Cod… V8, all solid. Stock yields just under 5%. Kind of tempting, but why is that yield that high? I think the only way to justify buying this one is if you’re waiting for a takeover. And at least so far, that’s not been a real good bet.

It is important to note that since the above comment was aired, The Campbell’s Company’s (NASDAQ:CPB) stock price has fallen over 18%.