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Form 8-K

sec.gov

8-K — CAMPBELL'S Co

Accession: 0000016732-26-000023

Filed: 2026-09-17

Period: 2026-09-16

CIK: 0000016732

SIC: 2000 (FOOD & KINDRED PRODUCTS)

Item: Entry into a Material Definitive Agreement

Item: Financial Statements and Exhibits

Documents

8-K — cpb-20260916.htm (Primary)

EX-10.1 (exhibit101extensionagreeme.htm)

GRAPHIC (cpb-20260916_g1.jpg)

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8-K

8-K (Primary)

Filename: cpb-20260916.htm · Sequence: 1

cpb-20260916

0000016732false00000167322026-09-162026-09-16

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report

(Date of Earliest Event Reported):

September 16, 2026

THE CAMPBELL'S COMPANY

New Jersey 1-3822 21-0419870

(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer

Identification No.)

One Campbell Place

Camden, New Jersey 08103-1799

Principal Executive Offices

Telephone Number: (856) 342-4800

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Capital Stock, par value $.0375 CPB The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 1.01 – Entry Into a Material Definitive Agreement

Effective September 16, 2026, The Campbell’s Company (the “Company”) entered into an Extension Agreement (the “Amendment”) to its $1.85 billion Five-Year Credit Agreement, dated as of April 16, 2024, among the Company, JPMorgan Chase Bank, N.A., as administrative agent, and the other lenders named therein (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”). The Amendment extends the maturity date of the Credit Agreement from April 16, 2030 to April 16, 2031. All other terms and conditions of the Credit Agreement remain in full force and effect. The Amendment is filed as Exhibit 10.1 to this Current Report on Form 8-K and incorporated herein by reference.

In the ordinary course of their respective businesses, one or more of the lenders under the Credit Agreement, as amended, or their affiliates, have or may have various relationships with the Company and the Company’s subsidiaries involving the provision of a variety of financial services, including cash management, commercial banking, investment banking, trust or agency, foreign exchange, advisory or other financial services, for which they received, or will receive, customary fees and expenses.

Item 9.01 – Financial Statements and Exhibits

(d) Exhibits

10.1

Extension Agreement, dated as of September 16, 2026, by and among The Campbell’s Company, the Eligible Subsidiaries party thereto from time to time, JPMorgan Chase Bank, N.A., as administrative agent, and the other lenders named therein.

104 The cover page from this Current Report on Form 8-K formatted in Inline XBRL.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THE CAMPBELL'S COMPANY

Date: September 17, 2026 By: /s/ Todd E. Cunfer

Todd E. Cunfer

Executive Vice President and Chief Financial Officer

EX-10.1

EX-10.1

Filename: exhibit101extensionagreeme.htm · Sequence: 2

Document

Exhibit 10.1

EXTENSION AGREEMENT

JPMORGAN CHASE BANK, N.A.,

as Administrative Agent

under the Credit Agreement

referred to below

September 16, 2026

Ladies and Gentlemen:

At The Campbell’s Company’s (formerly known as Campbell Soup Company) request, pursuant to Section 2.01(b) of the Credit Agreement (as defined below), the undersigned hereby agrees to extend, effective as of the date hereof, the Termination Date under the Five-Year Credit Agreement, dated as of April 16, 2024, among The Campbell’s Company, the Eligible Subsidiaries referred to therein, the Lenders party thereto and JPMorgan Chase Bank, N.A., as Administrative Agent (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”), for one year from April 16, 2030 to April 16, 2031. Terms defined in the Credit Agreement are used herein with the same meaning.

This Extension Agreement shall be governed by and construed in accordance with the laws of the State of New York.

[Remainder of Page Intentionally Left Blank]

JPMORGAN CHASE BANK, N.A., as a

Lender and as an Issuing Bank

By: /s/ Colin Minogue

Name: Colin Minogue

Title: Vice President

[Signature Page to Extension Agreement]

BARCLAYS BANK PLC, as a Lender and

as an Issuing Bank

By: /s/ Christopher M. Aitkin

Name: Christopher M. Aitkin

Title: Director

[Signature Page to Extension Agreement]

BNP PARIBAS, as a Lender and as an

Issuing Bank

By: /s/ Alan Vitulich

Name: Alan Vitulich

Title: Managing Director

By: /s/ Claudia Zarate

Name: Claudia Zarate

Title: Managing Director

[Signature Page to Extension Agreement]

Bank of America, N.A., as a Lender and as

an Issuing Bank

By: /s/ J. Casey Cosgrove

Name: J. Casey Cosgrove

Title: Managing Director

[Signature Page to Extension Agreement]

CITIBANK, N.A.

By: /s/ Piyush Choudhary

Name: Piyush Choudhary

Title: Managing Director

[Signature Page to Extension Agreement]

Wells Fargo Bank, National Association,

as a Lender

By: /s/ Ryan Tegeler

Name: Ryan Tegeler

Title: Executive Director

[Signature Page to Extension Agreement]

CoBank, ACB, as a Lender

By: /s/ Bentley Hodges

Name: Bentley Hodges

Title: Vice President

[Signature Page to Extension Agreement]

PNC Bank, National Association, as a

Lender

By: /s/ Meredith L. Jermann

Name: Meredith L. Jermann

Title: Vice President

[Signature Page to Extension Agreement]

UBS AG, STAMFORD BRANCH as a

Lender

By: /s/ Fay Rollins

Name: Fay Rollins

Title: Associate Director

By: /s/ Joselin Fernandes

Name: Joselin Fernandes

Title: Director

[Signature Page to Extension Agreement]

U.S. Bank National Association, as a

Lender

By: /s/ Ismael Mendoza

Name: Ismael Mendoza

Title: Vice President

[Signature Page to Extension Agreement]

COÖPERATIEVE RABOBANK U.A.,

NEW YORK BRANCH

By: /s/ Van Brandenburg

Name: Van Brandenburg

Title: Managing Director

By: /s/ Keval Patel

Name: Keval Patel

Title: Vice President

[Signature Page to Extension Agreement]

Manufacturers and Traders Trust Company (M&T Bank), as a Lender

By: /s/ James King

Name: James King

Title: Senior Vice President

[Signature Page to Extension Agreement]

Sumitomo Mitsui Banking Corporation, as

a Lender

By: /s/ Cindy Hwee

Name: Cindy Hwee

Title: Executive Director

[Signature Page to Extension Agreement]

THE NORTHERN TRUST COMPANY,

as a Lender

By: /s/ Andrew D. Holtz

Name: Andrew D. Holtz

Title: Senior Vice President

[Signature Page to Extension Agreement]

BMO Bank NA, as a Lender

By: /s/ Mia Jones

Name: Mia Jones

Title: Vice President

[Signature Page to Extension Agreement]

Agreed and accepted as of the date first written above:

THE CAMPBELL’S COMPANY

By: /s/ Todd Cunfer

Name: Todd Cunfer

Title: Executive Vice President and

Chief Financial Officer

By: /s/ Atul Garg

Name: Atul Garg

Title: Senior Vice President and

Treasurer

[Signature Page to Extension Agreement]

JPMORGAN CHASE BANK, N.A., as

Administrative Agent

By: /s/ Colin Minogue

Name: Colin Minogue

Title: Vice President

[Signature Page to Extension Agreement]

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