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Corporate Score 35 Mixed

Planet Fitness, Brown-Forman, and Campbell’s Draw Divided Analyst Sentiment Amid Steady Earnings

Mar 09, 2026 14:58 UTC
PLNT, BF.B, CPB
Short term

Mid-cap consumer stocks Planet Fitness (PLNT), Brown-Forman (BF.B), and Campbell’s (CPB) received mixed analyst ratings following recent earnings reports, with performance driven by modest revenue growth and margin pressures. Despite no major surprises, sentiment varies on long-term strategy and sector outlook.

  • PLNT’s Q4 EBITDA rose 4.5% YoY to $262M, but same-store revenue grew only 2.8%
  • BF.B reported $2.43B in fiscal 2025 sales, with adjusted EPS of $2.21, beating estimates by $0.04
  • CPB’s Q4 revenue was $2.17B, with adjusted EPS of $1.36, matching consensus
  • PLNT saw membership growth slow; BF.B faced a 120 bps decline in operating margins
  • CPB’s free cash flow fell 18% YoY; North American soup sales dipped 1.1%
  • Analyst ratings range from 'Buy' to 'Underperform' across all three stocks

Planet Fitness (PLNT) reported adjusted EBITDA of $262 million for Q4 2025, up 4.5% year-over-year, though same-store revenue growth came in at 2.8%, below the 3.5% consensus. Analysts cited slowing membership gains and rising marketing costs as concerns, with six firms maintaining a 'Hold' rating and two upgrading to 'Buy' based on long-term franchise expansion potential. Brown-Forman (BF.B) delivered fiscal 2025 net sales of $2.43 billion, a 3.1% increase, driven by strong performance in its whiskey portfolio, particularly Jack Daniel’s. Adjusted EPS of $2.21 beat estimates by $0.04, but operating margins declined 120 basis points due to supply chain inefficiencies. While four analysts reaffirmed 'Buy' ratings, three issued 'Underperform' due to elevated input costs and cautious U.S. spirits demand forecasts. Campbell’s (CPB) posted Q4 revenue of $2.17 billion, a 2.3% rise, with North American soup sales declining 1.1% despite new packaging and promotional campaigns. Adjusted EPS of $1.36 met expectations, but free cash flow dropped 18% year-over-year. Analysts remain split: two maintained 'Outperform' ratings citing cost discipline, while three downgraded to 'Hold', citing persistent pricing pressure and sluggish innovation in core categories.

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