Earnings summaries and quarterly performance for CAMPBELL'S.
Executive leadership at CAMPBELL'S.
Mick J. Beekhuizen
President and Chief Executive Officer
Carrie L. Anderson
Executive Vice President and Chief Financial Officer
Charles A. Brawley, III
Executive Vice President, General Counsel and Corporate Secretary
Daniel L. Poland
Executive Vice President and Chief Enterprise Transformation Officer
Diane Johnson May
Executive Vice President and Chief People and Culture Officer
Board of directors at CAMPBELL'S.
Archbold D. van Beuren
Director
Bennett Dorrance, Jr.
Director
Fabiola R. Arredondo
Director
Grant H. Hill
Director
Howard M. Averill
Director
Keith R. McLoughlin
Independent Board Chair
Kurt T. Schmidt
Director
Marc B. Lautenbach
Director
Maria Teresa (Tessa) Hilado
Director
Mary Alice D. Malone, Jr.
Director
Sarah Hofstetter
Director
Research analysts who have asked questions during CAMPBELL'S earnings calls.
Andrew Lazar
Barclays PLC
4 questions for CPB
Kenneth Goldman
JPMorgan Chase & Co.
4 questions for CPB
Peter Galbo
Bank of America
4 questions for CPB
James Salera
Stephens Inc.
3 questions for CPB
Robert Moskow
TD Cowen
2 questions for CPB
Jim Salera
Stephens Inc.
1 question for CPB
Megan Clapp
Morgan Stanley
1 question for CPB
Michael Lavery
Piper Sandler & Co.
1 question for CPB
Recent press releases and 8-K filings for CPB.
- Campbell’s shareholders re-elected all 12 director nominees, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and approved the advisory “say-on-pay” on fiscal 2025 executive compensation.
- Shareholder proposals to eliminate supermajority voting and to require a report on regenerative agriculture outcomes, including pesticide reduction, were both defeated.
- FY 2025 net sales reached $10.3 billion (+6% year-over-year; –1% on an organic basis), with adjusted EPS of $2.97 (–4%).
- The company delivered $145 million in cost savings under its program, increased the savings target by 50% to $375 million by FY 2028, paid $459 million in dividends (including a 5% per-share increase), and repurchased $62 million of shares.
- At the AGM, shareholders elected all 12 director nominees, ratified PricewaterhouseCoopers LLP as auditor for FY 2026 and approved the advisory “Say on Pay” vote on 2025 executive compensation; two shareholder proposals (simple majority voting and a regenerative agriculture report) were rejected.
- Fiscal 2025 net sales were $10.3 billion (up 6% vs. prior year), with organic net sales down 1% (meals & beverages flat; snacks down 3%) and adjusted EBIT up 2%; adjusted EPS was $2.97, a 4% decline.
- The company generated $1.1 billion in operating cash flow, paid $459 million in dividends (including a 5% per-share increase) and repurchased $62 million of shares.
- Delivered $145 million of cost savings under its $250 million program and expanded the target to $375 million by end of FY 2028 to offset tariff impacts.
- At the AGM, all 12 director nominees were re-elected, the appointment of PricewaterhouseCoopers as auditor for FY 2026 was ratified, the advisory Say-on-Pay vote passed, and shareholder proposals on supermajority voting and a regenerative agriculture report were both rejected.
- For FY 2025, net sales reached $10.3 billion (+6% YoY) driven by the Sovos Brands acquisition; organic net sales fell 1% overall, with meals & beverages flat and snacks down 3%.
- The company achieved $145 million in cost savings against a $250 million target and expanded the program to $375 million by FY 2028 to mitigate tariff headwinds.
- Adjusted EPS was $2.97 (−4% YoY), adjusted EBIT rose 2%, operating cash flow was $1.1 billion, and the company returned $459 million via dividends (including a 5% increase) plus $62 million in share repurchases.
- Earnings performance exceeded expectations with strong contributions from the Meals and Beverages division driven by increased at-home cooking and favorable shipment timing.
- Snacks segment faced mixed results as competitive pressures and consumer selectivity led to headwinds and margin challenges.
- Adjusted EBIT increased by 2% while adjusted EPS declined by 3%, impacted by lower pricing realization and higher debt interest expenses.
- Full-year fiscal 2025 guidance was reaffirmed, with expectations for shipment normalization in Q4 amid cautious outlooks on tariffs and market dynamics.
- Earnings exceeded expectations with strong performance in Meals & Beverages driven by favorable shipment timing, while the Snacks business faced headwinds from category softness.
- Adjusted EBIT increased by 2% and adjusted EPS declined by 3%, with the Sovos acquisition contributing positively despite pricing challenges.
- The company reaffirmed full-year fiscal 2025 guidance and outlined strategic initiatives in both divisions, including innovation and pricing improvements to counter competitive pressures.
- 4% increase in net sales to $2.48 billion, driven by home cooking at its highest level since early 2020.
- Organic sales up 1%, while adjusted gross profit margin fell 110 basis points.
- Ongoing aluminum and steel tariff escalations, temporarily paused by the US Court of Appeals, continue to impact Campbell's supply chain.
- Brands like Pepperidge Farms, Rao's, and Cape Cod Potato Chips are gaining from the shift toward value and convenience in home-prepared meals.
- Campbell Soup reported adjusted EPS of $0.73 and net sales up 4% to $2.48 billion in Q3, surpassing expectations.
- The Meals & Beverages segment grew 15%, while the Snacks division sales declined 8% amid cautious discretionary spending.
- Management maintained its dividend streak at 55 consecutive years, underscoring resilience despite industry headwinds.
- Fiscal 2025 profitability and sales outlook were lowered to the lower end of prior guidance, citing ongoing Snacks weakness and tariff-related cost pressures.
Quarterly earnings call transcripts for CAMPBELL'S.
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