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Campbell Soup (CPB)
NASDAQ:CPB
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.57Last Year’s EPS
0.63Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 02, 2025
|% Change Since: -3.67%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong performance from the Meals and Beverages division driven by consumer trends favoring home cooking, while the Snacks division underperformed due to competitive pressures and category softness. The company's financial outlook is affected by tariffs and a lowered full-year earnings guidance.Company Guidance
In the Campbell Soup Company's third-quarter fiscal 2025 earnings call, the company provided guidance indicating that it expects adjusted earnings for the full fiscal year to be at the low end of the guidance range due to the slower than anticipated recovery in the snacks business. Organic net sales grew by 1%, driven by a strong performance in the meals and beverages segment, which saw a 6% increase in organic net sales, primarily due to volume and mix growth. The snacks segment, however, experienced a 5% decline in organic net sales. The company highlighted consumer trends such as increased at-home cooking and the growing preference for value-added and indulgent snacks. Campbell Soup also noted the dynamic macro environment, including potential impacts from tariffs, which are estimated to pose a headwind of $0.03 to $0.05 per share to fiscal 2025 adjusted EPS. The guidance excludes any impact from new tariffs and remains cautious given the uncertain trade environment.Meals and Beverages Division Outperformance
Organic net sales in the Meals and Beverages division increased by 6%, driven by volume and mix growth of 7%. The division outperformed category consumption, especially in condensed cooking soups, broth, and Italian sauces, contributing to strong overall company performance.
Stable Performance of Leadership Brands
The sixteen leadership brands, representing 90% of total net sales, remained stable in the third quarter with more than half holding or gaining share. Meals and Beverages leadership brand consumption increased by 2%.
Cost Savings and Efficiency Improvements
The company delivered approximately $110 million of total savings under the $250 million cost savings program, reflecting productivity improvements and cost savings initiatives.
Positive Consumer Trends for Home Cooking
Consumers' growing preference for home-cooked meals led to increased consumption in the Meals and Beverages segment, contributing to the division's strong performance.
CPB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CPB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 02, 2025 | $34.04 | $34.25 | +0.62% |
Mar 05, 2025 | $39.93 | $38.79 | -2.85% |
Dec 03, 2024 | $44.66 | $41.87 | -6.25% |
Aug 29, 2024 | $48.83 | $47.93 | -1.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Campbell Soup (CPB) report earnings?
Campbell Soup (CPB) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Campbell Soup (CPB) earnings time?
Campbell Soup (CPB) earnings time is at Aug 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CPB EPS forecast?
CPB EPS forecast for the fiscal quarter 2025 (Q4) is 0.57.
