Loading...
•
Aug 03, 2025
Campbell Soup Q4 2025 Earnings Report
Campbell Soup reported moderate growth in Q4 2025 with increased net sales and positive net income, despite a slight decline in adjusted EPS.
Key Takeaways
Campbell Soup delivered solid Q4 results with a 1% increase in net sales to $2.321 billion and a return to profitability. Adjusted EPS slightly declined due to lower adjusted gross profit and increased marketing expenses.
Revenue by Segment
Forward Guidance
Campbell expects FY26 to be challenging due to tariff pressures and divestitures, though it remains focused on brand strength and productivity improvements.
Positive Outlook
- Expected stabilization in Snacks business in H2 FY26
- Incremental brand support and innovation investments
- Productivity improvements including ~$70M in savings
- Tariff mitigation strategies offsetting ~60% of impact
- Strong position in premium, wellness, and in-home cooking trends
Challenges Ahead
- Adjusted EPS expected to decline 18% to 12%
- Tariffs to account for ~4% of cost of products sold
- Divestitures (Pop Secret and noosa) to reduce sales and EPS
- Higher marketing spend expected (9–10% of sales)
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...