- Campbell reported an adjusted EPS of 73 cents, surpassing the estimate of 65 cents.
- Net sales reached $2.48 billion, beating the estimated $2.43 billion.
- Sales in the Meals & Beverages category were $1.46 billion, higher than the $1.4 billion estimate.
- Snacks sales came in at $1.01 billion, slightly below the $1.03 billion estimate.
- Organic net sales increased by 1%, contrary to the expected decline of 1.41%.
- Organic net sales for Meals & Beverages rose by 6%, much higher than the 0.74% estimate.
- Snacks organic net sales decreased by 5%, compared to an estimated decline of 3.39%.
- The volume/mix for Meals & Beverages increased by 7%, exceeding the 1.38% estimate.
- Price and sales allowances for Meals & Beverages dipped by 1%, close to the -0.94% estimate.
- The volume/mix for Snacks decreased by 5%, more than the predicted 2.72% decline.
- Campbell reaffirmed fiscal 2025 guidance for adjusted EPS at the lower end of the range, excluding tariff impacts.
- Mick Beekhuizen, President and CEO, attributed better-than-expected results to favorable shipment timing.
- Campbell’s shares rose by 2.8% in pre-market trading to $34.99, with 2,041 shares traded.
- Analyst ratings show 5 buys, 13 holds, and 5 sells on Campbell’s stock.
Campbell Soup Co on Smartkarma
Analyst coverage of Campbell Soup Co on Smartkarma reveals insights from Baptista Research analysts. In the report titled “Campbell Soup Company: The Snacks Margin Recovery,” the recent Second Quarter Fiscal 2025 earnings call highlighted a mix of positive and challenging aspects. While Campbell’s reported a 9% increase in net sales, driven by the acquisition of Sovos Brands, organic net sales fell by 2% due to disappointing results in the snacks division amidst tough competition.
In another report by Baptista Research titled “Why Campbell’s Is Poised to Win Big in 2025 – The Secret Behind Its Strategic Masterstroke! – Major Drivers,” the quarter’s performance for Campbell’s showed a mixed picture. The company reported a 10% increase in net sales, largely attributed to the inclusion of Sovos Brands. Notably, Rao’s from Sovos Brands demonstrated exceptional performance with robust 15% in-market consumption growth, positively impacting Campbell’s Meals and Beverages division.
A look at Campbell Soup Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Campbell Soup Co, with its diverse product portfolio spanning soups, sauces, biscuits, and confectionery, is positioned for a stable long-term outlook based on its Smartkarma Smart Scores. With a solid 4 in Dividend and balanced 3s for Value, Growth, Resilience, and Momentum, the company showcases strength in providing consistent returns to investors while maintaining steady growth potential.
Benefiting from its wide distribution network covering global markets, Campbell Soup Co stands as a reliable choice for investors seeking a company with a solid foundation in the food industry. Its above-average Dividend score of 4 signifies a strong commitment to rewarding shareholders, solidifying its position as an attractive long-term investment option in the sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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