- Campbell’s fourth quarter adjusted earnings per share (EPS) was 62 cents, surpassing the estimate of 56 cents.
- Net sales for the quarter were $2.32 billion, slightly below the expected $2.33 billion.
- Sales in the Meals & Beverages division reached $1.20 billion, under the forecast of $1.23 billion.
- Snacks sales amounted to $1.12 billion, exceeding the estimate of $1.1 billion.
- Overall organic net sales dropped by 3%, slightly above the anticipated decline of 2.98%.
- Organic net sales for Meals & Beverages fell by 3%, missing the estimate of a 1.25% decline.
- In the Snacks division, organic net sales declined by 2%, performing better than the anticipated 4.33% drop.
- The volume/mix for Meals & Beverages decreased by 4%, while the expectation was a decline of 1.18%.
- Price and sales allowances for Meals & Beverages increased by 1%, compared to an expected decline of 1.17%.
- Snacks volume/mix decreased by 5%, versus the estimated decline of 3.61%.
- The Snacks division saw a price and sales allowances increase of 2%, surpassing the expected 0.06% rise.
- According to Mick Beekhuizen, Campbell’s CEO, the fiscal 2025 results were slightly better than expected due to strong execution amid a challenging environment.
- Meals & Beverages benefitted from strong performance of leadership brands, outpacing market growth with ongoing consumer preference for cooking at home.
- Campbell’s shares rose by 3.1% in pre-market trading to $32.42, with 9,749 shares traded.
- Analyst ratings for Campbell’s include 3 buys, 15 holds, and 4 sells.
Campbell Soup Co on Smartkarma
Analysts on Smartkarma are closely following Campbell Soup Co, with insights provided by Baptista Research. In a report titled “The Campbell Company’s $130 Million Cost Overhaul Is Just the Beginning; What Lies Ahead?“, analysts discussed the mixed performance of Campbell’s in the third quarter of fiscal 2025. Despite challenges, the Meals & Beverages division exceeded expectations, showing organic net sales growth due to increased consumer interest in home cooking amidst economic pressures like inflation.
Another report by Baptista Research, “Campbell Soup Company: The Snacks Margin Recovery,” highlighted positive and challenging aspects of Campbell Soup Company’s performance in the second quarter of fiscal 2025. While the company reported a 9% increase in net sales driven by the Sovos Brands acquisition, organic net sales in the snacks division fell by 2% due to tough competition in the market.
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
Based on the Smartkarma Smart Scores, Campbell Soup Co shows a balanced outlook for the long-term. With solid scores across Value, Dividend, Growth, Resilience, and Momentum, the company appears to be positioned moderately on various factors. Campbell Soup Co, known for its branded convenience food products spanning soups and sauces, biscuits, confectionery, and foodservice items, maintains a steady footing in the market.
Investors eyeing Campbell Soup Co can find reassurance in its overall outlook as indicated by the Smart Scores. While not excelling in any particular area, the company’s consistent performance across multiple factors suggests a stable position for the future. With a global distribution network for its products, Campbell Soup Co seems poised to navigate market challenges with resilience and maintain a steady growth trajectory.
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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