Campbell Soup Company (CPB)
The Campbell's Company (CPB) Q3 2025 Earnings Call Transcript
The Campbell's Company (NASDAQ:CPB ) Q3 2025 Earnings Conference Call June 2, 2025 8:00 AM ET Company Participants Rebecca Gardy - SVP, Chief Investor Relations Officer Mick Beekhuizen - President and CEO Carrie Anderson - EVP and CFO Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Peter Galbo - Bank of America Megan Clapp - Morgan Stanley Jim Salera - Stephens Operator Good morning, and welcome to the Campbell's Company Third Quarter Fiscal 2025 Earnings Conference Call. Today's conference is being recorded.
Campbell's Q3 Earnings: Guidance Points To More Disappointment
The Campbell's Company's Q3 earnings beat estimates, but weak guidance and ongoing debt concerns keep me cautious despite shares trading below my prior target. The Rao's acquisition adds growth potential, yet high leverage and slow EBITDA growth mean capital returns beyond dividends are years away. Snacking division underperforms with market share losses and margin pressure, offsetting relative strength in meals, beverages, and soup segments.
Campbell's (CPB) Q3 Earnings and Revenues Surpass Estimates
Campbell's (CPB) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.75 per share a year ago.
Campbell's Tops Estimates, Warns of Profit Hit Due to Tariffs
The Campbell's Company (CPB) on Monday reported fiscal third-quarter results that topped estimates, but warned that its full-year profit would likely come in at the low end of its previous forecast.
Campbell's Stock Flat on Earnings. Tariff Concerns Remain.
The packaged food maker beats earnings and revenue expectations for its fiscal third quarter.
Campbell Soup Earnings Coverage Live
Q3 EPS seen down 13% YoY despite Sovos-driven revenue growth and Rao's volume strength Snacks weakness and increased A&C spend pressure EBIT margin into guidance reset window Organic sales still trending negative as Campbell's faces mix and price realization headwinds Are you ahead, or behind on retirement?
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Countdown to Campbell (CPB) Q3 Earnings: Wall Street Forecasts for Key Metrics
Evaluate the expected performance of Campbell (CPB) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Earnings Preview: Campbell's (CPB) Q3 Earnings Expected to Decline
Campbell (CPB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Campbell's Q3 Earnings Coming Up: What Investors Need to Understand
CPB's third-quarter results are likely to show strength in Meals & Beverages segment, while weakness in Snacks segment raises concerns.
Campbell's Stock: No Longer Attractive As Sales Decline (Downgrade)
The Campbell's Company's organic growth has turned from slow to negative, accelerated by a slow snacks segment. The surge in GLP-1 drug usage is pressuring industry-wide snack sales. The Q3 report is likely to continue Campbell's worrying organic sales decline. Profitability should gain from cost savings, but benefits are offset by weak pricing and cost inflation. Based on lower estimates, CPB's fair value is approximately $44.9. The fair value estimate comes with a profitability caveat, though.
Why Campbell (CPB) Could Beat Earnings Estimates Again
Campbell (CPB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
