The Campbell's Company (CPB)
Campbell's beats profit target as cost-conscious consumers continue to cook at home
Shares of Campbell's Co. rallied in early Wednesday trading after the soups, meals and snacks company beat its fourth-quarter profit expectations as a “deliberate” consumer continued to focus on cooking at home.
The Campbell's Company: Shares Haven't Been This Cheap In Years
Campbell's stock is attractively valued after a 30% decline, presenting a compelling entry point for investors. The company boasts a high dividend yield, offering strong income potential for shareholders. Campbell's growing snack division provides a catalyst for future earnings growth and diversification beyond soup.
Campbell's: Time To Open The Can
Campbell's acquisition of Sovos aimed to boost growth, but near-term earnings pressure and integration risks remain significant concerns. Despite steady sales growth via M&A, organic growth is weak and margins have stagnated, with net debt still high after recent divestitures. Shares have fallen sharply, now trading at just 10x earnings, reflecting investor disappointment and presenting a potentially attractive entry point for value seekers.
Why Is Campbell (CPB) Down 7.5% Since Last Earnings Report?
Campbell (CPB) reported earnings 30 days ago. What's next for the stock?
Campbell Stock Hits 52-Week Low: Temporary Dip or Deeper Concern?
CPB stock nears a 52-week low as weak snack sales, cost inflation and a muted outlook weigh on investor sentiment.
Campbell's sees Americans cooking more at home. But they're shying away from its snack brands.
In the first half of 2023, Campbell's Co. executives were bragging about sales growth in the company's snacks division, helped in no small part by higher prices and its Goldfish crackers brand, which benefited from new flavors and popularity among teenagers. Last year, even as trends shifted, they said Goldfish had crossed $1 billion in sales, as consumers gobbled up new offerings like Goldfish Crisps.
Cooking at Home Hasn't Been This Common Since 2020, Campbell's Says
Home-cooked meals are in, according to Campbell's, and snacks are out.
Campbell's delivers earnings beat for fiscal third quarter
Campbell Soup Company (NYSE:CPB), known for its flagship canned soup products, reported fiscal third quarter results that topped Wall Street estimates, driven by strength in its meals and beverages segment. Sales for the three months ending April 27 were $2.48 billion, up 4% year-over-year and ahead of estimates of $2.43 billion.
Campbell's Q3 Earnings Top Estimates, Organic Sales Up on Volume Gains
CPB beats Q3 sales and earnings estimates as Meals & Beverages drives organic growth, but Snacks' weakness weighs on the full-year outlook.
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.
