Q4 2025 Campbell's Co Earnings Call Transcript
Key Points
- The Campbell's Co (CPB) reported fourth quarter earnings slightly ahead of expectations, demonstrating resilience in a dynamic operating environment.
- Meals & Beverages in-market consumption outpaced the category, with leadership brands gaining 0.2 share points.
- Innovation contributed approximately 3% to net sales in fiscal '25, with successful launches like avocado oil Kettle brand chips and Pacific flavored Bone broth.
- The company plans to increase marketing support and new product innovation across leadership brands in fiscal '26.
- The Campbell's Co (CPB) is expanding its cost-savings program to $375 million by the end of fiscal '28, a 50% increase over the previous estimate.
- Organic net sales declined 3% in the fourth quarter, driven by unfavorable shipment timing and portfolio optimization strategy impacts.
- Adjusted EBIT and adjusted EPS were down 2% versus the prior year, reflecting ongoing cost pressures.
- The Snacks business faced headwinds, with overall leadership brand consumption declining by 2% in the quarter.
- The company expects a significant impact from tariffs in fiscal '26, projected at approximately 4% of Cost of Products Sold.
- Guidance for fiscal '26 indicates a potential decline in adjusted EBIT by 9% to 13% and adjusted EPS by 12% to 18%, largely due to tariff impacts.
Good morning, and welcome to Campbell's Company's fourth quarter fiscal 2025 earnings conference call. Today's conference is being recorded. (Operator Instructions)
I would now like to turn the call over to Rebecca Gardy, Chief Investor Relations Officer at Campbell's.
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Good morning, and welcome to the Campbell's Company fourth quarter fiscal '25 earnings conference call. I'm Rebecca Gardy, Campbell's Chief Investor Relations Officer. Joining me today are Mick Beekhuizen, Chief Executive Officer; and Carrie Anderson, Chief Financial Officer. Today's remarks have been prerecorded. Once we conclude the prepared remarks, we will transition to a live webcast Q&A.
The presentation, a transcript of management's prepared remarks and today's earnings press release have been posted to the Investor Relations section of our website, thecampbellscompany.com. Following the conclusion of the Q&A, a replay of the webcast
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