The Campbell's Company Stock Price, News & Analysis

Campbell's (NASDAQ:CPB) reported mixed Q4 and full-year fiscal 2025 results, with Q4 net sales up 1% to $2.3 billion but organic sales down 3%. For the full year, net sales increased 6% to $10.3 billion, while organic sales decreased 1%.

The company's Q4 adjusted EPS decreased 2% to $0.62, while full-year adjusted EPS declined 4% to $2.97. Campbell's generated $1.1 billion in operating cash flow and returned $521 million to shareholders through dividends and buybacks.

Looking ahead to fiscal 2026, Campbell's expects organic net sales growth between -1% to +1%, with adjusted EPS projected at $2.40 to $2.55, representing a decline of 18% to 12%. The company raised its cost savings target from $250 million to $375 million by fiscal 2028 to help offset tariff headwinds.

["Raised cost savings target by 50% to $375 million by fiscal 2028", "Generated strong operating cash flow of $1.1 billion in fiscal 2025", "Rao's brand approaching $1 billion in sales milestone", "Successfully delivered $145 million in cost savings under current program", "Meals & Beverages segment outpaced category growth"]

Campbell's (NASDAQ:CPB) has scheduled its fourth quarter and full year fiscal 2025 financial results announcement for September 3, 2025. The earnings release will be distributed at 7:15 a.m. ET, followed by an investor conference call and webcast at 8:00 a.m. ET.

The presentation will be led by CEO Mick Beekhuizen and CFO Carrie Anderson. Management's prepared remarks and earnings presentation will be available on Campbell's investor relations website. The event will include a Q&A session with the investment community, while press participation will be limited to listen-only mode.

Campbell's (NYSE:CPB) has announced an innovative collaboration with Pabst Blue Ribbon to launch two beer-infused soups exclusively at Walmart starting August 2025. The new products include Beer Cheese with Potatoes & Chorizo Soup and Beef, Bacon & Beer Chili with Beans, both featuring PBR's signature beer flavor.

To promote the launch, the brands will host a dive bar takeover at Ray's Bar in New York City on August 21, 2025, followed by a nationwide food truck sampling tour at Walmart stores beginning September 3, 2025. The tour will run for one month, offering customers the opportunity to taste these unique soup innovations.

Campbell's (NASDAQ:CPB) announced that CEO Mick Beekhuizen and CFO Carrie Anderson will participate in a fireside chat at the Barclays 18th Annual Global Consumer Staples Conference on September 4, 2025, at 8:15 a.m. ET.

Investors can access a live webcast of the presentation through Campbell's investor relations website, with a replay available after the event.

Campbell's Company (NASDAQ:CPB) has appointed Mary Alice Dorrance Malone Jr. to its Board of Directors. Malone, 42, brings nearly two decades of fashion industry experience as the Founder and Chief Brand Director of luxury footwear brand Malone Souliers. She notably carries on her family's legacy as the great-granddaughter of Dr. John T. Dorrance, Campbell's condensed soup inventor and former President.

The appointment follows the recent passing of her mother, long-time board member Mary Alice Dorrance Malone, who served from 1990 to June 2025. Malone Jr.'s entrepreneurial background includes founding Malone Souliers in 2014 and successfully relaunching Duo Boots after acquiring it in 2020.

Campbell's (NASDAQ:CPB) has been recognized as a 2025 Civic 50 Greater Philadelphia honoree by the Chamber of Commerce for Greater Philadelphia and Points of Light, acknowledging the company's significant community impact work.

The company's community engagement focuses on three core areas: increasing food access, encouraging healthy living, and nurturing Campbell's neighborhoods. Notable achievements include over 10,000 volunteer hours from Camden headquarters employees and a $1.5 million grant to the Food Bank of South Jersey for its new Center for Health, Wellness, and Nutrition.

Campbell's also continues its Full Futures program, now in its fourth year, partnering with various organizations to enhance school nutrition programming in the Camden City School District.

Newsweek has named Campbell's Company (NASDAQ:CPB) one of America's Greatest Workplaces 2025. The recognition follows a comprehensive assessment by Newsweek and Plant-A Insights Group, evaluating employee interviews, company reviews, and over 120 key performance indicators. Campbell's has invested $50 million in renovating its Camden, NJ headquarters, creating modern workspaces with new technology, a campus center, and amenities including on-site daycare, a café, and a fitness center. Under CEO Mick Beekhuizen's leadership, the company prioritizes talent development and workplace culture. The company has also modernized its regional offices and manufacturing sites, while investing in leadership development programs. Campbell's recent accolades include recognition from TIME as one of the Best Companies for Future Leaders and from Newsweek as one of the Greatest Workplaces for Gen Z.

Campbell's (CPB) reported Q3 fiscal 2025 results with net sales up 4% to $2.5 billion and organic sales growth of 1%. The company's adjusted EBIT increased 2% to $362 million, while adjusted EPS decreased 3% to $0.73. The Meals & Beverages segment showed strong performance with 15% sales growth, while Snacks segment declined 8%. Year-to-date cash flow from operations was $872 million, with $403 million returned to shareholders. The company reaffirmed its full-year fiscal 2025 guidance but expects adjusted EPS to be at the low end of the range, with an additional potential headwind of $0.03-$0.05 per share from tariffs. The quarter was marked by a $150 million non-cash impairment charge related to Snyder's of Hanover trademark and mixed performance across segments.

Campbell's (NASDAQ: CPB) has scheduled its third quarter fiscal 2025 earnings release and conference call for June 2, 2025. The financial results for the period ended April 27, 2025, will be released at 7:15 a.m. ET, followed by an investor conference call and webcast at 8:00 a.m. ET.

CEO Mick Beekhuizen and CFO Carrie Anderson will host the call, which will include a Q&A session with the investment community. Management's prepared remarks and earnings presentation will be available on Campbell's investor relations website. The webcast will be accessible via toll-free numbers for both domestic and international participants.