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The Campbell's Company (CPB) Q1 2026 Earnings Call Transcript
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The earnings call reveals a decline in net sales for both Meals & Beverages and Snacks, driven by unfavorable volume/mix, despite favorable pricing. The Q&A highlights ongoing challenges in the Snacks segment and pressure on margins due to inflation and tariffs. While there are efforts to stabilize the Snacks segment and innovate, the guidance indicates declining EBIT and EPS. The La Regina acquisition is positive but not enough to offset broader concerns. Overall, the sentiment is negative, with potential stock price decline due to weak financial performance and guidance.
The Campbell's Company (CPB) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 (Transcript)
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The Campbell's Company (CPB) Q4 2025 Earnings Call Transcript
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The earnings call reveals several concerns: declining soup and snacks performance, margin pressures from tariffs, and a negative EPS outlook for fiscal '26. Despite some positive developments like Rao's growth and cost-saving initiatives, the overall sentiment is weighed down by declining margins, tariff impacts, and unclear guidance on mitigating these issues. The Q&A section highlights analysts' concerns over tariff mitigation sustainability and productivity savings risks. The lack of aggressive pricing to offset tariffs and unclear management responses further contribute to a negative sentiment.
Earnings call transcript: Campbell Soup Q3 2025 beats EPS forecast
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