Earnings Alerts

Campbell Soup Co (CPB) Earnings: Q4 Adjusted EPS Exceeds Estimates Despite Sales Miss

  • Campbell Soup’s adjusted earnings per share (EPS) for Q4 are 63 cents, beating the estimate of 62 cents.
  • Net sales are $2.29 billion, slightly below the estimate of $2.31 billion.
  • Meals & Beverages sales are $1.20 billion, meeting the estimate.
  • Snacks sales are $1.09 billion, slightly under the estimate of $1.12 billion.
  • Organic net sales declined by 1%, against an estimated decline of 0.32%.
  • Meals & Beverages organic net sales increased by 1%, slightly above the estimate of 0.92%.
  • Snacks organic net sales declined by 3%, exceeding the estimated decline of 1.4%.
  • Meals & Beverages price & sales allowances declined by 1%, more than the estimated decline of 0.84%.
  • Snacks price & sales allowances declined by 2%, exceeding the estimated decline of 0.89%.
  • For 2025, the company forecasts net sales growth between 9% and 11%.

Comments from Campbell’s President and CEO, Mark Clouse:

  • Acknowledgement of the team’s efforts to deliver solid results in a challenging environment.
  • Noted sequential volume improvement and margin expansion in Q4 compared to the previous year.
  • Expressed confidence in the company’s longer-term outlook due to strong brands, capabilities, and execution.

Analyst ratings:

  • 5 buys, 11 holds, and 4 sells.

Campbell Soup Co on Smartkarma

Analyst coverage of Campbell Soup Co on Smartkarma reveals insights from top independent analysts. Baptista Research delves into the company’s performance in their reports. In “Campbell Soup Company: Supply Chain Enhancements and Cost Management! – Major Drivers,” they discuss the firm’s robust third-quarter results, highlighting strengths and challenges within operations. The integration of Sovos Brands stands out as a positive factor post-acquisition, raising investor interest in the company’s potential.

In another report, “The Campbell Soup Company: Can The Acquisition Of Sovos Brands Be A Game Changer? – Key Drivers,” Baptista Research further explores Campbell Soup Company’s earnings and future outlook. Despite economic pressures affecting category trends, the company shows promise with volume trend improvements and operating margin expansion. The analysis aims to assess various factors influencing the company’s valuation using a Discounted Cash Flow methodology, providing valuable insights for investors.


A look at Campbell Soup Co Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth3
Resilience2
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Campbell Soup Co shows a mixed long-term outlook. The company scores well in areas such as Dividend and Momentum, indicating strong performance in these aspects. With a Dividend score of 4, investors can expect a consistent and attractive dividend payout from Campbell Soup Co. Additionally, a Momentum score of 4 suggests that the company has been showing solid performance trends in the market.

However, Campbell Soup Co faces challenges in terms of Resilience, as indicated by a score of 2. This suggests that the company may have some vulnerabilities to economic downturns or market fluctuations. While Value and Growth scores sit at a moderate level of 3, indicating a reasonable valuation and growth potential, the overall outlook for Campbell Soup Co remains cautiously optimistic, considering the strengths and weaknesses revealed by the Smart Scores.

### Campbell Soup Company, with its subsidiaries, manufactures and markets branded convenience food products. The Company’s core divisions include soups and sauces, biscuits and confectionery, and foodservice. Campbell’s distributes its products worldwide. ###


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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