Q4 Fiscal 2026 The Campbell’s Company Earnings Conference Call
About us
For 155 years, The Campbell’s Company (NASDAQ:CPB) (Campbell’s) has been connecting people through food they love. Campbell’s is an S&P 500 large capitalization value equity. Headquartered in Camden, N.J. since 1869, generations of consumers have trusted us to provide delicious and affordable food and beverages. Today, the company is a North American focused brand powerhouse, generating fiscal 2026 net sales of $9.7 billion across two divisions: Meals & Beverages and Snacks. Our portfolio of 16 leadership brands includes Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory, Snyder’s of Hanover, Swanson and V8.
Financial Highlights
Fiscal Year 2026
Net sales
$9.7
Dollars in Billions
Adjusted Earnings*
$2.17
Per Share
Operating Cash Flow
$1.0
Dollars in Billions
Latest Quarterly Results
- +4% Net sales vs PY
- +1% Organic Net Sales * vs PY
- +2% Adj EBIT *
- $0.73 Adj EPS *
- (1)% $ Consumption 1
* See Non-GAAP reconciliation
1Circana Total US MULO+, 13 weeks ending 04/27/25 excluding Sovos Brands.
Message from CEO
Fourth quarter and fiscal 2026 results reflect top-line softness and inflation-driven margin headwinds. Our performance is not where it needs to be, and we are taking decisive action to improve it. We are increasing our focus on the consumer, sharpening execution, reducing costs to support investment in our brands, and strengthening our balance sheet, including resetting our dividend. We enter fiscal 2027 with leading brands including Campbell's, Rao's, Goldfish and Pepperidge Farm, a resilient Meals & Beverages division benefiting from durable at-home cooking trends, and actions underway to strengthen Snacks. The steps we are taking are designed to improve growth, expand margins, reduce leverage, and position Campbell's for sustainable long-term value creation.
Mick Beekhuizen
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