)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
The Campbell’s Company (CPB) investor relations material
The Campbell’s Company Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary4 Sep, 2025
Leadership perspective and strategic focus
CEO transition brought renewed focus on leveraging a strong brand portfolio for sustainable, profitable growth in a dynamic environment.
Emphasis on controlling what can be controlled, with a focus on productivity and cost savings to fuel brand investment.
Consumer trends such as premiumization, flavor exploration, health, and cooking comfort are shaping portfolio evolution.
Creation of a growth office to enhance capabilities and drive consistent growth.
Strategic plan remains intact, but growth targets are now expected at the lower end of the previously communicated range.
Financial outlook and guidance
Fiscal 2026 organic growth is expected to range from -1% to +1%, with flat growth at the midpoint.
Meals and Beverages segment to maintain momentum, while Snacks is expected to stabilize and return to modest growth in the second half.
EPS guidance midpoint is about $0.40 lower year-over-year, mainly due to tariffs and divestitures, with 60% of tariff impact expected to be mitigated.
Marketing and selling spend will increase to 9–10% of net sales, phasing in over the year.
Cost savings program increased from $250M to $375M, driven by integration, network optimization, and procurement initiatives.
Segment performance and growth drivers
Meals and Beverages benefit from at-home cooking trends, value, and convenience, with strong brands like Prego and Rao's.
Soup remains a core focus, with ongoing investment and portfolio evolution to meet consumer needs.
Rao's brand continues to grow in high single digits, with further distribution and innovation opportunities.
Snacks segment expects gradual improvement, with innovation in brands like Milano Cookies driving growth despite category headwinds.
Salty snacks and pretzels have growth potential through innovation, price pack architecture, and expanded distribution.
Revisit long-term algorithm expectations
Detail incremental cost savings sources
Rao's brand growth runway and opportunities?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Campbell’s Company earnings date
AGM 202518 Nov, 2025
Next The Campbell’s Company earnings date
AGM 202518 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Soups and Processed Foods
Campbell Soup Company, more often than not referred to simply as Campbell’s, is an American company producing a wide array of different processed foods. The company is most known for its famous canned soup products, but it also produces various canned foods, beverages, snacks, and more. Campbell’s owns and operates several smaller subsidiaries such as Pepperidge Farm, V8 Juice, Swanson, and several others. The company is headquartered in Camden, New Jersey and its shares are traded on the NYSE.
Glass Jars and Pop Art
The Campbell Soup Company was founded in 1869 by Joseph A. Campbell and Abraham Anderson in Camden, New Jersey. Originally started as a producer of canned tomatoes, vegetables, jellies, soups, and minced meats, the company's first canned soup was introduced in 1895. Over the years, Campbell's expanded its product line to include a wide variety of soups and other food products, and made several acquisitions of other companies within the processed food industry. In the 1960s, artist Andy Warhol used the soup can as the subject for a series of artworks, drawing attention to the relationship between consumer goods and art. His depiction of the Campbell's can is famous around the world and one of the most renowned examples of pop art.
The Soups
Campbell’s soups are its most iconic products and have become staples in many consumer’s pantries. Over the years, the product line has expanded significantly, offering a diverse array of flavors and styles. Classic varieties like Tomato, Chicken Noodle, and Cream of Mushroom remain popular, while newer lines such as the Chunky series offer heartier options with more pronounced ingredients. Many of Campbell's soups are designed to be heated and consumed directly from the can, but they also serve as foundational ingredients in numerous recipes, from casseroles to sauces.
Other Products
While soups are still a large part of the company’s DNA, they also produce a number of other products and foods. These include canned goods outside its portfolio of soups, various snacks, beverages, and more. Its subsidiaries include Pepperidge Farm, V8 Juice, Swanson, and several others. When looking at peers one finds names such as Unilever, General Mills, Kraft-Heinz, and several others.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage