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Visual22 Oct 2025
Epiroc's cash spent on M&A
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?
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Next The Campbell’s Company earnings date
AGM 202518 Nov, 2025
Next The Campbell’s Company earnings date
AGM 202518 Nov, 2025
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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.
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