Campbell's Company (The) (CPB) FY2025 10-K Annual Report

Filed: Sep 18, 2025
Consumer Staples
Food and Kindred ProductsSEC EDGAR

Campbell's Company (The) (CPB) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Sep 18, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Campbell's Company (The) FY2025 10-K Analysis

Business Overview

  • Core business model: Food products company focused on packaged soups, beverages, and related convenient food items
  • Acquisition and integration of Sovos Brands on March 12, 2024, adding equity awards and associated long-term incentive plans
+3 more insights

Management Discussion & Analysis

  • Revenue $10.253B in 2025, up 6% YoY driven by 8-point Sovos Brands acquisition and 2-point 53rd week, offset by divestitures and volume/mix declines
  • Gross profit margin 30.4% in 2025 vs 30.8% in 2024, down 40 bps due to cost inflation, supply chain costs, and unfavorable pricing
+4 more insights

Risk Factors

  • U.S. tariffs and reciprocal tariffs risk impacting cost and supply chain stability
  • Exposure to geopolitical instability and civil disobedience disrupting operations and supply chain
+3 more insights

Campbell's Company (The) FY2025 Key Financial Metrics
XBRL

Revenue

$10.3B

+6.4% YoY

Net Income

$602M

+6.2% YoY

Operating Margin

11.0%

+58bp YoY

Net Margin

5.9%

-1bp YoY

ROE

15.4%

+48bp YoY

Total Assets

$14.9B

-2.2% YoY

EPS (Diluted)

$2.01

+6.3% YoY

Operating Cash Flow

$1.1B

-4.6% YoY

Source: XBRL data from Campbell's Company (The) FY2025 10-K filing on SEC EDGAR. All figures in USD.

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