10-Q quarterly report · filed Dec 9, 2025

Campbell's Company (The) (CPB) Q4 2025 10-Q Quarterly Report

Short answer

Campbell's Company (The) (CPB) filed its Q4 2025 10-Q quarterly report on Dec 9, 2025 for the quarter ended Nov 2, 2025. Quarterly revenue was $2.7B (down 3.4% year over year) with net income of $194M.

Q4 2025 key financials · XBRL

Revenue
$2.7B
−3.4% YoY
Net income
$194M
−11.0% YoY
Operating margin
12.6%
EPS (diluted)
$0.65
−9.7% YoY

Source: XBRL data from the Campbell's Company (The) (CPB) Q4 2025 10-Q on SEC EDGAR. USD.

Campbell's Company (The) Q4 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $2.677B, down 3% YoY from $2.772B, driven by volume/mix declines and divestitures partially offset by price increases
  • Gross margin 29.6% vs 31.3% YoY, down 170 bps due to cost inflation, tariffs, and supply chain costs, partially offset by productivity and pricing
  • Best segment Meals & Beverages: sales down 4%, operating earnings down 13% to $297M; Worst Snacks: sales down 2%, operating earnings down 10% to $123M
  • Operating cash flow stable at $224M vs $225M, capital expenditures increased to $127M from $110M, planned $370M for full year 2026
  • Management expects continued inflationary pressures and volume headwinds in 2026, pursuing cost savings initiatives targeting $375M annual savings by 2028

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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