Campbell's Company (The) (CPB) Q4 2025 10-Q Quarterly Report
Campbell's Company (The) (CPB) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 9, 2025 for the fiscal period ending Nov 2, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Campbell's Company (The) Q4 2025 10-Q Analysis
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
Campbell's Company (The) Q4 2025 Quarterly FinancialsXBRL
Revenue
$2.7B
▼ -3.4% YoY
Net Income
$194M
▼ -11.0% YoY
Operating Margin
12.6%
▼ -69bp YoY
Net Margin
7.2%
▼ -62bp YoY
ROE
4.9%
▼ -77bp YoY
Total Assets
$15.2B
▼ -5.8% YoY
EPS (Diluted)
$0.65
▼ -9.7% YoY
Operating Cash Flow
$224M
▼ -0.4% YoY
Source: XBRL data from Campbell's Company (The) Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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