Campbell Soup Company
CPB
$29.60 0.82%
Exchange: NASDAQ | Sector: Consumer Defensive | Industry: Packaged Foods
Q2 2025
Published: Mar 5, 2025

Earnings Highlights

  • Revenue of $2.69B up 9.3% year-over-year
  • EPS of $0.58 decreased by 14.7% from previous year
  • Gross margin of 30.5%
  • Net income of 173.00M
  • "We updated our full year guidance to reflect the slower than anticipated recovery of our snacking categories impacting the outlook for the second half." - Mick Beekhuizen
CPB
Company CPB

Executive Summary

Campbell Soup Company delivered a solid top-line contribution from the Sovos acquisition in Q2 FY2025, with reported net sales up 9% to $2.685 billion. Organic net sales declined 2% as growth from Meals & Beverages and the Sovos addition contrasted with weaker snacking categories. Volumes remained flat for the quarter, marking the fourth consecutive period of flat or higher volume. Adjusted EBIT rose 2% year over year, while adjusted EPS of $0.74 reflected higher interest expense from elevated debt post-acquisition. Management updated full-year guidance to reflect a slower-than-expected snacking recovery: organic net sales projected to be down 2% to flat, with reported net sales up about 6%–8% and adjusted EPS of $2.95–$3.05, inclusive of the noosa divestiture impact. The company is accelerating cost savings (raised guidance to $120 million) and remains committed to expanding leadership-brand growth, Rao's expansion, and margin discipline across Snacks and Meals & Beverages. Balance sheet health remains solid, with a net debt to adjusted EBITDA of ~3.7x at quarter-end and substantial liquidity, as Campbell navigates ongoing macro headwinds, tariff considerations, and category dynamics in snacking.

Key Performance Indicators

Revenue
Increasing
2.69B
QoQ: -3.14% | YoY: 9.32%
Gross Profit
Increasing
819.00M
30.50% margin
QoQ: -5.54% | YoY: 5.54%
Operating Income
Increasing
327.00M
QoQ: -10.90% | YoY: 3.15%
Net Income
Decreasing
173.00M
QoQ: -20.64% | YoY: -14.78%
EPS
Decreasing
0.58
QoQ: -20.55% | YoY: -14.71%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 2,685.00 0.58 +9.3% View
Q1 2025 2,772.00 0.72 +10.1% View
Q4 2024 2,293.00 -0.01 +10.9% View
Q3 2024 2,369.00 0.44 +14.6% View
Q2 2024 2,456.00 0.68 +10.2% View