H.B. Fuller's 15-min chart triggers Bollinger Bands expanding downward, bearish marubozu pattern.
PorAinvest
miércoles, 3 de septiembre de 2025, 11:43 am ET1 min de lectura
CPB--
Campbell's (NASDAQ: CPB), a leading U.S. food producer known for its soups, snacks, and packaged foods, reported its fourth-quarter and full-year fiscal 2025 earnings on September 3, 2025. The company's net sales increased by 1% year over year to $2.32 billion, driven by an extra week in the reporting period and the recent Sovos Brands acquisition. However, organic revenue, which adjusts for these factors and portfolio changes, declined by 3% compared to the same period last year, reflecting soft underlying demand [1].
Key financial highlights include:
- Adjusted Earnings per Share (EPS): Adjusted EPS slipped 2% to $0.62.
- Revenue: Net sales rose 1% to $2.32 billion.
- Organic Revenue: Organic revenue declined 3% to $2.16 billion.
- Adjusted EBIT: Adjusted EBIT fell 2% to $321 million.
Segment-wise, Meals & Beverages posted flat sales on a reported basis, but organic revenue dropped by 3% due to weaker demand for Rao’s pasta sauces and U.S. soup. The Snacks business saw a 2% increase in reported sales but a 2% decline in organic sales, reflecting broader market softness. Gross profit margin improved to 30.4% on a reported basis but fell 0.9 percentage points on an adjusted basis, reflecting cost savings and inflation [1].
Campbell's faces significant challenges, including tariff-related cost pressures and ongoing input cost headwinds. The company expects adjusted EPS to decline by 12%–18% in fiscal 2026, primarily due to these factors. Management has guided for a 12%–18% decline in adjusted EPS for fiscal 2026, aiming to mitigate tariff impacts and maintain operational efficiency [1].
The company's focus on premium brand acquisitions, such as Sovos Brands, and divestments, like the Pop Secret popcorn and Noosa yogurt business, reflects a strategic shift to optimize its portfolio. Campbell's is also investing in product innovation and marketing efforts to drive renewed interest and volume growth in its Snacks segment, which contributed 41% of sales in fiscal 2025 [1].
Investors should closely monitor Campbell's progress in mitigating tariff and supply chain cost pressures, the effectiveness of innovation and brand marketing in lifting Snacks volumes, and developments in its brand portfolio following the Sovos Brands integration. Customer concentration, with Walmart accounting for about 22% of total sales, remains a risk to watch [1].
References
[1] https://www.nasdaq.com/articles/campbells-posts-1-revenue-gain-q4
FUL--
Based on H.B. Fuller's 15-minute chart, the Bollinger Bands are currently expanding downward, indicating a bearish Marubozu pattern observed at 09:30 on September 3, 2025. This suggests that sellers are currently driving the market trend, exerting control over the market, and implying a continuation of the bearish momentum.
Title: Campbell's Q4 2025 Earnings Show Revenue Growth Despite Organic Sales DeclineCampbell's (NASDAQ: CPB), a leading U.S. food producer known for its soups, snacks, and packaged foods, reported its fourth-quarter and full-year fiscal 2025 earnings on September 3, 2025. The company's net sales increased by 1% year over year to $2.32 billion, driven by an extra week in the reporting period and the recent Sovos Brands acquisition. However, organic revenue, which adjusts for these factors and portfolio changes, declined by 3% compared to the same period last year, reflecting soft underlying demand [1].
Key financial highlights include:
- Adjusted Earnings per Share (EPS): Adjusted EPS slipped 2% to $0.62.
- Revenue: Net sales rose 1% to $2.32 billion.
- Organic Revenue: Organic revenue declined 3% to $2.16 billion.
- Adjusted EBIT: Adjusted EBIT fell 2% to $321 million.
Segment-wise, Meals & Beverages posted flat sales on a reported basis, but organic revenue dropped by 3% due to weaker demand for Rao’s pasta sauces and U.S. soup. The Snacks business saw a 2% increase in reported sales but a 2% decline in organic sales, reflecting broader market softness. Gross profit margin improved to 30.4% on a reported basis but fell 0.9 percentage points on an adjusted basis, reflecting cost savings and inflation [1].
Campbell's faces significant challenges, including tariff-related cost pressures and ongoing input cost headwinds. The company expects adjusted EPS to decline by 12%–18% in fiscal 2026, primarily due to these factors. Management has guided for a 12%–18% decline in adjusted EPS for fiscal 2026, aiming to mitigate tariff impacts and maintain operational efficiency [1].
The company's focus on premium brand acquisitions, such as Sovos Brands, and divestments, like the Pop Secret popcorn and Noosa yogurt business, reflects a strategic shift to optimize its portfolio. Campbell's is also investing in product innovation and marketing efforts to drive renewed interest and volume growth in its Snacks segment, which contributed 41% of sales in fiscal 2025 [1].
Investors should closely monitor Campbell's progress in mitigating tariff and supply chain cost pressures, the effectiveness of innovation and brand marketing in lifting Snacks volumes, and developments in its brand portfolio following the Sovos Brands integration. Customer concentration, with Walmart accounting for about 22% of total sales, remains a risk to watch [1].
References
[1] https://www.nasdaq.com/articles/campbells-posts-1-revenue-gain-q4
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