Campbells 2025 Q4 Earnings Strong Performance as Net Income Surges 4933%

Campbell Soup Company (CPB) reported its fiscal 2025 Q4 earnings on September 3, 2025. The results beat expectations with a significant turnaround in profitability. The company delivered positive guidance for fiscal 2026 despite anticipating sales and EBIT declines.

Campbell’s fiscal 2025 Q4 earnings marked a strong reversal from the prior year, with the company turning a net loss into a significant profit. Earnings per share surged from a loss of $0.01 in 2024 to $0.49 in 2025, representing a 5000% improvement. This turnaround was driven by operational efficiency and strategic initiatives. The company also raised full-year guidance, signaling confidence in its long-term resilience and market position.

Revenue

In fiscal 2025 Q4, Campbell’s total revenue increased by 1.2% year-over-year to $2.32 billion. The Meals & Beverages segment contributed $1.20 billion, while the Snacks segment generated $1.12 billion. Corporate income (expense) and restructuring charges were reported at $0 each, reflecting a clean financial structure for the quarter. The revenue performance highlights the company’s strong market presence and brand strength across both core segments.

Earnings/Net Income

Campbell’s returned to profitability in 2025 Q4 with an EPS of $0.49, reversing a loss of $0.01 in the prior year. The net income for the quarter reached $145 million, a dramatic 4933% increase from a net loss of $3 million in 2024 Q4. This robust performance reflects the company’s strategic focus on cost control, innovation, and market positioning. The company has maintained profitability for more than 20 years in the corresponding fiscal quarter, showcasing its operational resilience.

Price Action

The stock price of Campbell’s demonstrated positive momentum across recent timeframes. It climbed 3.01% during the latest trading day, 5.51% during the most recent full trading week, and 4.33% month-to-date as of September 3, 2025.

Post-Earnings Price Action Review

Mick Beekhuizen, CEO of Campbell’s, highlighted that fourth-quarter earnings slightly exceeded expectations, with the Meals & Beverages segment outpacing its category in consumption and the Snacks segment showing sequential improvements in sales and market share. He emphasized the growing consumer trends of home cooking and health-conscious eating as key drivers behind the company’s innovation and brand support. Beekhuizen also noted a 1% in-market consumption decline and a 3% organic sales drop, attributing these to shipment timing reversals and the impact of recent divestitures. However, he expressed confidence in the company’s resilient portfolio, citing strong product innovation such as the launch of Milano white chocolate cookies and enhanced broth offerings. Looking ahead, the CEO outlined a strategic focus on increasing marketing investment, prioritizing cost savings, and expanding digital transformation to sustain growth. His tone remained cautiously optimistic, balancing near-term challenges with long-term strategic focus.

Guidance

Carrie Anderson, CFO, provided updated fiscal 2026 guidance, anticipating a net sales decline of between 2% and flat, with organic net sales expected to decrease by 1% to potentially increase by 1%. Adjusted EBIT is projected to fall by 9% to 13%, and adjusted EPS is expected to decline by 12% to 18%, with approximately two-thirds of the expected EPS drop attributed to the impact of tariffs. The company is proactively working to mitigate 60% of these tariff impacts through cost savings, pricing strategies, and supply chain initiatives. Capital expenditures are expected to remain around 4% of net sales, reflecting a balanced approach to managing cost pressures while continuing to invest in innovation, marketing, and productivity.

Additional News

Within the three weeks preceding Campbell’s earnings release, notable non-earnings-related developments included significant policy updates in Nigeria. The Federal Government announced new regulations targeting food sellers who violate health and safety standards, signaling a stronger regulatory environment for the food retail sector. Additionally, non-oil revenue saw a substantial 40% increase, reaching N20.6 trillion, as reported by the Presidency. In the business sector, International Breweries experienced a significant 88% revenue growth to N488.96 billion. Meanwhile, the Central Bank of Nigeria introduced new rules for safer digital transactions, reflecting a broader push toward financial technology advancement.