Campbell Soup (CPB) reported $2.29 billion in revenue for the quarter ended July 2024, representing a yearover-year increase of 10.9%. EPS of $0.63 for the same period compares to $0.50 a year ago. The reported revenue represents a surprise of -0.44% over the Zacks Consensus Estimate of $2.3 billion. With the consensus EPS estimate being $0.62, the EPS surprise was +1.61%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Campbell Soup (CPB) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.50 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.61%. A quarter ago, it was expected that this maker of canned soup, Pepperidge Farm cookies and V8 juice would post earnings of $0.70 per share when it actually produced earnings of $0.75, delivering a surprise of ...

财务业绩 - 第四季度净销售额增加11%至23亿美元，有机销售额下降1%[7] - 全年净销售额增加3%至96.36亿美元，有机销售额下降1%[13] - 第四季度调整后息税前利润增加36%至3.29亿美元，全年调整后息税前利润增加6%至14.54亿美元[13] - 第四季度调整后每股收益增加26%至0.63美元，全年调整后每股收益增加3%至3.08美元[14] - 公司第四季度净销售额为22.93亿美元，同比增长11%[25] - 全年净销售额为96.36亿美元，同比增长3%[43] - 全年营业利润为10亿美元，同比下降24%[43] - 全年每股收益为1.89美元，同比下降33%[43] - 公司第四季度税前利润为2.46亿美元，同比增长26%[69] - 公司全年税前利润为12.13亿美元，同比增长2%[69] - 公司第四季度调整后每股收益为0.63美元，同比增长26%[71] - 公司全年调整后每股收益为3.08美元，同比增长3%[71] - 公司第四季度营业利润为3.29亿美元，同比下降36%[69] - 公司全年营业利润为14.54亿美元，同比增长6%[69] - 公司第四季度净利润为1.89亿美元，同比增长26%[69] - 公司全年净利润为9.25亿美元，同比增长2%[69] 成本节约和协同效应 - 公司完成了10亿美元多年期成本节约计划的95%，并实现了收购Sovos Brands的1000万美元协同效应[16] - 公司在2024财年第四季度因成本节约和优化举措产生相关费用4000万美元[57] 2025财年展望 - 2025财年预计调整后每股收益增长1%至4%，净销售额增长9%至11%，调整后息税前利润增长9%至11%[17,18,19,21] - 2025财年预计净利息费用为3.5亿美元至3.55亿美元[17] - 2025财年预计毛利率和销售费用率将保持稳定，斯纳克斯业务利润率将有所上升，餐饮及饮料业务利润率将有所下降[19] 业务表现 - 餐饮和饮料业务第四季度净销售额增长28%，主要受益于收购Sovos Brands[28] - 餐饮和饮料业务第四季度营业利润增长60%，主要由于收购贡献和基础业务毛利率提升[30] - 休闲食品业务第四季度净销售额下降3%，主要由于净价格实现下降[31] - 休闲食品业务第四季度营业利润增长1%，主要由于营销和销售费用下降[31] - 2024财年第三季度Meals & Beverages业务销售额为12亿美元，同比增长28%[45] - 2024财年前12个月Meals & Beverages业务销售额为52.58亿美元，同比增长7%[47] - 2024财年第三季度Snacks业务销售额为10.93亿美元，同比下降3%[45] - 2024财年前12个月Snacks业务销售额为43.78亿美元，同比下降2%[47] 收购和出售 - 公司完成了Sovos Brands的收购，并出售了Emerald坚果和Pop Secret业务[38,36] - 公司在2023财年第四季度因出售Emerald坚果业务产生1300万美元损失[64] 财务指标 - 公司在2024财年第四季度实现调整后毛利率为31.4%，同比提升80个基点[67] - 公司在2024财年第四季度实现调整后销售和管理费用为3.78亿美元，同比下降2%[67] - 公司在2024财年全年实现调整后毛利率为31.5%，同比提升40个基点[67] - 公司第四季度税率为23.2%，同比增加10个百分点[69] - 公司全年税率为23.7%，与上年持平[69] 非经常性费用 - 公司在2024财年第四季度因收购Sovos Brands产生相关费用1400万美元[58] - 公司在2024财年第四季度因商品套期保值未实现损失2700万美元[59] - 公司在2024财年第四季度因加速摊销和资产减值共计产生1.29亿美元费用[60][62][63] - 公司在2024财年第四季度因诉讼和网络安全事件产生200万美元费用[64]

Campbell Soup Company (CPB) has been strategically concentrating on bolstering its Snacks division, which has demonstrated strong resilience despite various challenges. As part of its efforts to enhance this focus, CPB has offloaded its Pop Secret popcorn business to Our Home, a company specializing in healthier snack options. Recording net sales of roughly $120 million in fiscal 2024, the Pop Secret business divestiture is anticipated to be dilutive to Campbell Soup's earnings per share (EPS) by nearly 4 c ...

Campbell Soup Company (CPB) is likely to register top and bottom-line growth when it reports fourth-quarter fiscal 2024 earnings on Aug. 29. The Zacks Consensus Estimate for revenues is pegged at $2.31 billion, which suggests an increase of 11.5% from the prior-year quarter's reported figure. The consensus mark for quarterly earnings has remained unchanged in the past 30 days at 62 cents per share. This indicates growth of 24% from the year-ago quarter's reported figure. CPB has a trailing four-quarter earn ...

文章核心观点 - 分析师预计Campbell Soup公司将在即将发布的财报中实现每股收益0.62美元,同比增长24% [1] - 分析师预计公司营收将达到23.1亿美元,同比增长11.5% [1] - 过去30天内,分析师对该季度每股收益预测下调了0.3% [2] - 分析师预测公司"餐品及饮料"业务营收将达到11.8亿美元,同比增长26.3% [6] - 分析师预测公司"休闲食品"业务营收将达到11.2亿美元,同比下降1.4% [7] - 分析师预测公司"餐品及饮料"业务营业利润将达到1.95亿美元,去年同期为1.32亿美元 [8] - 分析师预测公司"休闲食品"业务营业利润将达到1.71亿美元,去年同期为1.58亿美元 [9] 行业分析 - 过去一个月,Campbell Soup公司股价上涨8.7%,而标普500指数仅上涨1.5% [10] - 该公司目前的Zacks排名为3级(持有),预计未来将与整体市场表现相当 [10]

clearstockconcepts/iStock Unreleased via Getty Images In January, I wrote an article about Campbell Soup Company (NYSE:CPB), focusing on the company's broad interests in food and snacks other than soup. Since that time, the company has risen in price almost 14%. Today, I want to revisit Campbell Soup's value at the higher price, and after they completed the acquisition of Sovos Brands in March for $23 per share. The deal cost about $2.7 billion, but gives Campbell Soup access to the valuable Rao's brand in ...

Food stocks got a big boost on Aug. 14 when the speculation privately held Mars was in serious negotiations to buy Kellanova (NYSE:K), the owners of Eggo, Cheez-It and many other food brands, turned into confirmation. Mars will pay $36 billion, or $83.50 a share, a 33% premium to Kellanova's Aug. 2 closing price, the day before Reuters first reported the potential tie-up. Kellanova stock is up more than 40% over the past month as a result. Last October, the former Kellogg Company was separated from its Nort ...

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Campbell Soup Company (CPB) has been demonstrating strong execution and strategic resilience amid a dynamic consumer environment. The company’s Snacks division, anchored by robust power brands, remains strong despite temporary pressures.  That said, the Meals and Beverages unit remains a vital growth catalyst.The acquisition of Sovos Brands has proven fruitful, contributing positively to the company's third-quarter fiscal 2024 performance. Apart from this, Campbell Soup's ongoing cost-saving initiatives and ...