Risk/Reward archive
The Campbell’s Company (CPB) reported 25Q1 diluted GAAP EPS of $0.72, compared with last year’s $0.78. Non-GAAP EPS of $0.89 was below last year’s $0.91, but ahead of my estimate of $0.82. Net sales were $2.77 billion, up…
Continue reading →Campbell Soup Company (CPB) reported 24Q4 diluted GAAP loss per share of $0.01, compared with last year’s profit of $0.41. Non-GAAP EPS of $0.63, above last year’s $0.50, and matching my estimate of $0.63. Net sales were $2.39…
Continue reading →Campbell Soup Company (CPB) reported 24Q3 diluted GAAP EPS of $0.44, below last year’s $0.53. Non-GAAP EPS was $0.76, above last year’s $0.68, and in line with my estimate of $0.75. Net sales were $2.37 billion, 6.3% above…
Continue reading →Campbell Soup Company (CPB) reported 24Q1 diluted GAAP EPS of $0.78, below last year’s $0.99 and also below my estimate of $0.82. Non-GAAP EPS was $0.91, below last year’s $1.02, but above my estimate of $0.85. Net sales…
Continue reading →23Q4 Results Exceed Expectations; Agrees to Acquire Sovos Brands; Maintaining Buy Rating; Lowering PT Campbell Soup Company (CPB) reported 23Q4 diluted EPS of $0.56 above last year’s $0.32 and my estimate of $0.34. Non-GAAP EPS was $0.50, below…
Continue reading →Campbell Soup Company (CPB) reported 22Q3 EPS of $0.53 below last year’s $0.62 and my estimate of $0.61. Net sales were $2.23 billion, 4.6% above 22Q3 and in line with my estimate. Diluted Non-GAAP EPS was $0.68, down…
Continue reading →Campbell Soup Company (CPB) reported stronger than expected 23Q2 net sales and profits (vs. my estimates). Net sales were $2.49 billion, 12.5% above 22Q1 and 7% above my estimate. Diluted Non-GAAP EPS was $0.80, up 6% YOY and…
Continue reading →Campbell Soup Company (CPB) reported much stronger than expected 23Q1 net sales and profits (vs. my estimates). Net sales were $2.58 billion, 15% above 22Q1 and 9% above my estimate. Diluted Non-GAAP EPS was $1.02, up 14% YOY…
Continue reading →Fiscal 22Q4 net sales of $2.0 billion increased 6.1% YOY. GAAP diluted EPS was $0.32, below 21Q4’s $0.95. Non-GAAP adjusted EPS of $0.56 exceeded 21Q4’s $0.52. These results were generally in line with my expectations.
Continue reading →Since 2019, Campbell Soup Company has jettisoned several businesses to focus on its core Meals and Beverage (M&B) and Snacks segments. It has also acquired new growth platforms in Pacific Foods and Snyder’s-Lance. Its $1 billion enterprise cost…
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