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Campbell Soup (GB:0HST)
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Campbell Soup (0HST) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Dec 03, 2025
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.74
Last Year’s EPS
0.89
Same Quarter Last Year
Based on 15 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Sep 03, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with some positive developments in brand performance and cost savings, but also significant challenges from declining organic sales, reduced EBIT and EPS, and the looming impact of tariffs.
Company Guidance
During the Campbell Soup Company's fourth quarter fiscal 2025 earnings call, several key metrics and guidance for fiscal 2026 were discussed. The company reported a slight overperformance compared to expectations, with net sales up 1% and adjusted EBIT and adjusted EPS down 2% year-over-year. Organic net sales for the quarter declined 3%, primarily due to shipment timing reversals from Q3. Full-year fiscal 2025 net sales grew by 6%, largely driven by the acquisition of Sovos Brands, while adjusted EBIT increased by 2%. For fiscal 2026, Campbell anticipates a 4% tariff impact on the cost of products sold and aims to mitigate approximately 60% of this through various strategies. Guidance for fiscal 2026 includes reported net sales expected to decrease by 2% to flat and organic net sales ranging from a 1% decline to a 1% increase. Adjusted EBIT is projected to decline between 9% and 13%, with adjusted EPS expected to be down 12% to 18%. The quarter's in-market consumption decreased by 1%, while full-year organic net sales declined by 1% due to volume and mix pressures. Campbell also increased its cost savings target to $375 million by fiscal 2028, a 50% increase from the previous estimate, to counterbalance the tariff impact and support brand investment and innovation.
Slightly Ahead of Expectations
Fourth-quarter earnings performance was slightly ahead of expectations, despite the challenging operating environment.
Strong In-Market Performance
Meals and Beverages in-market consumption outpaced the category, driven by at-home cooking trends.
Rao's Brand Performance
Rao's brand returned to high single-digit consumption growth, contributing positively to the Italian sauce category.
Milano White Chocolate Success
Milano White Chocolate innovation led to a 27% increase in dollar consumption for the Milano brand.
Progress in Cost Savings
Delivered $145 million in cost savings in fiscal 2025, exceeding expectations and increasing the target to $375 million by fiscal 2028.

Campbell Soup (GB:0HST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:0HST Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Dec 03, 2025
2026 (Q1)
0.74 / -
0.89
Sep 03, 2025
2025 (Q4)
0.56 / 0.62
0.63-1.59% (-0.01)
Jun 02, 2025
2025 (Q3)
0.65 / 0.73
0.75-2.67% (-0.02)
Mar 05, 2025
2025 (Q2)
0.72 / 0.74
0.8-7.50% (-0.06)
Dec 03, 2024
2025 (Q1)
0.87 / 0.89
0.91-2.20% (-0.02)
Aug 29, 2024
2024 (Q4)
0.62 / 0.63
0.526.00% (+0.13)
Jun 05, 2024
2024 (Q3)
0.71 / 0.75
0.6810.29% (+0.07)
Mar 06, 2024
2024 (Q2)
0.77 / 0.80
0.80.00% (0.00)
Dec 06, 2023
2024 (Q1)
0.88 / 0.91
1.02-10.78% (-0.11)
Aug 31, 2023
2023 (Q4)
0.50 / 0.50
0.56-10.71% (-0.06)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:0HST Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Sep 03, 2025
$31.02$32.88+5.99%
Jun 02, 2025
$33.42$33.09-1.01%
Mar 05, 2025
$39.58$38.30-3.23%
Dec 03, 2024
$43.75$40.87-6.57%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Campbell Soup (GB:0HST) report earnings?
Campbell Soup (GB:0HST) is schdueled to report earning on Dec 03, 2025, Before Open (Confirmed).
    What is Campbell Soup (GB:0HST) earnings time?
    Campbell Soup (GB:0HST) earnings time is at Dec 03, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Campbell Soup stock?
          The P/E ratio of Campbell Soup is N/A.
            What is GB:0HST EPS forecast?
            GB:0HST EPS forecast for the fiscal quarter 2026 (Q1) is 0.74.

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