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5 Insightful Analyst Questions From Campbell's’s Q2 Earnings Call

By: StockStory

CPB Cover Image

Campbell’s second quarter saw a positive market reaction, as management pointed to resilience in its meals and beverages business and sequential improvement in snacks. CEO Mick Beekhuizen highlighted that at-home cooking trends continued to support core categories such as condensed soups and broths, while recent product innovations, like Kettle Brand Avocado Oil chips and Milano White Chocolate cookies, drove consumer engagement. The company also cited ongoing cost savings and productivity efforts as key to navigating a challenging operating environment.

Is now the time to buy CPB? Find out in our full research report (it’s free).

Campbell's (CPB) Q2 CY2025 Highlights:

  • Revenue: $2.32 billion vs analyst estimates of $2.33 billion (1.2% year-on-year growth, in line)
  • Adjusted EPS: $0.62 vs analyst estimates of $0.57 (8.8% beat)
  • Adjusted EBITDA: $427 million vs analyst estimates of $414.9 million (18.4% margin, 2.9% beat)
  • Adjusted EPS guidance for the upcoming financial year 2026 is $2.47 at the midpoint, missing analyst estimates by 6.5%
  • Operating Margin: 11.6%, up from 3.4% in the same quarter last year
  • Organic Revenue fell 3% year on year vs analyst estimates of 2.7% declines (34.4 basis point miss)
  • Sales Volumes fell 4% year on year (1% in the same quarter last year)
  • Market Capitalization: $10.06 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Campbell's’s Q2 Earnings Call

  • Peter Galbo (Bank of America) inquired about factors that might move guidance toward the high or low end. CEO Mick Beekhuizen cited tariff impacts, consumer dynamics, and stabilization in snacks as key variables.
  • Tom Palmer (JPMorgan) questioned the outlook for snacks and whether expected stabilization was category-driven or due to company-specific efforts. Beekhuizen emphasized brand support, innovation, and pack size adjustments as primary levers.
  • Robert Moskow (TD Cowen) asked about Campbell’s pricing strategy to offset tariffs. Beekhuizen explained that pricing actions are targeted and vary by category to avoid consumer pushback, especially in soup.
  • Michael Lavery (Piper Sandler) sought detail on tariff mitigation sustainability and alternative sourcing. CFO Carrie Anderson clarified that supplier collaboration and inventory management would provide some relief, but options for sourcing materials like tin plate are limited.
  • Jim Salera (Stephens) followed up on household penetration and buy rate trends, asking how Campbell’s plans to increase both. Beekhuizen pointed to increased marketing, innovation, and brand support to drive awareness and purchase frequency.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will monitor (1) the effectiveness of Campbell’s tariff mitigation and productivity initiatives, (2) the stabilization and potential recovery of the snacks segment, and (3) the impact of innovation and increased marketing on household penetration and buy rate—particularly for Rao’s, Goldfish, and other leadership brands. Execution on these priorities will be central to assessing progress against management’s strategic goals.

Campbell's currently trades at $33.74, up from $31.44 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).

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