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金宝汤公司Campbell Soup(CPB)2025财年第一季度业绩电话会纪要「NYSE」(英文版)(19页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:19 Copyright 2001-2024 FactSet CallStreet,LLC 04-Dec-2024 The Campbells Co.(CPB)Q1 2025 Earnings Call The Campbells Co.(CPB)Q1 2025 Earnings Call Corrected Transcript 04-Dec-2024 1-877-FACTSET 2 Copyright 2001-2024 FactSet CallStreet,LLC CORPORATE PART

2、ICIPANTS Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Mark A.Clouse President,Chief Executive Officer&Director,The Campbells Co.Carrie L.Anderson Executive Vice President&Chief Financial Officer,The Campbells Co.OTHER PARTICIPANTS Ken Goldman Analyst,JPMorgan

3、 Securities LLC Andrew Lazar Analyst,Barclays Capital,Inc.Peter T.Galbo Analyst,BofA Securities,Inc.Robert Moskow Analyst,TD Securities(USA)LLC Jim Salera Analyst,Stephens,Inc.MANAGEMENT DISCUSSION SECTION Operator:Good morning and welcome to the Campbells Company Q1 Fiscal 2025 Earnings Conference

4、Call.All participants are in a listen-only mode.After the speakers remarks,we will conduct a question-and-answer session.Operator Instructions As a reminder,this conference call is being recorded.I would now like to turn the call over to Rebecca Gardy,Chief Investor Relations Officer at Campbells.Pl

5、ease go ahead.Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Good morning,and welcome to the Campbells Company first quarter fiscal 2025 earnings conference call.Im Rebecca Gardy,Campbells Chief Investor Relations Officer.And joining me today are Mark Clouse,Ch

6、ief Executive Officer;and Carrie Anderson,Chief Financial Officer.Todays remarks have been pre-recorded.Once we conclude the prepared remarks,we will transition to a live webcast Q&A session.The prepared remarks,the slide deck,and earnings press release have been posted to the Investor Relations Sec

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根据报告的内容,本文主要介绍了康宝莱公司(The Campbell's Co.)2025财年第一季度(Q1 2025)的财报电话会议内容。主要内容包括: 1. 公司CEO Mark A. Clouse宣布计划退休,并将在未来两个月内与新CEO Mick Beekhuizen一起过渡。 2. 康宝莱Q1 2025财报显示,净销售额增长10%,有机净销售额下降1%,主要受感恩节假期延后影响。 3. 调整后EBIT增长6%,调整后每股收益(EPS)为0.89美元。 4. 公司重申了2025财年全年的业绩预期,预计第二季度将显示销售和市场份额的环比改善。 5. 公司预计Sovos品牌的整合将使2025财年调整后每股收益增加。 6. 公司计划通过提高生产力、成本节约和资本纪律来应对当前的动态宏观经济和消费者环境。 综上所述,康宝莱Q1 2025财报显示公司业绩基本符合预期,Sovos品牌的整合进展顺利,公司对2025财年全年业绩保持乐观态度。
康宝莱公司2025财年第一季度业绩如何? 康宝莱公司CEO马克·克劳斯计划退休,谁将成为他的继任者? 康宝莱公司如何看待2025财年下半年的业绩预期?
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