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金宝汤公司Campbell Soup(CPB)2025财年第三季度业绩演示报告「NYSE」(英文版)(51页).pdf

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1、Earnings PresentationQ3 Fiscal 20252Todays AgendaRebecca Gardy Chief Investor Relations Officer WelcomeMick BeekhuizenChief Executive OfficerBusiness UpdateCarrie Anderson Chief Financial OfficerFinancial Results and Outlook3Forward-looking StatementsSafe Harbor Regarding Forward-Looking StatementsT

2、his presentation contains forward-looking statements”within the meaning of the federal securities laws.These forward-looking statements reflect our current expectations regarding our future results of operations,economic performance,financial condition and achievements.These forward-looking statemen

3、ts can be identified by words such as anticipate,believe,estimate,expect,intend,plan,pursue,strategy,target,will and similar expressions.One can also identify forward-looking statements by the fact that they do not relate strictly to historical or current facts and may reflect anticipated cost savin

4、gs or implementation of our strategic plan.These statements reflect our current plans and expectations and are based on information currently available to us.They rely on several assumptions regarding future events and estimates which could be inaccurate and which are inherently subject to risks and

5、 uncertainties.We wish to caution the reader that the following important factors and those important factors described in our other Securities and Exchange Commission filings,or in our most recent Form 10-K,could affect our actual results and could cause such results to vary materially from those e

6、xpressed in any forward-looking statements made by,or on behalf of,us:the risks associated with imposed and threatened tariffs by the U.S.and reciprocal tariffs by its trading partners;the risks related to the availability of,and cost inflation in,supply chain inputs,including labor,raw materials,co

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- 第三季度业绩超出预期,M&B品牌表现强劲,零食业务面临持续竞争压力。 - 领导品牌份额和消费稳定,受家庭烹饪增加推动,M&B品牌强劲。 - 财年2025年预期调整后每股收益预计在低端。 - 关税预计将在2025财年带来0.03至0.05美元的额外阻力。 - 财年2025年预期净销售额增长6%至8%,调整后EBIT增长3%至5%,调整后每股收益下降4%至1%。 - 财年2025年至今已向股东返还403亿美元,包括之前宣布的5%股息增加。 - 财年2025年资本支出预计约为净销售额的4.5%。
"Q3财报亮点揭秘!" "品牌战略新动向,业绩增长哪家强?" 如何应对挑战,实现增长?"
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