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金宝汤公司Campbell Soup(CPB)2025财年第三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 2001-2025 FactSet CallStreet,LLC 02-Jun-2025 The Campbells Co.(CPB)Q3 2025 Earnings Call The Campbells Co.(CPB)Q3 2025 Earnings Call Corrected Transcript 02-Jun-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallStreet,LLC CORPORATE PART

2、ICIPANTS Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Mick J.Beekhuizen President,Chief Executive Officer&Director,The Campbells Co.Carrie L.Anderson Executive Vice President&Chief Financial Officer,The Campbells Co.OTHER PARTICIPANTS Andrew Lazar Analyst,Bar

3、clays Capital,Inc.Kenneth Goldman Analyst,JPMorgan Securities LLC Peter T.Galbo Analyst,BofA Securities,Inc.Megan Alexander Clapp Analyst,Morgan Stanley&Co.LLC Jim Salera Analyst,Stephens,Inc.MANAGEMENT DISCUSSION SECTION Operator:Good morning and welcome to The Campbells Company Third Quarter Fisca

4、l 2025 Earnings Conference Call.Todays conference is being recorded.All lines will be muted during the presentation portion of the call,with an opportunity for questions and answers at the end.Operator Instructions I would now like to turn the call over to Rebecca Gardy,Chief Investor Relations Offi

5、cer at Campbells.Please go ahead.Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Good morning,and welcome to Campbells third quarter fiscal 2025 earnings conference call.Im Rebecca Gardy,Campbells Chief Investor Relations Officer.Joining me today are Mick Beekhu

6、izen,Chief Executive Officer;and Carrie Anderson,Chief Financial Officer.Todays remarks have been prerecorded.Once we conclude the prepared remarks,we will transition to a live webcast Q&A session.The presentation and transcript of managements prepared remarks and todays earnings press release have

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根据《Data》标记内容,以下是Campbell's Co. 2025年第三季度财报会议的关键点: 1. **业绩概述**:第三季度业绩超出预期,主要得益于餐饮和饮料业务的强劲表现,以及有利的出货时间。 2. **有机净销售额增长**:有机净销售额增长1%,由销量增长推动,连续五个季度实现销量持平或增长。 3. **餐饮和饮料业务**:有机净销售额增长6%,主要得益于销量和混合增长。 4. **汤类产品**:Campbell's总湿汤类产品市场份额增长0.4点,连续六个季度实现销量份额增长。 5. **零食业务**:有机净销售额下降5%,主要受零食类别持续疲软和竞争加剧影响。 6. **Pepperidge Farm**:Pepperidge Farm面包店业务在九个季度中实现了最高的销量和市场份额增长。 7. **财务结果**:调整后每股收益(EPS)下降3%,至0.73美元,主要由于零食业务的持续压力。 8. **全年展望**:由于零食业务的复苏速度慢于预期,预计调整后收益将处于全年指引范围的低端。
Campbell's如何应对零食市场挑战?" ** "Campbell's在零食市场面临哪些挑战?他们如何应对并寻求突破?" 家厨趋势如何助力其业绩增长?" ** "家厨趋势对Campbell's Q3业绩有何影响?他们如何利用这一趋势实现增长?"
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