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金宝汤公司Campbell Soup(CPB)2025财年第四季度及全年业绩演示报告「NYSE」(英文版)(53页).pdf

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1、Earnings PresentationQ4 Fiscal 20251Todays AgendaRebecca Gardy Chief Investor Relations Officer WelcomeMick BeekhuizenChief Executive OfficerBusiness UpdateCarrie Anderson Chief Financial OfficerFinancial Results and Outlook2Forward-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:declines or volatility in financial markets,deteriorating economic conditions and other external factors,including the impact and application of new or changes to existing governmental laws,regulations,and policies;the risks assoc

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- **业绩概述**:2025财年第四季度业绩略高于预期,调整后每股收益为0.63美元。 - **业务更新**:M&B产品组合因在家烹饪行为而增长,Rao’s品牌市场销售额增长达到高个位数,零食品牌连续季度改善。 - **财务结果**:净销售额增长1%至23亿美元,调整后EBIT增长2%。 - **Sovos Brands收购**:预计将增加2026财年调整后每股收益。 - **2026财年展望**:预计净销售额增长2%至10.087亿美元,调整后EBIT下降13%至9%。 - **成本节约**:预计2026财年关税影响将部分抵消,企业成本节约计划增加50%至3.75亿美元。
"Q4财报亮点揭秘!" "品牌战略升级,业绩如何?" 增长动力何在?"
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