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金宝汤公司Campbell Soup(CPB)2025财年第四季度及全年业绩电话会纪要「NYSE」(英文版)(18页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:18 Copyright 2001-2025 FactSet CallStreet,LLC 03-Sep-2025 The Campbells Co.(CPB)Q4 2025 Earnings Call The Campbells Co.(CPB)Q4 2025 Earnings Call Corrected Transcript 03-Sep-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 Peter T.Galbo Analyst,Bo

3、fA Securities,Inc.Thomas Palmer Analyst,JPMorgan Securities LLC Robert Moskow Analyst,TD Securities(USA)LLC Michael S.Lavery Analyst,Piper Sandler&Co.Jim Salera Analyst,Stephens,Inc.MANAGEMENT DISCUSSION SECTION Operator:Good morning,and welcome to Campbells Companys Fourth Quarter Fiscal 2025 Earni

4、ngs 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 Officer at Campb

5、ells.Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Good morning,and welcome to The Campbells Company fourth quarter fiscal 2025 earnings conference call.Im Rebecca Gardy,Campbells Chief Investor Relations Officer.Joining me today are Mick Beekhuizen,our Chief

6、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.The presentation,a transcript of managements prepared remarks,and todays earnings press release have been posted to the In

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- **业绩概述**:Campbell's Co. 2025年第四季度业绩略超预期,全年净销售额增长6%,主要得益于Sovos收购的积极影响。 - **市场表现**:市场消费量下降1%,有机净销售额下降3%,主要受第三季度有利发货时间的影响。 - **业务亮点**:Meals & Beverages业务增长,Snacks业务实现连续季度改善。 - **创新与品牌**:推出新增长办公室,专注于满足消费者需求,创新产品如Avocado Oil Kettle Brand Chips和Pacific flavored bone broths表现强劲。 - **财务结果**:调整后每股收益为2.97美元,包括关税的正面影响。 - **未来展望**:预计2026年有机净销售额将下降1%至增长1%,调整后每股收益将下降12%至18%,主要受关税影响。
** "Q4财报亮点揭秘" ** "Campbell's Co. Q4财报中,哪些创新产品引领了增长趋势?" 挑战与机遇" ** "面对关税压力,Campbell's Co. 如何规划2026年的增长策略?"
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