The Campbell's Company reported its fourth-quarter and full-year fiscal 2025 financial results on September 3, 2025. For Q4, adjusted earnings of $0.62 per share surpassed analyst estimates of $0.57, while revenue of $2.32 billion was in line with consensus forecasts. However, Q4 organic net sales declined by 3%.
For the full fiscal year 2025, net sales reached $10.3 billion, representing a 6.4% increase from fiscal 2024, but full-year adjusted EPS missed expectations. The company's outlook for fiscal 2026 is muted, with forecasts for annual sales and profit falling below Wall Street estimates.
Campbell's expects a significant 12% to 18% drop in earnings for fiscal 2026, primarily due to higher costs from tariffs and weak demand for snacks and ready-to-eat meals. CEO Mick Beekhuizen stated that there is no alternative but to import steel and aluminum for tinned soups, necessitating 'surgical' price increases, with tariffs potentially raising canned goods prices by 9% to 15%.
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