CPB Earnings Prediction
The chart below shows how CPB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CPB sees a +0.54% change in stock price 10 days leading up to the earnings, and a +0.45% change 10 days following the report. On the earnings day itself, the stock moves by +0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
CPB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.29B
10.88%
-3.21%
Gross Margin
29.26%
-6.19%
-3.34%
Operating Margin
10.95%
-26.01%
-12.05%
Net Margin
-0.13%
-101.59%
-102.32%
EPS
-0.01
-101.79%
-102.27%
No Data Available
CPB Earnings Analysis
Campbell Soup Company Corporation (CPB.N) Earnings Conference Call
Positive
EBIT Increase Driven by Growth: In Q4, Campbell Soup Company achieved a 36% increase in adjusted EBIT, driven by higher adjusted gross profit from the contribution of Sovos Brands and base business performance.
Adjusted EPS Increase: Adjusted EPS rose 26% to $0.63 in Q4, reflecting strong operational performance and exceeding expectations despite the impact of the Sovos acquisition being neutral for the quarter.
Meals & Beverages Growth: The Meals & Beverages division saw a 1% increase in organic net sales, with a notable 2% growth in volume, indicating a positive trend in consumer demand.
Cash Flow Performance Increase: The company generated strong cash flow from operations of nearly $1.2 billion in fiscal year '24, representing a 4% increase compared to the prior year, despite one-time costs associated with the acquisition.
Operating Margin Improvement: Campbell's Snacks operating margin improved by 50 basis points to 14.5% in Q4, reflecting effective cost management and a focus on brand strength amidst competitive pressures.
Negative
Q4 Organic Sales Decline: Organic net sales in Q4 declined 1% compared to the prior year, indicating a slight downturn in sales performance despite some volume improvements.
Snacks Sales Decline: The Snacks business experienced a 3% decline in organic net sales for the quarter, reflecting ongoing challenges in the category and competitive pressures.
Divestiture Impact on Sales: The divestiture of the Pop Secret business is expected to reduce net sales by approximately 1 percentage point and have a $0.04 earnings per share dilutive impact in fiscal '25.
Consumer Confidence Trends: Consumer confidence showed a modest reversal in Q4, highlighting a fragile state of the consumer environment and potential risks for future growth.
Broth Share Normalization Impact: The company anticipates a normalization of broth share in the second half of the year, which could negatively impact sales performance in that segment.
CPB FAQs
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CPB Earning Call Sentiment
Campbell Soup Company (CPB) Q4 2024 Earnings Call Transcript
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00:00
00:00
CPB.N
0.35%Positive
The earnings call summary presents a mixed picture. While there is strong EBIT and EPS growth, the decline in organic net sales and cautious margin expectations due to consumer recovery weigh negatively. The Q&A highlights concerns about competition in the Snacks segment and unclear responses from management. The company's guidance is optimistic, but the lack of clarity and potential market pressures suggest a balanced outlook, leading to a neutral sentiment. The absence of a market cap prevents a precise prediction, but the overall sentiment suggests limited stock movement.
