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Earnings transcript
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CPB
Campbell Soup Company
$23.41
0.18
(0.76%)
| Exchange: | NASDAQ |
| Market Cap: | 6.98B |
| Shares Outstanding: | 507.273M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Packaged Foods | |||||
| CEO: | Mick J. Beekhuizen | |||||
| Full Time Employees: | 13700 | |||||
| Address: |
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| Website: | https://www.thecampbellscompany.com |
Campbell Soup Company (CPB) is a leading international producer and marketer of a wide variety of food and beverage products. The enterprise conducts its business through two main operational divisions: Meals & Beverages and Snacks. The Meals & Beverages segment serves both retail and food service industries throughout the United States and Canada. Its extensive product range includes classic Campbell’s condensed and ready-to-enjoy soups; Swanson brand broths and stocks; Pacific Foods’ line of broths, soups, and non-dairy beverages; Prego pasta sauces; Pace brand Mexican sauces; Campbell’s gravies, pasta dishes, beans, and dinner sauces; Swanson canned poultry; Plum organic baby food and snacks; V8 juices and drinks; and Campbell’s tomato juice. The Snacks division primarily targets the retail sector, with a significant presence in Latin America. This segment offers a diverse array of treats, such as Pepperidge Farm’s selection of cookies, crackers, fresh bakery items, and frozen goods, including Milano cookies and Goldfish crackers. Other notable brands within this category are Snyder’s of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory Pretzel Crisps, Pop Secret popcorn, Emerald nuts, and numerous other snacking options. Campbell Soup Company employs a comprehensive distribution strategy, selling its merchandise across an extensive network that encompasses major retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores. Additionally, products are available via e-commerce platforms, various other retail, commercial, and non-commercial establishments, and a system of independent contractor distributors. Established in 1869, the company’s corporate headquarters are situated in Camden, New Jersey.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 9,357,000 | 9,636,000 | 10,253,000 |
| Gross Profit | 2,917,000 | 2,971,000 | 3,119,000 |
| EBITDA | 1,703,000 | 1,417,000 | 1,575,000 |
| Operating Income | 1,312,000 | 1,226,000 | 1,353,000 |
| Net Income | 858,000 | 567,000 | 602,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 12,058,000 | 15,235,000 | 14,896,000 |
| Total Liabilities | 8,395,000 | 11,439,000 | 10,992,000 |
| Total Stockholders Equity | 3,661,000 | 3,794,000 | 3,904,000 |
| Total Debt | 4,967,000 | 7,542,000 | 6,857,000 |
| Cash and Cash Equivalents | 189,000 | 108,000 | 132,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,143,000 | 1,185,000 | 1,131,000 |
| Capital Expenditure | -370,000 | -517,000 | -426,000 |
| Free Cash Flow | 773,000 | 668,000 | 705,000 |
| Net Income | 858,000 | 567,000 | 602,000 |
| Net Change in Cash | 80,000 | -81,000 | 24,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 9,446,907.692 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 10,793,325.443 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 9,780,931.094 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,658,453.118 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,894,823.662 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,717,092.640 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 598,359.001 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 710,412.002 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 626,157.002 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,511,669.539 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,727,119.798 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,565,119.093 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.090 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 2.370 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 1.990 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Free Cash Flow Generation: The company consistently produces positive free cash flow, with a sustainable FCF-to-net-income ratio near 100% after normalizing for a 2022 anomaly. This cash generation supports the company's high dividend yield of approximately 7.4% and provides a buffer for reinvestment and debt servicing.
- Attractive Valuation on a Forward Basis: Trading at a forward P/E of roughly 13x, the stock sits well below its historical average of ~18x and the broader packaged foods industry. This depressed multiple, combined with a high dividend yield, offers a potential margin of safety for value-oriented investors.
- Defensive Business Model: As a packaged foods company in the Consumer Defensive sector, CPB exhibits low cyclicality. Its products maintain steady demand across economic cycles, providing portfolio stability and predictable revenue streams, as evidenced by consistent operating income.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CPB intrinsic value between $32.76 – $37.49 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about CPB valuation
Is Campbell Soup Company (CPB) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Campbell Soup Company (CPB) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CPB a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CPB trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CPB’s P/E ratio?
You can see CPB’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CPB?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CPB a good long-term investment?
Whether CPB fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CPB
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Daily snapshot
0.76
Trading Metrics:
| Open: | 23.01 | Previous Close: | 23.23 | |
| Day Low: | 22.89 | Day High: | 23.46 | |
| Year Low: | 19.56 | Year High: | 34.17 | |
| Price Avg 50: | 22.49 | Price Avg 200: | 24.38 | |
| Volume: | 1.895M | Average Volume: | 7.904M |
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Login — it's freeCPB full analysis
Hey everyone, welcome back to the channel. Today we’re diving deep into a household name that’s been anything but comfortable for investors lately. We’re talking about The Campbell’s Company, ticker CPB. This is a comprehensive analysis where we’ll cover the business model, the latest earnings, the financial health, a full SWOT breakdown, and of course, what the stock might actually be worth. Let’s get into it. Campbell’s is a name that’s been on kitchen tables for over a century and…
