Campbell Soup’s Mixed Results: Cost Cuts Counter Tariff Woes and Slumping Sales

Campbell Soup Company’s latest quarterly earnings present a complex picture of resilience and challenge. The food manufacturer surpassed profit expectations but simultaneously disappointed markets with declining sales and a cautious outlook, highlighting ongoing pressures from tariffs and shifting consumer demand.

For the fourth quarter of fiscal 2025, Campbell Soup posted adjusted earnings per share of $0.62, exceeding analyst projections that ranged between $0.56 and $0.57. This positive surprise, however, was immediately tempered by revenue figures. The company reported net sales of $2.32 billion, a narrow miss against expectations. More concerning was the 3% contraction in organic sales, a key indicator that strips out one-time effects and points to underlying softness in the core business. This trend was evident for the full fiscal year as well; while Read more...