Campbell's (CPB) Q1 Earnings and Revenues Beat Estimates

Core Viewpoint - Campbell's quarterly earnings of $0.77 per share exceeded the Zacks Consensus Estimate of $0.73, although it represents a decline from $0.89 per share a year ago [1][2] Financial Performance - The company reported revenues of $2.68 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.67%, but down from $2.77 billion year-over-year [3] - Over the last four quarters, Campbell has surpassed consensus EPS estimates four times and topped consensus revenue estimates twice [2][3] Stock Performance - Campbell shares have declined approximately 28.3% year-to-date, contrasting with the S&P 500's gain of 16.4% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $2.66 billion, and for the current fiscal year, it is $2.45 on revenues of $9.94 billion [8] - The trend of estimate revisions for Campbell was mixed ahead of the earnings release, which may change following the recent results [7] Industry Context - The Food - Miscellaneous industry, to which Campbell belongs, is currently ranked in the bottom 21% of over 250 Zacks industries, indicating potential challenges ahead [9] - Conagra Brands, another company in the same industry, is expected to report a significant year-over-year earnings decline of 37.1% in its upcoming results [10][11]