Campbell Soup(US:CPB) ZACKS·2025-12-09 15:30Core Insights - Campbell's reported $2.68 billion in revenue for the quarter ended October 2025, a year-over-year decline of 3.4% with an EPS of $0.77 compared to $0.89 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $2.66 billion, resulting in a surprise of +0.67%, while the EPS also surpassed the consensus estimate of $0.73 by +5.48% [1] Financial Performance - Net Sales in the Meals & Beverages segment were $1.67 billion, slightly above the estimated $1.64 billion, but down 2.4% from the previous year [4] - Net Sales in the Snacks segment were $1.01 billion, below the estimated $1.02 billion, reflecting a 5.1% decline year-over-year [4] - Operating Earnings for Meals & Beverages were $297 million, exceeding the estimate of $292.67 million, while Snacks reported $123 million, below the estimate of $135.61 million [4] - Corporate Operating Earnings were reported at -$81 million, worse than the estimated -$45.05 million [4] Stock Performance - Over the past month, Campbell's shares have returned -2%, contrasting with the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]