NASDAQ$CPB

Campbell Soup Co · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported strong results with top-line growth in both segments, tempered by foodservice and supply constraints caused by COVID-19, and continued growth in EBIT and EPS.

Campbell Soup Company reported a 5% increase in net sales to $2.28 billion for the second quarter of fiscal year 2021. EPS from continuing operations increased 43% to $0.80, and adjusted EPS increased 17% to $0.84. The company provided full-year fiscal 2021 guidance, projecting adjusted EPS of $3.03 to $3.11, reflecting growth of 3% to 5%.

  • Net Sales increased 5% reflecting continued elevated demand for Campbell's brands.
  • Earnings Per Share (EPS) from Continuing Operations of $0.80 increased 43%. Adjusted EPS of $0.84 increased 17%.
  • Earnings Before Interest and Taxes (EBIT) increased 15% to $401 million. Adjusted EBIT increased 8% to $393 million.
  • Fiscal 2021 Adjusted EPS guidance of $3.03 to $3.11, reflecting growth of 3% to 5%.

Headline financials

Total Revenue

$2.28B

Previous: $2.16B+5.4%
EPS (adj)

$0.84

Previous: $0.72+16.7%
Capital Expenditures

-$132M

Previous: -$167M+21.0%
Free Cash Flow

$113M

Previous: $1.04B-89.1%
Net Income

$245M

Previous: $1.21B-79.7%
Operating Income

$401M

Previous: $350M+14.6%
Gross Profit

$783M

Previous: $742M+5.5%
Cash & Equivalents

$946M

Previous: $58M+1531.0%
Total Assets

$12.5B

Previous: $11.7B+7.2%
Stock-Based Comp

$18M

Previous: $19M-5.3%

Revenue & EPS history

Campbell Soup · Revenue · Quarterly

$2.28B

Q2 2021+5.4%vs Q2 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Campbell Soup · $2.28B total across 2 segments · Q2 2021

  • Meals & Beverages
    $1.3B+6.2%
  • Snacks
    $979M+4.4%

Forward guidance

Following strong first half results, Campbell is providing full-year fiscal 2021 guidance that reflects cycling the COVID-19 related surge in demand during the second half of fiscal 2020, and an expected sequential improvement in margin as we progress through the remainder of fiscal 2021.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.9%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-1.2%

Avg return

30 days after

38%

27 / 72 earnings

Positive

+12.9%

Q3 2019

Best reaction

-14.4%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-2.0%+5.1%
Q2 2026-7.0%-13.3%-17.2%
Q1 2026-5.2%-4.3%-11.9%
Q4 2025+7.3%+7.8%+1.6%
Q3 2025-2.0%-5.3%-8.3%
Q2 2025-2.9%+4.2%-3.8%
Q1 2025-7.7%-7.6%-9.1%
Q4 2024-0.9%+2.4%-1.6%
Q3 2024-1.5%-3.9%+2.1%
Q2 2024-2.0%+0.1%+0.8%
Q1 2024+7.6%+8.6%+8.0%
Q4 2023-2.6%-1.8%-2.1%
Q3 2023-7.6%-9.1%-10.0%
Q2 2023+0.4%+2.2%+6.4%
Q1 2023+7.7%+7.4%+7.6%
Q4 2022-2.5%-3.1%-6.5%
Q3 2022+0.9%-1.6%+4.2%
Q2 2022-1.0%+1.2%+7.5%
Q1 2022+2.6%+6.2%+11.5%
Q4 2021+2.6%+3.2%-0.5%
Q3 2021-6.9%-6.7%-7.1%
Q2 2021+1.1%+1.4%+2.4%
Q1 2021-2.0%-3.2%-2.9%
Q4 2020-9.3%-13.8%-6.9%
Q3 2020-6.2%-4.1%-5.2%
Q2 2020+10.9%+4.8%+3.4%
Q1 2020+0.1%+1.4%+1.8%
Q4 2019+4.9%+4.1%+8.2%
Q3 2019+12.9%+10.2%+9.1%
Q2 2019+9.5%+9.4%+15.9%
Q1 2019+2.8%+5.4%-2.0%
Q4 2018-1.4%-0.8%-8.4%
Q3 2018-14.4%-12.6%-5.4%
Q2 2018-3.4%-10.1%-8.6%
Q1 2018-6.3%-7.8%-2.5%
Q4 2017-9.7%-7.1%-6.8%
Q3 2017+1.0%+2.5%-3.3%
Q2 2017-5.8%-5.4%-5.4%
Q1 2017+3.2%+4.5%+9.4%
Q4 2016-4.9%-5.0%-9.9%
Q3 2016-6.4%-5.2%-2.4%
Q2 2016+2.4%
Q1 2016+5.5%
Q4 2015+0.4%
Q3 2015+1.7%
Q2 2015-1.6%
Q1 2015-0.3%
Q4 2014-3.0%
Q3 2014-2.4%
Q2 2014+5.6%
Q1 2014-7.7%
Q4 2013-3.4%
Q3 2013-3.3%
Q2 2013+3.3%
Q1 2013-1.4%
Q4 2012-1.2%
Q3 2012-2.2%
Q2 2012+3.1%
Q1 2012-7.0%
Q4 2011-0.3%
Q3 2011+0.1%
Q2 2011+1.6%
Q1 2011-0.1%
Q4 2008-1.9%
Q4 2010-1.9%
Q3 2009-0.3%
Q3 2010-0.3%
Q2 2009+0.6%
Q2 2010+0.6%
Q1 2009-0.7%
Q4 2009-0.7%
Q1 2010-0.7%

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