NASDAQ$CPB

Campbell Soup Co · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Campbell Soup's Q2 2024 results reflected a slight decrease in net sales but improved volume trends and operating margin expansion.

Campbell Soup Company reported a 1% decrease in net sales to $2.5 billion for the second quarter of fiscal year 2024. Despite the sales dip, the company saw improvements in volume trends and operating margin expansion in both Meals & Beverages and Snacks divisions. Adjusted EPS remained comparable to the prior year at $0.80.

  • Net sales decreased by 1% on both a reported and organic basis, totaling $2.5 billion.
  • Adjusted EBIT increased by 1% to $364 million.
  • Adjusted EPS was $0.80, comparable to the prior year.
  • Campbell reaffirms full-year fiscal 2024 guidance and expects to complete the acquisition of Sovos Brands in March 2024.

Headline financials

Total Revenue

$2.46B

Previous: $2.49B-1.2%
EPS

$0.68

Previous: $0.80-15.0%
Capital Expenditures

-$263M

Previous: -$155M-69.7%
Free Cash Flow

-$60M

Previous: $77M-177.9%
Net Income

$203M

Previous: $232M-12.5%
Operating Income

$317M

Previous: $350M-9.4%
Gross Profit

$776M

Previous: $759M+2.2%
Cash & Equivalents

$169M

Previous: $158M+7.0%
Total Assets

$12.1B

Previous: $12B+1.2%
R&D Expense

$24M

No prior period
Stock-Based Comp

$19M

Previous: $16M+18.8%

Revenue & EPS history

Campbell Soup · Revenue · Quarterly

$2.46B

Q2 2024-1.2%vs Q2 2023
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Campbell Soup · $2.37B total across 2 segments · Q3 2026

  • Meals & Beverages
    $1.43B
  • Snacks
    $940M

Forward guidance

Campbell reaffirmed its full-year fiscal 2024 guidance, anticipating sequential earnings and margin progress, with the top-line growth rate tracking to the lower end of the net sales guidance range. The pending acquisition of Sovos Brands is not included in the current fiscal 2024 outlook but will be updated with third-quarter earnings.

Tailwinds

  • Reaffirms full-year fiscal 2024 guidance.
  • Expects sequential earnings and margin progress in the balance of the fiscal year.
  • Anticipates a moderating inflationary environment.
  • Ongoing productivity improvements are expected.
  • Possible upside should the pace of consumer recovery accelerate in the second half of the year.

Headwinds

  • Full year top-line growth rate is currently tracking to the lower end of the net sales guidance range.
  • Sovos Brands acquisition is not included in the current fiscal 2024 outlook.
  • Unspecified other additional guidance assumptions.
  • Unspecified risks related to sales, EBIT and EPS guidance.
  • Unspecified factors that could cause the company’s actual results to vary materially.

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 2024

Historical avgQ2 2024

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro