NASDAQ$CPB

Campbell Soup Co · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Campbell Soup's third-quarter fiscal 2021 results were impacted by lapping the demand surge from the pandemic's onset, a rising inflationary environment, and supply chain cost increases.

Campbell Soup Company reported an 11% decrease in net sales for the third quarter of fiscal year 2021, primarily due to lapping unprecedented demand from the prior year. Adjusted EPS decreased by 31% to $0.57, reflecting sales volume declines and lower adjusted gross margin performance.

  • Net sales decreased 11% due to lapping the prior year's demand surge at the pandemic's onset.
  • Earnings Before Interest and Taxes (EBIT) was $272 million, comparable to the prior year, while adjusted EBIT decreased 27% to $283 million.
  • Earnings Per Share (EPS) from Continuing Operations decreased 2% to $0.54, and adjusted EPS decreased 31% to $0.57.
  • Nearly 75% of the brand portfolio grew or held share, indicating strong brand health and continued momentum.

Headline financials

Total Revenue

$1.98B

Previous: $2.24B-11.3%
EPS (adj)

$0.57

Previous: $0.83-31.3%
Capital Expenditures

-$190M

Previous: -$220M+13.6%
Free Cash Flow

-$30M

Previous: -$52M+42.3%
Net Income

$160M

Previous: $168M-4.8%
Operating Income

$272M

Previous: $273M-0.4%
Gross Profit

$628M

Previous: $772M-18.7%
Cash & Equivalents

$209M

Previous: $1.24B-83.2%
Total Assets

$11.7B

Previous: $12.7B-7.8%
Stock-Based Comp

$17M

Previous: $14M+21.4%

Revenue & EPS history

Campbell Soup · Revenue · Quarterly

$1.98B

Q3 2021-11.3%vs Q3 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Campbell Soup · $1.98B total across 2 segments · Q3 2021

  • Meals & Beverages
    $1.04B-14.1%
  • Snacks
    $945M-8.1%

Forward guidance

Campbell is updating its full-year fiscal 2021 guidance to reflect its third-quarter results and the impact of the sale of the Plum baby food and snacks business on May 3, 2021. In the fourth quarter, the company expects continued margin pressure related to its transition out of the COVID-19 environment, and more pronounced inflation while pricing actions take hold in the beginning of fiscal 2022.

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 Q3 2021

Historical avgQ3 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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