NASDAQ$CPB

Campbell Soup Co · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported a 6% increase in net sales and an 8% increase in adjusted EPS.

Campbell Soup Company reported a 6% increase in net sales to $2.0 billion and an 8% increase in adjusted EPS to $0.56 for the fourth quarter of fiscal year 2022. The company's performance was driven by inflation-driven pricing and sales allowances, which offset volume declines and increased promotional spending.

  • Net sales and organic net sales increased 6% to $2.0 billion.
  • Adjusted EBIT increased 5% to $269 million.
  • Adjusted EPS increased 8% to $0.56.
  • Company achieved $850 million of total savings under its multi-year cost savings program.

Headline financials

Total Revenue

$1.99B

Previous: $1.87B+6.1%
EPS (adj)

$0.56

Previous: $0.55+1.8%
Organic Net Sales Change

6.0%

Previous: -4.0%+250.0%
Capital Expenditures

$63M

Previous: $85M-25.9%
Free Cash Flow

$1.18B

Previous: $69M+1611.6%
Net Income

$96M

Previous: $288M-66.7%
Operating Income

$170M

Previous: $411M-58.6%
Gross Profit

$571M

Previous: $587M-2.7%
Cash & Equivalents

$109M

Previous: $69M+58.0%
Total Assets

$11.9B

Previous: $11.7B+1.3%
Stock-Based Comp

$13M

Previous: $13M+0.0%

Revenue & EPS history

Campbell Soup · Revenue · Quarterly

$1.99B

Q4 2022+6.1%vs Q4 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Campbell Soup · $1.99B total across 2 segments · Q4 2022

  • Snacks
    $1.05B+2.9%
  • Meals & Beverages
    $935M+9.9%

Forward guidance

Campbell is providing full-year fiscal 2023 guidance reflecting the expectation for continued elevated consumer demand for its brand portfolio.

Tailwinds

  • Expects continued elevated consumer demand for its brand portfolio.
  • Sales growth expected in both divisions.
  • Improved supply chain execution expected.
  • Disciplined investment in its brands to drive further share recovery.
  • Productivity improvements and cost savings initiatives will continue to play an important role in mitigating inflation.

Headwinds

  • Elasticities expected to be slightly above fiscal 2022 levels.
  • Inflation is expected to remain elevated.
  • Pension and postretirement income to decline in fiscal 2023.
  • Estimated pre-tax headwind of approximately $35 million related to lower pension and postretirement benefit income.
  • Represents approximately 3% of both adjusted EBIT and adjusted EPS growth.

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 Q4 2022

Historical avgQ4 2022

-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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