secwatch.observer — SEC 8-K summary
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Issuer:     CAMPBELL'S Co (CPB)
CIK:        0000016732
Form:       8-K
Filed at:   2025-09-03T23:59:59+00:00
Accession:  0000016732-25-000105
Event type: earnings
Sentiment:  negative
Materiality: 0.82
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Campbell's Q4 adj EPS -2% to $0.62; FY2026 guidance implies adj EPS decline of 12-18%
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- Q4 net sales $2.3B (+1%); organic net sales -3%; adj EPS $0.62 vs $0.63 prior.
- Full-year adj EPS $2.97 (-4%); cash from ops $1.13B; returned $521M to shareholders via dividends and buybacks.
- FY2026 guidance: organic net sales -1% to +1%; adj EPS $2.40-$2.55 vs comparable 52-wk base of $2.91 (12-18% decline).
- Tariffs expected to be ~4% of COGS; ~60% mitigation in place; two-thirds of FY2026 EPS decline attributed to net tariff impact.
- Cost savings target increased from $250M to $375M by end of FY2028.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/16732/000001673225000105/0000016732-25-000105-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/16732/000001673225000105/cpb-20250903.htm
  HTML page:      https://secwatch.observer/filing/0000016732-25-000105

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer