Campbell Soup Lifts Cost Savings Target

Campbell Soup(NYSE: CPB) reported fourth quarter fiscal 2025 earnings on September 3, 2025, with organic net sales down 3% and adjusted EBIT down 2% year-over-year, but results slightly exceeded internal expectations. Management raised its enterprise cost savings target by 50% to $375 million by fiscal 2028, while fiscal 2026 guidance anticipates adjusted EPS will decline 12%-18% due to significant tariff headwinds and elevated input costs. The following insights highlight key strategic developments, risk factors, and competitive strengths from the call.Campbell increased its enterprise-wide cost savings program target from $250 million to $375 million by fiscal 2028, following $145 million in realized savings in fiscal 2025, primarily from Sovos Brands integration and network optimization. This expanded target reflects a more aggressive approach to efficiency, digital transformation, and indirect spend management, supporting reinvestment in core brands.This step-up in cost savings ambition provides Campbell with greater flexibility to offset inflationary pressures and fund marketing and innovation, but also raises execution risk if integration or productivity initiatives underdeliver.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool