Demand for canned soup heightens, propelling Campbell's past projected sales figures, bolstered by the continuing 'eat-at-home' trend.

Street-beating third-quarter figures for Campbell's Corporation, surpassing predictions due to escalating consumer demand for canned soups and ready-made food for home dining amidst economic troubles. Get a sneak peek at Campbell's growth strategies amidst evolving consumer preferences.

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2025 June 7 . 8:42 AM

2 min read

Boost in Demand for Canned Foods Fuels Strong Third-Quarter Sales for Campbell's Corporation,... — Boost in Demand for Canned Foods Fuels Strong Third-Quarter Sales for Campbell's Corporation, Overpowering Sales and Profit Estimates. Gain Insight into Campbell's Strategies for Future Expansion as They Adapt to Changing Consumer Trends Caused by Economic Strains and Preference for Home Cooking.

Campbell Soup's 2025 Forecast and Q3 Performance

A Peek into the Future:

Campbell Soup Co forecasts a net sales growth of 6% to 8% for its fiscal 2025, expected sales ranging from $10.22 billion to $10.41 billion, a rise compared to $9.64 billion in the previous year. However, organic sales might remain stagnant or witness a minor dip of up to 2% [2][3].
The company expects adjusted earnings per share to be between $2.95 and $3.05 in 2025, but due to troubles in the Snacks segment, earnings are predicted to be at the lower end of this range. Analysts estimate earnings of approximately $2.98 per share [3][4].

Crunch Time for Snacks:

Campbell's Snacks division is experiencing a tough phase, with a 5% decline in organic net sales in Q3 of 2025 [1][5].
These challenges in the Snacks segment and the effects of tariffs have caused the company to reassess its full-year projections and adopt a more cautious outlook [5].
The impact of tariffs is expected to be an added hurdle, causing a negative impact of up to $0.05 per share [3][5].

Quarterly Highlights:

The third quarter saw sales exceeding predictions by over $100 million, with net sales reaching $2.48 billion [1].
The strong demand for canned food and soups, sparked by the eat-at-home trend amid economic uncertainty, boosted Campbell's performance in Q3 [1].
To stimulate demand in the Snacks segment, new products like Prego pasta sauces and Pepperidge Farm goods were introduced [1].

Demand for canned soup heightens, propelling Campbell's past projected sales figures, bolstered by the continuing 'eat-at-home' trend.

[1] Reuters, "Campbell Soup Co Q3 earnings top estimates on at-home demand," June 3, 2025.[2] Business Wire, "Campbell Soup Company Declares Fourth-Quarter Dividend," January 16, 2025.[3] Seeking Alpha, "Campbell Soup Q3 Earnings Preview," May 30, 2025.[4] Zacks, "Campbell Soup Company (CPB) Q3 2025 Earnings Preview," May 29, 2025.[5] Yahoo Finance, "Campbell Soup Q3 2025 Earnings Call Transcript," June 3, 2025.

Amidst the projected net sales growth for Campbell Soup Co in 2025, the forecasted organic sales for food-and-drink products may remain stagnant or slightly decrease.
In an effort to boost demand for the struggling Snacks segment, Campbell introduced new products like Prego pasta sauces and Pepperidge Farm goods in Q3 of 2025.
The finance sector anticipates Campbell's adjusted earnings per share to range between $2.95 and $3.05 in 2025, but the Snacks segment's troubles are expected to push earnings towards the lower end of this range.
The business world closely watches Campbell Soup's performance, not only in terms of food sales, but also as a representative of the advertising and lifestyle sectors, considering the impact of tariffs on the company's overall standing.