Edit Content
Image

The Campbell’s Company (CPB) Q1 2026 Earnings Call Transcript

The Campbell’s Company (CPB) Q1 2026 Earnings Call December 9, 2025 8:00 AM EST

Company Participants

Rebecca Gardy – Senior VP & Chief Investor Relations Officer
Mick Beekhuizen – CEO, President & Director
Todd Cunfer – Executive VP & Chief Financial Officer

Conference Call Participants

Thomas Palmer – JPMorgan Chase & Co, Research Division
Andrew Lazar – Barclays Bank PLC, Research Division
David Palmer – Evercore ISI Institutional Equities, Research Division
Robert Moskow – TD Cowen, Research Division
Michael Lavery – Piper Sandler & Co., Research Division
Peter Grom – UBS Investment Bank, Research Division
James Salera – Stephens Inc., Research Division
Christopher Carey – Wells Fargo Securities, LLC, Research Division

Presentation

Operator

Good morning, and welcome to The Campbell’s Company First Quarter Fiscal 2026 Earnings Conference Call. Today’s conference is being recorded. [Operator Instructions] I would now like to turn the call over to Rebecca Gardy, Chief Investor Relations Officer at Campbell’s. Please go ahead.

Rebecca Gardy
Senior VP & Chief Investor Relations Officer

Good morning, and welcome to The Campbell’s Company First Quarter Fiscal 2026 Earnings Conference Call. I’m Rebecca Gardy, Campbell’s Chief Investor Relations Officer. Joining me today are Mick Beekhuizen, Chief Executive Officer; and our new Financial Officer, Todd Cunfer. Today’s remarks have been prerecorded. After the prepared remarks, we will transition to a live webcast Q&A. The presentation, a transcript of management’s prepared remarks and today’s earnings press release are available on our website at thecampbellscompany.com in the Investors section. A replay of the webcast will be posted at the same location following the Q&A with a full call transcript including the Q&A session available within 24 hours.

Slide 2 outlines today’s agenda. Mick will provide insights into our first quarter performance as well as our in-market performance by division. Todd will then discuss the financial results of the quarter in more detail and

SHARE THIS POST