Campbell Soup Company (CPB) Q1 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.358 at the same location following the Q&A with a full call transcript, including the Q&A 00:00:05.358 -- 00:00:08.502 session, available within 24 hours. 00:00:08.502 -- 00:00:13.829 Slide 2 outlines today's agenda. Mick will provide insights into our first quarter performance 00:00:13.829 -- 00:00:16.633 as well as our in-market performance by division. 00:00:16.633 -- 00:00:20.698 Todd will then discuss the financial results of the quarter in more detail and review 00:00:20.698 -- 00:00:24.027 our guidance for the full fiscal year 2026. 00:00:24.027 -- 00:00:28.213 Please note that all references to the first quarter in market performance refer to the 00:00:28.213 -- 00:00:32.499 13-week period ending November 2, 2025, 00:00:32.499 -- 00:00:36.866 compared to the 13-week period ending November 3, 2024. 00:00:36.866 -- 00:00:41.953 In addition, beginning in fiscal 26, we are reporting share of our Cape Cod and 00:00:41.953 -- 00:00:47.221 Kettle brand chips against the total potato chip category, replacing the prior comparison 00:00:47.221 -- 00:00:49.795 to the Kettle cooked potato chip category. 00:00:49.795 -- 00:00:55.041 Late July will be compared against the total tortilla chip category rather than the natural 00:00:55.041 -- 00:00:59.967 and organic tortilla chip segment. We believe these updates more accurately reflect our 00:00:59.967 -- 00:01:04.252 brand's in-market performance and underscore their strong positioning within the broader 00:01:04.252 -- 00:01:09.438 chips category. And finally, beginning in fiscal 2026, the snacking and meals 00:01:09.438 -- 00:01:14.463 and beverages retail business in Latin America is managed under our meals and beverages 00:01:14.463 -- 00:01:19.469 segment. Through the fourth quarter of ...