金宝汤公司Campbell Soup（CPB）2026财年第一季度业绩电话会纪要「NYSE」（英文版）（19页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:19 Copyright 2001-2025 FactSet CallStreet,LLC 09-Dec-2025 The Campbells Co.(CPB)Q1 2026 Earnings Call The Campbells Co.(CPB)Q1 2026 Earnings Call Corrected Transcript 09-Dec-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallStreet,LLC CORPORATE PART

2、ICIPANTS Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Mick J.Beekhuizen President,Chief Executive Officer&Director,The Campbells Co.Todd E.Cunfer Executive Vice President&Chief Financial Officer,The Campbells Co.OTHER PARTICIPANTS Thomas Palmer Analyst,JPMorg

3、an Securities LLC Andrew Lazar Analyst,Barclays Capital,Inc.David Palmer Analyst,Evercore ISI Robert Moskow Analyst,TD Cowen Michael S.Lavery Analyst,Piper Sandler&Co.Peter Grom Analyst,UBS Securities LLC Jim Salera Analyst,Stephens,Inc.Chris Carey Analyst,Wells Fargo Securities LLC .MANAGEMENT DISC

4、USSION SECTION Operator:Good morning and welcome to The Campbells Company First Quarter Fiscal 2026 Earnings Conference Call.Todays conference is being recorded.All lines will be muted during the presentation portion of the call,with an opportunity for questions and answers at the end.Operator Instr

5、uctions I would now like to turn the call over to Rebecca Gardy,Chief Investor Relations Officer at Campbells.Please go ahead.Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Good morning and welcome to The Campbells Company first quarter fiscal 2026 earnings con

6、ference call.Im Rebecca Gardy,Campbells Chief Investor Relations Officer.Joining me today are Mick Beekhuizen,Chief Executive Officer,and our new Chief Financial Officer,Todd Cunfer.Todays remarks have been prerecorded.After the prepared remarks,we will transition to a live webcast Q&A.The presentat