金宝汤公司Campbell Soup（CPB）2026财年第二季度业绩电话会纪要「NYSE」（英文版）（17页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:17 Copyright 2001-2026 FactSet CallStreet,LLC 11-Mar-2026 The Campbells Co.(CPB)Q2 2026 Earnings Call-Q&A The Campbells Co.(CPB)Q2 2026 Earnings Call-Q&A Corrected Transcript 11-Mar-2026 1-877-FACTSET 2 Copyright 2001-2026 FactSet CallStreet,LLC CORPOR

2、ATE PARTICIPANTS 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 Andrew Lazar Analyst

3、,Barclays Capital Thomas Palmer Analyst,JPMorgan Securities LLC Peter T.Galbo Analyst,BofA Securities,Inc.Megan Alexander Clapp Analyst,Morgan Stanley&Co.LLC Michael S.Lavery Analyst,Piper Sandler&Co.Max Gumport Analyst,BNP Paribas Securities Corp.Robert Moskow Analyst,TD Cowen David Palmer Analyst,

4、Evercore ISI Jim Salera Analyst,Stephens Inc.The Campbells Co.(CPB)Q2 2026 Earnings Call-Q&A Corrected Transcript 11-Mar-2026 1-877-FACTSET 3 Copyright 2001-2026 FactSet CallStreet,LLC MANAGEMENT DISCUSSION SECTION Operator:Good morning and welcome to The Campbells Company Second Quarter 2026 Questi

5、on-and-Answer Session.At this time,all participants are in a listen-only mode.After the introductory remarks,we will open up the lines for questions.Operator instructions As a reminder,this conference is being recorded.I will now turn the call over to Rebecca Gardy,Chief Investor Relations Officer.M

6、s.Gardy,you may begin.Rebecca Gardy Senior Vice President&Chief Investor Relations Officer,The Campbells Co.Good morning and thank you for joining The Campbells Company second quarter 2026 earnings question-and-answer session.Earlier this morning,we released our earnings press release,earnings slide