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Campbell's Cuts Annual Forecasts, Consumers Shift to Cheaper Alternatives

March 11 (Reuters) - Campbell's Co cut its annual sales and profit forecasts on Wednesday, as the ​packaged food company expects demand to be weighed ‌down by consumers' shift toward cheaper alternatives amid rising input costs.

Shares of the company, which also missed expectations for second-quarter sales and ​profit, were down nearly 6% in premarket trading.

Campbell's price ​hikes in recent years, meant to protect margins ⁠from rising raw material costs, have dissuaded lower-income consumers, who ​increasingly prefer cheaper brands and store-label products as they tighten ​budgets.

The company has been battling higher costs related to tariffs, especially in metals like aluminum and steel used for cans and packaging.

Meanwhile, prices ​of beef, the key ingredient for its ready-to-eat soup, hit ​record highs in the U.S. as drought forced ranchers to shrink the ‌cattle ⁠herd to its smallest size in 75 years.

The company now expects fiscal 2026 organic net sales to fall between 1% and 2%, compared with its previous forecast of between ​a 1% fall ​and 1% ⁠rise.

It also expects fiscal 2026 adjusted profit per share between $2.15 and $2.25, lower than its previous ​forecast of $2.40 and $2.55.

For the quarter ended February ​1, net ⁠sales fell 5% to $2.56 billion, compared with the average analyst estimate of $2.61 billion.

Adjusted profit per share came in at 51 ⁠cents, ​below analysts' average estimate of 57 ​cents, according to data compiled by LSEG.

Reporting by Koyena Das and Neil J ​Kanatt in Bengaluru; Editing by Shinjini Ganguli and Leroy Leo

Source: Reuters


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