金宝汤 2026年季度报告

(Mark One)☑QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the Quarterly Period Ended February 1, 2026 THE CAMPBELL'S COMPANY New Jersey 21-0419870 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) (856)342-4800(Registrant’s telephone number, including area code) Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to suchfiling requirements for the past 90days.☑Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit suchfiles).☑Yes☐No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company oran emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company," and "emerging growthcompany" in Rule12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).☐Yes☑No There were 298,146,488 shares of capital stock outstanding as of March5, 2026. Notes to Consolidated Financial Statements(unaudited) 1. Basis of Presentation and Significant Accounting Policies In this Form 10-Q, unless otherwise stated, the terms "we," "us," "our" and the "company" refer to The Campbell's Company and itsconsolidated subsidiaries. The financial statements reflect all adjustments which are, in our opinion, necessary for a fair statement of the results of operations,financial position and cash flows for the indicated periods. The accounting policies we used in preparing these financial statements aresubstantially consistent with those we applied in our Annual Report on Form 10-K for the year ended August3,2025. Certain The results for the period are not necessarily indicative of the results to be expected for other interim periods or the full year. Ourfiscal year ends on the Sunday nearest July 31, which is August2,2026. There will be 52 weeks in 2026. There were 53 weeks in 2025. 2. Recent Accounting Pronouncements In December 2023, the Financial Accounting Standards Board (FASB) issued guidance to improve income tax disclosures by requiringdisaggregated information about a reporting entity’s effective tax rate reconciliation as well as information on income taxes paid. Theguidance is effective for annual periods beginning after December 15, 2024. The guidance should be applied on a prospective basis with In November 2024, the FASB issued guidance to improve disclosures by requiring additional details about specific types of expenses(purchases of inventory, employee compensation, depreciation and intangible asset amortization) included in certain expense captions. Theguidance requires disclosure of the total amount of selling expenses and, on an annual basis, disclosure of the definition of sellingexpenses. The guidance is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning In September 2025, the FASB issued guidance to clarify and modernize the accounting for costs related to internal-use software. Theguidance eliminates references to various stages of a software development project and clarifies the threshold to apply to begin capitalizingcosts. The guidance is effective for fiscal years beginning after December15, 2027, and interim periods within those fiscal years. The In November 2025, the FASB issued guidance to clarify and improve hedge accounting guidance. The guidance, which is intended tomore closely align hedge accounting with the economics of an entity’s risk management activities, is effective for fiscal years beginningafter December 15, 2026, and interim periods within those fiscal years. Early adoption is permitted. The guidance is to be applied on a In December 2025, the FASB issued authoritative guidance on the accounting for government grants received by business entities. Theguidance defines government grants and establishes recognition, presentation and disclosure requirements. The guidance is effective forfiscal years beginning after December 15, 2028, and interim periods within those fiscal years. The guidance may be applied on a modified 3. Pending Acquisition On December8, 2025, we entered i