金宝公司 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 May 3, 2026or☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _______________ to __________________ THE CAMPBELL'S COMPANY (Exact name of registrant as specified in its charter) New Jersey21-0419870(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.) 1 Campbell PlaceCamden, New Jersey 08103-1799(Address of principal executive offices) (Zip Code) (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. Large accelerated filerNon-accelerated filerEmerging growth company 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.☐ TABLE OF CONTENTS PART I - FINANCIAL INFORMATIONItem 1. Financial StatementsConsolidated Statements of EarningsConsolidated Statements of Comprehensive IncomeConsolidated Balance SheetsConsolidated Statements of Cash FlowsConsolidated Statements of EquityNotes to Consolidated Financial StatementsItem 2. Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosure About Market RiskItem 4. Controls and ProceduresPART II - OTHER INFORMATIONItem 1. Legal ProceedingsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 5. Other InformationItem 6. ExhibitsINDEX TO EXHIBITSSIGNATURES Item 1.Financial StatementsTHE CAMPBELL'S COMPANYConsolidated Statements of Earnings(unaudited)(millions, except per share amounts) 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. Certainreclassifications to our previously reported financial information were made to conform to the current-period presentation. 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. Early adoption is permitted. The guidance should be appliedon a prospective basis with the option to apply the standard retrospectively. We are currently evaluating the impact that the new guidancewill have on our consolidated financial statements. We will adopt the new guidance beginning with our 2026 annual reporting. 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 fi