Q1 2025 Consumer Staples Earnings: Key Highlights & Market Reactions

Introduction: How Consumer Staples Are Navigating Inflation and Trade Pressures
As Q1 2025 earnings unfold, the Consumer Staples sector is under scrutiny. Traditionally seen as a defensive play during economic uncertainty, this quarter reveals a complex picture. While pricing power remains evident, volume softness and geopolitical challenges are testing the resilience of major players. This live-updating blog provides financial professionals with timely insights into key earnings reports, management commentary, and YCharts visualizations to inform investment decisions.
Latest Earnings Reports
YCharts users can view a full breakdown of all current and upcoming earnings calls and reports live here.
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April 23, 2025 Earnings
Philip Morris International Inc. (PM) Surpasses Q1 Expectations with Strong Smoke-Free Product Sales

Philip Morris International reported Q1 2025 adjusted earnings per share (EPS) of $1.69 on revenue of $9.30 billion, exceeding analyst expectations. The company’s smoke-free products, notably the ZYN nicotine pouches, accounted for 42% of total revenue, with U.S. shipment volumes of ZYN increasing by 53% year-over-year. In response to the strong performance, Philip Morris raised its full-year adjusted EPS guidance to a range of $7.36 to $7.49, up from the previous forecast of $7.04 to $7.17.
View Philip Morris International Inc’s Earnings Report Here >
April 22, 2025 Earnings
Kimberly-Clark Corporation (KMB) Reports Q1 Revenue Decline Amid Tariff Pressures

Kimberly-Clark reported Q1 2025 revenue of $4.84 billion, a 6% decrease year-over-year, falling short of analyst estimates. Adjusted EPS came in at $1.93, slightly above expectations. The company cited increased costs due to tariffs, projecting a $300 million impact on gross margins for the year. Consequently, Kimberly-Clark revised its full-year EPS guidance to reflect flat growth, down from the previously anticipated 6.5% increase.
View Kimberly-Clark Corporation’s Earnings Report Here >
April 15, 2025 Earnings
Albertsons Companies Inc. (ACI) Reports Q4 2024 Results with Modest EPS Beat

Albertsons Companies announced its fiscal Q4 2024 earnings on April 15, 2025, reporting earnings per share (EPS) of $0.46, surpassing the consensus estimate of $0.40 by $0.06. Quarterly revenue reached $18.80 billion, slightly above analyst expectations of $18.78 billion . The company highlighted significant growth in its pharmacy segment, with pharmacy revenue increasing 18% year-over-year, driven by leading script and immunization growth . Despite the earnings beat, Albertsons’ shares experienced a decline due to a weaker-than-anticipated profit outlook for fiscal 2025.
View Albertsons Companies Inc’s Earnings Report Here >
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