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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Lavery | Piper Sandler | 8 | 13% |
| Dave Palmer | Evercore ISI | 7 | 0% |
| Peter Galbo | Bank of America | 7 | 29% |
| Andy Lazar | Barclays | 7 | 14% |
| Max Gumport | BNP Paribas | 5 | 40% |
| Alexia Howard | Bernstein | 5 | 20% |
| Leah Jordan | Goldman Sachs | 5 | 0% |
| Rob Moskow | TD Cowen | 4 | 50% |
| Chris Carey | Wells Fargo | 4 | 25% |
| Megan Clapp | Morgan Stanley | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 1 | 8 | 13% |
| Bank of America | 1 | 7 | 29% |
| Evercore ISI | 1 | 7 | 0% |
| Barclays | 1 |
| 7 |
| 14% |
| BNP Paribas | 1 | 5 | 40% |
| Bernstein | 1 | 5 | 20% |
| Goldman Sachs | 1 | 5 | 0% |
| Wells Fargo | 1 | 4 | 25% |
Revenue declined 8.4% as the investment year continued with remarkability investments building penetration and share momentum across the portfolio. Profit was severely pressured by reinvestment spending, divestiture timing, and supply chain disruptions from weather events. Q4 profit recovery anchored on trade timing reversal and the 53rd week, while a Totino's price pack architecture misstep created drag in hot snacks. FY2026 guidance was reaffirmed with implied Q4 organic sales growth.
Competitive Dynamics | Revenue Growth | Demand | Pricing | Margin | Product Launch | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 5 | 5 | 3 | 4 | 3 | 2 | 2 | 1 |
| 2025Q4 | 3 | 5 | 3 | 4 | 3 | 6 | 2 | |
| 2026Q1 | 4 | 4 | 4 | 3 | 1 | 2 | 5 | 1 |
| 2026Q2 | 8 | 5 | 6 | 6 | 5 | 2 | 3 | |
| 2026Q3 | 5 | 5 | 4 | 3 | 4 | 3 | 1 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 3 | 4 | 8 | 5 |
| Revenue Growth | 5 | 5 | 4 | 5 | 5 |
| Demand | 3 | 3 | 4 | 6 | 4 |
| Pricing | 4 | 4 | 3 | 6 | 3 |
| Margin | 3 | 3 | 1 | 5 | 4 |
| Product Launch | 2 | 6 | 2 | 2 | 3 |
| Innovation & R&D | 2 | 2 | 5 | 1 | |
| Cost Pressure | 1 | 1 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GIS General Mills | 4 | -8.4% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CPB Campbell Soup Company | 1 | -4.5% | |
| HRL Hormel Foods | 6 | +2.5% | |
| KHC Kraft Heinz | 4 | +0.8% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 5 | +7.0% |