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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Peter Galbo | Bank of America | 6 | 17% |
| Tom Palmer | JPMorgan | 6 | 0% |
| Chris Carey | Wells Fargo | 5 | 20% |
| Andy Lazar | Barclays | 5 | 100% |
| Dave Palmer | Evercore ISI | 5 | 40% |
| Megan Clapp | Morgan Stanley | 4 | 0% |
| Mike Lavery | Piper Sandler | 4 | 25% |
| Steve Powers | Deutsche Bank | 4 | 0% |
| Leah Jordan | Goldman Sachs | 4 | 0% |
| Alexia Howard | Bernstein | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 2 | 8 | 13% |
| JPMorgan | 2 | 7 | 14% |
| Barclays | 1 | 5 | 100% |
| Evercore ISI | 1 |
| 5 |
| 40% |
| Wells Fargo | 1 | 5 | 20% |
| Morgan Stanley | 1 | 4 | 0% |
| Goldman Sachs | 1 | 4 | 0% |
| Piper Sandler | 1 | 4 | 25% |
Kraft Heinz posted positive top-line growth in Q1 2026, aided by Easter timing and weather, with EPS growing year-over-year as the new CEO's $600M investment plan remained mostly dry powder. Marketing surged 37% year-over-year as the company targeted at least 5.5% of revenue for the full year, and Taste Elevation share gains accelerated. Full-year guidance was maintained despite the better-than-expected start, with Q2 guided to minus 3-5% on the top line. Energy and resin inflation emerged as new headwinds alongside the 100 basis point SNAP impact materializing as expected.
Competitive Dynamics | Revenue Growth | Margin | Pricing | Demand | Innovation & R&D | Capital Allocation | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 2 | 4 | 1 | ||
| 2025Q1 | 2 | 2 | 2 | 2 | 1 | 1 | ||
| 2025Q2 | 4 | 3 | 3 | 1 | 1 | 2 | 2 | |
| 2025Q3 | 3 | 2 | 2 | 2 | 1 | 1 | ||
| 2025Q4 | 6 | 2 | 1 | 1 | 1 | 3 | 2 | |
| 2026Q1 | 5 | 3 | 4 | 1 | 2 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 4 | 3 | 6 | 5 |
| Revenue Growth | 3 | 2 | 3 | 2 | 2 | 3 |
| Margin | 2 | 2 | 3 | 2 | 1 | 4 |
| Pricing | 2 | 2 | 1 | 2 | 1 | 1 |
| Demand | 4 | 1 | 1 | 2 | ||
| Innovation & R&D | 1 | 1 | 1 | 3 | 2 | |
| Capital Allocation | 2 | 1 | 2 | 2 | ||
| Cost Pressure | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KHC Kraft Heinz | 4 | +0.8% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CPB Campbell Soup Company | 1 | -4.5% | |
| GIS General Mills | 4 | -8.4% | |
| HRL Hormel Foods | 6 | +2.5% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 5 | +7.0% |