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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. |
|---|---|---|---|
| Alexia Howard | Bernstein | 12 | 8% |
| Peter Galbo | Bank of America | 12 | 8% |
| Andy Lazar | Barclays | 11 | 27% |
| Max Gumport | BNP Paribas | 11 | 9% |
| Tom Palmer | JPMorgan | 10 | 0% |
| Rob Moskow | TD Cowen | 8 | 63% |
| Steve Powers | Deutsche Bank | 8 | 13% |
| Scott Marks | Jefferies | 7 | 0% |
| Ken Goldman | JPMorgan | 3 | 0% |
| Rob Dickerson | BTIG | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 13 | 0% |
| Bank of America | 1 | 12 | 8% |
| Bernstein | 1 | 12 | 8% |
| Barclays | 1 |
| 11 |
| 27% |
| BNP Paribas | 1 | 11 | 9% |
| Deutsche Bank | 1 | 8 | 13% |
| TD Cowen | 1 | 8 | 63% |
| Jefferies | 1 | 7 | 0% |
Sales surged with 16.7% reported growth including McCormick de Mexico contributions, and EPS grew significantly as organic growth continued across both segments. The earnings call was dominated by the Unilever Foods combination announcement at $44.8 billion enterprise value, targeting $600 million in cost synergies and 3-5% organic growth for the combined entity. Standalone FY2026 guidance was maintained unchanged.
Demand | Margin | Cost Pressure | M&A | Competitive Dynamics | Pricing | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 1 | 4 | 1 | 3 | 3 | |
| 2025Q1 | 8 | 3 | 3 | 1 | 3 | 2 | ||
| 2025Q2 | 3 | 2 | 2 | 3 | 2 | 3 | 3 | |
| 2025Q3 | 5 | 3 | 5 | 1 | 2 | 6 | 2 | 2 |
| 2025Q4 | 4 | 5 | 3 | 1 | 1 | 1 | 2 | |
| 2026Q1 | 1 | 2 | 1 | 14 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 8 | 3 | 5 | 4 | 1 |
| Margin | 3 | 3 | 2 | 3 | 5 | 2 |
| Cost Pressure | 1 | 3 | 2 | 5 | 3 | 1 |
| M&A | 1 | 14 | ||||
| Competitive Dynamics | 4 | 1 | 3 | 2 | 1 | 2 |
| Pricing | 1 | 3 | 2 | 6 | 1 | |
| Innovation & R&D | 3 | 2 | 3 | 2 | 1 | |
| Revenue Growth | 3 | 3 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MKC McCormick & Company | 6 | +16.7% | |
| 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% | |
| KHC Kraft Heinz | 4 | +0.8% | |
| SJM J.M. Smucker Company (The) | 5 | +7.0% |