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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. |
|---|---|---|---|
| Alexia Howard | Bernstein | 8 | 0% |
| Andy Lazar | Barclays | 8 | 25% |
| Max Gumport | BNP Paribas | 8 | 13% |
| Tom Palmer | JPMorgan | 8 | 0% |
| Peter Galbo | Bank of America | 6 | 17% |
| Scott Marks | Jefferies | 6 | 0% |
| Rob Moskow | TD Cowen | 6 | 33% |
| Peter Grom | UBS | 6 | 0% |
| Megan Clapp | Morgan Stanley | 6 | 17% |
| Chris Carey | Wells Fargo | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 10 | 0% |
| Barclays | 1 | 8 | 25% |
| Bernstein | 1 | 8 | 0% |
| BNP Paribas | 1 |
| 8 |
| 13% |
| Bank of America | 2 | 8 | 13% |
| UBS | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 17% |
| Jefferies | 1 | 6 | 0% |
Revenue grew 7% as the coffee portfolio drove strong growth and Uncrustables contributed 10% to total company growth, approaching its $1 billion milestone. Management expressed confidence in achieving the $9.00 EPS midpoint while Milk-Bone returned to growth and the pet segment recovered. Elliott engagement was characterized as constructive with board refreshment underway, though sweet baked snacks profit and top line continued running below expectations. Hostess trademark amortization beginning in Q4 added a new headwind as the company positioned next fiscal year as on-algorithm with multiple tailwinds.
Demand | Competitive Dynamics | Margin | Pricing | Revenue Growth | Trade Tariffs | Guidance Reliability | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 7 | 4 | 4 | 4 | 4 | 2 | 3 | |
| 2026Q1 | 7 | 3 | 2 | 5 | 2 | 4 | 3 | 1 |
| 2026Q2 | 5 | 6 | 4 | 4 | 4 | 5 | 2 | 1 |
| 2026Q3 | 7 | 4 | 6 | 2 | 2 | 1 | 1 | 3 |
| '25Q2 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|
| Demand | 7 | 7 | 5 | 7 |
| Competitive Dynamics | 4 | 3 | 6 | 4 |
| Margin | 4 | 2 | 4 | 6 |
| Pricing | 4 | 5 | 4 | 2 |
| Revenue Growth | 4 | 2 | 4 | 2 |
| Trade Tariffs | 4 | 5 | 1 | |
| Guidance Reliability | 2 | 3 | 2 | 1 |
| Cost Pressure | 3 | 1 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SJM J.M. Smucker Company (The) | 5 | +7.0% | |
| 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% | |
| MKC McCormick & Company | 6 | +16.7% |