Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Defensive sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Packaged Foods industry is 5.3/10 across 7 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 7-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Average sentiment across the 7 companies reporting in both quarters rose from 4.43 to 5.29, a 0.86 point gain. Cost-pressure flags fell from 6 companies to 3, while pricing pressure held at 4. Three names moved, all higher: J.M. Smucker (SJM) rose from 5 to 8, General Mills (GIS) from 4 to 6, and Conagra Brands (CAG) from 5 to 6. The common thread was commodity relief and clearer forward guidance offsetting a batch of large non-cash impairments that pushed several GAAP results into losses.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 7 | 16 |
| Consumer Demand | 6 | 123 |
| Trade & Tariffs | 6 | 213 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.