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Earnings sentiment for the Consumer Defensive sector — aggregated from 35 earnings calls
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Consumer Defensive sector is 6.2/10 across 35 companies.
Aggregated from 35 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for their latest reported quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 32 | 241412 |
| Inflation | 25 | 24316 |
| Trade & Tariffs | 21 | 4368 |
| Oil Energy | 14 | 1112 |
| FX | 5 | 221 |
| Supply Chain | 5 | 221 |
| Company | Sentiment |
|---|---|
| BG Bunge Global | 9/10 |
| ADM Archer Daniels Midland | 9/10 |
| EL Estée Lauder Companies (The) | 8/10 |
| MNST Monster Beverage | 8/10 |
| DG Dollar General | 8/10 |
| DLTR Dollar Tree | 8/10 |
| SJM J.M. Smucker Company (The) | 8/10 |
| TGT Target Corporation | 8/10 |
| HSY Hershey Company (The) | 8/10 |
| PM Philip Morris International | 7/10 |
| KO The Coca-Cola Company | 7/10 |
| COST Costco Wholesale Corporation | 7/10 |
| CHD Church & Dwight | 7/10 |
| SYY Sysco | 7/10 |
| CL Colgate-Palmolive | 7/10 |
| WMT Walmart Inc. | 6/10 |
| PEP PepsiCo | 6/10 |
| MO Altria | 6/10 |
| KDP Keurig Dr Pepper | 6/10 |
| MDLZ Mondelez International | 6/10 |
| HRL Hormel Foods | 6/10 |
| MKC McCormick & Company | 6/10 |
| CAG Conagra Brands | 6/10 |
| GIS General Mills | 6/10 |
| STZ Constellation Brands | 5/10 |
| PG The Procter & Gamble Company | 5/10 |
| KVUE Kenvue | 5/10 |
| BF-B Brown–Forman | 5/10 |
| KR Kroger | 5/10 |
| KMB Kimberly-Clark | 5/10 |
| TSN Tyson Foods | 4/10 |
| KHC Kraft Heinz | 4/10 |
| CLX Clorox | 4/10 |
| TAP Molson Coors Beverage Company | 3/10 |
| CPB Campbell Soup Company | 1/10 |
% 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.