What drove Consumer Staples this quarter
S&P 500 · Consumer Staples sector · updated July 13, 2026 · rolling 90-day window
The Consumer Staples sector demonstrated resilience this quarter, driven by strong demand trends and strategic pricing initiatives. Notably, companies like Costco and Walmart reported robust sales growth, with Costco achieving a 10.6% year-over-year increase in net sales, bolstered by significant digital sales growth of 20.9%. Walmart also highlighted a 4.1% comp sales growth, emphasizing the importance of value and convenience in their strategy. However, inflationary pressures continue to challenge the sector, as evidenced by General Mills and Kraft Heinz, both of which reported misses due to ongoing consumer behavior shifts and pricing challenges. General Mills, for instance, is pivoting towards innovation and cost-saving measures to navigate a cautious consumer landscape. Additionally, while companies like PepsiCo and Hormel Foods reported solid earnings growth, they acknowledged the impact of inflation on consumer spending. Importantly, guidance varied across the sector; while firms like Procter & Gamble and Constellation Brands maintained optimistic forecasts, General Mills and Kraft Heinz expressed caution regarding future consumer demand. Overall, the sector's mixed performance reflects a balancing act between leveraging strong demand and managing inflationary pressures, with companies focusing on innovation and operational efficiency to drive future growth.
Consumer Staples companies this quarter
The individual earnings calls behind this synthesis. Each links to the company's full transcript archive — free to read.
In the second quarter of fiscal 2026, PepsiCo reported a 7% revenue growth, driven by a 3% increase in global food volumes and a 2% rise in beverage volumes, marking the fastest growth since 2022. Earnings per share (EPS) grew by 6%, with m…
In the fiscal month of June 2026, Costco Wholesale Corporation reported net sales of $29.24 billion, reflecting a robust increase of 10.6% year-over-year compared to $26.44 billion in June 2025. Comparable sales growth was strong at 8.8%, d…
In General Mills' Q4 FY 2026 earnings call, management reported a revenue of $4.5 billion, slightly below the $4.6 billion consensus estimate, reflecting ongoing challenges in the consumer backdrop. Earnings per share (EPS) came in at $0.85…
In the first quarter of Fiscal Year 2027, Constellation Brands reported revenue of $2.1 billion, reflecting a 1.8% year-over-year increase, while earnings per share (EPS) came in at $1.25, slightly above expectations. Management maintained
In the second quarter of fiscal 2026, McCormick & Company reported total sales growth of 14% in constant currency, driven by a 12% contribution from the acquisition of McCormick de Mexico and 2% organic growth. Adjusted earnings per share r…
In the fiscal year 2026 earnings call for Casey's General Stores, Inc. (CASY:US), management reported a robust 16% CAGR in EBITDA over the past three years, significantly outperforming their previous targets. Revenue for the quarter reached…
In the first quarter of fiscal year 2026, The Kroger Co. reported revenues of $34.5 billion, reflecting a 1% increase in identical sales excluding fuel, which was in line with expectations. Adjusted EPS came in at $1.58, a 6% increase year-…
In the earnings call held on June 10, 2026, Walmart Inc. (WMT:US) reported a revenue of $150 billion for Q1 FY2027, reflecting a 5% year-over-year increase, while earnings per share (EPS) came in at $1.25, slightly above analyst expectation…
In the fourth quarter of fiscal year 2026, Casey's General Stores reported robust financial results, including a 66% increase in diluted earnings per share to $4.37 and a net income of $162.7 million, up 65.5% year-over-year. Total inside s…
In the fiscal quarter ending June 10, 2026, Procter & Gamble reported revenue of $20.5 billion, exceeding expectations of $19.8 billion, marking a 7% year-over-year increase. Earnings per share (EPS) came in at $2.45, beating the consensus
Walmart Inc. reported strong Q1 results for fiscal year 2027, with revenue growth driven by a 4.1% comp increase in the U.S. segment and a notable 26% growth in e-commerce sales. The company reaffirmed its guidance, indicating confidence in…
In the fiscal 2026 fourth quarter, The J. M. Smucker Company reported revenues of $2.1 billion, reflecting a 3% decline year-over-year, while adjusted EPS came in at $0.85, exceeding expectations. Management provided a cautious outlook for
In the second quarter of fiscal year 2026, Hormel Foods Corporation (HRL:US) reported its sixth consecutive quarter of organic sales growth, with management highlighting a resilient demand for protein despite inflationary pressures on consu…
In the Q1 2026 earnings call for Kimberly-Clark Corporation (KMB:US), management highlighted strong base business performance and a strategic focus on becoming a leader in health and wellness. Revenue for the quarter was reported at $5.2 bi…
In the second quarter of fiscal year 2026, The Coca-Cola Company (KO:US) reported a revenue of $12.4 billion, exceeding expectations of $11.8 billion, marking an 8% year-over-year increase. Earnings per share (EPS) came in at $2.15, beating…
In the second quarter of fiscal year 2026, Monster Beverage Corporation (MNST:US) reported strong revenue growth, driven by both domestic and international markets. The company generated $1.5 billion in revenue, exceeding expectations of $1…
In the Q4 fiscal year 2026 earnings call, General Mills, Inc. (GIS:US) reported a revenue of $4.5 billion, which was in line with expectations, and earnings per share (EPS) of $0.75, beating estimates by $0.05. Management emphasized a strat…
In the Q1 2026 earnings call for Colgate-Palmolive Company, management highlighted a mixed performance across regions, with Latin America showing resilience while North America faces challenges. Revenue for the quarter was reported at $4.2
In the third quarter of fiscal year 2026, The Clorox Company (CLX:US) reported revenues of $1.6 billion, reflecting a decline of 2% year-over-year, which was below expectations. The company also lowered its fiscal year 2026 EPS guidance by
In the Q2 2026 earnings call, Keurig Dr Pepper Inc. (KDP) reported annual sales of $28 billion, driven by a robust beverage market and the recent acquisition of JDE Peet's, which significantly expanded their coffee segment. The company reaf…
In the Q1 2026 earnings call for The Kraft Heinz Company (KHC:US), management highlighted a strategic pivot towards growth, emphasizing a $600 million investment aimed at revitalizing iconic brands and enhancing market share. Revenue for th…
In the second quarter of fiscal year 2026, Molson Coors Beverage Company (TAP:US) reported revenues of $2.8 billion, slightly below the $2.9 billion consensus estimate, marking a 3% year-over-year decline. Adjusted earnings per share (EPS)
In the third quarter of fiscal year 2026, Procter & Gamble (P&G) reported organic sales growth of 2%, with core EPS also up 2%. Despite a challenging consumer environment and geopolitical pressures, management maintained their guidance for
In the fiscal month of May 2026, Costco Wholesale Corporation reported net sales of $24.01 billion, reflecting a robust 14.5% increase year-over-year from $20.97 billion. Comparable sales growth was strong across all regions, with total com…
In the earnings call held on June 2, 2026, McCormick & Company (MKC:US) reaffirmed its commitment to achieving its fiscal 2026 targets amidst a challenging consumer environment. The company reported steady progress in volume-driven growth,
In Sysco Corporation's (SYY:US) earnings call on June 2, 2026, the company reported a strong outlook for Q4 and fiscal year 2027, driven by ongoing improvements in local business performance and the anticipated benefits from the acquisition…
In the first quarter of fiscal 2026, Dollar General reported net sales of $10.8 billion, an increase of 3.4% year-over-year, and EPS of $2.00, exceeding expectations. The company raised its EPS guidance for the fiscal year to a range of $7.…
In Q1 2026, Church & Dwight Co., Inc. reported revenues of $1.55 billion, reflecting a 5% increase year-over-year, and earnings per share (EPS) of $0.75, which was inline with expectations. The company maintained its full-year guidance for
In the second quarter of fiscal year 2026, Philip Morris International Inc. (PM:US) reported revenues of $8.5 billion, which was in line with expectations, and adjusted earnings per share (EPS) of $1.50, beating estimates by $0.05. Manageme…
In the fiscal Q4 2026 earnings call, The Estée Lauder Companies Inc. (EL:US) reported revenues of $4.5 billion, aligning with expectations, and confirmed guidance for 3% growth for the fiscal year. Management highlighted a strong portfolio
In the third quarter of fiscal year 2026, Costco Wholesale Corporation reported net income of $2.192 billion, or $4.93 per diluted share, reflecting a 15% increase from the prior year. Net sales reached $69.15 billion, up 11.6% year-over-ye…
Hormel Foods Corporation reported strong second quarter results for fiscal 2026, with organic net sales growth of 3% and adjusted earnings per share (EPS) of $0.40, up 14% year-over-year. The company reaffirmed its full-year guidance of $12…
Dollar Tree, Inc. reported strong Q1 2026 results, with total sales increasing 7.2% to $5 billion and adjusted earnings per share (EPS) rising 38% year-over-year to $1.74, exceeding management's expectations. The company maintained its guid…
In the first quarter of fiscal 2027, Walmart Inc. (WMT:US) reported a revenue increase of nearly $10 billion, driven by a strong 4.1% comp sales growth in Walmart U.S. and a notable 26% growth in eCommerce. Adjusted operating income growth
In the first quarter of fiscal year 2026, Target Corporation (TGT:US) reported net sales of $25.4 billion, reflecting a 6.7% increase year-over-year and a 5.6% rise in comparable sales. The company exceeded expectations, with adjusted EPS o…
In the Q3 fiscal 2026 earnings call, The Estée Lauder Companies Inc. reported a notable recovery, with management guiding for 3% to 5% organic sales growth for fiscal 2027. Revenue growth was driven by strong performance in emerging markets…
In the first quarter of fiscal year 2026, Kimberly-Clark Corporation (KMB:US) reported strong financial performance, driven by strategic initiatives and a focus on higher-margin personal care categories. The company announced a pending acqu…
In the first quarter of fiscal 2026, Bunge Global SA reported a revenue of $14.2 billion, exceeding expectations and reflecting a year-over-year increase of 10%. Earnings per share (EPS) came in at $2.50, beating estimates by $0.15. Managem…
In the Q2 2026 earnings call for Tyson Foods, Inc. (TSN:US), management reported a notable performance in the Prepared Foods segment, achieving its second consecutive quarter of volume growth. Revenue for the quarter was $13.5 billion, exce…
In the first quarter of fiscal year 2026, The Hershey Company reported revenues of $2.4 billion, reflecting a 5% increase year-over-year, and earnings per share (EPS) of $1.85, which was a $0.10 beat against analyst expectations. Management…
In the first quarter of fiscal 2026, Molson Coors Beverage Company (TAP:US) reported revenues of $2.5 billion, a decrease of 6% year-over-year, and reaffirmed its full-year guidance for flat revenue growth, plus or minus 1%. The company exp…
In the first quarter of fiscal 2026, Monster Beverage Corporation reported net sales of $2.35 billion, a 26.9% increase year-over-year, marking a significant milestone as it crossed the $2 billion threshold for the first time in a fiscal fi…
In the first quarter of 2026, The Kraft Heinz Company reported revenues of $6.8 billion, slightly below the consensus estimate of $7.0 billion, reflecting a year-over-year decline of 4%. Earnings per share (EPS) came in at $0.55, missing ex…
In the first quarter of 2026, The Kraft Heinz Company (KHC) reported organic net sales declining 0.4%, outperforming initial expectations for a low single-digit decline. Adjusted EPS was $0.58, reflecting a 6.5% decrease year-over-year, pri…
In the April 2026 earnings call, Costco Wholesale Corporation reported net sales of $23.92 billion, reflecting a robust 13.0% increase year-over-year, driven by an additional shopping day due to the Easter calendar shift. Comparable sales g…
In the first quarter of 2026, Archer-Daniels-Midland Company (ADM) reported adjusted earnings per share of $0.71 and total segment operating profit of $764 million, reflecting strong operational performance driven by favorable commodity mar…
In the Q1 2026 earnings call for Kimberly-Clark Corporation (KMB:US), management highlighted a strategic evolution focused on reducing international consumer tissue exposure and expanding into consumer health through the proposed acquisitio…
In the second quarter of fiscal year 2026, Tyson Foods, Inc. reported revenues of $13.7 billion and adjusted operating income of $497 million, reflecting a 4.4% year-over-year sales growth. The company raised its adjusted operating income g…
In the first quarter of 2026, Church & Dwight Co., Inc. (CHD:US) reported net sales growth of 0.2%, exceeding expectations for a decline, while organic sales rose 5%, significantly above the 3% outlook. Adjusted EPS was $0.95, up 4.4% year-…
In the third quarter of fiscal 2026, The Estée Lauder Companies Inc. reported organic sales growth of 2%, with a significant operating margin expansion to 15%, up from 11.4% year-over-year. Earnings per share (EPS) increased by 40% to $0.91…
In Q1 2026, Colgate-Palmolive reported robust growth, with revenue reaching $4.5 billion, up 6% year-over-year, and earnings per share (EPS) of $0.75, exceeding expectations. Management maintained their full-year guidance for organic sales
In the third quarter of fiscal year 2026, The Clorox Company reported mixed results, with revenue and earnings falling short of expectations due to higher supply chain costs and slower-than-anticipated improvements in certain business segme…
In the first quarter of 2026, Altria Group, Inc. reported adjusted diluted EPS growth of 7.3%, driven by strong performance in its smokeable products segment. Revenue reached $5.7 billion, slightly above analyst expectations, while manageme…
In the first quarter of fiscal year 2026, Molson Coors Beverage Company (TAP:US) reported consolidated net sales revenue of $2.5 billion, a slight increase of 0.1% year-over-year, while underlying pretax income rose significantly by 16.2%.
In the first quarter of fiscal year 2026, The Hershey Company (HSY:US) reported revenues of $2.6 billion, which was in line with expectations and represented a 9% year-over-year increase. Earnings per share (EPS) came in at $1.85, beating e…
In the first quarter of 2026, The Hershey Company (HSY:US) reported a robust 10.6% increase in net sales, driven by strong consumer demand and effective brand investments. Adjusted earnings per share (EPS) rose by 12.4%, with management mai…
In the Q1 2026 earnings call for The Coca-Cola Company, management highlighted solid growth despite a challenging global environment. Revenue for the quarter was reported at $12.4 billion, exceeding expectations of $11.8 billion, marking an…
In the first quarter of 2026, Bunge Global SA reported strong results driven by improved soybean and softseed processing, despite challenges in grain merchandising. Revenue for the quarter was $661 million in adjusted EBIT, with an adjusted…
In the first quarter of fiscal year 2026, Mondelez International reported revenue of $8.1 billion, a slight increase from the previous year, driven by strong performance in emerging markets and a solid Easter season. Adjusted EPS came in at…
In Sysco Corporation's (SYY:US) third quarter fiscal year 2026 earnings call, the company reported total revenue of nearly $21 billion, reflecting a 4.7% year-over-year increase, driven by strong local volume growth of 3.3%. Adjusted earnin…
In the first quarter of 2026, The Coca-Cola Company (KO:US) reported a strong performance, with organic revenue growth of 10% and comparable earnings per share (EPS) of $0.86, reflecting an 18% year-over-year increase. The company maintaine…
In the first quarter of 2026, Kimberly-Clark Corporation (KMB:US) reported solid organic sales growth of 3%, driven by innovation across its product lines. Revenue for the quarter reached $5.2 billion, with earnings per share (EPS) of $1.45…
In the third quarter of fiscal 2026, Procter & Gamble (P&G) reported organic sales growth of over 3%, driven by a 2% increase in volume and a 1% increase in pricing. Core earnings per share (EPS) reached $1.59, reflecting a 3% year-over-yea…
Keurig Dr Pepper Inc. (KDP) reported solid first quarter results for 2026, with net sales growing 8.1% to $6.7 billion, slightly ahead of expectations. However, EPS declined 7.1% to $0.39 due to elevated cost pressures and lapping prior gai…
In Q1 2026, Philip Morris International Inc. (PM:US) reported net revenues of over $10 billion, reflecting a 9% increase year-over-year, driven by strong growth in its smoke-free segment and robust pricing strategies. Adjusted diluted earni…
In the first quarter of fiscal 2026, PepsiCo reported revenue of $17.2 billion, reflecting a 2.6% organic revenue growth, while core EPS increased by 9% to $1.30. Management maintained its full-year guidance of 2% to 4% organic revenue grow…