What drove Consumer Staples this quarter
S&P 500 · Consumer Staples sector · updated August 10, 2026 · rolling 90-day window
The Consumer Staples sector demonstrated resilience in the latest quarter, driven by strong demand trends and strategic pricing initiatives. Notably, companies such as PepsiCo and Costco reported significant revenue growth, with PepsiCo achieving a 7% increase and Costco seeing a remarkable 10.6% rise in net sales. This reflects a robust consumer appetite, particularly in international markets for PepsiCo, and a strong performance in e-commerce for Costco. However, inflationary pressures continue to challenge consumer behavior, as highlighted by General Mills, which missed expectations due to a cautious outlook on spending. The sector also showcased a divergence in performance; while 76% of companies beat expectations, General Mills and Molson Coors struggled, with the latter facing a 6% decline in U.S. shipments. Guidance across the sector remains cautiously optimistic, with companies like Procter & Gamble and Walmart reaffirming their growth targets despite macroeconomic uncertainties. Innovations and strategic investments in digital capabilities were emphasized by many, including Coca-Cola and Walmart, indicating a shift towards enhancing operational efficiency amidst cost pressures. Overall, while the sector is navigating inflation and changing consumer dynamics, the focus on innovation and strategic growth initiatives positions it favorably for the future.
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…