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08:00
Jun 25 ◎

MKC FY2026 Q2 Watch

McCormick & Company, Incorporated (MKC) FY2026 Q2 Earnings Call

MKC UL ▾

Brendan Foley

Management reiterated full-year guidance despite consumer softness, emphasizing resilience from flavor solutions and margin expansion, leading to a cautiously optimistic tone.

"we remain confident in our long-term value creation plans, including delivering our 2026 outlook and advancing integration planning for the Unilever Foods combination."

MKC WATCH

Brendan Foley

McCormick is actively planning the integration of Unilever Foods, with dedicated teams and TSAs, signaling confidence in the deal's execution and synergy realization.

"we have made strong progress on integration planning. We have established a dedicated integration management office led by Andrew Foust, supported by 20 functional teams to ensure a seamless transition."

UL WATCH

HIGH

08:00
Mar 31 ◎

MKC FY2026 Q1 Watch

McCormick & Company, Incorporated (MKC) FY2026 Q1 Earnings Call

MKC UL ▾

Brendan Foley

McCormick's underlying business performance is strong, and management is confident about the trajectory, especially with the addition of Unilever Foods.

"We delivered strong growth in sales, adjusted operating income, and adjusted earnings per share, supported by a McCormick de Mexico acquisition and organic growth across both consumer and flavor solutions."

MKC WATCH

Brendan Foley

McCormick has already engaged best-in-class external integration partners and launched detailed IT transition plans, suggesting a disciplined approach to minimizing disruption during integration. — Proactive integration planning reduces execution risk and supports the synergy targets, benefiting both companies' shareholders.

"Unilever Foods brands can benefit from McCormick's focus and strength of retail execution in the North America flavor aisle."

UL WATCH

HIGH

08:00
Jan 22 ◎

MKC FY2025 Q4 Watch

McCormick & Company, Incorporated (MKC) FY2025 Q4 Earnings Call

MKC HERDEZ ▾

Brendan Foley

Management expresses cautious optimism for 2026 with volume-led growth, margin recovery, and strong operating profit growth, despite persistent cost headwinds.

"We are navigating inflationary pressures with strategies designed to best meet the needs of the consumer and maximize category growth."

MKC WATCH

Marcos Gabriel

McCormick's acquisition of controlling interest eliminates Grupo Herdez's 25% stake in McCormick de Mexico, reducing Grupo Herdez's reported income going forward.

"the elimination of the minority interest, or 25% of McCormick de Mexico net income attributable to Grupo Herdez"

HERDEZ WATCH

HIGH

08:00
Oct 07 ◎

MKC FY2025 Q3 Watch

McCormick & Company, Incorporated (MKC) FY2025 Q3 Earnings Call

MKC ▾

Marcos Gabriel

Management lowered adjusted operating income and EPS guidance due to higher tariffs and commodity costs, while maintaining the top-line forecast. The tone reflects cautious near-term profitability pressure but confidence in volume growth and long-term strategy.

"We reaffirmed our volume-led sales growth and expect to deliver at least the midpoint of the range. In addition, we revised our profitability outlook to the low end of the range provided in January."

MKC WATCH

HIGH

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