Consumer Defensive Sector Earnings & Financial Results | Most Recent Quarter

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Consumer Defensive Sector

Q4 2025 Earnings Analysis - 11 Companies Reporting (United States (NASDAQ, NYSE, AMEX))

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Sector Performance Overview

11 Companies Reported

+0.4% QoQ Revenue Growth

-0.3% YoY Revenue Growth

41% Beat Estimates

23% Met Estimates

36% Missed Estimates

Q4 2025 Quarter Results (11 companies, United States (NASDAQ, NYSE, AMEX))

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Company

Reported

Revenue

EPS

Surprise

Reaction

Philip Morris International Inc

PM

Feb 6, 2026

$10.36B

N/A

$1.70

$0.00

+3.8%

Ingles Markets Incorporated

IMKTA

Feb 5, 2026

$1.37B

N/A

N/A

N/A

+5.0%

Coursera Inc

COUR

Feb 5, 2026

$196.90M

N/A

$0.06

$0.00

+4.5%

Embotelladora Andina SA

AKO-B

Jan 28, 2026

$1.10B

N/A

$0.64

$456.36

+3.4%

McCormick Company Incorporated

MKC-V

Jan 22, 2026

$1.85B

+7.3%

N/A

N/A

+2.4%

Calavo Growers Inc

CVGW

Jan 14, 2026

$124.68M

N/A

$0.25

$0.15

+6.6%

PriceSmart Inc

PSMT

Jan 7, 2026

$1.38B

N/A

$1.29

+$0.01

+3.4%

CalMaine Foods Inc

CALM

Jan 7, 2026

$769.50M

-16.6%

$2.13

-48.3%

+$0.38

+5.7%

National Beverage Corp

FIZZ

Dec 11, 2025

$288.33M

-12.8%

$0.49

-17.5%

+$0.05

+4.5%

BrownForman Corporation

BF-B

Dec 4, 2025

$1.04B

+12.1%

N/A

N/A

+5.1%

BrownForman Corporation

BF-A

Dec 4, 2025

$1.04B

+12.1%

$0.47

+30.6%

$0.01

+2.4%

Sector Insights

Revenue Trends

Consumer Defensive companies show negative YoY revenue momentum at -0.3% for Q4 2025.

Margin Analysis

Quarter-over-quarter revenue trend is up +0.4%, which helps frame short-term operating leverage across this sector cohort.

Earnings Quality

64% of reporting companies met or beat estimates, while 36% missed, giving a clear view of estimate execution quality.

Coverage Snapshot

This view currently includes 11 companies in United States (NASDAQ, NYSE, AMEX) for Q4 2025, with direct links to each underlying company report.