Consumer Defensive Sector Earnings & Financial Results | Most Recent Quarter

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Consumer Defensive Sector

Q1 2026 Earnings Analysis - 10 Companies Reporting (United States (NASDAQ, NYSE, AMEX))

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Sector Performance Overview

10 Companies Reported

-1.0% QoQ Revenue Growth

+5.9% YoY Revenue Growth

48% Beat Estimates

22% Met Estimates

30% Missed Estimates

Q1 2026 Quarter Results (10 companies, United States (NASDAQ, NYSE, AMEX))

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Company

Reported

Revenue

EPS

Surprise

Reaction

SunOpta Inc

STKL

Apr 1, 2026

$219.19M

N/A

$0.06

+$0.01

+9.4%

McCormick Company Incorporated

MKC-V

Mar 31, 2026

$1.87B

+1.3%

$3.78

+$3.18

+2.5%

Dollar Tree Inc

DLTR

Mar 16, 2026

$5.45B

N/A

$2.56

+$0.03

+6.5%

Limoneira Company

LMNR

Mar 12, 2026

$18.21M

N/A

$-0.48

$0.15

+4.6%

Calavo Growers Inc

CVGW

Mar 12, 2026

$122.20M

-2.0%

$0.13

-48.7%

$0.09

+6.5%

National Beverage Corp

FIZZ

Mar 12, 2026

$264.59M

-8.2%

$0.44

-11.1%

$0.00

+4.5%

BJs Wholesale Club Holdings Inc

BJ

Mar 5, 2026

$5.58B

N/A

$0.96

+$0.03

+6.7%

BrownForman Corporation

BF-B

Mar 4, 2026

$1.06B

+1.9%

N/A

N/A

+5.3%

BrownForman Corporation

BF-A

Mar 4, 2026

$1.06B

+1.9%

N/A

N/A

+2.8%

Phoenix Education Partners Inc

PXED

Nov 20, 2025

$252.04M

N/A

$0.94

$0.08

+8.6%

Sector Insights

Revenue Trends

Consumer Defensive companies show positive YoY revenue momentum at +5.9% for Q1 2026.

Margin Analysis

Quarter-over-quarter revenue trend is down -1.0%, which helps frame short-term operating leverage across this sector cohort.

Earnings Quality

70% of reporting companies met or beat estimates, while 30% missed, giving a clear view of estimate execution quality.

Coverage Snapshot

This view currently includes 10 companies in United States (NASDAQ, NYSE, AMEX) for Q1 2026, with direct links to each underlying company report.