Lumida
/MKC
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McCormick & Company Inc

McCormick & Company Inc

MKC
$51.70USD↓-2.27%-1.20 today

MARKET CAP

13.9B

P/E (TTM)

16.3x

FWD P/E

16.6x

DAY RANGE

$51 – $54

52W RANGE

$45
$74

AI Summary

Stalk
Buy NowMedium

MKC is in an early Stage 2 advancing regime within a longer-term downtrend, exhibiting a developing higher-high/higher-low structure since late May. A pullback into the rising 9EMA, 21EMA, and 50DMA offers a structurally favorable entry, supported by active Lockout Rally dynamics. Despite a mid-July Bullish Exhaustion inflection signaling waning upside momentum, the Stable strategy’s emphasis on structural repair and stability justifies engagement at dynamic support.

  • ↑Q2 revenue $1.94B (+2% YoY); adjusted EPS $0.80 up 14% vs. consensus.
  • ↑Organic sales growth guidance 13–17% for FY2026 supports volume momentum.
  • ↓Commodity inflation and $140M tariff exposure cut gross margins by 120 bps.
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The case for & against

Bull & Bear analysis

Bullish

McCormick & Company, Incorporated (NYSE: MKC) is a global leader in flavor solutions, primarily engaged in the production of spices, seasonings, condiments, and flavoring ingredients for both consumer and commercial markets. The company holds a dominant position, deliberately adapting to evolving consumer trends towards health, wellness, and culinary creativity. With consistent innovation and strategic partnerships, McCormick positions itself to leverage opportunities in the food industry.

Bull says

  • ↑Q2 revenue $1.94B (+2% YoY); adjusted EPS $0.80 up 14% vs. consensus.
  • ↑Organic sales growth guidance 13–17% for FY2026 supports volume momentum.
  • ↑Gross margin contraction of 120 bps offset by pricing actions and cost savings.
  • ↑Dividend yield 1.34% and manageable leverage suggest stable capital returns.
  • ↑New flavor innovations and expanded e-commerce distribution target wellness trends.
  • ↑Low short interest and positive demand factors underpin potential share upside.

Bear says

  • ↓Commodity inflation and $140M tariff exposure cut gross margins by 120 bps.
  • ↓TD Cowen lowered target from $64 to $60 amid growth sustainability doubts.
  • ↓Analyst expectations show weakening growth outlook and negative earnings revisions.
  • ↓Intensifying U.S. food-service competition could erode market share gains.
  • ↓Weak profitability factors and sensitivity to rate hikes raise risk profile.
  • ↓Margin recovery uncertain amid ongoing cost pressures and supply-chain volatility.

Investment themes with MKC

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 07-01-2026neutral

Transcript signals

Bull points

  • We remain committed to delivering volume growth and investing in our brands, technology and digital transformation as we continue to reinforce the structural advantages that will drive our future success.
  • This approach enables us to maintain our volume momentum and sustain investment in our growth initiatives while still delivering operating profit growth for the year.
  • we continue to successfully execute on our plans. We have held steady or improved share across many core categories in key markets for the last 5 quarters.

Bear points

  • Our total gross annualized tariff exposure is now approximately $140 million compared to $90 million we provided previously.
  • We expect to provide more color on this when we report our fourth quarter results in January and share our outlook for 2026.
  • we are facing rising costs due to the global trade environment, and we are leveraging our competitive advantages and cost savings initiatives to lessen the impact of these costs, maintain our volume momentum, fuel our investments and drive profitable growth.
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