The earnings call presented a mixed picture. While there were notable achievements in organic sales growth, consumer segment performance, and effective tariff mitigation plans, challenges remain in the Flavor Solutions segment with volume declines, flat gross profit margin, and geopolitical impacts on EMEA QSR traffic.

Company Guidance

During the second quarter earnings call, McCormick reported a 2% increase in total organic sales, driven primarily by a more than 3% volume growth in the Consumer segment, although partially offset by declines in Flavor Solutions. The company emphasized its commitment to profitable volume-led growth through brand investment, expanded distribution, innovation, and operational efficiencies. Specific growth was noted across all regions, with a 3% increase in Consumer organic sales in the Americas and EMEA, and a 4% increase in Asia Pacific. McCormick highlighted its ability to mitigate tariff-related costs, which amount to a gross annualized exposure of approximately $90 million, through strategic sourcing and cost-saving initiatives. Despite challenges, the company maintains its 2025 outlook, projecting organic net sales growth between 1% and 3%, and adjusted operating income growth of 4% to 6% in constant currency. The company also noted that 86% of meal occasions are now sourced at home, leading to increased demand for flavorful and healthy meals, aligning with McCormick's strategic positioning.

Organic Sales Growth

Total organic sales increased by 2% in the second quarter, driven by volume growth, with a 3% increase in the Consumer segment offset by a decline in Flavor Solutions.

Consumer Segment Performance

Consumer organic sales grew by 3% due to volume and mix, with notable volume growth in the Americas and EMEA regions.

Innovation and Distribution Expansion

McCormick continues to focus on innovation and expanding distribution, with new products and increased distribution points contributing to growth.

Operating Income Growth

Adjusted operating income increased by 10%, driven by SG&A savings and CCI initiatives.

Tariff Mitigation Plans

The company has plans to fully offset the impact of current tariff costs for 2025 through sourcing plans and revenue management initiatives.

McCormick & Company (MKC) Earnings, Revenues Date & History

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MKC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 07, 2025	2025 (Q3)	0.82 / -	0.83	―	―	―
Jun 26, 2025	2025 (Q2)	0.65 / 0.69	0.69	0.00% (0.00)
Mar 25, 2025	2025 (Q1)	0.64 / 0.60	0.63	-4.76% (-0.03)
Jan 23, 2025	2024 (Q4)	0.77 / 0.80	0.85	-5.88% (-0.05)
Oct 01, 2024	2024 (Q3)	0.67 / 0.83	0.65	27.69% (+0.18)
Jun 27, 2024	2024 (Q2)	0.59 / 0.69	0.6	15.00% (+0.09)
Mar 26, 2024	2024 (Q1)	0.58 / 0.63	0.59	6.78% (+0.04)
Jan 25, 2024	2023 (Q4)	0.79 / 0.85	0.73	16.44% (+0.12)
Oct 03, 2023	2023 (Q3)	0.65 / 0.65	0.69	-5.80% (-0.04)
Jun 29, 2023	2023 (Q2)	0.58 / 0.60	0.48	25.00% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MKC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 26, 2025	$73.20	$77.10	+5.33%
Mar 25, 2025	$79.39	$79.28	-0.14%
Jan 23, 2025	$72.37	$73.87	+2.07%
Oct 01, 2024	$80.43	$82.18	+2.18%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.