Webinar Reminder: U.S. Consumer Staples: Thoughts & Positioning into June 2026 Quarter End Reporting

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Webinar Reminder: U.S. Consumer Staples: Thoughts & Positioning into June 2026 Quarter End Reporting

Keurig Dr Pepper: Time to Kick the Tires; Upgrade

to OW »

A refreshed deep dive into the KDP construct post-separation

leaves us incrementally bullish on the value upside from here.

International Flavors & Fragrances: The New IFF »

In this note, we highlight the changes IFF has made to make it

more competitive within the broader Consumer Ingredients

industry and dig deeper into IFF's go-forward portfolio and

growth prospects.

U.S. Food: On the Rise: 1Q26 Commodity Update »

Perhaps not surprising, we see accelerating inflation, such that

companies may ultimately need to decide whether to absorb

the higher costs in an effort to stay on track toward a still-

nascent (and elongated) volume recovery, or take price in order

to preserve dollar profit.

U.S. HPC: Improving Though Still Lagging »

Large Cap HPC sales trends have moved closer to category

averages in recent weeks.

U.S. Food: If They Could Just Hold Share… »

Our analysis suggests that large cap packaged food volumes

continue to lag underlying category growth, with most names

still losing share despite meaningful efforts to improve volume

performance over the past year.

U.S. Food: Rationalizing Further Asset

Rationalization »

While industry capacity utilization has picked up this past year,

likely due to asset rationalization actions, we still think a weak

volume outlook, particularly if more pricing is in the offing, will

necessitate additional rationalization actions – a topic explored

on our recent Chicago trip.

U.S. Food: Chicago 2026: Second Year of

Uncertainty in the Second City »

Last week we hosted meetings with eight Packaged Food

companies on our annual Chicago Food Field Trip (LW, SJM,