McCormick (MKC): FY26 Q2 earnings call, Jun 25, 2026

Thu, Jun 25Earnings callSpeaker-labelled transcriptMcCormick

No Kalshi or Polymarket word markets were listed for McCormick’s Jun 25, 2026 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Tariff”; 5 quoted, at least 25 words apart.

Marcos Gabrielcompanyprepared · 16:15Hear it 16:09, Marcos Gabriel

…quarter, driven by accretion from McCormick de Mexico, the benefit of a tariff refund, surgical pricing, and savings from our comprehensive continuous improvement program, or…

Marcos Gabrielcompanyprepared · 17:55Hear it 17:51, Marcos Gabriel

…140 basis points. This expansion was driven by acquisition accretion and the tariff refund, which primarily benefited the Consumer segment. These benefits were partially offset…

Marcos Gabrielcompanyprepared · 18:56Hear it 18:56, Marcos Gabriel

…by increased adjusted operating income, partially offset by non-controlling minority interests. The tariff refund contributed approximately $0.07 per share. On slide 15, we've summarized…

Marcos Gabrielcompanyprepared · 21:41Hear it 21:41, Marcos Gabriel

Our tariff cost assumptions, primarily related to the global 10% tariff, remain consistent based on the latest developments and our current knowledge. While we anticipate…

Marcos Gabrielcompanyprepared · 22:28Hear it 22:22, Marcos Gabriel

…half performance exceeded our implied guidance and included most of the full-year tariff refund. This is a dynamic environment, and we continue to navigate several…

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