Q2 2026 Season54% beat EPSAvg surprise: -29.1%Avg reaction: +0.4%16% raised guidance2% lowered3,646 reportedQ1 2026 · Jan–Mar
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Fresh Del Monte Produce Inc. | Consumer Defensive | Feb 18, 2026 | $0.70 | $0.28 | +150% | +3.9% |
| 2 | | Freshpet, Inc. | Consumer Defensive | Feb 23, 2026 | $0.64 | $0.43 | +48.8% | +8.6% |
| 3 | | Flowers Foods, Inc. | Consumer Defensive | Feb 12, 2026 | $0.22 | $0.16 | +37.5% | -11.4% |
| 4 | | Celsius Holdings, Inc. | Consumer Defensive | Feb 26, 2026 | $0.26 | $0.19 | +36.8% | +5.9% |
| 5 | | The Andersons, Inc. | Consumer Defensive | Feb 17, 2026 | $1.98 | $1.56 | +26.9% | -6.4% |
| 6 | | Brown-Forman Corporation | Consumer Defensive | Mar 4, 2026 | $0.58 | $0.47 | +24.5% | -7.2% |
| 7 | | Strategic Education, Inc. | Consumer Defensive | Feb 26, 2026 | $1.74 | $1.41 | +23.4% | +8.3% |
| 8 | | Smithfield Foods, Inc. | Consumer Defensive | Mar 24, 2026 | $0.83 | $0.68 | +22.8% | +6.4% |
| 9 | | United Natural Foods, Inc. | Consumer Defensive | Mar 10, 2026 | $0.62 | $0.51 | +21.6% | +4.9% |
| 10 | | Kenvue Inc. | Consumer Defensive | Feb 17, 2026 | $0.27 | $0.22 | +21.2% | +1.0% |
| 11 | | Lincoln Educational Services Corporation | Consumer Defensive | Feb 23, 2026 | $0.50 | $0.42 | +19.1% | +18.2% |
| 12 | | Primo Brands Corporation | Consumer Defensive | Feb 26, 2026 | $0.26 | $0.22 | +18.2% | +15.5% |
| 13 | | Dole plc | Consumer Defensive | Feb 25, 2026 | $0.14 | $0.12 | +16.7% | -1.8% |
| 14 | | Dollar General Corporation | Consumer Defensive | Mar 12, 2026 | $1.93 | $1.66 | +16.3% | -9.0% |
| 15 | | Target Corporation | Consumer Defensive | Mar 3, 2026 | $2.44 | $2.16 | +13.0% | +6.1% |
| 16 | | Inter Parfums, Inc. | Consumer Defensive | Feb 24, 2026 | $0.88 | $0.78 | +12.8% | -0.1% |
| 17 | | TreeHouse Foods, Inc. | Consumer Defensive | Feb 13, 2026 | $0.95 | $0.85 | +11.8% | — |
| 18 | | McCormick & Company, Incorporated | Consumer Defensive | Mar 31, 2026 | $0.66 | $0.59 | +11.1% | -9.8% |
| 19 | | Perdoceo Education Corporation | Consumer Defensive | Feb 19, 2026 | $0.59 | $0.54 | +9.3% | +2.8% |
| 20 | | McCormick & Company, Incorporated | Consumer Defensive | Mar 31, 2026 | $0.66 | $0.61 | +8.2% | -9.9% |
| 21 | | Afya Limited | Consumer Defensive | Mar 12, 2026 | $0.41 | $0.38 | +7.9% | -0.9% |
| 22 | | The Kroger Co. | Consumer Defensive | Mar 5, 2026 | $1.28 | $1.20 | +6.7% | +9.0% |
| 23 | | Hormel Foods Corporation | Consumer Defensive | Feb 26, 2026 | $0.34 | $0.32 | +6.3% | +1.1% |
| 24 | | Monster Beverage Corporation | Consumer Defensive | Feb 26, 2026 | $0.51 | $0.48 | +5.4% | -0.1% |
| 25 | | The J. M. Smucker Company | Consumer Defensive | Feb 26, 2026 | $2.38 | $2.27 | +4.8% | +8.8% |
1FDPFresh Del Monte Produce Inc.Feb 18, 2026Mkt Cap$1.7B
EPS Act.$0.70
EPS Est.$0.28
Surprise+150%
Reaction+3.9%
SectorConsumer Defensive
2FRPTFreshpet, Inc.Feb 23, 2026Mkt Cap$2.4B
EPS Act.$0.64
EPS Est.$0.43
Surprise+48.8%
Reaction+8.6%
SectorConsumer Defensive
3FLOFlowers Foods, Inc.Feb 12, 2026Mkt Cap$1.5B
EPS Act.$0.22
EPS Est.$0.16
Surprise+37.5%
Reaction-11.4%
SectorConsumer Defensive
4CELHCelsius Holdings, Inc.Feb 26, 2026Mkt Cap$7.4B
EPS Act.$0.26
EPS Est.$0.19
Surprise+36.8%
Reaction+5.9%
SectorConsumer Defensive
5ANDEThe Andersons, Inc.Feb 17, 2026Mkt Cap$2.5B
EPS Act.$1.98
EPS Est.$1.56
Surprise+26.9%
Reaction-6.4%
SectorConsumer Defensive
6BF-BBrown-Forman CorporationMar 4, 2026Mkt Cap$7.7B
EPS Act.$0.58
EPS Est.$0.47
Surprise+24.5%
Reaction-7.2%
SectorConsumer Defensive
7STRAStrategic Education, Inc.Feb 26, 2026Mkt Cap$1.8B
EPS Act.$1.74
EPS Est.$1.41
Surprise+23.4%
Reaction+8.3%
SectorConsumer Defensive
8SFDSmithfield Foods, Inc.Mar 24, 2026Mkt Cap$9.8B
EPS Act.$0.83
EPS Est.$0.68
Surprise+22.8%
Reaction+6.4%
SectorConsumer Defensive
9UNFIUnited Natural Foods, Inc.Mar 10, 2026Mkt Cap$3.3B
EPS Act.$0.62
EPS Est.$0.51
Surprise+21.6%
Reaction+4.9%
SectorConsumer Defensive
10KVUEKenvue Inc.Feb 17, 2026Mkt Cap$33.0B
EPS Act.$0.27
EPS Est.$0.22
Surprise+21.2%
Reaction+1.0%
SectorConsumer Defensive
11LINCLincoln Educational Services CorporationFeb 23, 2026Mkt Cap$1.6B
EPS Act.$0.50
EPS Est.$0.42
Surprise+19.1%
Reaction+18.2%
SectorConsumer Defensive
12PRMBPrimo Brands CorporationFeb 26, 2026Mkt Cap$8.5B
EPS Act.$0.26
EPS Est.$0.22
Surprise+18.2%
Reaction+15.5%
SectorConsumer Defensive
13DOLEDole plcFeb 25, 2026Mkt Cap$1.4B
EPS Act.$0.14
EPS Est.$0.12
Surprise+16.7%
Reaction-1.8%
SectorConsumer Defensive
14DGDollar General CorporationMar 12, 2026Mkt Cap$23.1B
EPS Act.$1.93
EPS Est.$1.66
Surprise+16.3%
Reaction-9.0%
SectorConsumer Defensive
15TGTTarget CorporationMar 3, 2026Mkt Cap$56.1B
EPS Act.$2.44
EPS Est.$2.16
Surprise+13.0%
Reaction+6.1%
SectorConsumer Defensive
16IPARInter Parfums, Inc.Feb 24, 2026Mkt Cap$2.8B
EPS Act.$0.88
EPS Est.$0.78
Surprise+12.8%
Reaction-0.1%
SectorConsumer Defensive
17THSTreeHouse Foods, Inc.Feb 13, 2026Mkt Cap$1.5B
EPS Act.$0.95
EPS Est.$0.85
Surprise+11.8%
Reaction—
SectorConsumer Defensive
18MKC-VMcCormick & Company, IncorporatedMar 31, 2026Mkt Cap$11.7B
EPS Act.$0.66
EPS Est.$0.59
Surprise+11.1%
Reaction-9.8%
SectorConsumer Defensive
19PRDOPerdoceo Education CorporationFeb 19, 2026Mkt Cap$2.2B
EPS Act.$0.59
EPS Est.$0.54
Surprise+9.3%
Reaction+2.8%
SectorConsumer Defensive
20MKCMcCormick & Company, IncorporatedMar 31, 2026Mkt Cap$11.8B
EPS Act.$0.66
EPS Est.$0.61
Surprise+8.2%
Reaction-9.9%
SectorConsumer Defensive
21AFYAAfya LimitedMar 12, 2026Mkt Cap$1.2B
EPS Act.$0.41
EPS Est.$0.38
Surprise+7.9%
Reaction-0.9%
SectorConsumer Defensive
22KRThe Kroger Co.Mar 5, 2026Mkt Cap$42.3B
EPS Act.$1.28
EPS Est.$1.20
Surprise+6.7%
Reaction+9.0%
SectorConsumer Defensive
23HRLHormel Foods CorporationFeb 26, 2026Mkt Cap$11.0B
EPS Act.$0.34
EPS Est.$0.32
Surprise+6.3%
Reaction+1.1%
SectorConsumer Defensive
24MNSTMonster Beverage CorporationFeb 26, 2026Mkt Cap$83.9B
EPS Act.$0.51
EPS Est.$0.48
Surprise+5.4%
Reaction-0.1%
SectorConsumer Defensive
25SJMThe J. M. Smucker CompanyFeb 26, 2026Mkt Cap$10.7B
EPS Act.$2.38
EPS Est.$2.27
Surprise+4.8%
Reaction+8.8%
SectorConsumer Defensive
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Chagee Holdings Limited American Depositary Shares | Consumer Defensive | Feb 25, 2026 | $0.29 | $1.54 | -81.0% | +3.8% |
| 2 | | Chagee Holdings Limited American Depositary Shares | Consumer Defensive | Mar 31, 2026 | $0.07 | $0.27 | -74.4% | -4.7% |
| 3 | | Turning Point Brands, Inc. | Consumer Defensive | Mar 2, 2026 | $0.42 | $0.87 | -51.7% | -21.5% |
| 4 | | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | Feb 25, 2026 | $0.92 | $1.50 | -38.7% | +1.2% |
| 5 | | The Vita Coco Company, Inc. | Consumer Defensive | Feb 18, 2026 | $0.09 | $0.13 | -30.8% | -9.1% |
| 6 | | Compañía Cervecerías Unidas S.A. | Consumer Defensive | Feb 24, 2026 | $0.32 | $0.41 | -22.1% | -1.6% |
| 7 | | Unilever PLC | Consumer Defensive | Feb 12, 2026 | $1.37 | $1.75 | -21.7% | +1.8% |
| 8 | | Graham Holdings Company | Consumer Defensive | Feb 25, 2026 | $11.45 | $14.05 | -18.5% | -0.3% |
| 9 | | General Mills, Inc. | Consumer Defensive | Mar 18, 2026 | $0.64 | $0.73 | -12.1% | -3.2% |
| 10 | | Campbell Soup Company | Consumer Defensive | Mar 11, 2026 | $0.51 | $0.57 | -10.5% | -12.3% |
| 11 | | RLX Technology Inc. | Consumer Defensive | Mar 13, 2026 | $0.03 | $0.03 | -9.6% | +0.4% |
| 12 | | Herbalife Nutrition Ltd. | Consumer Defensive | Feb 18, 2026 | $0.45 | $0.48 | -6.3% | +22.4% |
| 13 | | Coca-Cola FEMSA, S.A.B. de C.V. | Consumer Defensive | Feb 24, 2026 | $1.95 | $1.99 | -2.0% | +4.4% |
1CHAChagee Holdings Limited American Depositary SharesFeb 25, 2026Mkt Cap$1.2B
EPS Act.$0.29
EPS Est.$1.54
Surprise-81.0%
Reaction+3.8%
SectorConsumer Defensive
2CHAChagee Holdings Limited American Depositary SharesMar 31, 2026Mkt Cap$1.2B
EPS Act.$0.07
EPS Est.$0.27
Surprise-74.4%
Reaction-4.7%
SectorConsumer Defensive
3TPBTurning Point Brands, Inc.Mar 2, 2026Mkt Cap$1.8B
EPS Act.$0.42
EPS Est.$0.87
Surprise-51.7%
Reaction-21.5%
SectorConsumer Defensive
4FMXFomento Económico Mexicano, S.A.B. de C.V.Feb 25, 2026Mkt Cap$4.2B
EPS Act.$0.92
EPS Est.$1.50
Surprise-38.7%
Reaction+1.2%
SectorConsumer Defensive
5COCOThe Vita Coco Company, Inc.Feb 18, 2026Mkt Cap$4.4B
EPS Act.$0.09
EPS Est.$0.13
Surprise-30.8%
Reaction-9.1%
SectorConsumer Defensive
6CCUCompañía Cervecerías Unidas S.A.Feb 24, 2026Mkt Cap$2.2B
EPS Act.$0.32
EPS Est.$0.41
Surprise-22.1%
Reaction-1.6%
SectorConsumer Defensive
7ULUnilever PLCFeb 12, 2026Mkt Cap$125B
EPS Act.$1.37
EPS Est.$1.75
Surprise-21.7%
Reaction+1.8%
SectorConsumer Defensive
8GHCGraham Holdings CompanyFeb 25, 2026Mkt Cap$4.8B
EPS Act.$11.45
EPS Est.$14.05
Surprise-18.5%
Reaction-0.3%
SectorConsumer Defensive
9GISGeneral Mills, Inc.Mar 18, 2026Mkt Cap$17.7B
EPS Act.$0.64
EPS Est.$0.73
Surprise-12.1%
Reaction-3.2%
SectorConsumer Defensive
10CPBCampbell Soup CompanyMar 11, 2026Mkt Cap$6.0B
EPS Act.$0.51
EPS Est.$0.57
Surprise-10.5%
Reaction-12.3%
SectorConsumer Defensive
11RLXRLX Technology Inc.Mar 13, 2026Mkt Cap$1.9B
EPS Act.$0.03
EPS Est.$0.03
Surprise-9.6%
Reaction+0.4%
SectorConsumer Defensive
12HLFHerbalife Nutrition Ltd.Feb 18, 2026Mkt Cap$1.4B
EPS Act.$0.45
EPS Est.$0.48
Surprise-6.3%
Reaction+22.4%
SectorConsumer Defensive
13KOFCoca-Cola FEMSA, S.A.B. de C.V.Feb 24, 2026Mkt Cap$2.2B
EPS Act.$1.95
EPS Est.$1.99
Surprise-2.0%
Reaction+4.4%
SectorConsumer Defensive