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Confirmed

Packaged Foods & Beverages

8 names are moving together; 75% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
PEPPepsico, Inc.Consumer Defensive+0.0%Group member
CAGConAgra Brands, Inc.Consumer Defensive-0.2%Most structurally connected
CPBThe Campbell's CompanyConsumer Defensive-0.9%Group member
SJMThe J.M. Smucker CompanyConsumer Defensive+0.2%Group member
GISGeneral Mills, Inc.Consumer Defensive+2.1%Group member
KHCThe Kraft Heinz CompanyConsumer Defensive+1.6%Group member
CCEPCoca-Cola Europacific PartnersConsumer Defensive-1.0%Group member
MKCMcCormick & Company, IncorporatConsumer Defensive-3.7%Group member

Why we believe this

Cohort

8 names

Participation

75% this session

Observed history

1 daily builds

Filing coverage

7/8 members

restructuring

Discount rates, long-term growth rates, and royalty rates used to estimate the fair value of our domestic retail brands with 10% or less excess fair value over carrying amount as of the fiscal 2026 annual impairment test were as follows: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Discount Rate ​ ​ Long-Term Growth Rate ​ Royalty Rate ​ ​ Carrying Amount ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ (in millions) ​ ​ ​ ​ Minimum ​ ​ ​ ​ Maximum ​ ​ ​ ​ Minimum ​ ​ ​ ​ Maximum ​ ​ ​ Minimum ​ ​ ​ Maximum Brands (<10% cushion) ​ $ 902.1 ​ ​ 11.50% ​ ​ 13.50% ​ ​ 0.0% ​ ​ 2.0% ​ 1.0% ​ 11.0% ​ Assumptions used in impairment testing are made at a point in time and require significant judgment; therefore, they are subject to change based upon the facts and circumstances present at each annual impairment test date.

CAG 10-K

pricing affecting revenue

Net sales for fiscal 2026 in our Foodservice segment included an increase in organic price/mix of 3.6% compared to fiscal 2025, primarily due to inflation justified pricing actions.

CAG 10-K

credit / rates affecting interest expense

After adjusting for items impacting comparability, earnings decreased primarily due to higher interest expense and higher marketing and selling expenses, partially offset by an increase in gross profit and a lower effective tax rate.

CPB 10-K

Packaged Foods & Beverages can stay leader-led if GIS and the next software names fail to join while CAG keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.