02:30 PM EDT, 10/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target by $1 to $59, about 19x our FY 26 (Nov.) EPS estimate of $3.12 (down from $3.14; FY 25 raised to $3.03 from $2.97). This multiple is a steep discount to its long-term average multiple of 27x but a premium to center-store packaged food peers (about 15x). In our view, FQ3 (Aug-Q) results were disappointing, as tariffs and a still-challenged consumer backdrop are weighing on earnings. Given the extent of tariff exposure, we expect mitigation efforts to persist through FY 26, making a return to high single-digit EPS growth in FY 26 unlikely. While Consumer segment volumes remain healthy today, we see risk of softness in the coming quarters as tariff-driven price increases take hold. We maintain our Sell rating, as we expect FY 26 consensus estimates to move lower following the weak earnings report on October 7. We also question MKC's ability to achieve its long-term financial targets (e.g., 17.5% operating margin by FY 28), which hinge on margin expansion within Flavor Solutions.