McCormick: A Spicy Total Returns Opportunity

McCormick & Company is rated "Buy," trading at a 19% discount to fair value, with visible earnings durability and a 40-year dividend growth streak. Q2 2026 results beat expectations, driven by the McCormick de México acquisition, organic growth, and margin expansion from pricing and supply chain savings. The pending $44.8 billion Unilever Foods acquisition could add top brands, boost distribution, and drive mid- to high-teens EPS accretion by year 3 post-close.

Seeking Alpha • Aug 5, 2026

Top 25 Dividend Stock Opportunities For August 2026

My August 2026 dividend stock screen identifies 25 fundamentally strong, attractively valued U.S. equities with yields above 2.5%. The top 25 list averages a 3.15% dividend yield, ~16% undervaluation, and a projected 14.17% future CAGR. Custom Dividend Yield Theory and Free Cash Flow models confirm significant discounts for names like Zoetis, Accenture, and Amdocs.

Seeking Alpha • Aug 2, 2026

Unilever agrees two-year worker protection after $65 billion McCormick merger, memo shows

Unilever has agreed to protect employment terms of workers in its European and British food business for two years after the planned 2027 completion of its $65 billion ​merger of the unit with U.S. spice maker McCormick , according to a memo seen by Reuters.

Reuters • Jul 29, 2026

McCormick: The Market Still Underestimates The Unilever Deal

McCormick & Company Incorporated remains a Buy, with valuation offering a solid margin of safety and re-rating potential post-Unilever deal. Q2 delivered 16.9% YoY revenue growth, driven by the McCormick de Mexico acquisition and organic pricing, reaffirming 2026 guidance for sales and margin expansion. Risks include higher leverage post-deal, potential selling pressure from Unilever shareholders, and persistent consumer trade-downs to private labels impacting legacy brands.

Seeking Alpha • Jul 29, 2026

Best Dividend Aristocrats For August 2026

NOBL is outperforming SPY YTD in 2026, returning 12.9% versus SPY's 7.88%, with 45 Aristocrats ahead of SPY. Dividend growth among Aristocrats in 2026 averages 4.10%, with recent increases from ALB, FAST, PPG, SJM, and SWK. 25 Dividend Aristocrats appear undervalued and offer estimated long-term annualized returns of at least 10% using dividend yield theory.

Seeking Alpha • Jul 29, 2026

Family-owned companies have big appetites for US snack M&A

Family-owned food companies are stocking up on U.S. snack companies, which are warming to the idea of private backers - many of them overseas - that can ​help them weather the storm in the supermarket aisles.

Reuters • Jul 28, 2026

McCormick plans secondary London listing after Unilever Foods merger, unveils operating structure

McCormick said on Thursday it would seek a secondary listing on the London Stock Exchange and unveiled the ​operating model for the company that will be formed after its planned $45 billion ‌combination with Unilever's Foods business.

Reuters • Jul 23, 2026

McCormick Announces Operating Model, Executive Team, and Secondary Listing Location for Combined Company

Combined Company to be Organized into Four Commercial Divisions Grounded in Flavor Leadership: Americas Consumer, International Consumer, Global Food Service, and Global Flavor Combined Executive Team to Bring Together Top Global Talent from Both Businesses Combined Company to Reflect Global Presence with Secondary Listing on London Stock Exchange and International Headquarters in the Netherlands HUNT VALLEY, Md., July 23, 2026 /PRNewswire/ -- McCormick & Company, Incorporated (NYSE: MKC) ("McCormick"), today announces the planned operating model, Executive Team, and secondary listing location for the company following the closing of its proposed combination with Unilever's Foods business ("Unilever Foods")1, which is expected by mid-2027.

PRNewsWire • Jul 23, 2026

McCormick to Seek London Listing Following Tie-Up with Unilever Foods

The maker of spices and seasonings said the London listing would come in addition to its current listing on the New York Stock Exchange.

WSJ • Jul 23, 2026

Fundsmith Equity Fund: H1 2026 Sales

Fundsmith Equity Fund was down by 2.9% in the first 6 months of the year, 14.1 percentage points less than what is perhaps the most obvious comparator, the MSCI World Index (£ net). Atlas Copco's organic growth has been anaemic over the last two years, which in our view does not justify a

Seeking Alpha • Jul 9, 2026