McCormick delivered a strong fiscal second quarter of 2026 (ended May 31), with total sales up 14% in constant currency (net sales up 16.7% to $1,936.6 million), supported by a 12-point contribution from the McCormick de Mexico acquisition and 2% organic growth. The standout was Global Flavor Solutions, where organic sales rose 3% (volume growth exceeded expectations) on broad strength across large CPGs, private label, high-growth innovators, and branded food service, aided by reformulation projects commercializing faster than the prior 2027 expectation. Gross profit margin expanded 270 basis points (140 from a tariff refund, 130 underlying), adjusted operating income grew 30%, and adjusted EPS rose 16% to $0.80; however, GAAP diluted EPS fell 13.8% to $0.56 on acquisition and minority-interest effects (operating income $276 million, a ~14.3% operating margin). The soft spot was U.S. spices and seasonings within Americas Consumer (organic flat), where consumption lagged the category in specific segments on rising price sensitivity, widening price gaps, and heightened private-label/branded competition, prompting management to redeploy its proven multi-year revenue-growth-management, price-pack-architecture, and precision-marketing playbook with faster, more agile execution. Management held its 2026 outlook broadly consistent (gross margin +100-120 bps, cost inflation tracking toward the high end at ~6% on Middle East conflict costs, tariff refunds largely offsetting inflation) and flagged a Q3 operating-income step-down to high-single/low-double digits on SG&A timing (ERP, incentive comp, and heavier brand marketing) plus an EPS headwind from lapping a favorable ~16% prior-year tax rate. First-half operating cash flow surged to $431 million (from $161 million) and leverage fell to 2.9x, while integration planning for the Unilever Foods (Dressings) acquisition progressed on schedule with reaffirmed accretion targets (mid-to-high single-digit in year one, mid-to-high teens in year three) and 21% operating margins plus 100% free-cash-flow conversion expected at close.