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QuarterlyIQ Insights · BG

Factors

The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.

Factor signals

Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.

Recent financial performance
weak

Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=1144).

22th pctl · Consumer Staples
The numbers
bonus
0
dir share
1
slope norm
-0.6512
Earnings quality
fragile

Over the trailing year it converted 0.86x of net income into operating cash flow. Historically, Consumer Staples names rated fragile grew net income 51% of the time over the next year (vs 57% for the rest of the cohort, n=1037).

7th pctl · Consumer Staples
The numbers
ttm ni
683
ttm cfo
588
Macro sensitivity

Not enough signal yet.

Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).

Management & capital allocation
volatile

35 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated volatile grew net income 42% of the time over the next year (vs 51% for the rest of the cohort, n=368).

3th pctl · Consumer Staples
The numbers
n events
35
raw activity
4.1697
directional rank
0.8636
directional status
capital_friendly

Not investment advice. As of 2026-06-09.

Earnings setup & market context

The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.

Earnings setup · pre-print positioning
forward-looking
bullish strongEPS revised +15.9% / 30d, n=6for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $1.66 → $1.93 (+15.9% / 30d). 5 raised, 0 cut, 6 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d. 89% of analysts rate Buy.

Sector context
Intermediate · Weekly
Sector phase: consumer staples is in maturing, with decelerating (~1.2 years in phase).
Sector regime (90d momentum): headwind.
headwind-12.1%sector vs S&P 500, 60d

via XLP

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.

Full consumer staples context →All sectors →

AI cycle regime · market-wide
2-axis classifierLong-term · 1–3 yr
HeatingManiaSquallCrisisEarnings →Mood ↑
SteadyE +0.08 · M -0.04
Single-axisCHASEz +4.22

Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-06-09.