S&P 500 Consumer Staples Sector SEC Filings — August 28, 2026

28-08-2026

Dollar General Corporation announced that EVP and General Counsel Rhonda Taylor will retire, remaining in her current role through December 6, 2026, and then in a senior advisory role through at least April 2, 2027. Kelly Collier, currently SVP, Assistant General Counsel for Business Law, will succeed Taylor as EVP, General Counsel effective December 7, 2026. The filing contains no financial results or period-over-period comparisons, so no quantitative performance data is available.

• · Rhonda Taylor joined Dollar General in 2000 as an employment attorney and became EVP, General Counsel in 2015.
• · Taylor's leadership extends to global compliance, internal audit, risk, legal strategy, public policy, government affairs, public relations, and corporate social responsibility and philanthropy.
• · Kelly Collier joined Dollar General in 2009 as a Senior Attorney and was named among MMR's Women of Influence in 2021.
• · The company operates 21,148 stores across the U.S. and Mexico as of July 31, 2026.

28-08-2026

Procter & Gamble filed its DEF 14A proxy statement for the 2026 Annual Meeting, seeking shareholder votes on director elections, ratification of Deloitte as auditor, an advisory vote on executive compensation, and three shareholder proposals. The Board recommends voting FOR all director nominees (12 candidates, with 33% female and 50% racially/ethnically diverse) and FOR the auditor ratification and say-on-pay vote, while recommending AGAINST all three shareholder proposals. The filing details executive compensation for named executive officers, including CEO Jon Moeller and CFO Andre Schulten, with extensive tables on pay versus performance and equity awards.

• · The proxy statement includes a Pay Versus Performance table and a Pay Ratio disclosure.
• · Shareholder proposals (Items 4-6) are all recommended AGAINST by the Board.
• · The Audit Committee considered Deloitte's institutional knowledge, auditor independence measures, and fee review processes when recommending ratification.
• · The filing includes detailed executive compensation tables: Summary Compensation, Grants of Plan-Based Awards, Outstanding Equity, Option Exercises, Pension Benefits, and Nonqualified Deferred Compensation.
• · The proxy statement also covers Payments upon Termination or Change in Control and Beneficial Ownership.

28-08-2026

Altria Group announced the election of Steven W. Presley to its Board of Directors, effective August 27, 2026. Mr. Presley, CEO of Refresco Benelux B.V. and former Nestlé executive, will serve on the Compensation and Talent Development, Innovation, and Finance Committees. The filing also reiterates Altria's portfolio and strategic vision, with no financial metrics disclosed.

• · Mr. Presley joined the Board on August 27, 2026, and will serve on the Compensation and Talent Development, Innovation, and Finance Committees.
• · Mr. Presley previously served as Executive Vice President and CEO Zone Americas at Nestlé S.A. (Oct 2024–Apr 2025) and CEO Zone North America (Jan 2021–Oct 2024).
• · Altria's subsidiaries include PM USA, Middleton, USSTC, Helix, NJOY, and majority-owned joint venture Horizon Innovations LLC.
• · Altria holds equity investments in Anheuser-Busch InBev and Cronos Group Inc.

28-08-2026

Anne Bramnan, Chair of the Audit Committee and a member of the Board of Directors of McCormick & Co Inc, has announced her resignation from the Board effective November 30, 2026, due to her new role as EVP and CFO of Best Buy Co., Inc. She will step down as Audit Committee Chair on September 1, 2026, with Valarie Sheppard assuming that role. The resignation is not due to any disagreement with the company.

• · Anne Bramnan's resignation is effective November 30, 2026.
• · She will step down as Audit Committee Chair on September 1, 2026.
• · Valarie Sheppard will assume the role of Audit Committee Chair on September 1, 2026.
• · Bramnan's departure is due to her appointment as EVP and CFO of Best Buy Co., Inc. (NYSE: BBY).
• · The resignation is not due to any disagreement with McCormick's operations, policies, or practices.

28-08-2026

Walmart reported Q2 FY27 (three months ended July 31, 2026) total revenues of $187.9B, up 5.9% YoY from $177.4B, driven by net sales growth of 5.9% to $186.1B. However, consolidated net income attributable to Walmart declined 9.4% YoY to $6.366B from $7.026B, and diluted EPS fell to $0.80 from $0.88, as operating income growth of 28.8% was offset by a swing to $1.2B in other losses vs. $2.7B in gains in the prior year. For the six-month period, net income attributable to Walmart rose 1.6% to $11.696B, with diluted EPS of $1.46 vs. $1.43.

• · Membership and other income grew 11.2% YoY to $1.837B in Q2 FY27 from $1.652B.
• · Interest expense on debt fell sharply to $137M in Q2 FY27 from $651M in Q2 FY26, a 79% decline.
• · Other (gains) and losses swung to a loss of $1.2B in Q2 FY27 from a gain of $2.708B in Q2 FY26, significantly impacting net income.
• · Total assets increased 8.5% YoY to $293.9B as of July 31, 2026 from $270.8B a year earlier.
• · Inventories rose to $61.6B as of July 31, 2026 from $57.7B a year earlier, a 6.8% increase.
• · Short-term borrowings increased to $10.479B as of July 31, 2026 from $3.837B a year earlier.
• · Dividends declared per common share for the six-month period were $0.99, up from $0.94 in the prior year.
• · Capital expenditures (payments for property and equipment) totaled $14.181B for the six months, up 24.3% from $11.409B in the prior year.

28-08-2026

Target Corp reported strong Q2 FY26 results with net sales of $26,539M, up 5.3% YoY from $25,211M, and net earnings of $1,877M, more than doubling from $935M in the prior year quarter. Operating income surged 94.4% to $2,560M, driven by a 170bps improvement in gross margin as cost of sales declined 1.7% despite higher sales. However, SG&A expenses grew 6.8% YoY, and inventory increased 7.7% to $13,249M, signaling potential working capital pressure. Cash provided by operations nearly doubled to $4,519M for the six-month period, but the company reduced share repurchases dramatically to just $3M in H1 FY26 from $258M a year ago.

• · Basic EPS rose to $4.13 in Q2 FY26 from $2.06 in Q2 FY25, a 100.5% increase.
• · Diluted EPS was $4.11 vs $2.05 in the prior year quarter.
• · Total assets increased to $61,235M as of Aug 1, 2026 from $57,851M a year earlier.
• · Long-term debt and other borrowings decreased to $14,221M from $15,320M YoY.
• · Shareholders' investment grew to $17,843M from $15,420M YoY.
• · Capital expenditures for H1 FY26 were $2,404M, up 29.0% from $1,864M in H1 FY25.
• · The company paid dividends of $1,034M in H1 FY26, slightly up from $1,019M in H1 FY25.
• · Advertising revenue grew 28.6% YoY to $279M in Q2 FY26.
• · Credit card profit sharing declined 2.2% YoY in H1 FY26 to $269M from $275M.
• · Antidilutive shares were 0.7M in Q2 FY26 vs 5.0M in Q2 FY25.