Simply Good Foods Earnings: Quest Strength Offsets Margin Headwinds

Simply Good Foods earnings show Quest-led growth and aggressive buybacks, offset by tariff-driven margin pressure and Atkins declines.

Constellation brands Developing Consumer-led Innovations Aligned With Emerging Trends

Constellation Brands Earnings: Beer Margins Hold as Consumer Pressure Narrows

Constellation Brands earnings show resilient beer margins and disciplined capital returns, even as localized consumer pressure and wine exits weigh on sales.

Albertsons Earnings: Digital and Pharmacy Drive Q3 Growth

Albertsons earnings show resilient Q3 growth as digital, pharmacy, and loyalty gains offset margin pressure and macro headwinds.

Cal-maine foods - investing to expand prepared foods capabilities

Cal-Maine Foods Earnings: Mix Shift Cushions Downcycle

Cal-Maine Foods earnings reflect resilient profits despite lower egg prices, as specialty eggs and prepared foods drive a higher earnings floor.

CAG Roadmap to improve Organic Net Sales in Growth in H2.

Conagra Brands Earnings: Margin Pressure, Guidance Reaffirmed

Conagra Brands earnings show margin pressure and a GAAP loss tied to impairments, but management reaffirmed FY26 guidance on improving execution.

Inside General Mills’ Earnings Call: Why FY26 Is About Reset, Not Results

General Mills is sacrificing near-term earnings to reset growth. The earnings call shows early volume gains, brand investment, and a longer-term play.

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Is Herbalife Building the Netflix of Health & Wellness?

Herbalife is shifting from a distributor-led model to a data-enabled wellness platform built on personalization and scale.

Scale Is No Longer Enough: What Post Holdings Signals About the Future of CPG

Source: Post Holdings For much of the past three decades, the Consumer Packaged Goods (CPG) industry relied on a familiar response to slowing growth: scale . Consolidation smoothed earnings, synergies justified leverage, and declining interest rates reduced the cost of being wrong. Bigger portfolios were assumed to be better ones. That assumption is now under pressure. Post Holdings’ most recent earnings cycle does not read like a company preparing for its next transformation

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Spotlight

Toast IQ: The Intelligence Layer Powering Toast’s Next Act

Toast IQ brings AI into daily restaurant decisions, reshaping how operators think about growth and marketing.

Consumer Staples companies outperforming the market

How Select Consumer Staples Stocks Quietly Crushed the Market in 2025

Consumer staples looked dead in 2025—but a few operators delivered market-beating, semiconductor-level returns by executing relentlessly where others stagnated.

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Policy Updates

Dietary Guidelines 2025–2030: A Federal Reset of the Food Pyramid

The 2025–2030 Dietary Guidelines for Americans mark a sharp break from decades of federal nutrition orthodoxy—explicitly prioritizing real food, protein density, full-fat dairy, and a retreat from ultra-processed inputs. For food companies and investors, this is not lifestyle advice; it is a structural signal.