Earnings Review

Calavo Growers Earnings: Q2 Results Mixed as $32/Share Buyout Offer Surfaces

Calavo Growers earnings show revenue gains and stronger pricing, but volumes and margins remain under pressure due to weather and tariffs.

Casey’s Earnings Soar on Record Store Growth and Fuel Margins

Casey’s earnings rise on record EBITDA and net income; strong inside sales and fuel margins drive performance.

Limoneira Earnings: Q2 Shows Resilience Amid Citrus Price Pressures

Limoneira earnings highlight strong avocado pricing and a transformative Sunkist deal despite citrus market headwinds.

JM Smucker Earnings: Q4 Misses, Full-Year Growth and $1B Free Cash Flow Target

J.M. Smucker earnings show Q4 softness, but full-year results reflect strength in coffee and Uncrustables. Guidance emphasizes $1B free cash flow.

UNFI Earnings: Adjusted EBITDA Jumps 21% Amid Strategic Overhaul

UNFI earnings beat expectations with 21% EBITDA growth and strong free cash flow, signaling progress in its multi-year transformation.

Mission Produce core offerings: Avocados, Blueberries and Mango

Mission Produce Earnings: Record Q2 Revenue Despite Margin Pressures

Mission Produce earnings deliver record Q2 revenue, but margins tighten amid sourcing challenges and tariff impacts.

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In-Depth Analysis

Texas Roadhouse (TXRH) 10-K Report Analysis (2024)

Texas Roadhouse 10-K; strong sales growth but faces rising costs. Expanding company-owned stores, investing in tech, and managing margins.

A basket of famous Texas Roadhouse-style dinner rolls, golden, fluffy, and buttery, served with creamy honey cinnamon butter on a rustic wooden table.

Mama’s Creations Investor Day 2025: Key Takeaways & Strategic Vision

Mama’s Creations eyes double-digit growth, retail expansion, & M&A, backed by efficiency gains & a strong balance sheet.

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Spotlight

The MAHA Report exposes the food-health-industrial complex—and why Big Food may be the next to face reform.

How the MAHA Report Signals a Health Reckoning—and What It Means for Big Food

The MAHA Report spotlights rising childhood illness, systemic failures, and the looming impact on consumer staples companies.

Brooke Rollins All-In on USDA Reform: Food Security, Free Markets, & Fighting Obesity

From cutting SNAP’s soda spend to opening global markets, USDA Secretary Brooke Rollins shares her plan to realign the agency and safeguard American farmers.

Policy Updates

What CPG Leaders Should Know About H.R. 1, the 'One Big Beautiful Bill'

The House passed one big beautiful bill over 1000 pages long. We break down what it means for CPG leaders across SNAP, ESG, tax and more.

Illustration of the U.S. Capitol building with a magnifying glass highlighting key policy themes—tax, sustainability, and consumer goods—symbolizing scrutiny of legislative impacts on the CPG industry.

Stephen Miran’s Vision: How His Leadership at the CEA Could Reshape U.S. Trade Policy

Stephen Miran’s leadership at the CEA could reshape U.S. trade policy—balancing tariffs, currency shifts, and economic competitiveness.

Brooke Rollins’ Bold USDA Agenda: Trade, Relief, and Rural Growth

Brooke Rollins unveils bold USDA reforms, tackling trade deficits, disaster aid, and rural development.

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