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'Farm to Fork' Industry Coverage
The Hershey Company Earnings: Pricing Bought Time — 2026 Is the Margin Test
Hershey offset historic cost pressure with pricing in 2025. 2026 now tests whether margins can recover without breaking demand.
Bunge Earnings: Integration Drives Resilience as Capital Discipline Anchors Returns
Bunge earnings show integration-driven resilience as Viterra synergies and disciplined capital allocation anchor returns despite macro uncertainty.
Yum! Brands Earnings: Scaling Winners While Resetting the Portfolio
Yum! Brands earnings show disciplined capital allocation—scaling Taco Bell and KFC while resetting Pizza Hut to protect long-term returns.
Performance Food Group Company Earnings: Mix, Share, and Cash Flow Tell the Real Story
PFG’s earnings reveal durable mix and cash flow gains beneath flat EPS—independent share, convenience margins, and discipline matter.
Mondelēz Earnings: Pricing Holds as Cocoa Costs Reset the Model
Mondelēz earnings highlight resilient pricing and cash flow as cocoa inflation compresses margins and sets up a 2026 transition year.
BellRing Brands Earnings: Margin Pressure Masks Demand Acceleration
BellRing Brands earnings show modest top-line growth but sharper margin pressure as promotions and whey inflation weigh ahead of a second-half rebound.
How Hershey Is Rebuilding Margin Through the Supply Chain After the Cocoa Shock
Hershey’s margin recovery is being rebuilt inside the supply chain—through hedging discipline, inventory timing, and digital lean execution.
Chipotle’s Recipe for Growth: Rebuilding Traffic Before Rebuilding Margins
Chipotle’s Recipe for Growth prioritizes throughput and transactions over near-term margins, betting speed, value, and scale reset growth.
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.
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.
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.
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.
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.
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