Earnings Review

Chili's and Maggiano's restaurants owned by Brinker International

Brinker International Earnings: Chili’s Momentum Drives FY2026 Guidance Raise

Brinker International earnings beat expectations as Chili’s delivered strong traffic-led growth, prompting an upward revision to full-year guidance.

Starbucks Earnings: Sales Momentum Builds as “Back to Starbucks” Scales

Source: Starbucks Investor Relations site TLDR Revenue Strength: Net revenues rose ~6% to $9.9B , driven by +4% global comparable store sales led by transactions. Margin Trends: Operating margin compressed as Starbucks reinvests in labor and absorbs coffee/tariff inflation—management expects pressure to ease in 2H. Forward Outlook: FY2026 guide calls for ≥3% comps , EPS $2.15–$2.40 (non-GAAP) , and 600–650 net new stores . Business Overview Starbucks is the world’s larges

Sysco is Projecting at least 100 bps of Sequential Organic Improvement in 2H

Sysco Earnings: Margin Expansion and Local Volume Momentum Drive EPS Upside

Sysco earnings show margin expansion and accelerating local volumes as management raises full-year EPS outlook.

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.

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In-Depth Analysis

McCormick's Margin Recovery Playbook: How Tariffs, CCI, and Mexico Set Up 2026

The market sees margin compression; the numbers show sequencing. McCormick is absorbing pressure by design, positioning margins to recover on its own terms in 2026.

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.

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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.