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.

Marzetti Earnings: Record Gross Profit, Foodservice Momentum, Bachan’s Deal

Marzetti earnings show record gross profit and margin expansion, with foodservice growth and a strategic acquisition reshaping the portfolio.

Ingredion Earnings: Texture Solutions Offset U.S. Disruption

Ingredion earnings show resilient profits as Texture & Healthful Solutions growth offsets U.S./Canada operational headwinds.

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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.

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.

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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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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.