top of page
'Farm to Fork' Industry Coverage
Walmart Earnings: Digital Scale Fuels Margin Expansion
Walmart earnings show accelerating eCommerce, margin expansion, and a confident FY27 outlook.
Fresh Del Monte Earnings: Margin Inflection, Brand Reunification
Fresh Del Monte earnings show margin expansion and a strategic Del Monte brand reunification poised to reshape growth.
The Cheesecake Factory Earnings: Margin Resilience Offsets Soft Comps
The Cheesecake Factory earnings show steady margins and disciplined growth despite softer comps and industry pressure.
DoorDash Earnings: Growth Accelerates as Scale Funds Expansion
DoorDash earnings show 38% revenue growth and rising GOV, as global scale and new verticals drive durable profit expansion.
Vita Coco Earnings: Coconut Water Momentum Drives Growth
Vita Coco earnings show strong branded growth, rising EBITDA, and improving private-label trends entering 2026.
Wingstop Earnings: Growth Engine Intact Despite Comp Pressure
Wingstop earnings show strong unit growth and margin durability, offset by first same-store sales decline in two decades.
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.
Trusted.
Timely.
Actionable Insights.
Connect with us!
bottom of page