McDonald’s Earnings: Value Strategy Drives Traffic Recovery

McDonald’s earnings show traffic-led growth as value strategy and marketing execution strengthen global momentum.

Kraft Heinz - Align Brands with Consumer Preferences with an Emphasis on Value

Kraft Heinz Earnings: Reset Year Sets Stage for Volume Recovery

Kraft Heinz earnings show declining volumes and margins, but a $600M investment plan aims to restore profitable growth.

Aramark Earnings: Growth Momentum Builds on Record Retention

Aramark earnings show strong organic growth momentum, driven by new business wins, retention strength, and supply-chain productivity gains.

Coca-Cola Earnings: Volume Stabilizes as Margins Expand

Coca-Cola earnings show steady organic growth and margin expansion despite flat annual volume and currency pressure.

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.

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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.

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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.