Mondelēz earnings highlight resilient pricing and cash flow as cocoa inflation compresses margins and sets up a 2026 transition year.

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

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

ADM earnings show resilient cash generation and cost discipline as policy timing—not demand—defines the 2026 setup.

PepsiCo earnings show margin expansion and productivity gains, as the company reaffirms 2026 guidance and raises its dividend for the 54th year.

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.

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

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

Simply Good Foods earnings show Quest-led growth and aggressive buybacks, offset by tariff-driven margin pressure and Atkins declines.

Constellation Brands earnings show resilient beer margins and disciplined capital returns, even as localized consumer pressure and wine exits weigh on sales.

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.

Albertsons earnings show resilient Q3 growth as digital, pharmacy, and loyalty gains offset margin pressure and macro headwinds.

Cal-Maine Foods earnings reflect resilient profits despite lower egg prices, as specialty eggs and prepared foods drive a higher earnings floor.

Toast IQ brings AI into daily restaurant decisions, reshaping how operators think about growth and marketing.

Conagra Brands earnings show margin pressure and a GAAP loss tied to impairments, but management reaffirmed FY26 guidance on improving execution.

General Mills is sacrificing near-term earnings to reset growth. The earnings call shows early volume gains, brand investment, and a longer-term play.

Herbalife is shifting from a distributor-led model to a data-enabled wellness platform built on personalization and scale.

Consumer staples looked dead in 2025—but a few operators delivered market-beating, semiconductor-level returns by executing relentlessly where others stagnated.

Source: Post Holdings For much of the past three decades, the Consumer Packaged Goods (CPG) industry relied on a familiar response to slowing growth: scale . Consolidation smoothed earnings, synergies justified leverage, and declining interest rates reduced the cost of being wrong. Bigger portfolios were assumed to be better ones. That assumption is now under pressure. Post Holdings’ most recent earnings cycle does not read like a company preparing for its next transformation

Costco earnings: Q1 revenue up 8% with strong comps, record membership income, and 20% digital growth.

After years of integration grind, supply-chain strain, and margin compression, UNFI says it’s ready for a new era. The question now: Can execution finally match ambition?

Casey’s earnings rise on strong food sales, firm fuel margins, and disciplined cost control across its 2,900-store network.