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'Farm to Fork' Industry Coverage


Costco Earnings: Strong Traffic, Membership Momentum, and Digital Acceleration Fuel Q1 Beat
Costco earnings: Q1 revenue up 8% with strong comps, record membership income, and 20% digital growth.


UNFI Investor Day 2025: Inside the Distributor’s Bid to Become Grocery Retail’s Most Valued Partner
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: Strong Food Sales and Fuel Margins Power Another Standout Quarter
Casey’s earnings rise on strong food sales, firm fuel margins, and disciplined cost control across its 2,900-store network.


Ollie’s Earnings: Record Unit Growth Fuels Double-Digit Sales and EPS Surge
Ollie’s earnings jump as record store openings, strong transactions, & loyalty gains power another quarter of outperformance.


Campbell Soup Earnings: Tariff Headwinds Weigh as Revenue Declines 3%
Campbell Soup earnings: Q1 sales down 3% as tariffs pressure margins; management reaffirms FY26 outlook.


Mama’s Creations Earnings: Revenue Surges on Crown One Acquisition & Strong Organic Growth
Mama’s Creations earnings show strong revenue growth & expanding scale as Crown One integration accelerates.


Kroger Earnings: Solid Q3 Driven by eCommerce Strength and Margin Discipline
Kroger earnings show steady sales growth, stronger margins, and a path to profitable eCommerce in 2026.


Dollar General Earnings: Strong Q3 Boosts Outlook as Margin Gains Accelerate
Dollar General earnings show strong traffic-led growth, major margin expansion, and rising EPS as key initiatives gain traction.


Monster Energy Investor Day 2025: Scaling a Diversified Global Energy Empire
Monster signaled a new phase of disciplined, global expansion—anchored in RGM, innovation that lifts the core, and accelerating international penetration.


Dollar Tree Earnings: Strong Multi-Price Momentum Lifts Q4 Outlook
Dollar Tree earnings show strong sales, expanding margins, and multi-price momentum driving a higher full-year outlook.


Target’s Next Chapter: How AI & Supply Chain Reinvention Could Rewrite Its Future
A tough year masks a deeper shift. Target is using AI, forecasting, and supply chain redesign to fundamentally reshape how the company operates.


BJ’s Wholesale Club Earnings: Strong Membership Engine Drives Steady Growth
Membership growth, digital strength, and disciplined value investments fuel a resilient Q3 in a choppy consumer backdrop.


Walmart’s Automation Revolution: The Hidden Margin Engine Reshaping Retail
Automation, robotics, and AI are quietly transforming Walmart’s supply chain—turning a legacy network into a high-speed engine built for the next decade of retail.


Walmart Earnings: eCommerce Surge, Market Share Gains, and Raised FY26 Outlook
Strong Q3 driven by 27% eCommerce growth, share gains across income cohorts, and upgraded FY26 sales & profit outlook.


Target Earnings: Digital Strength Offsets Soft Store Traffic in a Volatile Quarter
Q3 sales dipped 1.5% as consumers stayed cautious, but digital, same-day delivery, and Roundel drove pockets of strength.


Aramark Earnings: Record New Business Fuels Strong FY25 Momentum
Aramark earnings show broad-based strength, with record net new business, 14% Q4 organic revenue growth, & expanding profitability heading into FY26.


J&J Snack Foods Earnings: Profit Hit by Plant Closures, But 2026 Outlook Strengthens
J&J Snack Foods Q4 margins compressed by plant-closure charges, but pretzel momentum and Project Apollo set up a stronger 2026.


Laird Superfood Earnings: Wholesale Strength, Innovation Drive Growth Amid Margin Pressure
Laird Superfood earnings show 10% sales growth as wholesale surges and new dairy protein launches position the brand for profitable scale.


Instacart Earnings: Double-Digit Growth Driven by Marketplace Scale and AI Expansion
Instacart earnings show 10% revenue growth and 22% EBITDA lift as AI tools, retailer partnerships, and affordability initiatives fuel momentum.


Tyson Foods Earnings: Profit Rebound Fueled by Chicken and Prepared Foods Strength
Tyson Foods earnings show a 25% jump in adjusted EPS as strong chicken and prepared foods results offset beef weakness amid tight cattle supplies.


Hain Celestial earnings: Sales -7% as pricing and cost cuts build
Hain Celestial earnings: Organic sales -6% with sequential improvement; SG&A down, pricing gains building—2H expected to be stronger.


Wendy’s Earnings: International Strength Balances U.S. Turnaround Under “Project Fresh”
Wendy’s earnings highlight global resilience—international sales up 8.6%—as the U.S. faces a 4.7% sales decline & executes its new “Project Fresh” turnaround.


Yelp Earnings: AI Innovation Powers Growth Amid Restaurant Weakness
Yelp earnings show record revenue of $376M, fueled by AI-driven services growth even as restaurant demand softens.


Sweetgreen Earnings: Sales Slip as Brand Bets on Menu Innovation and Automation Shift
Sweetgreen Q3'25 earnings show declining same-store sales and widening losses, but management points to menu innovation & a tech-focused partnership with Wonder as the path to recovery.
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