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'Farm to Fork' Industry Coverage


Primo Brands Earnings: Premium Water Growth Fuels Margin Expansion Amid Leadership Change
Primo Brands earnings show resilient performance with premium water up 44%, margin expansion of 270 bps, & new CEO Eric Foss steering post-merger integration.


Portillo’s Q3'25 Earnings: Strategic Reset Hits Near-Term Margins, Sets Up Leaner Growth Path
Portillo’s (PTLO) Q3'25 earnings show modest revenue growth but margin pressure as the chain slows expansion & refocuses on operational excellence.


Celsius Holdings Earnings: Triple-Digit Growth Fueled by Alani Nu and PepsiCo Partnership
Celsius Holdings (CELH) Q3 earnings surged 173% YoY to $725M as Alani Nu’s explosive growth & PepsiCo’s expanded partnership powered a stronger total energy portfolio.


SunOpta Earnings: 17% Volume Surge Stresses Supply Chain but Fuels Growth
SunOpta (STKL) earnings rose on 17% volume growth as demand outpaced capacity, prompting new investments in Texas and Washington.


Performance Food Group Earnings: Double-Digit Growth Powered by Independent Foodservice Surge
Performance Food Group (PFGC) earnings highlight strong independent case growth and solid margin expansion, driving a sales guidance increase for FY2026.


Dutch Bros Earnings: Strong Q3 Growth, Rising Sales, and Confident 2026 Outlook
Dutch Bros earnings highlight 25% revenue growth and record-high transactions, with rising food program momentum and 2026 expansion plans.


Bunge Global Earnings: Integration Drives Strong Q3 as Viterra Synergies Begin to Flow
Bunge Global earnings reflect early integration gains with Viterra, strong oilseed processing, and steady EPS guidance of $7.30–$7.60.


McDonald’s Earnings: Value Revival Drives Global Growth Amid Consumer Strain
McDonald’s earnings show steady growth as value meals & menu innovation offset inflation pressures, boosting global sales momentum.


Wingstop Earnings: Record Openings Offset by Same-Store Sales Dip, Smart Kitchen Drives Margin Gains
Wingstop earnings show 18.6% EBITDA growth and record unit expansion despite a 5.6% same-store sales decline—management bets on Smart Kitchen, loyalty, & new marketing to reignite comps.


Portillo’s Earnings: Strategic Reset Slows Expansion as Margins Tighten
Portillo’s earnings show revenue growth but margin pressure amid a strategic slowdown in new openings and leadership transition.


Molson Coors Earnings: Goodwill Write-Down Overshadows Solid Cash Flow and Portfolio Reset
Molson Coors earnings show a $3.6B goodwill impairment, but management reaffirms guidance and outlines a leaner, brand-focused strategy.


ADM Earnings: Lower Guidance Amid Biofuel Uncertainty, Cash Flow Resilience Shines
ADM earnings reflect softer crush margins and policy delays, but strong cash flow and portfolio optimization sustain resilience.


Yum! Brands Earnings: Strong Taco Bell Momentum, Strategic Pizza Hut Review
Yum! Brands earnings highlight robust growth at Taco Bell and KFC, with a strategic review underway for Pizza Hut’s future.


CAVA Earnings: Strong Revenue Growth and New Menu Innovation Amid Consumer Pressures
CAVA earnings show 20% revenue growth and resilient margins as the Mediterranean fast-casual leader expands units and tests new menu innovations.


Toast Earnings: ARR Crosses $2B as AI and Partnerships Drive Platform Growth
Toast earnings highlight 30% ARR growth past $2B, margin expansion to 35%, and rapid adoption of new AI-driven tools like Toast IQ.


Restaurant Brands International Earnings: Solid Q3 Fueled by Tim Hortons and Global
Restaurant Brands International earnings rose as Tim Hortons and international growth offset softer Popeyes results and beef cost pressures.


Utz Brands earnings: Organic growth up, California push ahead
Utz Brands earnings: Q3 organic sales +3.4% as margin mix improves; 2025 outlook nudged up and California expansion accelerates.


Shake Shack Earnings: Double-Digit Growth, Margin Gains, and a New Era of Operational Discipline
Shake Shack earnings surge 16% with improved margins, positive traffic, and disciplined cost control despite beef inflation and macro headwinds.


Ambev earnings: Margins expand despite softer volumes
Ambev earnings: Organic EBITDA up 2.9% as pricing/mix offsets volume softness; new R$2.5B buyback approved.


Pilgrim’s Pride Earnings: Resilient Demand and Branded Growth Balance Commodity Volatility
Pilgrim’s Pride earnings highlight strong U.S. and Mexico momentum, resilient chicken demand, and expanding branded portfolio growth.


Hershey Earnings: Sweet Sales Growth Meets Sour Commodity Pressures
Hershey earnings rose 6.5% in Q3 as strong innovation fueled growth, though cocoa inflation and tariffs weighed on margins.


Kellanova Earnings: Modest Sales Lift Amid Category Softness and Mars Merger Progress
Kellanova earnings highlight steady performance and resilience, led by noodles growth in Africa and disciplined cost control.


Sprouts Farmers Market Earnings: Growth Holds Strong Amid Softening Consumer
Source: Sprouts Farmers Market Earnings Presentation TLDR • Revenue Strength: Net sales rose 13% to $2.2 billion, driven by 5.9% comparable sales and robust new-store openings. • Margin Trends: EBIT margin expanded 60 bps to 38.7% gross margin, aided by improved shrink and cost control. • Forward Outlook: Q4 comps expected at 0–2% as management navigates tougher comparisons and cautious consumer sentiment. Business Overview Sprouts Farmers Market (NASDAQ: SFM) is a Phoenix


Starbucks earnings: first positive comps in 7 quarters as turnaround takes hold
Starbucks earnings: Q4 revenue +5% to $9.6B; global comps turn +1%—first positive in 7 quarters—as “Back to Starbucks” gains traction.
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