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'Farm to Fork' Industry Coverage


Vita Coco Earnings: 37% Surge in Sales and Raised 2025 Outlook
Vita Coco earnings show 37% sales growth and a guidance hike as coconut water demand surges globally and tariffs are mitigated through pricing and supply shifts.


Chipotle Earnings: Margins Narrow as Brand Bets on Value and Innovation
Chipotle earnings reveal margin pressure amid softer traffic, but management doubles down on menu innovation, value, & digital engagement to reignite growth.


Brinker International Earnings: Chili’s Traffic Surge Powers Q1 Beat Amid Maggiano’s Softness
Brinker International (EAT) earnings surged as Chili’s drove a 21% comp sales jump and 13% traffic gain, offsetting Maggiano’s declines.


Chefs’ Warehouse Q3'25 Earnings: Strong Sales Momentum and Raised 2025 Outlook
Chefs’ Warehouse earnings beat expectations with 9.6% sales growth and higher margins, prompting a full-year guidance raise.


Fresh Del Monte Produce Earnings: Margin Expansion Amid Portfolio Streamlining
Fresh Del Monte Produce (FDP) earnings highlight gross margin gains in fresh and value-added products as divestitures streamline the business.


Kraft Heinz Earnings: Lower Sales, Resilient Cash Flow, and Spin-Off on Track
Kraft Heinz earnings show sales declines but strong cash generation; spin-off into two companies remains on schedule for 2026.


Cheesecake Factory Q3'25 Earnings: Margin Gains Offset Soft Traffic
Cheesecake Factory earnings topped expectations as disciplined cost management and menu innovation drove margin gains despite softer traffic.


Keurig Dr Pepper Earnings: Strong Q3 Growth, Raised Sales Outlook & Coffee Recovery Set Up a Transformative 2026
Keurig Dr Pepper earnings beat expectations with double-digit growth and a raised 2025 outlook, as U.S. Coffee stabilizes and Beverages surge ahead of its JDE Peet’s merger.


How Coca-Cola Is Using AI to Redefine Brand Building
Coca-Cola is using AI to fuse creativity, data, and discipline—turning marketing intelligence into measurable growth across its global system.


Coca-Cola Earnings: Pricing Power, Precision, and Partnership Fuel Q3 Momentum
Coca-Cola earnings show 6% organic growth and stronger margins, powered by disciplined pricing, sharper execution, and digital systemwide agility.


General Mills Investor Day '25: Reigniting Growth through Remarkability
General Mills pivots from cost defense to growth, unveiling a “remarkability” strategy to reignite consumer demand.


Domino’s DPZ Earnings: Strong U.S. Sales, Value Promotions Power Q3 Momentum
Domino’s earnings show U.S. same-store sales up 5.2%, fueled by its “Best Deal Ever” promotion and strong carryout growth.


Albertsons Earnings: Digital + Pharmacy Lift, $750M ASR Upside
Albertsons earnings: comps +2.2% (adj), digital +23%, $750M ASR; outlook nudged up on EPS.


PepsiCo Earnings: Innovation, Portfolio Reset, and Cost Discipline Anchor Q3 Momentum
PepsiCo earnings highlight resilient international growth and accelerating North America momentum as innovation and cost actions drive 2026 optimism.


McCormick Earnings: Volume-Led Growth Holds as Tariffs Pressure Margins
McCormick earnings show fifth straight quarter of volume-led growth, reaffirming sales outlook but trimming profit guidance amid higher commodity & tariff costs.


Constellation Brands Earnings: Profit Recovery Amid Volume Weakness and Brand Resilience
Constellation Brands (STZ) earnings show resilience as beer share gains offset shipment declines, with premium portfolio strength driving profitability.


Cal-Maine Foods Earnings: Record Q1 Driven by Specialty Eggs & Prepared Foods
Cal-Maine Foods earnings hit a record, with net sales up 17% as specialty eggs and prepared foods fueled growth.


Conagra Brands earnings: Q1 top line stabilizes as tariffs bite
Conagra Brands earnings: Organic sales nearly flat; margins pressured by protein inflation and tariffs, but FY26 guidance reaffirmed with productivity offsets.


Lamb Weston Earnings: Strong Volumes Offset Pricing Pressure
Lamb Weston earnings show resilient Q1 FY2026, with strong volume growth offset by pricing headwinds as the company reaffirms outlook.


Costco Earnings: Solid Growth Driven by Membership Fees and Kirkland Strength
Source: Costco Earnings Presentation TLDR Revenue Strength: Net sales rose 8% in Q4 to $84.4B, with e-commerce up 13.6%. Margin Trends:...


Darden Restaurants Earnings: Strong Q1 Driven by Olive Garden, LongHorn, and Chuy’s
Darden Restaurants earnings beat expectations with 10% sales growth, strong comps at Olive Garden and LongHorn, and raised guidance for FY26.


Cracker Barrel Earnings: Sales Momentum Intact but Traffic Headwinds Ahead
Cracker Barrel earnings show steady sales growth and margin progress, but FY26 guidance reflects traffic challenges and heightened competition.


General Mills Earnings: Resilient Amid Divestiture Headwinds and Fresh Investment Push
General Mills earnings show resilience as yogurt divestiture clouds results; innovation and pet food expansion fuel long-term growth.


WGO @ Hain Celestial? Turnaround Tested Amid Deep Losses
Hain Celestial’s Q4 results revealed steep sales declines and massive write-downs. Management promises bold restructuring, but credibility is on the line.
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