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'Farm to Fork' Industry Coverage


Kroger Earnings: Strong Q2 Driven by Pharmacy, E-Commerce, & Fresh Momentum
Kroger earnings beat expectations as identical sales rose 3.4%, fueled by pharmacy, e-commerce, and fresh categories.


Calavo Growers Earnings: Strong Prepared Growth Offsets Fresh Segment Pressure
Calavo Growers earnings show stability in Q3 2025, with Prepared sales up 40% while Fresh volumes dipped; margins pressured by FDA hold costs.


Limoneira Earnings: Revenue Decline, Strategic Shift to Sunkist Partnership
Limoneira earnings fell on lower citrus volumes, but management reaffirmed guidance and highlighted growth from avocado expansion & real estate monetization.


Mama’s Creations Earnings: Revenue Growth, Crown I Acquisition, and Margin Pathway
Mama’s Creations earnings show 24% revenue growth, boosted by acquisitions and efficiency gains, with margins set to rebound.


Mission Produce earnings: record Q3 revenue, pricing to ease as volumes rise
Mission Produce earnings: record Q3 sales as volumes climb; margin up, tariffs <1% of COGS; Q4 pricing seen down 20–25% on higher supply.


Casey’s Earnings: Q1 Beat on Inside Sales Growth and Fuel Strength
Casey’s earnings surged in Q1 2026 as EPS rose 19%, driven by strong food, grocery, & fuel performance despite Fikes integration drag.


Campbell’s Earnings: Modest Beat Amid Tariff Headwinds, Eyes on 2026
Campbell’s earnings showed resilience with Rao’s nearing $1B, but 2026 guidance reflects tariff pressure and cautious consumers.


Ollie’s Earnings: Strong Q2 Growth, Raised Outlook on Store Expansion
Ollie’s earnings topped expectations with 17.5% sales growth and raised guidance, fueled by new stores and loyalty gains.


Dollar General Earnings: EPS Beats, Outlook Raised on Shrink Gains
Dollar General earnings show EPS beat and margin expansion as shrink reduction drives profitability; guidance raised for FY2025.


Hormel Foods Earnings: Strong Sales Growth Overshadowed by Margin Pressure
Hormel Foods earnings showed strong 6% organic sales growth, but commodity cost inflation weighed on profitability.


J.M. Smucker Q1 FY26 Earnings: Pricing Power Amid Tariff Pressures
Pricing strength drives Q1 coffee gains, but higher tariffs squeeze margins & free cash flow dips.


BJ’s Wholesale Club Earnings: Membership Hits 8M as Digital Sales Surge
BJ’s Wholesale Club earnings show solid growth—EPS up, memberships at a record 8M, and digital sales climbing 34%.


Walmart Earnings: Strong Sales Growth, AI Push Amid Margin Headwinds
Walmart earnings highlight robust e-commerce growth and raised FY26 outlook, despite margin pressure from higher claims costs.


Target Earnings: Modest Sales Decline, New CEO Named Amid Strategy Reset
Target earnings show a 0.9% sales decline, but digital growth and leadership transition signal a push toward renewed momentum.


JBS Earnings: Record Revenue, Strong Segment Performance, and Strategic U.S. Expansion
JBS earnings surged in Q2 2025 with record revenue of $21B, driven by Pilgrim’s Pride and Seara, as the company advances strategic U.S. expansion projects.


Performance Food Group Earnings: Strong Volume Growth, FY2026 Guidance Raised
Performance Food Group earnings show double-digit case growth and robust profit expansion, with FY2026 outlook signaling continued momentum.


Arcos Dorados earnings: digital flywheel, SLAD strength offset Brazil beef costs
Source: Acros Dorados Investor Presentation TLDR Revenue Strength: Total revenue $1.142B , up 2.8% reported ( ~14.9% constant...


Brinker International Earnings: Chili’s Drives Double-Digit Sales Growth, Strong FY26 Outlook
TLDR Revenue Strength: Q4 sales +21.3% companywide, Chili’s +23.7% driven by +16.3% traffic. Margin Trends: Restaurant operating margin...


CAVA Earnings: Growth Momentum Despite Macro Headwinds and Menu Laps
CAVA earnings show 20.3% revenue growth with strong new unit performance; menu innovation & tech investments fuel long-term outlook.


Lifeway Foods Earnings: Record Sales, Margin Gains, and 20%+ Q3 Momentum
Lifeway Foods earnings hit record $53.9M in Q2 net sales, with margin expansion and early Q3 sales up over 20% year-over-year.


Monster Beverage Earnings: Record Sales Powered by Innovation and Global Growth
Monster Beverage earnings surged in Q2 2025, with record net sales topping $2 billion, driven by robust global demand, strong brand momentum, and an expanding innovation pipeline.


Papa John’s Earnings: International Strength Offsets Margin Pressure in Q2
Papa John’s earnings show resilient global sales growth and a return to North America comps growth, but margin pressure weighed on profitability.


Sweetgreen Earnings: Q2 Miss Amid Headwinds, Strategic Shifts Underway
Sweetgreen earnings showed a 7.6% same-store sales drop as the company grappled with loyalty program changes and weaker urban traffic, despite early signs of operational and menu recovery.


Post Holdings Earnings: Foodservice Strength Lifts FY25 Outlook
Post Holdings earnings beat expectations with Foodservice growth fueling a guidance raise, even as cereal and pet food volumes softened.
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