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'Farm to Fork' Industry Coverage


Yelp Earnings: AI Momentum and Services Strength Offset Macro Drag
Yelp earnings show 4% revenue growth and 10% EBITDA lift, powered by AI product traction & strong Services performance amid macro pressure.


US Foods Earnings: Margin Milestone and Strategic Expansion Highlight Q2'25
US Foods earnings saw Adjusted EBITDA rise 12% to a record $548M, driven by margin expansion, disciplined execution, & strong independent restaurant volume.


Texas Roadhouse Earnings: Sales Top $1.5B as Traffic Drives Record Quarter
Texas Roadhouse earnings show a 12.7% revenue jump to $1.51B—its first $1.5B+ quarter—driven by strong traffic and unit growth.


Natural Grocers Q3 2025 Earnings: EPS Jumps 25% on Solid Comp Sales and Loyalty Gains
Natural Grocers earnings rose sharply as the retailer posted strong comps and margin gains. EPS jumped 25%, boosted by loyalty-driven sales & tight expense control.


Vital Farms Earnings: Raised Outlook as Consumer Demand Surges
Vital Farms earnings beat expectations with 25% revenue growth and upgraded 2025 guidance, signaling continued consumer demand strength.


Restaurant Brands Earnings: Tim Hortons, International Drive Q2 Beat Amid Operational Momentum
Restaurant Brands earnings beat expectations as Tim Hortons and International led 5.3% sales growth, reaffirming 8%+ AOI outlook.


Krispy Kreme Earnings: Turnaround Plan Unfolds Amid McDonald’s Exit, Margin
Krispy Kreme earnings show a sharp net loss and margin compression, but a new turnaround plan targets profitable U.S. growth & global refranchising.


Celsius Holdings Q2'25 Earnings: Alani Nu Powers Explosive 84% Revenue Growth
Celsius Holdings earnings surged 84% YoY to $739M in Q2 2025, fueled by Alani Nu’s breakout success & strong consumer demand across the energy drink category.


Primo Brands Q2 2025 Earnings: Premium Water Shines Despite Integration Disruptions
Primo Brands earnings rose on premium water strength, but integration issues and tornado disruptions led to a guidance cut. Margins expanded.


SunOpta Earnings: Double-Digit Growth Fueled by Volume and Fruit Snack Expansion
SunOpta earnings surge in Q2 2025 with 13% revenue growth, boosted by fruit snacks & strong volume gains.


Dutch Bros Earnings: Strong Q2 Performance Powers Full-Year Outlook Raise
Dutch Bros earnings: Q2 revenue up 28%, driven by 6.1% same shop sales growth & higher transactions. Guidance raised on strength.


Laird Superfood Earnings: Wholesale Momentum Drives 20% Growth Amid Inflation Pressures
Laird Superfood earnings show 20% revenue growth and 39.9% gross margin as wholesale momentum offsets inflation & digital softness.


DoorDash Earnings: Record Orders and Revenue Drive Profit Surge
DoorDash earnings show record-breaking orders, strong revenue, and improving margins in Q2 2025.


Dine Brands Earnings: Applebee’s Momentum Powers Q2 Beat Amid Dual-Brand Expansion
Dine Brands earnings show Applebee’s comp sales up 4.9%, while IHOP lags. Dual-brand strategy gains traction as company leans into remodels & innovation.


Bloomin' Brands Earnings: Outback Turnaround in Focus as EPS Beats Guidance
TLDR 📈 Revenue Strength: Q2 revenue rose slightly to $1.002B, driven by new restaurant openings. 📉 Margin Trends: Adjusted operating...


Uber Earnings: Record Q2 Growth, $20B Buyback Signals Confidence
Uber earnings surged in Q2 2025 with 18% revenue growth and record adjusted EBITDA. A new $20B buyback underscores bullish outlook.


McDonald's Earnings: Strong Value Platform Drives Sales Amid Mixed U.S. Traffic
McDonald's earnings showed steady growth in Q2 2025 as global comparable sales rose 3.8%, powered by value platforms & marketing. U.S. traffic, however, remains pressured.


Grocery Outlet Earnings: Solid Q2 Beat Amid Turnaround Progress
Grocery Outlet earnings topped expectations with adjusted EPS of $0.23 and 4.5% sales growth, driven by improved execution & expanding value offerings.


Molson Coors Earnings: Lower Guidance Amid Industry Softness, Still Bullish on Premiumization
Molson Coors earnings show resilient core brands, but macro headwinds—including U.S. volume softness and aluminum costs—triggered a guidance cut.


J&J Snack Foods Earnings: Record Q3 Driven by Pretzel Growth & Frozen Beverage Upside
J&J Snack Foods earnings beat with record Q3 sales and EBITDA; pretzels & beverage machines lead while retail handhelds face capacity limits.


First Watch Earnings: Traffic Rebounds, EBITDA Outlook Raised on Commodity Relief
First Watch earnings show traffic growth and a raised EBITDA outlook, fueled by strong new unit performance and easing egg costs.


ADM Earnings: Margin Pressures Persist, but Fourth Quarter Recovery in Sight
ADM earnings dipped in Q2, but policy clarity and operational resets signal a stronger close to 2025. Adjusted EPS hits $0.93.


Toast Earnings: Record Location Adds and Strategic Growth Power Q2 Beat
Toast earnings surged in Q2'25 with record 8,500 new locations & strong profit growth, underscoring its momentum across U.S. and international markets.


Yum! Brands Earnings: Digital Drives Growth Amid Mixed Brand Results
Yum! Brands earnings rise 7% YoY as digital sales hit 57% and Taco Bell shines.
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