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'Farm to Fork' Industry Coverage


Portillo’s Earnings: Margins Resilient Despite Sluggish Traffic in Texas
Portillo’s earnings reveal steady margins and 3.6% revenue growth, but Texas softness weighs on same-store sales.


The Andersons Earnings: TAMH Buyout Sparks Strategic Pivot Amid Soft Margins
The Andersons earnings show Q2 profit drop, but full TAMH acquisition signals long-term upside for renewables-led growth.


BellRing Brands Earnings: Modest Sales Growth & Legal Charge Weigh on GAAP Profit
BellRing Brands earnings: Solid demand & innovation power Q3 sales, but legal charges drag GAAP profit sharply lower.


Tyson Foods Earnings: Sales Climb Despite Beef Headwinds and Raw Material Inflation
Tyson Foods earnings show 5th straight quarter of growth in adjusted EPS, driven by Prepared Foods and Chicken—despite a $343M beef impairment.


El Pollo Loco Earnings: Menu Innovation and Margin Gains Offset Choppy Sales
El Pollo Loco earnings reveal flat comp sales, but brand relaunch and new menu items lifted traffic & boosted margins amid consumer headwinds.


Amazon Earnings: Record Prime Day and AI Momentum Drive 13% Sales Growth
TLDR 🛒 Revenue Strength: Net sales rose 13% YoY to $167.7B, led by robust growth across AWS, international, and advertising. 📈 Margin...


Kellanova Earnings: Flat Sales but Resilient Profit Amid Restructuring and Merger Backdrop
Kellanova earnings highlight steady Q2 sales and improved gross margin despite restructuring costs and merger-related uncertainty.


TreeHouse Foods Earnings: Margin Expansion Outshines Volume Pressures
TreeHouse Foods earnings show stronger-than-expected adjusted EBITDA, driven by margin management, despite volume declines & macro headwinds.


Utz Earnings: Organic Sales Rise, Margins Expand, But EPS Outlook Trimmed
Utz earnings: Solid 2.9% organic growth & gross margin gains, but EPS guidance lowered due to CapEx-linked costs.


Shake Shack Earnings: Margin Expansion and Innovation Drive Q2 Beat
Shake Shack earnings up on 12.6% revenue growth and margin gains; strategic innovation and marketing investments fuel optimism.


MGP Ingredients Earnings: Branded Spirits Resilience Offsets Distilling Weakness
MGP Ingredients earnings highlight resilient Premium Plus brand growth amid a 24% sales decline, reaffirming full-year 2025 guidance.


Sprouts Farmers Market Earnings: Q2 Beat Fueled by Loyalty Momentum & Fresh Innovation
Sprouts Farmers Market earnings: Q2 sales jumped 17% as loyalty rollout, new stores, and organic innovation accelerated growth.


Kraft Heinz Q2'25 Earnings: Strategic Focus Amid Sales Decline & Impairment Charges
Kraft Heinz earnings: Q2 organic sales fell 2%, but strategic investments, strong cash flow, and emerging market momentum bolster long-term confidence.


Hershey Earnings: Pricing, Innovation Drive Q2 Beat Despite Cocoa Headwinds
Hershey earnings reflect strong Q2 sales and share gains, fueled by innovation and strategic pricing—but cocoa tariffs weighed on profits.


Wingstop Earnings: Record Openings Offset Comp Decline, Smart Kitchen Fuels Growth
Wingstop earnings show 12% revenue growth and record 129 net new openings as Smart Kitchen rollout drives operational gains.


Fresh Del Monte Earnings: Margin Gains Drive Strong Q2 Amid Pineapple Demand
Fresh Del Monte earnings show a 6% gross profit increase in Q2 2025, powered by premium pineapples and fresh-cut momentum.


Chefs' Warehouse Earnings: Growth Amid Specialty Realignment and Margin Expansion
Chefs' Warehouse earnings rose on strong sales and margin gains, even as it shed low-margin Hardie’s programs. Adjusted EPS hit $0.52.


Vita Coco Earnings: Strong Q2 Sales Drive Guidance Boost Despite Margin Pressures
Vita Coco earnings: Q2 net sales rose 17% with Coconut Water up 25%, prompting a full-year guidance raise despite gross margin compression.


Bunge Earnings: Strong Processing Offsets Weak Oils in Transitional Quarter
Bunge earnings show Q2 adjusted EPS of $1.31, as South American processing strength counters weak refined oils amid policy uncertainty.


Mondelez Earnings: Strong Global Growth Offsets North America Weakness
Mondelez earnings show resilient global growth and pricing power, despite North America softness and cocoa inflation.


Cheesecake Factory Earnings: Q2 Beat Powered by Menu Innovation & Margin Gains
Cheesecake Factory earnings beat expectations in Q2 with record revenue, margin expansion, and robust performance across key brands.


Sysco Earnings: Q4 Beat Fueled by Sourcing Gains and Strong International Growth
Sysco earnings rose on margin gains and strong international momentum; FY26 outlook calls for 3–5% sales growth and enhanced shareholder returns.


Starbucks Earnings: Q3 Hit by Lower Traffic, But Turnaround Gains Momentum
Starbucks earnings fell sharply as U.S. traffic declined, but early wins from its “Back to Starbucks” strategy point to a stronger 2026.


Darling Ingredients Q2'25 Earnings Show Resilience Amid Renewable Fuel Headwinds
Darling Ingredients earnings reflect solid core momentum despite DGD challenges, with strategic bets like Nextida positioning future growth.
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