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'Farm to Fork' Industry Coverage


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.


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...
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