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'Farm to Fork' Industry Coverage


Lamb Weston Earnings: FY25 Miss, FY26 Reset, “Focus to Win” Plan Unveiled
Lamb Weston earnings reveal FY25 profit pressure and FY26 reset with a $250M cost-saving plan.


Chipotle Earnings: Q2 Shows Flat Sales Outlook Amid Summer Recovery
Chipotle earnings reveal Q2 revenue growth despite comp sales drop; momentum is returning with digital strength and new initiatives.


Coca-Cola Q2'25 Earnings: Margin Gains Outshine Flat Volumes
Coca-Cola earnings beat on margins despite soft volume; EPS up 4% with 5% organic revenue growth and robust pricing power.


Domino’s Pizza Earnings: Q2'25 Shows Strength Amid Headwinds
Domino’s Pizza earnings reveal robust Q2'25 performance with 5.6% global retail sales growth and 14.8% rise in operating income.


Simply Good Foods Earnings: Quest and OWYN Drive Growth Amid Margin Pressures
Simply Good Foods earnings show 14% sales growth led by Quest and OWYN, while Atkins declines and inflation impact margins.


Conagra Brands Earnings: Inflation and Tariffs Weigh on FY25 Performance
Conagra Brands earnings reveal margin pressure in FY25; FY26 guidance signals cautious optimism amid high inflation and tariffs.


Constellation Brands Earnings: Beer Powers Through, Wine Repositioned
Constellation Brands earnings show beer strength and wine transition in Q1 FY26, with strategic shifts and steady guidance amid soft demand.


WGO @ Krispy Kreme
A beloved doughnut brand navigates a strategic reset amid a shelved McDonald’s partnership, shifting consumer patterns, and rising cost discipline.


Calavo Growers Earnings: Q2 Results Mixed as $32/Share Buyout Offer Surfaces
Calavo Growers earnings show revenue gains and stronger pricing, but volumes and margins remain under pressure due to weather and tariffs.


Casey’s Earnings Soar on Record Store Growth and Fuel Margins
Casey’s earnings rise on record EBITDA and net income; strong inside sales and fuel margins drive performance.


Limoneira Earnings: Q2 Shows Resilience Amid Citrus Price Pressures
Limoneira earnings highlight strong avocado pricing and a transformative Sunkist deal despite citrus market headwinds.


JM Smucker Earnings: Q4 Misses, Full-Year Growth and $1B Free Cash Flow Target
J.M. Smucker earnings show Q4 softness, but full-year results reflect strength in coffee and Uncrustables. Guidance emphasizes $1B free cash flow.


UNFI Earnings: Adjusted EBITDA Jumps 21% Amid Strategic Overhaul
UNFI earnings beat expectations with 21% EBITDA growth and strong free cash flow, signaling progress in its multi-year transformation.


What CPG Leaders Should Know About H.R. 1, the 'One Big Beautiful Bill'
The House passed one big beautiful bill over 1000 pages long. We break down what it means for CPG leaders across SNAP, ESG, tax and more.


Mission Produce Earnings: Record Q2 Revenue Despite Margin Pressures
Mission Produce earnings deliver record Q2 revenue, but margins tighten amid sourcing challenges and tariff impacts.


How the MAHA Report Signals a Health Reckoning—and What It Means for Big Food
The MAHA Report spotlights rising childhood illness, systemic failures, and the looming impact on consumer staples companies.


Walmart Earnings: Strong Q1 Results, E-Commerce Profit Milestone, Tariff Clouds Ahead
Walmart earnings show strong Q1 results with 22% e-commerce growth and adjusted EPS of $0.61, while tariffs loom over future quarters.


Post Holdings Earnings: Resilient in a Challenging Environment with FY2025 Outlook Raised
Post Holdings earnings reflect solid execution despite headwinds from avian flu and category softness; FY2025 EBITDA guidance raised.


Yelp Earnings: Services Surge Powers Q1 Profit Beat
Yelp earnings show 8% revenue growth in Q1 2025, led by Services; AI-driven features boost engagement and profit margins.


Monster Beverage Q1 Earnings: Profit Margin Strength Amid Sales Headwinds
Monster Beverage earnings show resilient margins and strong global demand despite sales pressure from FX and distributor timing.


Toast Earnings: Record ARR Growth and Major Wins Mark Q1 2025
Toast earnings reveal a 31% ARR surge and record EBITDA as enterprise deals like Applebee’s and Topgolf fuel growth.


Texas Roadhouse Earnings: Traffic Gains and Tech Upgrades Power Q1 Growth
Texas Roadhouse earnings saw 3.5% comp growth and strong traffic as tech rollouts and unit expansion drove momentum.


Natural Grocers Earnings Surge on Record Sales, Upgraded 2025 Outlook
Natural Grocers earnings soar as strong Q2 performance prompts upgraded 2025 guidance on sales and EPS.


Papa John’s Earnings: Q1'25 Signals Strategic Progress Amid Sales Pressure
Papa John’s earnings show modest global growth, driven by international momentum and strategic investments, despite challenges in North America.
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