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'Farm to Fork' Industry Coverage


Vital Farms Earnings: Record Q1 Revenue Amid Supply Constraints and Expansion Plans
Vital Farms earnings showcased resilient growth with record Q1 revenue and reaffirmed guidance, despite supply headwinds and tariffs.


Molson Coors Earnings: Soft Q1 as Macro Pressures Bite, Eyes on Premiumization
Molson Coors earnings highlight macro headwinds and volume declines, but focus remains on premiumization, cash flow, and brand resilience.


Primo Brands Earnings: $200M Synergy Plan Gains Traction, Boosting Q1 Margins
Primo Brands earnings showcased robust Q1 growth, with net sales soaring 42% and EBITDA margins expanding as synergy capture accelerated.


US Foods Earnings: Strong Profit Growth Despite Headwinds
US Foods earnings highlight strong 9% adjusted EBITDA growth and a $1B buyback plan, despite macro pressures.


Restaurant Brands (QSR) Earnings Reveal Mixed Start to 2025, Eyes on 8%+ AOI Growth
Restaurant Brands earnings show flat comp sales but reaffirm 8%+ AOI growth for 2025; Burger King U.S. outperformed peers while international momentum builds.


Bunge Global SA Earnings: Solid Q1 2025 Amid Market Volatility and Strategic Realignment
Bunge Global SA earnings exceeded expectations in Q1 2025, driven by agile operations despite a dynamic market, while reaffirming full-year guidance.


Dutch Bros (BROS) Earnings: Strong Q1 Momentum & Confident 2025 Outlook
Dutch Bros earnings show robust Q1 results with 29% revenue growth and record shop productivity, reinforcing confidence in 2025 targets.
Performance Food Group PFGC Q3'25 Earnings: Independent Strength, Margin Gains, & Updated Guidance
TL;DR Strong volume and sales growth : Total case volume +10%, net sales +10.5% YoY; Independent Foodservice volume up 20%, reflecting...


DoorDash Earnings: Q1'25 Revenue Surges, Eyes Global Expansion
DoorDash Q1 2025 earnings hit record highs with 21% revenue growth. Strategic acquisitions of Deliveroo and SevenRooms aim to fuel global and hospitality expansion.


Celsius Holdings Earnings: Soft Q1 Revenue, Strong Margin and International Momentum
Celsius Holdings earnings show resilience with strong gross margin and international growth despite a Q1 revenue dip and tough U.S. comps.


The Andersons Q1'25 Earnings: Mixed Performance Amid Market Uncertainties
The Andersons reports Q1'25 earnings with solid performance in Renewables but struggles in Agribusiness due to market volatility.


TreeHouse Foods Q1'25 Earnings: Strong Adjusted EBITDA Performance Amid Challenges
TreeHouse Foods earnings - strong adjusted EBITDA growth, exceeding guidance. However, net sales decline due to margin management actions and recalls.


Grocery Outlet Q1'25 Earnings: Growth in Sales & Margins, Amidst Restructuring Efforts
Grocery Outlet's Q1 2025 results highlight an 8.5% increase in net sales, improved margins, and solid operational progress despite restructuring efforts.


Kellogg Earnings Q1'25 Earnings: Strategic Adjustments Amid Challenges
Kellogg Co. reports a challenging Q1 2025, adjusting its 2025 guidance with decreased organic sales growth and EBITDA projections, as it refines its strategy for the future.


BellRing Brands Earnings: Strong Q2 Results and Affirmed 2025 Outlook Amid Robust Protein Demand
BellRing Brands earnings: Q2 2025 saw net sales jump 19% with resilient protein demand and new products fueling growth. Guidance affirmed.


Portillo’s Q1'25 Earnings: Modest Growth, Loyalty Push, & New Market Challenges
Portillo’s earnings reveal steady revenue growth and margin pressures, with new loyalty initiatives and expansion driving its 2025 strategy.


First Watch Q1'25 Earnings: Traffic Gains & Expansion Offset Margin Pressures
First Watch earnings show strong revenue growth and promising traffic trends, though inflation and tariffs squeezed margins in Q1 2025.


J&J Snack Foods Q2'25 Earnings: Hurt by Theaters & Cost Inflation
J&J Snack Foods earnings slipped in Q2 2025 as theater weakness and cost pressures hit margins, but management expects a rebound with pricing actions and summer momentum.


Archer Daniels Midland Q1'25 Earnings: Lower Margins, But Cost Savings & Nutrition Strength Offer Hope
ADM earnings dipped as macro pressures weighed on Ag Services & Oilseeds, but cost cuts and a rebound in Nutrition underpin confidence in full-year 2025 guidance.


Ingredion Q1'25 Earnings: Resilient Growth Amid Macro Pressures Drives Double-Digit EPS Gains
Ingredion earnings in Q1 2025 reflected strong operational execution, with double-digit EPS growth driven by robust Texture and Healthful Solutions demand, disciplined cost control, and resilient performance across key regions.


Tyson Foods Earnings: Chicken and Prepared Foods Drive Q2 Growth
Tyson Foods earnings Q2 2025: Adjusted EPS up 48%, Chicken delivers best Q2 in 9 years, Prepared Foods steady, but Beef remains under pressure.


Brooke Rollins All-In on USDA Reform: Food Security, Free Markets, & Fighting Obesity
From cutting SNAP’s soda spend to opening global markets, USDA Secretary Brooke Rollins shares her plan to realign the agency and safeguard American farmers.


BJ’s Restaurants Earnings: Strong Traffic & Margin Gains Drive Raised Outlook
BJ’s Restaurants earnings showcased traffic-led sales growth and margin expansion in Q1 2025, prompting the company to raise its full-year outlook.


Chefs' Warehouse Earnings: Q1 2025 Delivers Growth Amid Tariff Uncertainty
Chefs' Warehouse earnings show robust Q1 2025 growth with strong sales and margin resilience, while management remains cautiously optimistic amid tariff concerns.
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