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'Farm to Fork' Industry Coverage


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.


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.
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