Constellation Brands earnings show beer strength and wine transition in Q1 FY26, with strategic shifts and steady guidance amid soft demand.

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

Calavo Growers earnings show revenue gains and stronger pricing, but volumes and margins remain under pressure due to weather and tariffs.

Casey’s earnings rise on record EBITDA and net income; strong inside sales and fuel margins drive performance.

Limoneira earnings highlight strong avocado pricing and a transformative Sunkist deal despite citrus market headwinds.

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 beat expectations with 21% EBITDA growth and strong free cash flow, signaling progress in its multi-year transformation.

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 deliver record Q2 revenue, but margins tighten amid sourcing challenges and tariff impacts.

The MAHA Report spotlights rising childhood illness, systemic failures, and the looming impact on consumer staples companies.

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 reflect solid execution despite headwinds from avian flu and category softness; FY2025 EBITDA guidance raised.

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

Monster Beverage earnings show resilient margins and strong global demand despite sales pressure from FX and distributor timing.

Toast earnings reveal a 31% ARR surge and record EBITDA as enterprise deals like Applebee’s and Topgolf fuel growth.

Texas Roadhouse earnings saw 3.5% comp growth and strong traffic as tech rollouts and unit expansion drove momentum.

Natural Grocers earnings soar as strong Q2 performance prompts upgraded 2025 guidance on sales and EPS.

Papa John’s earnings show modest global growth, driven by international momentum and strategic investments, despite challenges in North America.

Vital Farms earnings showcased resilient growth with record Q1 revenue and reaffirmed guidance, despite supply headwinds and tariffs.

Molson Coors earnings highlight macro headwinds and volume declines, but focus remains on premiumization, cash flow, and brand resilience.

Primo Brands earnings showcased robust Q1 growth, with net sales soaring 42% and EBITDA margins expanding as synergy capture accelerated.

US Foods earnings highlight strong 9% adjusted EBITDA growth and a $1B buyback plan, despite macro pressures.

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 exceeded expectations in Q1 2025, driven by agile operations despite a dynamic market, while reaffirming full-year guidance.