Primo Brands earnings show resilient performance with premium water up 44%, margin expansion of 270 bps, & new CEO Eric Foss steering post-merger integration.

Portillo’s (PTLO) Q3'25 earnings show modest revenue growth but margin pressure as the chain slows expansion & refocuses on operational excellence.

Celsius Holdings (CELH) Q3 earnings surged 173% YoY to $725M as Alani Nu’s explosive growth & PepsiCo’s expanded partnership powered a stronger total energy portfolio.

SunOpta (STKL) earnings rose on 17% volume growth as demand outpaced capacity, prompting new investments in Texas and Washington.

Performance Food Group (PFGC) earnings highlight strong independent case growth and solid margin expansion, driving a sales guidance increase for FY2026.

Dutch Bros earnings highlight 25% revenue growth and record-high transactions, with rising food program momentum and 2026 expansion plans.

Bunge Global earnings reflect early integration gains with Viterra, strong oilseed processing, and steady EPS guidance of $7.30–$7.60.

McDonald’s earnings show steady growth as value meals & menu innovation offset inflation pressures, boosting global sales momentum.

Wingstop earnings show 18.6% EBITDA growth and record unit expansion despite a 5.6% same-store sales decline—management bets on Smart Kitchen, loyalty, & new marketing to reignite comps.

Portillo’s earnings show revenue growth but margin pressure amid a strategic slowdown in new openings and leadership transition.

Molson Coors earnings show a $3.6B goodwill impairment, but management reaffirms guidance and outlines a leaner, brand-focused strategy.

ADM earnings reflect softer crush margins and policy delays, but strong cash flow and portfolio optimization sustain resilience.

Yum! Brands earnings highlight robust growth at Taco Bell and KFC, with a strategic review underway for Pizza Hut’s future.

CAVA earnings show 20% revenue growth and resilient margins as the Mediterranean fast-casual leader expands units and tests new menu innovations.

Toast earnings highlight 30% ARR growth past $2B, margin expansion to 35%, and rapid adoption of new AI-driven tools like Toast IQ.

Restaurant Brands International earnings rose as Tim Hortons and international growth offset softer Popeyes results and beef cost pressures.

Utz Brands earnings: Q3 organic sales +3.4% as margin mix improves; 2025 outlook nudged up and California expansion accelerates.

Shake Shack earnings surge 16% with improved margins, positive traffic, and disciplined cost control despite beef inflation and macro headwinds.

Ambev earnings: Organic EBITDA up 2.9% as pricing/mix offsets volume softness; new R$2.5B buyback approved.

Pilgrim’s Pride earnings highlight strong U.S. and Mexico momentum, resilient chicken demand, and expanding branded portfolio growth.