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'Farm to Fork' Industry Coverage


Brinker International Earnings: Chili’s Momentum Drives FY2026 Guidance Raise
Brinker International earnings beat expectations as Chili’s delivered strong traffic-led growth, prompting an upward revision to full-year guidance.


Starbucks Earnings: Sales Momentum Builds as “Back to Starbucks” Scales
Source: Starbucks Investor Relations site TLDR Revenue Strength: Net revenues rose ~6% to $9.9B , driven by +4% global comparable store sales led by transactions. Margin Trends: Operating margin compressed as Starbucks reinvests in labor and absorbs coffee/tariff inflation—management expects pressure to ease in 2H. Forward Outlook: FY2026 guide calls for ≥3% comps , EPS $2.15–$2.40 (non-GAAP) , and 600–650 net new stores . Business Overview Starbucks is the world’s larges


Sysco Earnings: Margin Expansion and Local Volume Momentum Drive EPS Upside
Sysco earnings show margin expansion and accelerating local volumes as management raises full-year EPS outlook.


Simply Good Foods Earnings: Quest Strength Offsets Margin Headwinds
Simply Good Foods earnings show Quest-led growth and aggressive buybacks, offset by tariff-driven margin pressure and Atkins declines.


Constellation Brands Earnings: Beer Margins Hold as Consumer Pressure Narrows
Constellation Brands earnings show resilient beer margins and disciplined capital returns, even as localized consumer pressure and wine exits weigh on sales.


Albertsons Earnings: Digital and Pharmacy Drive Q3 Growth
Albertsons earnings show resilient Q3 growth as digital, pharmacy, and loyalty gains offset margin pressure and macro headwinds.


Cal-Maine Foods Earnings: Mix Shift Cushions Downcycle
Cal-Maine Foods earnings reflect resilient profits despite lower egg prices, as specialty eggs and prepared foods drive a higher earnings floor.


Conagra Brands Earnings: Margin Pressure, Guidance Reaffirmed
Conagra Brands earnings show margin pressure and a GAAP loss tied to impairments, but management reaffirmed FY26 guidance on improving execution.


Inside General Mills’ Earnings Call: Why FY26 Is About Reset, Not Results
General Mills is sacrificing near-term earnings to reset growth. The earnings call shows early volume gains, brand investment, and a longer-term play.


Costco Earnings: Strong Traffic, Membership Momentum, and Digital Acceleration Fuel Q1 Beat
Costco earnings: Q1 revenue up 8% with strong comps, record membership income, and 20% digital growth.


Casey’s Earnings: Strong Food Sales and Fuel Margins Power Another Standout Quarter
Casey’s earnings rise on strong food sales, firm fuel margins, and disciplined cost control across its 2,900-store network.


Ollie’s Earnings: Record Unit Growth Fuels Double-Digit Sales and EPS Surge
Ollie’s earnings jump as record store openings, strong transactions, & loyalty gains power another quarter of outperformance.


Campbell Soup Earnings: Tariff Headwinds Weigh as Revenue Declines 3%
Campbell Soup earnings: Q1 sales down 3% as tariffs pressure margins; management reaffirms FY26 outlook.


Mama’s Creations Earnings: Revenue Surges on Crown One Acquisition & Strong Organic Growth
Mama’s Creations earnings show strong revenue growth & expanding scale as Crown One integration accelerates.


Kroger Earnings: Solid Q3 Driven by eCommerce Strength and Margin Discipline
Kroger earnings show steady sales growth, stronger margins, and a path to profitable eCommerce in 2026.


Dollar General Earnings: Strong Q3 Boosts Outlook as Margin Gains Accelerate
Dollar General earnings show strong traffic-led growth, major margin expansion, and rising EPS as key initiatives gain traction.


Dollar Tree Earnings: Strong Multi-Price Momentum Lifts Q4 Outlook
Dollar Tree earnings show strong sales, expanding margins, and multi-price momentum driving a higher full-year outlook.


BJ’s Wholesale Club Earnings: Strong Membership Engine Drives Steady Growth
Membership growth, digital strength, and disciplined value investments fuel a resilient Q3 in a choppy consumer backdrop.


Walmart Earnings: eCommerce Surge, Market Share Gains, and Raised FY26 Outlook
Strong Q3 driven by 27% eCommerce growth, share gains across income cohorts, and upgraded FY26 sales & profit outlook.


Target Earnings: Digital Strength Offsets Soft Store Traffic in a Volatile Quarter
Q3 sales dipped 1.5% as consumers stayed cautious, but digital, same-day delivery, and Roundel drove pockets of strength.
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