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'Farm to Fork' Industry Coverage


Lamb Weston Earnings: Strong Volumes Offset Pricing Pressure
Lamb Weston earnings show resilient Q1 FY2026, with strong volume growth offset by pricing headwinds as the company reaffirms outlook.


Costco Earnings: Solid Growth Driven by Membership Fees and Kirkland Strength
Source: Costco Earnings Presentation TLDR Revenue Strength: Net sales rose 8% in Q4 to $84.4B, with e-commerce up 13.6%. Margin Trends:...


Darden Restaurants Earnings: Strong Q1 Driven by Olive Garden, LongHorn, and Chuy’s
Darden Restaurants earnings beat expectations with 10% sales growth, strong comps at Olive Garden and LongHorn, and raised guidance for FY26.


Cracker Barrel Earnings: Sales Momentum Intact but Traffic Headwinds Ahead
Cracker Barrel earnings show steady sales growth and margin progress, but FY26 guidance reflects traffic challenges and heightened competition.


General Mills Earnings: Resilient Amid Divestiture Headwinds and Fresh Investment Push
General Mills earnings show resilience as yogurt divestiture clouds results; innovation and pet food expansion fuel long-term growth.


Kroger Earnings: Strong Q2 Driven by Pharmacy, E-Commerce, & Fresh Momentum
Kroger earnings beat expectations as identical sales rose 3.4%, fueled by pharmacy, e-commerce, and fresh categories.


Calavo Growers Earnings: Strong Prepared Growth Offsets Fresh Segment Pressure
Calavo Growers earnings show stability in Q3 2025, with Prepared sales up 40% while Fresh volumes dipped; margins pressured by FDA hold costs.


Limoneira Earnings: Revenue Decline, Strategic Shift to Sunkist Partnership
Limoneira earnings fell on lower citrus volumes, but management reaffirmed guidance and highlighted growth from avocado expansion & real estate monetization.


Mama’s Creations Earnings: Revenue Growth, Crown I Acquisition, and Margin Pathway
Mama’s Creations earnings show 24% revenue growth, boosted by acquisitions and efficiency gains, with margins set to rebound.


Mission Produce earnings: record Q3 revenue, pricing to ease as volumes rise
Mission Produce earnings: record Q3 sales as volumes climb; margin up, tariffs <1% of COGS; Q4 pricing seen down 20–25% on higher supply.


Casey’s Earnings: Q1 Beat on Inside Sales Growth and Fuel Strength
Casey’s earnings surged in Q1 2026 as EPS rose 19%, driven by strong food, grocery, & fuel performance despite Fikes integration drag.


Campbell’s Earnings: Modest Beat Amid Tariff Headwinds, Eyes on 2026
Campbell’s earnings showed resilience with Rao’s nearing $1B, but 2026 guidance reflects tariff pressure and cautious consumers.


Ollie’s Earnings: Strong Q2 Growth, Raised Outlook on Store Expansion
Ollie’s earnings topped expectations with 17.5% sales growth and raised guidance, fueled by new stores and loyalty gains.


Dollar General Earnings: EPS Beats, Outlook Raised on Shrink Gains
Dollar General earnings show EPS beat and margin expansion as shrink reduction drives profitability; guidance raised for FY2025.


Hormel Foods Earnings: Strong Sales Growth Overshadowed by Margin Pressure
Hormel Foods earnings showed strong 6% organic sales growth, but commodity cost inflation weighed on profitability.


J.M. Smucker Q1 FY26 Earnings: Pricing Power Amid Tariff Pressures
Pricing strength drives Q1 coffee gains, but higher tariffs squeeze margins & free cash flow dips.


BJ’s Wholesale Club Earnings: Membership Hits 8M as Digital Sales Surge
BJ’s Wholesale Club earnings show solid growth—EPS up, memberships at a record 8M, and digital sales climbing 34%.


Walmart Earnings: Strong Sales Growth, AI Push Amid Margin Headwinds
Walmart earnings highlight robust e-commerce growth and raised FY26 outlook, despite margin pressure from higher claims costs.


Target Earnings: Modest Sales Decline, New CEO Named Amid Strategy Reset
Target earnings show a 0.9% sales decline, but digital growth and leadership transition signal a push toward renewed momentum.


JBS Earnings: Record Revenue, Strong Segment Performance, and Strategic U.S. Expansion
JBS earnings surged in Q2 2025 with record revenue of $21B, driven by Pilgrim’s Pride and Seara, as the company advances strategic U.S. expansion projects.
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