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'Farm to Fork' Industry Coverage


Performance Food Group Earnings: Strong Volume Growth, FY2026 Guidance Raised
Performance Food Group earnings show double-digit case growth and robust profit expansion, with FY2026 outlook signaling continued momentum.


Arcos Dorados earnings: digital flywheel, SLAD strength offset Brazil beef costs
Source: Acros Dorados Investor Presentation TLDR Revenue Strength: Total revenue $1.142B , up 2.8% reported ( ~14.9% constant...


Brinker International Earnings: Chili’s Drives Double-Digit Sales Growth, Strong FY26 Outlook
TLDR Revenue Strength: Q4 sales +21.3% companywide, Chili’s +23.7% driven by +16.3% traffic. Margin Trends: Restaurant operating margin...


CAVA Earnings: Growth Momentum Despite Macro Headwinds and Menu Laps
CAVA earnings show 20.3% revenue growth with strong new unit performance; menu innovation & tech investments fuel long-term outlook.


Lifeway Foods Earnings: Record Sales, Margin Gains, and 20%+ Q3 Momentum
Lifeway Foods earnings hit record $53.9M in Q2 net sales, with margin expansion and early Q3 sales up over 20% year-over-year.


Monster Beverage Earnings: Record Sales Powered by Innovation and Global Growth
Monster Beverage earnings surged in Q2 2025, with record net sales topping $2 billion, driven by robust global demand, strong brand momentum, and an expanding innovation pipeline.


Papa John’s Earnings: International Strength Offsets Margin Pressure in Q2
Papa John’s earnings show resilient global sales growth and a return to North America comps growth, but margin pressure weighed on profitability.


Sweetgreen Earnings: Q2 Miss Amid Headwinds, Strategic Shifts Underway
Sweetgreen earnings showed a 7.6% same-store sales drop as the company grappled with loyalty program changes and weaker urban traffic, despite early signs of operational and menu recovery.


Post Holdings Earnings: Foodservice Strength Lifts FY25 Outlook
Post Holdings earnings beat expectations with Foodservice growth fueling a guidance raise, even as cereal and pet food volumes softened.


Yelp Earnings: AI Momentum and Services Strength Offset Macro Drag
Yelp earnings show 4% revenue growth and 10% EBITDA lift, powered by AI product traction & strong Services performance amid macro pressure.


US Foods Earnings: Margin Milestone and Strategic Expansion Highlight Q2'25
US Foods earnings saw Adjusted EBITDA rise 12% to a record $548M, driven by margin expansion, disciplined execution, & strong independent restaurant volume.


Texas Roadhouse Earnings: Sales Top $1.5B as Traffic Drives Record Quarter
Texas Roadhouse earnings show a 12.7% revenue jump to $1.51B—its first $1.5B+ quarter—driven by strong traffic and unit growth.


Natural Grocers Q3 2025 Earnings: EPS Jumps 25% on Solid Comp Sales and Loyalty Gains
Natural Grocers earnings rose sharply as the retailer posted strong comps and margin gains. EPS jumped 25%, boosted by loyalty-driven sales & tight expense control.


Vital Farms Earnings: Raised Outlook as Consumer Demand Surges
Vital Farms earnings beat expectations with 25% revenue growth and upgraded 2025 guidance, signaling continued consumer demand strength.


Restaurant Brands Earnings: Tim Hortons, International Drive Q2 Beat Amid Operational Momentum
Restaurant Brands earnings beat expectations as Tim Hortons and International led 5.3% sales growth, reaffirming 8%+ AOI outlook.


Krispy Kreme Earnings: Turnaround Plan Unfolds Amid McDonald’s Exit, Margin
Krispy Kreme earnings show a sharp net loss and margin compression, but a new turnaround plan targets profitable U.S. growth & global refranchising.


Celsius Holdings Q2'25 Earnings: Alani Nu Powers Explosive 84% Revenue Growth
Celsius Holdings earnings surged 84% YoY to $739M in Q2 2025, fueled by Alani Nu’s breakout success & strong consumer demand across the energy drink category.


Primo Brands Q2 2025 Earnings: Premium Water Shines Despite Integration Disruptions
Primo Brands earnings rose on premium water strength, but integration issues and tornado disruptions led to a guidance cut. Margins expanded.


SunOpta Earnings: Double-Digit Growth Fueled by Volume and Fruit Snack Expansion
SunOpta earnings surge in Q2 2025 with 13% revenue growth, boosted by fruit snacks & strong volume gains.


Dutch Bros Earnings: Strong Q2 Performance Powers Full-Year Outlook Raise
Dutch Bros earnings: Q2 revenue up 28%, driven by 6.1% same shop sales growth & higher transactions. Guidance raised on strength.
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