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'Farm to Fork' Industry Coverage


Simply Good Foods Earnings: Quest and OWYN Drive Growth Amid Margin Pressures
Simply Good Foods earnings show 14% sales growth led by Quest and OWYN, while Atkins declines and inflation impact margins.


Conagra Brands Earnings: Inflation and Tariffs Weigh on FY25 Performance
Conagra Brands earnings reveal margin pressure in FY25; FY26 guidance signals cautious optimism amid high inflation and tariffs.


Constellation Brands Earnings: Beer Powers Through, Wine Repositioned
Constellation Brands earnings show beer strength and wine transition in Q1 FY26, with strategic shifts and steady guidance amid soft demand.


Calavo Growers Earnings: Q2 Results Mixed as $32/Share Buyout Offer Surfaces
Calavo Growers earnings show revenue gains and stronger pricing, but volumes and margins remain under pressure due to weather and tariffs.


Casey’s Earnings Soar on Record Store Growth and Fuel Margins
Casey’s earnings rise on record EBITDA and net income; strong inside sales and fuel margins drive performance.


Limoneira Earnings: Q2 Shows Resilience Amid Citrus Price Pressures
Limoneira earnings highlight strong avocado pricing and a transformative Sunkist deal despite citrus market headwinds.


JM Smucker Earnings: Q4 Misses, Full-Year Growth and $1B Free Cash Flow Target
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: Adjusted EBITDA Jumps 21% Amid Strategic Overhaul
UNFI earnings beat expectations with 21% EBITDA growth and strong free cash flow, signaling progress in its multi-year transformation.


Mission Produce Earnings: Record Q2 Revenue Despite Margin Pressures
Mission Produce earnings deliver record Q2 revenue, but margins tighten amid sourcing challenges and tariff impacts.


Walmart Earnings: Strong Q1 Results, E-Commerce Profit Milestone, Tariff Clouds Ahead
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: Resilient in a Challenging Environment with FY2025 Outlook Raised
Post Holdings earnings reflect solid execution despite headwinds from avian flu and category softness; FY2025 EBITDA guidance raised.


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


Monster Beverage Q1 Earnings: Profit Margin Strength Amid Sales Headwinds
Monster Beverage earnings show resilient margins and strong global demand despite sales pressure from FX and distributor timing.


Toast Earnings: Record ARR Growth and Major Wins Mark Q1 2025
Toast earnings reveal a 31% ARR surge and record EBITDA as enterprise deals like Applebee’s and Topgolf fuel growth.


Texas Roadhouse Earnings: Traffic Gains and Tech Upgrades Power Q1 Growth
Texas Roadhouse earnings saw 3.5% comp growth and strong traffic as tech rollouts and unit expansion drove momentum.


Natural Grocers Earnings Surge on Record Sales, Upgraded 2025 Outlook
Natural Grocers earnings soar as strong Q2 performance prompts upgraded 2025 guidance on sales and EPS.


Papa John’s Earnings: Q1'25 Signals Strategic Progress Amid Sales Pressure
Papa John’s earnings show modest global growth, driven by international momentum and strategic investments, despite challenges in North America.


Vital Farms Earnings: Record Q1 Revenue Amid Supply Constraints and Expansion Plans
Vital Farms earnings showcased resilient growth with record Q1 revenue and reaffirmed guidance, despite supply headwinds and tariffs.


Molson Coors Earnings: Soft Q1 as Macro Pressures Bite, Eyes on Premiumization
Molson Coors earnings highlight macro headwinds and volume declines, but focus remains on premiumization, cash flow, and brand resilience.


Primo Brands Earnings: $200M Synergy Plan Gains Traction, Boosting Q1 Margins
Primo Brands earnings showcased robust Q1 growth, with net sales soaring 42% and EBITDA margins expanding as synergy capture accelerated.
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