Earnings Review

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.

Power Trio: Constellation’s winning lineup continues to outshine the category.

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.

2 3 4 5

In-Depth Analysis

WGO @ Krispy Kreme

A beloved doughnut brand navigates a strategic reset amid a shelved McDonald’s partnership, shifting consumer patterns, and rising cost discipline.

Texas Roadhouse (TXRH) 10-K Report Analysis (2024)

Texas Roadhouse 10-K; strong sales growth but faces rising costs. Expanding company-owned stores, investing in tech, and managing margins.

A basket of famous Texas Roadhouse-style dinner rolls, golden, fluffy, and buttery, served with creamy honey cinnamon butter on a rustic wooden table.

2 3

Spotlight

The MAHA Report exposes the food-health-industrial complex—and why Big Food may be the next to face reform.

How the MAHA Report Signals a Health Reckoning—and What It Means for Big Food

The MAHA Report spotlights rising childhood illness, systemic failures, and the looming impact on consumer staples companies.

Brooke Rollins All-In on USDA Reform: Food Security, Free Markets, & Fighting Obesity

From cutting SNAP’s soda spend to opening global markets, USDA Secretary Brooke Rollins shares her plan to realign the agency and safeguard American farmers.

Policy Updates

What CPG Leaders Should Know About H.R. 1, the 'One Big Beautiful Bill'

The House passed one big beautiful bill over 1000 pages long. We break down what it means for CPG leaders across SNAP, ESG, tax and more.

Illustration of the U.S. Capitol building with a magnifying glass highlighting key policy themes—tax, sustainability, and consumer goods—symbolizing scrutiny of legislative impacts on the CPG industry.

Stephen Miran’s Vision: How His Leadership at the CEA Could Reshape U.S. Trade Policy

Stephen Miran’s leadership at the CEA could reshape U.S. trade policy—balancing tariffs, currency shifts, and economic competitiveness.

Brooke Rollins’ Bold USDA Agenda: Trade, Relief, and Rural Growth

Brooke Rollins unveils bold USDA reforms, tackling trade deficits, disaster aid, and rural development.

Trusted.
Timely.
Actionable Insights.