Earnings Review

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.

Aramark Earnings: Record New Business Fuels Strong FY25 Momentum

Aramark earnings show broad-based strength, with record net new business, 14% Q4 organic revenue growth, & expanding profitability heading into FY26.

J&J Snack Foods Earnings: Profit Hit by Plant Closures, But 2026 Outlook Strengthens

J&J Snack Foods Q4 margins compressed by plant-closure charges, but pretzel momentum and Project Apollo set up a stronger 2026.

Laird Superfood Earnings: Wholesale Strength, Innovation Drive Growth Amid Margin Pressure

Laird Superfood earnings show 10% sales growth as wholesale surges and new dairy protein launches position the brand for profitable scale.

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In-Depth Analysis

Target’s Next Chapter: How AI & Supply Chain Reinvention Could Rewrite Its Future

A tough year masks a deeper shift. Target is using AI, forecasting, and supply chain redesign to fundamentally reshape how the company operates.

How Coca-Cola Is Using AI to Redefine Brand Building

Coca-Cola is using AI to fuse creativity, data, and discipline—turning marketing intelligence into measurable growth across its global system.

Half-paint, half-digital composition of a Coca-Cola bottle blending human creativity and machine intelligence.

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Spotlight

A stylized blue-and-yellow illustration of an automated warehouse with small robots moving boxes and a robotic arm lifting a package.

Walmart’s Automation Revolution: The Hidden Margin Engine Reshaping Retail

Automation, robotics, and AI are quietly transforming Walmart’s supply chain—turning a legacy network into a high-speed engine built for the next decade of retail.

General Mills Investor Day '25: Reigniting Growth through Remarkability

General Mills pivots from cost defense to growth, unveiling a “remarkability” strategy to reignite consumer demand.

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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.

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