# ![@Alphasumer_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1849845698298007552.png) @Alphasumer_ Hardik Shah

There is no information about Hardik Shah in the provided tweets. The tweets appear to be earnings recaps and reports from various companies, primarily in the consumer staples and restaurant sectors.

### Engagements: [--] [#](/creator/twitter::1849845698298007552/interactions)
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- [--] Month [-----] +45%
- [--] Months [------] +25%
- [--] Year [------] +7,264%

### Mentions: [--] [#](/creator/twitter::1849845698298007552/posts_active)
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- [--] Week [--] +12%
- [--] Month [--] +50%
- [--] Months [---] +62%
- [--] Year [---] +3,086%

### Followers: [--] [#](/creator/twitter::1849845698298007552/followers)
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- [--] Week [--] -1.10%
- [--] Month [--] no change
- [--] Months [--] +35%
- [--] Year [--] +830%

### CreatorRank: undefined [#](/creator/twitter::1849845698298007552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1849845698298007552/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  73% [finance](/list/finance)  27% [cryptocurrencies](/list/cryptocurrencies)  24% [countries](/list/countries)  4% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[ceo](/topic/ceo) 18%, [growth](/topic/growth) #1132, [strong](/topic/strong) 17%, [inflation](/topic/inflation) 14%, [performance](/topic/performance) 9%, [$casy](/topic/$casy) 8%, [$ngvc](/topic/$ngvc) 7%, [tariffs](/topic/tariffs) 6%, [$cag](/topic/$cag) 6%, [$syy](/topic/$syy) #5

**Top accounts mentioned or mentioned by**
[@alphasumer](/creator/undefined) [@lairdsuperfood](/creator/undefined) [@mdlz](/creator/undefined) [@chilis](/creator/undefined) [@dgrettaauthor](/creator/undefined) [@yumbrands](/creator/undefined) [@kfc](/creator/undefined) [@tacobell](/creator/undefined) [@mcdonalds](/creator/undefined) [@kraftheinzco](/creator/undefined) [@oliviercolombo](/creator/undefined) [@flavcity](/creator/undefined) [@costco](/creator/undefined) [@magianos](/creator/undefined) [@maggianos](/creator/undefined)

**Top assets mentioned**
[Casey's General Stores, Inc. (CASY)](/topic/$casy) [Conagra Brands Inc (CAG)](/topic/$cag) [SYSCO Corporation (SYY)](/topic/$syy) [Brinker International, Inc. (EAT)](/topic/$eat) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [SafeMoon (SFM)](/topic/$sfm) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Kroger Co (KR)](/topic/$kr) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Kraft Heinz Co (KHC)](/topic/$khc) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Performance Food Group Company (PFGC)](/topic/$pfgc) [Hershey Co (HSY)](/topic/$hsy) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Campbell Soup Company (CPB)](/topic/$cpb) [PostCoin (POST)](/topic/$post) [WK Kellogg Co (KLG)](/topic/$klg) [J M Smucker Co (SJM)](/topic/$sjm) [Dine Brands Global, Inc. (DIN)](/topic/$din) [US Foods Holding Corp. (USFD)](/topic/$usfd) [PepsiCo, Inc. (PEP)](/topic/$pep) [Coca-Cola Co (KO)](/topic/$ko) [Monster Beverage Corp (MNST)](/topic/$mnst) [Aramark (ARMK)](/topic/$armk) [Mission Produce, Inc. (AVO)](/topic/$avo) [The Marzetti Company Common Stock (MZTI)](/topic/$mzti) [General Mills, Inc. (GIS)](/topic/$gis) [Treehouse Foods, Inc. (THS)](/topic/$ths) [ADAMANT Messenger (ADM)](/topic/$adm) [Shake Shack Inc. (SHAK)](/topic/$shak) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Ingredion Incorporated (INGR)](/topic/$ingr) [Bunge, Ltd. (BG)](/topic/$bg) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Keurig Dr Pepper Inc (KDP)](/topic/$kdp) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [McDonald's Corp (MCD)](/topic/$mcd) [Krispy Kreme, Inc. (DNUT)](/topic/$dnut) [Tootsie Roll Industries, Inc. (TR)](/topic/$tr) [J&J Snack Foods Corp (JJSF)](/topic/$jjsf) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Freshpet, Inc. (FRPT)](/topic/$frpt) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Flowers Foods, Inc. (FLO)](/topic/$flo) [The Simply Good Foods Company Common Stock (SMPL)](/topic/$smpl) [Starbucks Corporation (SBUX)](/topic/$sbux) [PancakeSwap (CAKE)](/topic/$cake) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Sweetgreen Inc. (SG)](/topic/$sg) [DAR Open Network (DAR)](/topic/$dar) [Yum! Brands, Inc. (YUM)](/topic/$yum) [WEN Token (WEN)](/topic/$wen)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MZTI The Marzetti Company Earnings: Margins Hit Records as Foodservice Delivers 💵 Revenue Trends: Q2 net sales +1.7% YoY to $518M; Foodservice strength offset softer Retail demand 📊 Margin Performance: Record gross profit of $137M; adjusted gross margin +80 bps on productivity gains 🧭 Strategic Actions: Bachan's acquisition deepens sauces portfolio and sets up higher-growth mix 🗣 We were pleased to complete the quarter with record gross profit and higher gross profit margin. Dave Ciesinski CEO 🗣 The gross profit growth was driven by our productivity program and our pricing actions"  
[X Link](https://x.com/Alphasumer_/status/2018742385715380482)  2026-02-03T17:44Z [--] followers, [--] engagements


"Marzetti Company Earnings Performance: $BYND $LW $MZTI $BRBR $FRPT $FLO https://www.alphasumer.com/post/marzetti-earnings-record-gross-profit-foodservice-momentum-bachan-s-deal https://www.alphasumer.com/post/marzetti-earnings-record-gross-profit-foodservice-momentum-bachan-s-deal"  
[X Link](https://x.com/Alphasumer_/status/2018742630159372348)  2026-02-03T17:45Z [--] followers, [---] engagements


"@DGretta_Author $CASY has been a monster"  
[X Link](https://x.com/Alphasumer_/status/2018820376017736012)  2026-02-03T22:54Z [--] followers, [--] engagements


"$MKC McCormick's latest earnings tell a more nuanced story than the headline margins suggest. 🗣 Brendan Foley CEO: We delivered differentiated volume-led organic growth. 🗣 Marcos Gabriel CFO: We are managing the P&L holistically not only the gross margin line. Tariffs CCI and Mexico are setting up a margin recovery into [----]. 🔗 Link to full analysis in comments. Follow @Alphasumer_ for institutional-grade earnings insight. https://twitter.com/i/web/status/2016941832312082915 https://twitter.com/i/web/status/2016941832312082915"  
[X Link](https://x.com/Alphasumer_/status/2016941832312082915)  2026-01-29T18:29Z [--] followers, [--] engagements


"$MKC Earnings Insights: $GIS $KHC $CAG $CPB $POST $K $KLG $SJM $THS https://www.alphasumer.com/post/mccormick-s-margin-recovery-playbook-how-tariffs-cci-and-mexico-set-up-2026 https://www.alphasumer.com/post/mccormick-s-margin-recovery-playbook-how-tariffs-cci-and-mexico-set-up-2026"  
[X Link](https://x.com/Alphasumer_/status/2016942018769883258)  2026-01-29T18:30Z [--] followers, [--] engagements


"$ADM Earnings: Cash Discipline Holds Policy Timing Drives the Setup 📉 Revenue: Sales declined YoY amid weaker trade flows and commodity pricingbut cash generation stayed resilient ⚖ Margins: Crushing and starches pressured results partially offset by ethanol strength and improving Nutrition execution 🧭 Strategy: Cost savings portfolio optimization and higher-value Nutrition platforms set up a more resilient earnings mix 🗣 Juan Luciano Chair & CEO: The timing of policy clarity and in particular U.S. biofuel policy will largely dictate ADMs ability to achieve the higher end of the range. 🗣"  
[X Link](https://x.com/Alphasumer_/status/2018743463609790544)  2026-02-03T17:48Z [--] followers, [--] engagements


"Simply Good hashtag $SMPL Earnings: Growth Engine Intact Margin Reset Still in Motion 📈 Revenue: Quest and OWYN drove 2% consumption growth offsetting expected Atkins declines; reported sales were essentially flat YoY. 📉 Margins: Gross margin compressed on tariffs and cocoa inflation but pricing and productivity set up a second-half recovery. 🧭 Strategy: Aggressive share repurchases signal confidence as the company leans into Quest invests behind OWYN and rationalizes Atkins. 🗣 CEO Geoff Tanner: With our initiatives to accelerate our top line and rebuild our margins in the second half on"  
[X Link](https://x.com/Alphasumer_/status/2009334369048252475)  2026-01-08T18:40Z [--] followers, [--] engagements


"$SYY Sysco Earnings: Volumes Turn Positive as Margin Discipline Pays Off 🍽📈 📊 Revenue: Q2 sales +3% YoY to $20.8B with U.S. local case volumes back in positive territory (+1.2%) despite weak restaurant traffic 📈 Margins: Gross margin expanded +15 bps to 18.3% as sourcing discipline offset 2.9% product inflation 🧠 Strategy: AI-driven selling tools value-tier assortment expansion and sales productivity gains fueling share capture 🗣 CEO Kevin Hourican: USFS local case volume is now positive our momentum gives us confidence we will deliver at least 2.5% local case growth in the second half."  
[X Link](https://x.com/Alphasumer_/status/2016542043841921132)  2026-01-28T16:01Z [--] followers, [--] engagements


"☕ $SBUX Starbucks Earnings: Traffic Is Back Margins Still Brewing 📈 Revenue: Global comparable store sales +4% driven by transaction-led growth as customers return more frequently 📉 Margins: Operating margin compressed YoY as Starbucks reinvests in labor and absorbs coffee/tariff inflation; improvement expected in 2H 🔄 Strategy: Back to Starbucks gaining traction with faster service store reinvestments digital tools and disciplined cost takeout 🗣 CEO Brian Niccol: Our results show the Back to Starbucks strategy is working and we believe were ahead of schedule. 🗣 CFO Cathy R. Smith: We"  
[X Link](https://x.com/Alphasumer_/status/2016594864499028280)  2026-01-28T19:30Z [--] followers, [--] engagements


"Starbucks Q1'26 Earnings Recap: $WVVI $REBN $BRCC $JVA $BROS $SBUX https://www.alphasumer.com/post/starbucks-earnings-sales-momentum-builds-as-back-to-starbucks-scales https://www.alphasumer.com/post/starbucks-earnings-sales-momentum-builds-as-back-to-starbucks-scales"  
[X Link](https://x.com/Alphasumer_/status/2016595089586262376)  2026-01-28T19:31Z [--] followers, [---] engagements


"🔥 Brinker International $EAT Earnings: Chilis keeps stealing share 📈 Revenue: Q2 FY26 total revenues +7% YoY to $1.45B driven by Chilis comps +8.6% (industry-leading traffic-led). 📊 Margins: Chilis restaurant margins expanded on sales leverage offset by targeted labor & advertising investments; consolidated margin modestly down due to Maggianos. 🚀 Strategy: FY26 guidance raised $100M buybacks executed reimage pilots completed with a ramp planned for FY27. 🗣 CEO Kevin Hochman: With [--] consecutive quarters of same-store sales growth Chilis turnaround is sustaining over the long term. 🗣"  
[X Link](https://x.com/Alphasumer_/status/2016669852371452150)  2026-01-29T00:28Z [--] followers, [--] engagements


"$EAT Earnings recap: $CAKE $DRI $DIN $STKS $TXRH $SHAK $BJRI $PTLO $FWRG $CAVA $SG https://www.alphasumer.com/post/brinker-international-earnings-chili-s-momentum-drives-fy2026-guidance-raise https://www.alphasumer.com/post/brinker-international-earnings-chili-s-momentum-drives-fy2026-guidance-raise"  
[X Link](https://x.com/Alphasumer_/status/2016670229875536378)  2026-01-29T00:30Z [--] followers, [--] engagements


"$BRBR BellRing Brands Q1 Earnings: Margin Reset Before a Second-Half Rebound 📈 Revenue: Q1 net sales +1% YoY to $537M with Dymatize +16% offsetting softer Premier Protein club comps 📉 Margins: Gross margin compressed sharply as whey inflation tariffs and heavier promotions weighed 🚀 Strategy: Stepped-up advertising expanded merchandising and new innovation (Coffeehouse RTD new lines coming in 2H) 🗣 Darcy Horn Davenport CEO: Our [----] outlook has been modestly narrowed and continues to anticipate growth and second half acceleration as demand initiatives ramp. 🗣 Paul Rode Chief Financial"  
[X Link](https://x.com/Alphasumer_/status/2018741901218709752)  2026-02-03T17:42Z [--] followers, [--] engagements


"Bellring Brands Earnings recap: $BYND $LW $MZTI $BRBR $FRPT $FLO https://www.alphasumer.com/post/bellring-brands-earnings-margin-pressure-masks-demand-acceleration https://www.alphasumer.com/post/bellring-brands-earnings-margin-pressure-masks-demand-acceleration"  
[X Link](https://x.com/Alphasumer_/status/2018742306917290353)  2026-02-03T17:44Z [--] followers, [---] engagements


"$INGR Ingredion Incorporated Earnings: Solutions Strength Offsets U.S. Headwinds 📉 Revenue: Q4 sales down modestly YoY as U.S./Canada volumes lagged partially offset by continued growth in Texture & Healthful Solutions 📊 Margins: Full-year margins expanded on mix and productivity despite Q4 pressure from U.S. manufacturing disruptions 🧠 Strategy: Clean-label texture solutions and protein fortification continue to outperform reinforcing the portfolio shift 🗣 James (Jim) Zallie President & CEO: We delivered record full-year operating income and earnings per share growth driven by continued"  
[X Link](https://x.com/Alphasumer_/status/2018742909906940346)  2026-02-03T17:46Z [--] followers, [--] engagements


"Ingredion Earnings Performance: $MGPI $DAR $ADM $INGR $BG $STKL https://www.alphasumer.com/post/ingredion-earnings-texture-solutions-offset-u-s-disruptionexcerpt https://www.alphasumer.com/post/ingredion-earnings-texture-solutions-offset-u-s-disruptionexcerpt"  
[X Link](https://x.com/Alphasumer_/status/2018743224962019662)  2026-02-03T17:47Z [--] followers, [--] engagements


"$ADM Earnings performance: $DAR $INGR $BG $STKL https://www.alphasumer.com/post/adm-earnings-policy-uncertainty-masks-a-cash-generative-reset https://www.alphasumer.com/post/adm-earnings-policy-uncertainty-masks-a-cash-generative-reset"  
[X Link](https://x.com/Alphasumer_/status/2018743764504977815)  2026-02-03T17:49Z [--] followers, [--] engagements


"$PFGC Earnings: $SYY $USFD $UNFI https://www.alphasumer.com/post/performance-food-group-company-earnings-mix-share-and-cash-flow-tell-the-real-story https://www.alphasumer.com/post/performance-food-group-company-earnings-mix-share-and-cash-flow-tell-the-real-story"  
[X Link](https://x.com/Alphasumer_/status/2019128412703543661)  2026-02-04T19:18Z [--] followers, [--] engagements


"$PEP PepsiCo Earnings: Productivity Pays as PepsiCo Reinvests for Growth 📈 Revenue: Q4 reported revenue +5.6% with organic growth accelerating sequentially 📊 Margins: Productivity savings drove operating margin expansion and double-digit core EPS growth 🧭 Strategy: Brand restaging targeted affordability and functional innovation set up [----] momentum 🗣 CEO Ramon Laguarta: Accelerated net revenue growth and strong productivity savings led to strong operating margin expansion and double-digit EPS growth in the fourth quarter. 🗣 CFO Steve Schmitt: Our productivity progress is going to help"  
[X Link](https://x.com/anyuser/status/2018744185147314435)  2026-02-03T17:51Z [--] followers, [--] engagements


"Pepsi Earnings Performance: $KO $PEP $KDP $MNST $CELH $FIZZ $COCO $COKE $FARM $LWAY $PRMB https://www.alphasumer.com/post/pepsico-earnings-margin-expansion-and-productivity-fund-2026-growth https://www.alphasumer.com/post/pepsico-earnings-margin-expansion-and-productivity-fund-2026-growth"  
[X Link](https://x.com/anyuser/status/2018744414307299692)  2026-02-03T17:52Z [--] followers, [--] engagements


"$CMG Chipotle's Strategy Reset: Why Transactions Come Before Margins 🌯 Chipotle is deliberately absorbing near-term margin pressure to rebuild throughput speed and demand under its Recipe for Growth strategy. 🗣 Scott Boatwright CEO: This momentum will fuel our next phase of growth to accelerate transactions and expand our footprint globally. 🔗 Read the full deep dive: link in comments If this was helpful follow @Alphasumer_ for sharp no-fluff insights on the consumer staples sector https://twitter.com/i/web/status/2018918010145128760 https://twitter.com/i/web/status/2018918010145128760"  
[X Link](https://x.com/anyuser/status/2018918010145128760)  2026-02-04T05:22Z [--] followers, [--] engagements


"$CMG Chipotle's Recipe for Growth breakdown: $SHAK $BJRI $PTLO $FWRG $NDLS $CAVA $SG https://www.alphasumer.com/post/chipotle-s-recipe-for-growth-rebuilding-traffic-before-rebuilding-margins https://www.alphasumer.com/post/chipotle-s-recipe-for-growth-rebuilding-traffic-before-rebuilding-margins"  
[X Link](https://x.com/anyuser/status/2018918618046607395)  2026-02-04T05:24Z [--] followers, [--] engagements


"$MDLZ Mondelz Earnings: Pricing Holds as Cocoa Costs Bite 🍫 📈 Revenue: Organic sales +5.1% in Q4 driven by strong pricing partially offset by volume/mix pressure 📉 Margins: Gross margins compressed sharply as unprecedented cocoa inflation flowed through results 🧭 Strategy: Focused on stabilizing volumes protecting brand investment and driving productivity into [----] 🗣 While unprecedented cocoa cost headwinds impacted our profitability our teams remained focused on what they can control to best position us for sustainable profitable growth. Dirk Van de Put Chair and Chief Executive Officer"  
[X Link](https://x.com/anyuser/status/2018918836871811332)  2026-02-04T05:25Z [--] followers, [--] engagements


"$MDLZ Earnings Performance: $HSY https://www.alphasumer.com/post/mondelz-earnings-pricing-holds-as-cocoa-costs-reset-the-model https://www.alphasumer.com/post/mondelz-earnings-pricing-holds-as-cocoa-costs-reset-the-model"  
[X Link](https://x.com/anyuser/status/2018919048063451531)  2026-02-04T05:26Z [--] followers, [--] engagements


"$YUM Earnings: Scale the Winners. Reset the Laggard. Yum Brands quarter wasnt about uniform growth it was about capital discipline at scale. 🚀 Growth engines firing: Taco Bell comps +7%; KFC delivers another record year of global unit expansion 💰 Earnings + capital returns: FY EPS ex-items +10% while funding growth acquisitions and a dividend hike 🔄 Portfolio reset: Pizza Hut enters a formal strategic review capital is being reallocated not protected 🗣 Chris Turner CEO: We enter [----] with a clear strategic focus on accelerating long-term growth embodied in our multi-year Raise the Bar"  
[X Link](https://x.com/anyuser/status/2019127655182856255)  2026-02-04T19:15Z [--] followers, [--] engagements


"$YUM Earnings Performance: @yumbrands @kfc @tacobell $MCD $WEN $JACK $GTIM $LOCO $WING $BTBD $FAT $QSR $DPZ $PZZA https://www.alphasumer.com/post/yum-brands-earnings-scaling-winners-while-resetting-the-portfolio https://www.alphasumer.com/post/yum-brands-earnings-scaling-winners-while-resetting-the-portfolio"  
[X Link](https://x.com/anyuser/status/2019128027133927872)  2026-02-04T19:16Z [--] followers, [--] engagements


"$PFGC Performance Food Group Earnings: Flat EPS Misses the Real Story 📦 Independent Foodservice keeps gaining share driving higher-quality mix 💰 Convenience margins inflect as foodservice & non-combustible mix improves 🔁 Free cash flow accelerates reinforcing disciplined capital allocation 🗣 Scott McPherson CEO: Despite a difficult macro environment Im proud of our organizations ability to overcome the challenges and deliver solid revenue and profit performance. 🗣 Patrick Hatcher CFO: In the first six months of [----] PFG generated $456 million of operating cash flow an increase of $77"  
[X Link](https://x.com/anyuser/status/2019128214833058233)  2026-02-04T19:17Z [--] followers, [--] engagements


"$HSY Hershey Earnings: Pricing Bought Time [----] Is the Margin Test Pricing offset historic cocoa & tariff pressure in [----] Margins troughed [---] bps recovery guided for [----] Reinvestment + returns signal confidence in the reset 🗣 CEO Kirk Tanner: We expect to deliver approximately [---] basis points of gross margin recovery in [----]. 🗣 CFO Steve Voskuil: Net price realization contributed approximately nine points of growth partially offset by elasticity-driven volume declines. Full breakdown linked in the comments https://twitter.com/i/web/status/2019452822287224942"  
[X Link](https://x.com/anyuser/status/2019452822287224942)  2026-02-05T16:47Z [--] followers, [--] engagements


"$HSY Earnings Performance: $DNUT $TR $RMCF $MDLZ $JJSF $NATH Follow @Alphasumer_ for sharp no-fluff insights on consumer staples earnings https://www.alphasumer.com/post/the-hershey-company-earnings-pricing-bought-time-2026-is-the-margin-test https://www.alphasumer.com/post/the-hershey-company-earnings-pricing-bought-time-2026-is-the-margin-test"  
[X Link](https://x.com/anyuser/status/2019453035378823187)  2026-02-05T16:48Z [--] followers, [--] engagements


"$ARMK Aramark Earnings: Retention + New Business Power the Growth Engine Organic revenue +5% (8% ex-calendar shift) driven by base business expansion and strong net-new wins Supply-chain productivity and cost discipline supported AOI growth despite timing headwinds International delivered its 19th consecutive quarter of double-digit organic growth CEO John Zillmer: Were very pleased with the strong results delivered in the quarter We believe were well positioned to record record-breaking financial performance. CFO James Tarangelo: The quarter benefited from higher revenue levels the"  
[X Link](https://x.com/Alphasumer_/status/2021296305453007278)  2026-02-10T18:52Z [--] followers, [--] engagements


"$ARMK Earnings performance: $SYY $UNFI $CHEF https://www.alphasumer.com/post/aramark-earnings-growth-momentum-builds-on-record-retention https://www.alphasumer.com/post/aramark-earnings-growth-momentum-builds-on-record-retention"  
[X Link](https://x.com/anyuser/status/2021296414957994106)  2026-02-10T18:53Z [--] followers, [--] engagements


"$KO Coca-Cola Company Earnings: Pricing Era Peaks Volume Recovery Ahead Organic revenue +5% in Q4 as pricing remained the primary growth driver Comparable margins expanded on productivity and cost discipline [----] outlook points to a more balanced price + volume growth algorithm CEO James Quincey: Underlying pricing was really 4% what you see is 4% underlying price and 1% volume. CFO John Murphy: Ongoing efficiency and effectiveness initiatives drove strong comparable operating margin expansion in [----]. Full breakdown linked in comments follow Alphasumer for sharp no-fluff consumer staples"  
[X Link](https://x.com/anyuser/status/2021296576237301779)  2026-02-10T18:53Z [--] followers, [--] engagements


"$KO Earnings performance: $PEP $KDP $MNST $CELH https://www.alphasumer.com/post/coca-cola-earnings-volume-stabilizes-as-margins-expand https://www.alphasumer.com/post/coca-cola-earnings-volume-stabilizes-as-margins-expand"  
[X Link](https://x.com/anyuser/status/2021296767455694865)  2026-02-10T18:54Z [--] followers, [--] engagements


"$MCD McDonald'ss Earnings: Traffic Is Back And Value Is Driving It 📈 Revenue: Q4 revenue rose 10% YoY as global comparable sales increased 5.7% with growth across all segments. 💰 Margins: Operating income climbed 10% with franchise-driven margin expansion supporting profitability. 🚀 Strategy: Value platforms (McValue Extra Value Meals) loyalty growth and accelerated restaurant expansion are fueling momentum into [----]. 🗣 Chris Kempczinski Chairman & CEO: McDonald's value leadership is working. 🗣 Ian Borden Chief Financial Officer: In the fourth quarter global comparable sales were up 5.7%"  
[X Link](https://x.com/anyuser/status/2021774036359880899)  2026-02-12T02:31Z [--] followers, [--] engagements


"@McDonalds 's Earnings performance: $MCD $WEN $JACK $GTIM https://www.alphasumer.com/post/mcdonald-s-earnings-value-strategy-drives-traffic-recovery https://www.alphasumer.com/post/mcdonald-s-earnings-value-strategy-drives-traffic-recovery"  
[X Link](https://x.com/Alphasumer_/status/2021774306938667377)  2026-02-12T02:32Z [--] followers, [--] engagements


"$KHC Kraft Heinz Earnings: Reset Year Reinvestment Begins 📉 Revenue: Q4 organic sales 4.2% as volume/mix declined across regions led by North America retail pressure. 📊 Margins: Adjusted operating income fell 16% in the quarter as inflation and brand investments outpaced pricing and productivity. 🛠 Strategy: Kraft Heinz is deploying a $600M investment plan across marketing R&D pricing and commercial execution to restore volume-led growth. 💬 Steve Cahillane Chief Executive Officer: We have a clear opportunity to return the company to organic profitable growth. 💬 Andre Maciel Chief Global"  
[X Link](https://x.com/anyuser/status/2021774456260112852)  2026-02-12T02:32Z [--] followers, [--] engagements


"@KraftHeinzCo Earnings performance: $GIS $KHC $CAG $CPB $POST $K $KLG $SJM $THS $MKC https://www.alphasumer.com/post/kraft-heinz-earnings-reset-year-sets-stage-for-volume-recovery https://www.alphasumer.com/post/kraft-heinz-earnings-reset-year-sets-stage-for-volume-recovery"  
[X Link](https://x.com/anyuser/status/2021774731267957230)  2026-02-12T02:33Z [--] followers, [--] engagements


"$FDP $RKDA $AQB $LMNR $CVGW $ANDE $LOCL $SDOT $SANW $ALCO https://www.alphasumer.com/post/fresh-del-monte-earnings-margin-gains-drive-strong-q2-amid-pineapple-demand https://www.alphasumer.com/post/fresh-del-monte-earnings-margin-gains-drive-strong-q2-amid-pineapple-demand"  
[X Link](https://x.com/Alphasumer_/status/1950748604420792465)  2025-07-31T02:41Z [--] followers, [---] engagements


"https://www.alphasumer.com/post/bellring-brands-earnings-modest-sales-growth-legal-charge-weigh-on-gaap-profit https://www.alphasumer.com/post/bellring-brands-earnings-modest-sales-growth-legal-charge-weigh-on-gaap-profit"  
[X Link](https://x.com/Alphasumer_/status/1952573767764320733)  2025-08-05T03:33Z [--] followers, [--] engagements


"🍍 $FDP Fresh Del Monte Earnings: Streamlining for Stronger Margins 📈 Revenue steady at $1.02B driven by higher banana pricing and resilient fresh-cut fruit demand. 💰 Margins mixed adjusted gross margin 9.2% with pineapple and fresh-cut fruit offsetting banana cost pressures. 🔄 Strategic reset exiting Mann Packing and underperforming banana farms to focus on high-margin growth. https://twitter.com/i/web/status/1983593460570447985 https://twitter.com/i/web/status/1983593460570447985"  
[X Link](https://x.com/Alphasumer_/status/1983593460570447985)  2025-10-29T17:55Z [--] followers, [--] engagements


"🗣 Mohammad Abu-Ghazaleh CEO: Were simplifying operations and focusing on higher-margin higher-growth categories. 💬 Monica Vicente CFO: Margin recovery ahead the Mann divestiture and cost discipline will drive efficiency. ➡ Full breakdown linked in comments follow me for sharp no-fluff insights on the consumer staples sector"  
[X Link](https://x.com/Alphasumer_/status/1983593503402692835)  2025-10-29T17:55Z [--] followers, [--] engagements


"$FDP Fresh Del Monte Earnings: $LMNR $CVGW $ANDE $LOCL $SDOT $SANW $ALCO https://www.alphasumer.com/post/fresh-del-monte-produce-earnings-margin-expansion-amid-portfolio-streamlining https://www.alphasumer.com/post/fresh-del-monte-produce-earnings-margin-expansion-amid-portfolio-streamlining"  
[X Link](https://x.com/Alphasumer_/status/1983593796211216510)  2025-10-29T17:56Z [--] followers, [---] engagements


"Mission Produce #AVO Q1 Earnings: Record $334M Revenue ✅ +29% YoY growth driven by higher avocado prices & blueberry expansion 📉 EBITDA 8% due to supply pressures in Mexico 🥑 Diversification winsmango & blueberry investments fueling long-term growth Full breakdown on Alphasumer. Link is below. https://twitter.com/i/web/status/1899659370209988650 https://twitter.com/i/web/status/1899659370209988650"  
[X Link](https://x.com/Alphasumer_/status/1899659370209988650)  2025-03-12T03:11Z [--] followers, [--] engagements


"Sprouts $SFM Q2 Earnings: Loyalty Pays Organics Thrive 📈 +17% sales 🥬 50% of produce now organic 🛒 Loyalty rollout boosts traffic & spend"  
[X Link](https://x.com/Alphasumer_/status/1950775420468547794)  2025-07-31T04:27Z [--] followers, [---] engagements


"$SFM $NGVC $CASY $KR $ACI https://www.alphasumer.com/post/sprouts-farmers-market-earnings-q2-beat-fueled-by-loyalty-momentum-and-fresh-innovation https://www.alphasumer.com/post/sprouts-farmers-market-earnings-q2-beat-fueled-by-loyalty-momentum-and-fresh-innovation"  
[X Link](https://x.com/Alphasumer_/status/1950776247216185437)  2025-07-31T04:31Z [--] followers, [---] engagements


"https://www.alphasumer.com/post/laird-superfood-earnings-wholesale-momentum-drives-20-growth-amid-inflation-pressures https://www.alphasumer.com/post/laird-superfood-earnings-wholesale-momentum-drives-20-growth-amid-inflation-pressures"  
[X Link](https://x.com/Alphasumer_/status/1953226794682950037)  2025-08-06T22:48Z [--] followers, [--] engagements


"@OlivierColombo @FlavCity @LairdSuperfood @Costco Olivier - if you haven't already you may find the $LSF earnings recap helpful: https://www.alphasumer.com/post/laird-superfood-earnings-wholesale-momentum-drives-20-growth-amid-inflation-pressures https://www.alphasumer.com/post/laird-superfood-earnings-wholesale-momentum-drives-20-growth-amid-inflation-pressures"  
[X Link](https://x.com/Alphasumer_/status/1953281695773315283)  2025-08-07T02:27Z [--] followers, [--] engagements


"Natural Grocers $NGVC Q3 Earnings: EPS Soars 25% Amid Strong Comps & Loyalty Growth 📈 Revenue: Sales rose 6.3% YoY to $328.7M despite UNFI disruption 💰 Margins: Gross margin up [--] bps to 29.9% on effective promotions 🏬 Strategy: Store growth accelerating68 new units planned for FY26 Full earnings recap 👇👇 https://twitter.com/i/web/status/1953631926494933098 https://twitter.com/i/web/status/1953631926494933098"  
[X Link](https://x.com/Alphasumer_/status/1953631926494933098)  2025-08-08T01:38Z [--] followers, [---] engagements


"$NGVC Earnings Recap $GO $OLLI $SFM $CASY $KR $ACI https://www.alphasumer.com/post/natural-grocers-q3-2025-earnings-eps-jumps-25-on-solid-comp-sales-and-loyalty-gains https://www.alphasumer.com/post/natural-grocers-q3-2025-earnings-eps-jumps-25-on-solid-comp-sales-and-loyalty-gains"  
[X Link](https://x.com/Alphasumer_/status/1953632215910211847)  2025-08-08T01:39Z [--] followers, [---] engagements


"Caseys $CASY Q1 Earnings: Strong Start to FY26 📈 Revenue up 11.5% to $4.6B fueled by food grocery & fuel volume growth 💰 Fuel margin held above $0.40/gal outpacing regional declines 🛠 Strategic push: SEFCO integration Fuel [---] now 8.8% of procurement 👉 Full breakdown in the comments"  
[X Link](https://x.com/Alphasumer_/status/1965418372612358633)  2025-09-09T14:13Z [--] followers, [--] engagements


"$AVO $AQB $LMNR $CVGW $ANDE $LOCL $SDOT $SANW Mission Produce Earnings: https://www.alphasumer.com/post/mission-produce-earnings-record-q3-revenue-pricing-to-ease-as-volumes-rise https://www.alphasumer.com/post/mission-produce-earnings-record-q3-revenue-pricing-to-ease-as-volumes-rise"  
[X Link](https://x.com/Alphasumer_/status/1965614548616183875)  2025-09-10T03:13Z [--] followers, [---] engagements


"Kroger $KR Q2 Earnings: Strong Beat with 3.4% Comp Growth 📈 Sales: +3.4% comps ex-fuel 6th straight quarter of gains 💰 Margins: Adj. EPS up 12% to $1.04; gross margin +39 bps 🛒 Strategy: E-commerce +16% delivery pickup for first time ➡ Full breakdown in comments 👇"  
[X Link](https://x.com/Alphasumer_/status/1966272762907144560)  2025-09-11T22:48Z [--] followers, [--] engagements


"$KR $SFM $NGVC $CASY $ACI Kroger Q2 Earnings: https://www.alphasumer.com/post/kroger-earnings-strong-q2-driven-by-pharmacy-e-commerce-and-fresh-momentum https://www.alphasumer.com/post/kroger-earnings-strong-q2-driven-by-pharmacy-e-commerce-and-fresh-momentum"  
[X Link](https://x.com/Alphasumer_/status/1966273049562366132)  2025-09-11T22:50Z [--] followers, [---] engagements


"Darden $DRI serves up a strong quarter 🍝 Revenue: Sales up 10.4% to $3.0B with Olive Garden +5.9% & LongHorn +5.5% comps 📉 Margins: Restaurant-level EBITDA steady at 19% resilient despite beef inflation 🚀 Strategy: Expanding 1P delivery via Uber testing lighter portions and accelerating new unit growth 👉 Full earnings recap linked in comments"  
[X Link](https://x.com/Alphasumer_/status/1968729752337887351)  2025-09-18T17:32Z [--] followers, [--] engagements


"Darden Earnings: $EAT $DRI $DIN https://www.alphasumer.com/post/darden-restaurants-earnings-strong-q1-driven-by-olive-garden-longhorn-and-chuy-s https://www.alphasumer.com/post/darden-restaurants-earnings-strong-q1-driven-by-olive-garden-longhorn-and-chuy-s"  
[X Link](https://x.com/Alphasumer_/status/1968729958966014291)  2025-09-18T17:32Z [--] followers, [--] engagements


"$CAG Earnings: $GIS $KHC $CPB $POST $K $KLG $SJM $THS $MKC $HAIN https://www.alphasumer.com/post/conagra-brands-earnings-q1-top-line-stabilizes-as-tariffs-bite https://www.alphasumer.com/post/conagra-brands-earnings-q1-top-line-stabilizes-as-tariffs-bite"  
[X Link](https://x.com/Alphasumer_/status/1973523440520012241)  2025-10-01T23:00Z [--] followers, [--] engagements


"🗣 CEO Susan Morris: A new day is not a slogan its a mindset. 💬 CFO Sharon McCollam: The $750M ASR is immediately accretive were operating from strength. ➡ Full breakdown linked in comments follow me for sharp no-fluff insights on the consumer staples sector"  
[X Link](https://x.com/Alphasumer_/status/1978155614510481582)  2025-10-14T17:47Z [--] followers, [--] engagements


"$CMG Chipotle Mexican Grill Q3 Earnings: Holding the Line Amid Inflation & Slower Traffic 🌯 Revenue: +7.5% YoY to $3.0B fueled by new openings and modest comp growth (+0.3%). 📉 Margins: Restaurant-level margin dipped [---] bps to 24.5% pressured by tariffs and higher beef costs. 💡 Strategy: Doubling down on menu innovation (Red Chimichurri catering pilot) and loyalty-driven engagement. https://twitter.com/i/web/status/1983674652028256586 https://twitter.com/i/web/status/1983674652028256586"  
[X Link](https://x.com/Alphasumer_/status/1983674652028256586)  2025-10-29T23:17Z [--] followers, [--] engagements


"$MNST Monster Energy Earnings recap: $KO $PEP $KDP $CELH https://www.alphasumer.com/post/monster-beverage-earnings-record-sales-margin-expansion https://www.alphasumer.com/post/monster-beverage-earnings-record-sales-margin-expansion"  
[X Link](https://x.com/Alphasumer_/status/1986598171217207718)  2025-11-07T00:54Z [--] followers, [--] engagements


"$OLLI - Ollies Earnings: Record Store Growth. Surging Traffic. Guidance Raised. 📈 Revenue: +18.6% YoY to $614M powered by record new stores + a 3.3% comp boost. 📊 Margins: SG&A leverage improves [--] bps; gross margin holds strong at 41.3% despite tariff pressure. 🚀 Strategy: Accelerated digital marketing expanded seasonal assortments and robust closeout deal flow drive momentum. 🗣 CEO Eric van der Valk: We delivered industry-leading sales growth while significantly improving the bottom line. 🗣 CFO Robert Helm: We remain committed to a fortress-type balance sheet as a strategic advantage."  
[X Link](https://x.com/Alphasumer_/status/1998739475741265963)  2025-12-10T13:00Z [--] followers, [--] engagements


"$CASY -Casey's Q2 Earnings: Another Quiet Powerhouse Quarter 📈 Revenue up double digits driven by strong inside sales and rising fuel gallons 💰 Margins held firm with inside margin expanding to 42.4% and fuel margin above 41/gal 🛠 Strategic moves: disciplined tuck-in M&A accelerated store conversions and a reinforced foodservice engine 💬 CEO Darren Rebelez: We focus on small tuck-in acquisitions and set a high bar for asset qualitywell say no far more often than we say yes. 💬 CFO Steve Bramlage: Inside gross profit grew 13.5% while fuel gross profit rose 20.9% reflecting strong execution"  
[X Link](https://x.com/Alphasumer_/status/1998820553851851106)  2025-12-10T18:22Z [--] followers, [--] engagements


"$CASY Earnings recap: $SFM $NGVC $KR $ACI https://www.alphasumer.com/post/casey-s-earnings-strong-food-sales-and-fuel-margins-power-another-standout-quarter https://www.alphasumer.com/post/casey-s-earnings-strong-food-sales-and-fuel-margins-power-another-standout-quarter"  
[X Link](https://x.com/Alphasumer_/status/1998820759968383008)  2025-12-10T18:23Z [--] followers, [---] engagements


"$UNFI just delivered its most convincing long-term roadmap in years. Investor Day [----] signals a company finally aligning scale discipline and technology. Margin reset: Path to $800M EBITDA and 2.4% margin by FY28 Cash machine emerging: $300M annual FCF via Lean + AI-enabled forecasting Growth engine rebuilt: Natural services and private brands driving mix + stickiness CEO Sandy Douglas: We can create a win-win dynamic where our retailers and suppliers grow faster and we do too. CFO Matteo Tarditi: Our objectives imply around $800 million of Adjusted EBITDA in fiscal [----] at a 2.4% margin."  
[X Link](https://x.com/Alphasumer_/status/1999204289848451372)  2025-12-11T19:47Z [--] followers, [---] engagements


"$UNFI Investor Day [----] signaled a company finally hitting its stride with a clearer strategy stronger execution and a credible path to profitable growth full breakdown in the article link: $SYY $USFD $PFGC $CHEF https://www.alphasumer.com/post/unfi-investor-day-2025-inside-the-distributor-s-bid-to-become-grocery-retail-s-most-valued-partner https://www.alphasumer.com/post/unfi-investor-day-2025-inside-the-distributor-s-bid-to-become-grocery-retail-s-most-valued-partner"  
[X Link](https://x.com/Alphasumer_/status/1999204521017282925)  2025-12-11T19:47Z [--] followers, [---] engagements


"Will $NGVC find support and base at the [---] weekly"  
[X Link](https://x.com/Alphasumer_/status/2001374084723273851)  2025-12-17T19:29Z [--] followers, [--] engagements


"$CALM Cal-Maine Foods earnings: the cycle is down the business isnt. 🥚 Revenue: Sales fell YoY on lower egg prices but specialty eggs held flat and prepared foods scaled meaningfully 📉 Margins: Profits compressed vs peak pricing yet remained resilient relative to prior downcycles 🏗 Strategy: Mix shift accelerating specialty eggs + prepared foods now 46% of sales lifting earnings durability 🗣 CEO Sherman Miller: With lower egg prices our increasingly diversified business model proved to be a source of resilience. 🗣 CFO Max Bowman: Were a different company than the last time the market was"  
[X Link](https://x.com/Alphasumer_/status/2008966713845359037)  2026-01-07T18:19Z [--] followers, [---] engagements


"$CALM Earnings: $TSN $PPC $SFD $HRL $JBS $VITL https://www.alphasumer.com/post/cal-maine-foods-earnings-mix-shift-cushions-downcycle https://www.alphasumer.com/post/cal-maine-foods-earnings-mix-shift-cushions-downcycle"  
[X Link](https://x.com/Alphasumer_/status/2008967010865307869)  2026-01-07T18:20Z [--] followers, [---] engagements


"@MDLZ $MDLZ Earnings: Pricing Holds as Cocoa Costs Bite 🍫 📈 Revenue: Organic sales +5.1% in Q4 driven by strong pricing partially offset by volume/mix pressure 📉 Margins: Gross margins compressed sharply as unprecedented cocoa inflation flowed through results 🧭 Strategy: Focused on stabilizing volumes protecting brand investment and driving productivity into [----] 🗣 While unprecedented cocoa cost headwinds impacted our profitability our teams remained focused on what they can control to best position us for sustainable profitable growth. Dirk Van de Put Chair and Chief Executive Officer"  
[X Link](https://x.com/Alphasumer_/status/2018818176373473642)  2026-02-03T22:45Z [--] followers, [--] engagements


"@MDLZ delivered mid-single-digit organic revenue growth driven by pricing but earnings declined sharply as unprecedented cocoa cost inflation compressed margins positioning [----] as a transition year toward volume stabilization and eventual profit recovery. Full earnings breakdown: $DNUT $TR $RMCF $MDLZ $HSY $JJSF $NATH https://www.alphasumer.com/post/mondelz-earnings-pricing-holds-as-cocoa-costs-reset-the-model https://www.alphasumer.com/post/mondelz-earnings-pricing-holds-as-cocoa-costs-reset-the-model"  
[X Link](https://x.com/Alphasumer_/status/2018818670106132481)  2026-02-03T22:47Z [--] followers, [--] engagements


"$BG Bunge Q3 Earnings: The Quiet Powerhouse Behind Food Feed & Fuel 🌾 Revenue: Surged 72% YoY to $22.2B powered by soybean and softseed processing strength. 📈 Margins: Adj. EPS $2.27 steady vs. LY despite biofuel and trade volatility. 🔗 Strategy: Early Viterra synergies unlocking logistics and origination efficiencies; $545M in buybacks this quarter. https://twitter.com/i/web/status/1986131512115290165 https://twitter.com/i/web/status/1986131512115290165"  
[X Link](https://x.com/Alphasumer_/status/1986131512115290165)  2025-11-05T18:00Z [--] followers, [--] engagements


"$HLF Herbalife is no longer just selling nutrition products. Management is reframing the company as a health & wellness platform built on engagement data & human coaching. We believe we will become the Netflix of health & wellness. Stephan Gratziani CEO Full analysis linked in the comments"  
[X Link](https://x.com/Alphasumer_/status/2001704996866297927)  2025-12-18T17:23Z [--] followers, [--] engagements


"$HLF Herbalife is evolving from product curation to personalized formulationpairing data coaching & scale to build a wellness platform. Deep dive 👇 https://www.alphasumer.com/post/is-herbalife-building-the-netflix-of-health-wellness https://www.alphasumer.com/post/is-herbalife-building-the-netflix-of-health-wellness"  
[X Link](https://x.com/Alphasumer_/status/2001705099517739445)  2025-12-18T17:24Z [--] followers, [--] engagements


"🍺 $STZ Constellation Brands Earnings: Beer Margins Hold as Pressure Narrows 📉 Revenue Trends: Q3 net sales fell 10% YoY but only 2% organically with beer holding up despite softer volumes. 📈 Margin Performance: Comparable operating margin expanded to 38.0% aided by pricing cost savings and timing benefits. 🧭 Strategic Actions: Focus on distribution gains price-pack architecture and modular beer capacity to manage volatility. 🗣 Management Insight (CFO): The depreciation benefit that we saw in Q3 will actually turn into a little bit of a headwind into Q4 and tariffs will be a further"  
[X Link](https://x.com/Alphasumer_/status/2009332805986025925)  2026-01-08T18:34Z [--] followers, [--] engagements


"Toast $TOST delivers record growth & first-ever GAAP profitability 📈 28K new locations (134K total) 💰 $1.6B ARR (+34% YoY) 🔥 $373M Adjusted EBITDA AI enterprise expansion & fintech are fueling the future. Full recap: #Fintech #RestaurantTech https://www.alphasumer.com/post/toast-inc-q4-full-year-2024-earnings-a-transformational-year-of-growth-and-profitability https://www.alphasumer.com/post/toast-inc-q4-full-year-2024-earnings-a-transformational-year-of-growth-and-profitability"  
[X Link](https://x.com/Alphasumer_/status/1892371973029634365)  2025-02-20T00:33Z [--] followers, [---] engagements


"BellRing Brands $BRBR earnings impress Premier Protein surges 🚀 Q2 sales +19% RTD shakes hit all-time highs and FY25 guidance affirmed despite destocking + tariffs risk. Full breakdown 👇"  
[X Link](https://x.com/Alphasumer_/status/1919810765160145156)  2025-05-06T17:45Z [--] followers, [---] engagements


"Mission Produce $AVO Q2'25 Earnings: Despite margin headwinds Mission delivers a strong quarter. 🔹 Record revenue: +28% YoY to $380M 🔹 Mango momentum: now #2 distributor in the U.S. 🔹 Avocado volumes set to surge in H2 📊 Full breakdown 👇"  
[X Link](https://x.com/Alphasumer_/status/1931392742640296429)  2025-06-07T16:48Z [--] followers, [---] engagements


"💪 BellRing Brands $BRBR Shows Strength But Legal Hit Dents GAAP Profit 📈 Sales up 6.2% to $547.5M led by Premier Protein & Dymatize momentum 💸 Adjusted EBITDA up slightly to $120.3M despite inflation & promo pressure 🚀 Brand power strong with record household penetration and innovation gains Full recap👇👇 https://twitter.com/i/web/status/1952573611606249830 https://twitter.com/i/web/status/1952573611606249830"  
[X Link](https://x.com/Alphasumer_/status/1952573611606249830)  2025-08-05T03:33Z [--] followers, [---] engagements


"First Watch Restaurants $FWRG Earnings Sizzle While Eggs Cool Off 📊 Revenue up 19.1% YoY to $307.9M fueled by new openings & same-store gains 📉 Margins compressed: Adj. EBITDA margin fell to 9.9% amid input inflation 🏗 Aggressive growth continues: [--] new units raised FY25 EBITDA outlook Full earnings recap 👇👇 https://twitter.com/i/web/status/1952883684752728088 https://twitter.com/i/web/status/1952883684752728088"  
[X Link](https://x.com/Alphasumer_/status/1952883684752728088)  2025-08-06T00:05Z [--] followers, [--] engagements


"🚀 Laird Superfood $LSF Earnings Brew Up 20% Growth 📈 Revenue: Net sales up 20% YoY driven by 47% surge in wholesale distribution 💰 Margins: Held strong at 39.9% despite inflation & tariff headwinds 🛠 Strategy: Retail footprint expands across club grocery & innovation ramps up Full earnings recap 👇👇 @LairdSuperfood https://twitter.com/i/web/status/1953226676432736282 https://twitter.com/i/web/status/1953226676432736282"  
[X Link](https://x.com/Alphasumer_/status/1953226676432736282)  2025-08-06T22:48Z [--] followers, [---] engagements


"🔥 Chili'ss Sizzles in Q4 Brinker International $EAT posts double-digit gains & big FY26 ambitions. 📈 Revenue: +21% YoY; Chilis comps +23.7% on +16.3% traffic 💰 Margins: Restaurant operating margin up [---] bps to 17.8% 🚀 Strategy: New ribs & $6 margs fuel value leadership; tech upgrades boost service Full earnings recap👇👇 @magianos @Chilis https://twitter.com/i/web/status/1955685717574627704 https://twitter.com/i/web/status/1955685717574627704"  
[X Link](https://x.com/Alphasumer_/status/1955685717574627704)  2025-08-13T17:39Z [--] followers, [--] engagements


"$EAT @Chilis @Maggianos $DRI $DIN $SHAK $BJRI https://www.alphasumer.com/post/brinker-international-earnings-chili-s-drives-double-digit-sales-growth-strong-fy26-outlook https://www.alphasumer.com/post/brinker-international-earnings-chili-s-drives-double-digit-sales-growth-strong-fy26-outlook"  
[X Link](https://x.com/Alphasumer_/status/1955686094768689415)  2025-08-13T17:41Z [--] followers, [---] engagements


"Mission Produce $AVO Earnings: Record Q3 Revenue 🥑 Revenue: $357.7M (+10% YoY) on higher avocado volumes 📈 Margins: Gross margin up [---] bps to 12.6% 🌍 Strategy: Strong Europe growth Mexico packhouse upgrades expanding blueberries 👉 Full breakdown linked in comments"  
[X Link](https://x.com/Alphasumer_/status/1965614219400974757)  2025-09-10T03:12Z [--] followers, [--] engagements


"$CAG Conagra Brands Q1 Earnings: Tariffs Bite Frozen Momentum Builds 📉 Revenue: Net sales $2.63B (-5.8%); organic nearly flat (-0.6%) 📊 Margins: Adj. op margin 11.8% (-244 bps) as protein & tariff costs weigh ⚙ Strategy: Service levels hit 98% portfolio reshaping divestitures cut net debt ➡ Full breakdown linked in comments https://twitter.com/i/web/status/1973523125162688794 https://twitter.com/i/web/status/1973523125162688794"  
[X Link](https://x.com/Alphasumer_/status/1973523125162688794)  2025-10-01T22:59Z [--] followers, [--] engagements


"🗣 Kevin Hochman (CEO): Chilis continues to deliver industry-leading results were gaining market share with low-income households while others see softness. 📊 Micah Ware (CFO): Strong flow-through and disciplined execution are driving sustainable long-term growth. ➡ Full breakdown linked in comments follow me for sharp no-fluff insights on the consumer staples sector"  
[X Link](https://x.com/Alphasumer_/status/1983672693028196765)  2025-10-29T23:09Z [--] followers, [--] engagements


"$EAT Earnings: $CAKE $PNST $RRGB $CBRL $DRI $DIN $ARKR $BDL $STKS $TXRH https://www.alphasumer.com/post/brinker-international-earnings-chili-s-traffic-surge-powers-q1-beat-amid-maggiano-s-softness https://www.alphasumer.com/post/brinker-international-earnings-chili-s-traffic-surge-powers-q1-beat-amid-maggiano-s-softness"  
[X Link](https://x.com/Alphasumer_/status/1983673077906235839)  2025-10-29T23:11Z [--] followers, [---] engagements


"$MNST Monster Energy Q3: Powering past expectations 📈 Revenue: +16.8% YoY to $2.20 B (energy drinks +17.7%) international now 43% of sales 💪 Margins: Gross margin hit 55.7% (+250 bps YoY); EPS up 41% to $0.53 🚀 Strategy: New pricing effective Nov [--] + female-focused FLRT launch coming [----] 🗣 Hilton H. Schlosberg (CEO): We again delivered record net sales gross profit operating income and net income. Full breakdown linked in comments follow me for sharp no-fluff insights on the consumer staples sector"  
[X Link](https://x.com/Alphasumer_/status/1986597925905117456)  2025-11-07T00:53Z [--] followers, [---] engagements


"$YELP earnings: AI-fueled growth even as restaurants stay soft 📈 Revenue: Up 4% YoY to a record $376M led by a 7% rise in Services ads. 💰 Margins: Net income $39M (10%) Adjusted EBITDA $98M (26%) disciplined cost control holding firm. 🤖 Strategy: 35+ new AI features rolled out from Yelp Assistant and MenuVision to Yelp Host & Receptionist driving new monetization streams. 🗣 CEO Jeremy Stoppelman: AI is reinventing the Yelp experience for both consumers and businesses. 💬 CFO David Schwarzbach: Our third-quarter results show the margin potential of our business. Full breakdown linked in"  
[X Link](https://x.com/Alphasumer_/status/1986611189896331720)  2025-11-07T01:46Z [--] followers, [---] engagements


"$YELP Earnings recap: https://www.alphasumer.com/post/yelp-earnings-ai-innovation-powers-growth-amid-restaurant-weakness https://www.alphasumer.com/post/yelp-earnings-ai-innovation-powers-growth-amid-restaurant-weakness"  
[X Link](https://x.com/Alphasumer_/status/1986611250499830132)  2025-11-07T01:46Z [--] followers, [---] engagements


"🐔 $TSN Tyson Foods Earnings: Chicken Fuels a Strong Rebound 💵 Revenue: Up 2.2% in Q4 (4.8% ex-legal accruals) driven by chicken and prepared foods strength 📈 Margins: Adjusted operating income +19%; adjusted EPS +25% to $1.15 ⚙ Strategy: Efficiency gains innovation pipeline and higher branded volumes across Hillshire Farm Jimmy Dean and Tyson lines 🗣 CEO Donnie King: Our growth reflects the strength of our multi-protein multi-channel portfolio and our focus on operational excellence. 💬 CFO Curt Calaway: Free cash flow of $1.2B and leverage at 2.1x show the power of disciplined capital"  
[X Link](https://x.com/Alphasumer_/status/1988075746225476019)  2025-11-11T02:46Z [--] followers, [--] engagements


"$TSN Earnings Recap: $PPC $SFD $CALM $HRL $JBS $VITL https://www.alphasumer.com/post/tyson-foods-earnings-profit-rebound-fueled-by-chicken-and-prepared-foods-strength https://www.alphasumer.com/post/tyson-foods-earnings-profit-rebound-fueled-by-chicken-and-prepared-foods-strength"  
[X Link](https://x.com/Alphasumer_/status/1988076055438193021)  2025-11-11T02:47Z [--] followers, [---] engagements


"$ARMK Aramark posts a breakout quarter record new business rising margins and momentum rolling into FY26. 📈 Revenue: Q4 organic growth +14% driven by massive net new wins and strong retention 💹 Margins: AOI up 6% with continued supply-chain and tech-driven efficiency gains 🚀 Strategy: Largest contract in FSS U.S. history (Penn Medicine) now ramping; global pipeline remains robust 🗣 CEO John Zillmer: Fiscal [----] represented many consequential milestones all contributing to a strong growth trajectory ahead. 🗣 CFO James Tarangelo: Were experiencing unprecedented success in key leading"  
[X Link](https://x.com/Alphasumer_/status/1990507375069901228)  2025-11-17T19:48Z [--] followers, [--] engagements


"$ARMK Earnings: $SYY $USFD $UNFI $PFGC https://www.alphasumer.com/post/aramark-earnings-record-new-business-fuels-strong-fy25-momentum https://www.alphasumer.com/post/aramark-earnings-record-new-business-fuels-strong-fy25-momentum"  
[X Link](https://x.com/Alphasumer_/status/1990507528891842617)  2025-11-17T19:49Z [--] followers, [--] engagements


"$COST Costco just delivered another powerhouse quarter. Traffic up digital surging and membership income hitting new highs. 📈 Revenue: Sales up 8.2% YoY with +6.4% comps driven by strong traffic and ticket growth 💹 Margins: Gross margin +4 bps; SG&A held steady despite wage & cost pressures 🚀 Strategy: Digital comps +20.5% membership income +14% and [--] new warehouses opened globally Full breakdown linked in comments follow me for sharp no-fluff insights on the consumer staples sector https://twitter.com/i/web/status/1999256890769870971 https://twitter.com/i/web/status/1999256890769870971"  
[X Link](https://x.com/Alphasumer_/status/1999256890769870971)  2025-12-11T23:16Z [--] followers, [--] engagements


"$CAG Conagra Brands earnings: noisy quarter execution improving 📉 Revenue: Organic net sales down 3% pressured by volume softness and retailer inventory timing 📊 Margins: Adjusted operating margin fell to 11.3% amid inflation and operating leverage headwinds ⚙ Strategy: Investing in frozen & snacks managing staples for cash guidance reaffirmed for FY26 🗣 Sean Connolly CEO: We are well positioned to return to organic net sales growth supported by a robust innovation pipeline increased merchandising and A&P investment and a resilient supply chain. 🗣 Dave Marberger CFO: As we mark the"  
[X Link](https://x.com/Alphasumer_/status/2002121737723318288)  2025-12-19T20:59Z [--] followers, [--] engagements


"$CAG A volatile quarter for Conagra Brands marked by near-term revenue and margin pressure but improving execution disciplined investment and reaffirmed confidence in a second-half return to growth full analysis linked here: $KHC $CPB $POST $K $KLG $SJM https://www.alphasumer.com/post/conagra-brands-earnings-margin-pressure-guidance-reaffirmedexcerpt https://twitter.com/i/web/status/2002122113495543907 https://www.alphasumer.com/post/conagra-brands-earnings-margin-pressure-guidance-reaffirmedexcerpt https://twitter.com/i/web/status/2002122113495543907"  
[X Link](https://x.com/Alphasumer_/status/2002122113495543907)  2025-12-19T21:01Z [--] followers, [---] engagements


"$ACI Albertsons Companies Earnings: Digital + Pharmacy Offset Margin Pressure 📈 Revenue: Identical sales +2.4% YoY powered by pharmacy strength and +21% digital growth 📉 Margins: Gross margin 27.4% down YoY as digital and pharmacy mix weighedbut sequential improvement shows productivity offsetting pressure ⚙ Strategy: AI-led investments in digital loyalty pharmacy and retail media continue to deepen engagement and fund reinvestment 🗣 CEO Susan Morris: Our investments in technology and AI are fundamentally reshaping how we operate and serve our customers. 🗣 CFO Sharon McCollam: Disciplined"  
[X Link](https://x.com/Alphasumer_/status/2008970614011318749)  2026-01-07T18:34Z [--] followers, [--] engagements


"$ACI Albertsons Companies Earnings recap: $WMT $TGT $BJ $COST $SFM $NGVC $CASY $KR https://www.alphasumer.com/post/albertsons-earnings-digital-and-pharmacy-drive-q3-growth https://www.alphasumer.com/post/albertsons-earnings-digital-and-pharmacy-drive-q3-growth"  
[X Link](https://x.com/Alphasumer_/status/2008970879703896556)  2026-01-07T18:35Z [--] followers, [--] engagements


"$STZ Constellation Brands Earnings recap: $SAM $BUD $ABEV $TAP https://www.alphasumer.com/post/constellation-brands-earnings-beer-margins-hold-as-consumer-pressure-narrows https://www.alphasumer.com/post/constellation-brands-earnings-beer-margins-hold-as-consumer-pressure-narrows"  
[X Link](https://x.com/Alphasumer_/status/2009333070969917813)  2026-01-08T18:35Z [--] followers, [--] engagements


"Simply Good $SMPL Earnings recap: $DNUT $TR $RMCF $BRID $SMPL $JBSS $BOF $SOWG $MDLZ $HSY $JJSF $UTZ $SNAX $BGS $NATH https://www.alphasumer.com/post/simply-good-foods-earnings-quest-strength-offsets-margin-headwinds https://www.alphasumer.com/post/simply-good-foods-earnings-quest-strength-offsets-margin-headwinds"  
[X Link](https://x.com/Alphasumer_/status/2009334650129535221)  2026-01-08T18:41Z [--] followers, [--] engagements


"$SYY Earnings: $USFD $PFGC $UNFI $CHEF https://www.alphasumer.com/post/sysco-earnings-margin-expansion-and-local-volume-momentum-drive-eps-upside https://www.alphasumer.com/post/sysco-earnings-margin-expansion-and-local-volume-momentum-drive-eps-upside"  
[X Link](https://x.com/Alphasumer_/status/2016542332900814869)  2026-01-28T16:02Z [--] followers, [--] engagements

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