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Conagra Brands, Inc.

CAG

Consumer

6d

Financial Performance Summary

Adjusted EPS declined to $0.39 from $0.53 a year ago, impacted by lower operating profit and higher tax rate.
Adjusted gross margin was 24.4%, and adjusted operating margin was 11.8%, both down versus prior year but slightly better than initial expectations.
Adjusted operating margin declined 244 basis points year-over-year, driven by inflation, unfavorable product mix, and higher SG&A.
Capital expenditures were $147 million, dividends paid were $167 million, and $15 million of shares were repurchased to offset dilution.
Conagra Brands reported organic net sales of $2.6 billion, a 0.6% decline year-over-year in Q1 fiscal 2026.
Net debt was reduced by over $400 million in Q1, with net leverage improving to 3.55x.
Segment net sales: Grocery and Snacks declined 1%, Refrigerated and Frozen increased 0.2%, International declined 3.5%, Foodservice grew 0.2%.
Volumes decreased 1.2%, while price/mix increased 0.6%, partially due to trade expense favorability expected to reverse in Q2.

CHWY

Consumer

3w

Financial Performance Summary

Adjusted EBITDA was $183.3 million, representing a 5.9% margin and an 80 basis points increase year-over-year.
Adjusted net income increased 34.8% year-over-year to $141.1 million, with adjusted diluted EPS of $0.33 within guidance.
Cash and cash equivalents stood at $592 million, with no debt and total liquidity of $1.4 billion.
Free cash flow was nearly $106 million, supported by $133.9 million net cash from operations and $28 million in CapEx.
Gross margin expanded by approximately 90 basis points year-over-year to 30.4%.
Q2 net sales grew 8.6% year-over-year to $3.1 billion, exceeding the high end of guidance.
SG&A expenses deleveraged by 30 basis points to 19.1% of net sales, driven by fulfillment center ramp and inventory costs.
Share repurchases totaled approximately $125 million in Q2, with $359.8 million remaining capacity.

Casey's General Stores, Inc.

CASY

Consumer

4w

Financial Performance Summary

Diluted EPS increased 19% to $5.77 per share compared to prior year.
Fuel gallons sold grew 1.7% same-store with a fuel margin of $0.41 per gallon, up $0.03 from prior year.
Gross profit increased 16.5% to $1.11 billion, with inside gross profit margin up 20 basis points to 41.9%.
Net income rose 20% to $215 million, and EBITDA increased 20% to $414 million year-over-year.
Net interest expense increased due to financing related to the Fikes acquisition, with a debt-to-EBITDA ratio of 1.8x.
Operating expenses rose 14.6%, partly due to 8% more stores and modest wage increases.
Same-store inside sales increased 4.3%, with a 6.7% increase on a 2-year stack basis.
Total revenue grew 11.5% to $4.6 billion, driven by higher inside sales and fuel gallons sold.

General Mills, Inc.

GIS

Consumer

2w

Strategic Focus on Organic Growth Amid Market Uncertainty

Management emphasized their laser focus on returning to profitable organic growth despite global market uncertainties.
The company is executing well on divestitures like Yoplait and acquisitions such as Whitebridge, which are part of their strategic realignment.
Leadership highlighted their confidence in their approach, citing positive early signs and category share gains.
The strategy includes significant investments in innovation, new product launches, and renovation across top categories to drive long-term growth.
Cost savings initiatives like industry-leading HMM are supporting transformational benefits, enhancing competitiveness.

Carnival Corporation & plc

CCL

Consumer

1w

Financial Performance Summary

Achieved record revenues, yields, operating income, EBITDA, and customer deposits in Q3 2025.
Capacity was 2.5% lower year-over-year, yet financial metrics improved significantly.
Customer deposits hit a Q3 record of $7.1 billion, up over $300 million from prior year.
Leverage improved to 3.6x net debt to EBITDA, approaching investment-grade metrics.
Net income reached an all-time high of $2 billion, surpassing pre-pandemic levels by nearly 10%.
Operating income and EBITDA reached highest levels in nearly 20 years on a unit basis.
ROIC for trailing twelve months reached 13%, first time since 2007 hitting teens.
Yields increased 4.6% on a same ship basis, exceeding guidance by over 1 point.

Cracker Barrel Old Country Store, Inc.

CBRL

Consumer

2w

Financial Performance Summary

Adjusted EBITDA for Q4 was $55.7 million or 6.4% of total revenue, an 8% increase excluding the prior year's 53rd week impact.
Comparable store restaurant sales grew 5.4% in Q4, marking the fifth consecutive quarter of positive growth.
Full year revenue grew 2.2% excluding the 53rd week, with adjusted EBITDA growth of 9%.
GAAP earnings per diluted share were $0.30; adjusted earnings per diluted share were $0.74.
General and administrative expenses increased to 5.8% of revenue due to strategic investments and normalized incentive compensation.
Labor expenses improved by 100 basis points to 36.5% of revenue, driven by pricing, productivity, and turnover improvements.
Restaurant cost of goods sold increased slightly to 26.3% due to commodity inflation and higher promotion-driven waste.
Total Q4 revenue was $868 million, with restaurant revenue at $718.2 million and retail revenue at $149.8 million.

MillerKnoll, Inc.

MLKN

Consumer

2w

Financial Performance Summary

Adjusted EPS increased 25% to $0.45, significantly outperforming expectations.
Cash flow from operations was $9 million; liquidity ended at $481 million.
Consolidated net sales grew 10.9% year-over-year to $956 million, exceeding guidance midpoint.
Global Retail segment sales grew 6.4% to $254 million but operating margin declined to 0.6% due to new store costs and tariffs.
Gross margin was 38.5%, including an $8 million net tariff-related impact.
International Contract segment sales increased 14.4% to $168 million, with adjusted operating margin at 8.5%.
Net debt to EBITDA ratio was 2.92, well below covenant limits.
North America Contract segment sales rose 12% to $534 million with operating margin improving to 10.7%.

Mission Produce, Inc.

AVO

Consumer

4w

Financial Performance Summary

Adjusted EBITDA increased 3% to $32.6 million, driven by higher avocado production in International Farming.
Adjusted net income grew to $18.2 million or $0.26 per diluted share from $16.7 million or $0.23 last year.
Blueberries segment sales increased to $4.5 million from $1.6 million, with adjusted EBITDA improving accordingly.
Gross profit increased 22% to $45.1 million, with gross margin rising 120 basis points to 12.6%.
International Farming segment gross sales surged 79% to $49 million, with adjusted EBITDA up 163% to $12.1 million.
Marketing & Distribution segment net sales rose 7% to $344.1 million, with adjusted EBITDA declining due to margin normalization.
Record third quarter revenue of $357.7 million, up 10% year-over-year.
SG&A expenses increased 19% due to higher employee-related costs and profit sharing tied to improved segment performance.