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Industry top-down

Packaged Foods

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

18 companiesMedian revenue YoY: -1.0%EPS beat rate:

AI industry top-down

The packaged food industry generally experienced a slowdown in sales growth, with a median year-over-year sales growth of -1.41%. However, individual company performance was mixed. Freshpet and Campbell's achieved double-digit sales growth, while some companies experienced a decline in sales. EPS also showed significant disparities; while Pilgrim's Pride and Herbalife posted high growth rates, Flowers Foods and others experienced declines, highlighting notable performance discrepancies among companies.

  • Most companies' revenue growth deceleration (median -1.41%)
  • Deepening divergence in EPS growth rates by company
Where companies diverge: Some companies (Freshpet, Campbell's) recorded high revenue growth · Some companies (Herbalife, Pilgrim's Pride) saw a surge in EPS

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
GISGENERAL MILLS INCFY2026 Q3$14.93B-1.4%$3.57+7.2%
MKC-VMCCORMICK & CO INCFY2026 Q1$1.61B+0.2%$0.60-3.2%
MKCMCCORMICK & CO INCFY2026 Q1$1.61B+0.2%$0.60-3.2%
DARDARLING INGREDIENTS INC.FY2026 Q1$1.38B-2.8%$-0.16
PPCPILGRIMS PRIDE CORPFY2026 Q1$4.46B+2.3%$1.24+69.9%
INGRIngredion IncFY2026 Q1$1.81B-3.7%$3.00-7.1%
CAGCONAGRA BRANDS INC.FY2026 Q3$8.83B-3.4%$1.87-2.1%
CPBCAMPBELL'S CoFY2026 Q2$5.46B+9.7%$1.30-11.0%
POSTPost Holdings, Inc.FY2026 Q2$3.93B-1.0%$2.830.0%
MZTIMARZETTI COFY2026 Q3$1.43B+1.0%$4.89+8.7%
FRPTFreshpet, Inc.FY2026 Q1$263.25M+17.6%$-0.26
CENTCENTRAL GARDEN & PET COFY2026 Q2$1.49B-2.9%$1.19+28.0%
CENTACENTRAL GARDEN & PET COFY2026 Q2$1.49B-2.9%$1.19+28.0%
FLOFLOWERS FOODS INCFY2026 Q1$1.55B-1.4%$0.25-26.5%
HLFHERBALIFE LTD.FY2026 Q1$1.22B-3.4%$0.49+104.2%
MALGMICROALLIANCE GROUP INC.FY2022 Q3$28.92M$0.02
BRBRBELLRING BRANDS, INC.FY2026 Q2$1.12B+21.2%$1.04+36.8%
JBSSSANFILIPPO JOHN B & SON INCFY2026 Q3$838.17M+5.1%$3.87-10.0%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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