bullbear.ninja

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.

22 companiesMedian revenue YoY: -0.4%EPS beat rate:

AI industry top-down

The packaged food industry reported mixed results across its companies. While the industry's median revenue saw a slight year-over-year decrease, some companies presented a positive picture with double-digit sales growth. Conversely, other companies experienced declining sales. From a profitability standpoint, there was a coexistence of companies that saw EPS growth despite revenue declines, and those that experienced EPS decreases despite revenue growth. This suggests varying degrees of cost pressures and differences in cost efficiency efforts. Overall, company performance within the industry did not follow a clear single direction but rather exhibited diverse trends based on individual company characteristics.

  • Revenue for a majority of companies decreased or decelerated year-over-year (median -0.96%).
  • Some companies recorded EPS growth despite a decrease in revenue.
  • Performance disparity deepened between high-growth companies and those experiencing negative growth.
  • Some companies experienced a decrease in EPS despite revenue growth.
Where companies diverge: Revenue Growth Rate: Double-digit growth for Freshpet, Bellring Brands, etc. vs. decline of more than 3% for Ingredion, Conagra Brands, etc. · Profitability Trend: Companies with EPS growth despite revenue decline vs. Companies with EPS decline despite revenue growth

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%
OFRMOnce Upon a Farm, PBCFY2026 Q1$50.6M$-2.95
MAMAMama's Creations, Inc.FY2026 Q3$89.74M+17.2%$0.05-64.3%
BYNDBEYOND MEAT, INC.FY2026 Q1$68.73M-9.1%$-0.80
NATRNATURES SUNSHINE PRODUCTS INCFY2026 Q1$113.25M+2.0%$0.25+108.3%

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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