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2025/06 - Earnings Calls: be the first to know the latest trends and developments

See how new insights at the end of each quarter can add a bit more to the understanding of market dynamics

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Updated this week

🚀 Quarterly Earnings Call Decks — Pick the ones relevant to you

Stay a step ahead. Every quarter our analysts comb through hundreds of earnings calls, distilling the signal from the noise into a crisp, slide-ready deck focused on your competitive set.
Whether you’re prepping for a board meeting, fine-tuning strategy, or looking to validate a hunch, we deliver the freshest insights—so you can act before the market does.


What you’ll get

In the deck

Why it matters

Top-line results & guidance (revenue, margin, outlook)

Benchmark performance and spot early trend inflections.

Sentiment score

Instantly gauge confidence, caution, or concern in each call.

Strategic moves & quotes that count

M&A, divestitures, cost-cutting, pricing, innovation—pulled verbatim so you can cite with confidence.

Cross-company themes

Compare how multiple players tackle the same headwinds or opportunities.

Concise analyst commentary

Our take on what the numbers really mean for your category.

Note: We are expecting new earnings to be available within 5-6 weeks after quarter end



Fast example

Last quarter we flagged Orkla’s bakery divestitures as a textbook move toward higher-margin simplicity—weeks before it hit mainstream coverage. Imagine having similar call-outs across every key rival, in one place.

Individual in-depth insights in companies

Overall sentiment on selected players

Sentiment on key topics across all players, in an easy to understand grid


How to check if a company publishes a quarterly update?

  1. Companies → Your lists

  2. Filter › Properties › Earnings updates available

  3. Look for the 📣 megaphone icon—your deck is ready to request.


Need a deck right now?

  1. Pick up to 8 companies from the directory below.

  2. Hit the contact form (right-hand side).

  3. Our team will deliver your curated deck within 2–3 business days—free for existing customers.

Pro tip: Earnings land ~ 5–6 weeks after quarter-end. Get your request in early to be first in line.


Pick the companies you are interested in

Please, find below the full list of the companies where we expect earnings updates:

Industry

Company Name

Agri-/Horticultural supply

BASF

Animal Feed

Archer Daniels Midland Company

Animal Feed

ForFarmers

Bakery

Aryzta

Bakery

Flowers Foods

Bakery

General Mills

Bakery

Greggs

Bakery

Ingredion

Bakery

Krispy Kreme

Bakery

Lotus Bakeries

Bakery

Premier Foods

Condiments & Sauces

Barry Callebaut

Convenience Foods

Arcos Dorados Holdings

Convenience Foods

Calbee

Convenience Foods

Jollibee Foods Corporation

Convenience Foods

Kellanova

Convenience Foods

McDonald's Holdings Company (Japan)

Convenience Foods

Mondelez International

Convenience Foods

Shake Shack

Convenience Foods

Texas Roadhouse

Convenience Foods

The Wendy’s Company

Convenience Foods

Wingstop

Convenience Foods

Yum China

Dairy

Arla Foods

Dairy

China Feihe

Dairy

China Mengniu Dairy Company Limited

Dairy

Danone

Dairy

Fonterra Co-operative Group

Dairy

Glanbia

Dairy

International Flavors & Fragrances

Dairy

Kerry Group

Dairy

Meiji Holdings

Dairy

Oatly Group

Dairy

PT Indofood Sukses Makmur Tbk

Dairy

Royal FrieslandCampina

Dairy

Saputo

Dairy

Savencia

Employment Agencies

Brunel International

Employment Agencies

Randstad

Financial Services

Bank of America

Fish

Mowi

FMCG

Anheuser-Busch InBev

FMCG

Beiersdorf

FMCG

Coca-Cola Europacific Partners

FMCG

Colgate-Palmolive Company

FMCG

Diageo

FMCG

Ebro Foods

FMCG

Essity

FMCG

Fagron

FMCG

Grupo Bimbo

FMCG

Haleon

FMCG

Heineken

FMCG

JDE Peet's

FMCG

Johnson & Johnson

FMCG

Kimberly-Clark

FMCG

Nestlé

FMCG

Orkla

FMCG

PepsiCo

FMCG

Pernod Ricard

FMCG

Procter & Gamble

FMCG

The Coca-Cola Company

FMCG

The Kraft Heinz Company

FMCG

Unilever

Food Retail

Albertsons Companies

Food Retail

Asda

Food Retail

AxFood

Food Retail

Carrefour

Food Retail

Casino Guichard-Perrachon

Food Retail

Cencosud

Food Retail

Coles Group

Food Retail

Colruyt Group N.V.

Food Retail

Compass Group

Food Retail

Costco Wholesale

Food Retail

ELO

Food Retail

Empire Company

Food Retail

HF Foods Group

Food Retail

ICA Gruppen

Food Retail

J Sainsbury

Food Retail

Jerónimo Martins

Food Retail

Koninklijke Ahold Delhaize

Food Retail

Metro

Food Retail

Sendas Distribuidora

Food Retail

Seven & i Holdings Co

Food Retail

Sligro Food Group

Food Retail

Sodexo

Food Retail

Sonae

Food Retail

Sysco

Food Retail

Tesco

Food Retail

The Kroger Co

Food Retail

United Natural Foods

Food Retail

Walmart

Food Retail

Woolworths

Fruits & Vegetables

Acomo N.V.

Fruits & Vegetables

Agrana

Fruits & Vegetables

Bonduelle

Fruits & Vegetables

Fresh Del Monte Produce

Fruits & Vegetables

Greenyard NV

Fruits & Vegetables

Hortifrut

Fruits & Vegetables

Nomad Foods

Fruits & Vegetables

Orsero S.p.A.

Fruits & Vegetables

Tate & Lyle

Load carriers

Mainfreight

Logistics

Americold Realty Trust

Logistics

DFDS

Logistics

DSV

Logistics

ID Logistics Group

Logistics

Kuehne + Nagel

Logistics

STEF SA

Logistics

XPO

Machinery

Tomra Systems

Meat & Poultry

Beyond Meat

Meat & Poultry

Cranswick

Meat & Poultry

Fleury Michon

Non-Food Retail

L'Oréal

Non-Food Retail

Marks & Spencer Group

Oils & Fats

AAK

Oils & Fats

Bunge

Oils & Fats

Stepan Company

Oils & Fuels

Linde

Oils & Fuels

National Industrialization Company

Oils & Fuels

Sabic

Oils & Fuels

Sahara International Petrochemical

Packaging Supplies

Berry Global Group

Potatoes

Lamb Weston

Raw Material Supplies

Brenntag

Raw Material Supplies

Corbion

Raw Material Supplies

IMCD

Raw Material Supplies

SGS

Seed Breeding

Bayer

Seed Breeding

Kaneko Seeds

Seed Breeding

KWS SAAT &

Seed Breeding

PT BISI International

Seed Breeding

Sakata Seed Corporation

Sugars & Sugar Confectionery

Cloetta

Sugars & Sugar Confectionery

Lindt & Sprüngli

Sugars & Sugar Confectionery

Südzucker

Other

A & W Food Services of Canada

Other

Alsea

Other

Americana Restaurants International

Other

AmRest

Other

Bloomin' Brands

Other

Brinker International

Other

CAVA Group

Other

Chipotle

Other

Cracker Barrel Old Country Store

Other

Darden Restaurants

Other

Denny's

Other

Dine Brands Global

Other

Domino’s Pizza

Other

DSM Firmenich

Other

Haidilao International

Other

Jack in the Box

Other

Jubilant FoodWorks

Other

McDonald’s

Other

Mitchells & Butlers

Other

Papa John’s International

Other

Performance Food Group Company

Other

Red Robin Gourmet Burgers

Other

Restaurant Brands International

Other

Starbucks

Other

The Cheesecake Factory

Other

The Chefs' Warehouse

Other

US Foods

Other

Whitbread

Other

Yum! Brands

Other

ZAMP

Other

Zensho Holdings

Thank you for making it till the end !


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