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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.

20 companiesMedian revenue YoY: -1.4%EPS beat rate: —

AI industry top-down

The packaged food industry is showing an overall growth slowdown, posting a median revenue growth rate of -1.39%. While many traditional processed food companies, including GIS and PPC, saw a sharp drop in EPS, select specialized players like Samyang Foods and FRPT delivered double-digit revenue growth and improved profitability. Amid broad demand softness and cost pressures, a clear divergence in corporate performance is evident.

  • Median revenue growth at -1.39% as multiple companies post negative growth
  • Double-digit EPS declines persist for multiple companies including PPC and GIS
  • Double-digit revenue growth in differentiated product lines such as FRPT and Samyang Foods
Where companies diverge: Divergence between CPB and SFD, which grew EPS through cost improvements despite negative revenue growth, and GIS and PPC, where profitability fell sharply · Revenue polarization between high-growth companies such as Samyang Foods and FRPT and those experiencing ~-8% contractions such as CENT

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

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
GISGENERAL MILLS INCFY2027 Q1$4.39B-2.8%$0.74-66.7%—
MKC-VMCCORMICK & CO INCFY2026 Q3$2.02B+17.4%$0.36-57.1%—
MKCMCCORMICK & CO INCFY2026 Q3$2.02B+17.4%$0.36-57.1%—
DARDARLING INGREDIENTS INC.FY2027 Q3$1.79B+14.5%$1.67——
SFDSMITHFIELD FOODS INCFY2026 Q3$3.44B-8.3%$0.23-63.5%—
CAGCONAGRA BRANDS INC.FY2027 Q1$2.6B-1.4%$0.36+5.9%—
003230Samyang Foods Inc.FY2026 Q2₩770.31B+39.3%₩18216.00+60.7%—
PPCPILGRIMS PRIDE CORPFY2026 Q3$4.65B-2.2%$0.49-66.0%—
CPBCAMPBELL'S CoFY2026 Q3$2.37B-4.4%$0.41+86.4%—
INGRIngredion IncFY2026 Q3$1.79B-1.3%$2.23-14.6%—
POSTPost Holdings, Inc.FY2026 Q3$1.95B-1.8%$1.29-27.9%—
FRPTFreshpet, Inc.FY2026 Q3$317.84M+10.0%$0.58-68.8%—
CENTCENTRAL GARDEN & PET COFY2026 Q3$882.36M-8.2%$1.45-4.6%—
MZTIMARZETTI COFY2027 Q1$481.52M-2.4%$1.07-37.4%—
CENTACENTRAL GARDEN & PET COFY2026 Q3$882.36M-8.2%$1.45-4.6%—
ENHAEnhanced Group Inc.FY2026 Q2$17.7M—$-0.53——
UTZUtz Brands, Inc.FY2026 Q3$369.2M-2.3%$-0.27——
097950CJ CHEILJEDANG CORP.FY2026 Q2₩7.36T+1.7%₩-846.00——
004370NONGSHIM CO.,LTDFY2026 Q2₩956.06B+10.2%₩9082.00+51.5%—
HLFHERBALIFE LTD.FY2026 Q3$1.35B+6.0%$0.55+31.0%—

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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