Headlines
Vital Farms: Egg Capacity Expansion ‘On Track’; Tariffs Will Cause Price Hikes for Retailers
Though avian flu cases have steadily declined over the past few months, there’s still no relief in sight for egg prices. Vital Farms, the largest U.S. producer of pasture-raised eggs, announced upcoming price increases in its Q1 2025 earnings report yesterday.
Daily Briefing (Insiders Only): Week-End Insights, Earnings Edition
The quarterly reports continue to roll in and our team has had an ear to the conference calls all week, parsing out profits from puffery. Here’s a rundown of what we’ve learned about the state of CPG over the past week (or so):
New Products: Bachan’s Teams Up with Karate Kid, Cheez-It Does Frozen Pizza
In this week’s notable new products roundup, Bachan’s kicks up the flavor with Karate Kid: Legends, Cheez-It dives into the frozen pizza space and Jeni’s Splendid Ice Creams embraces a more convenient form factor.
Reviews: Blobs Go Sour; Plus, Two Spoons, Harken Sweets
In this reviews roundup, we take a bite out of Two Spoons’ no-sugar-added ice cream, Harken Sweets’ Lil’ Ones and Sour Blobs low-calorie candy.
Gluten-Free Pioneer Mary’s Gone Crackers Sold to Dare Foods Subsidiary
Mary’s Gone Crackers, a manufacturer of organic gluten-free snacks founded in 2004, has been acquired by Rosseau Incorporated, a U.S.-based subsidiary of Canadian food conglomerate Dare Foods Limited.
Beyond: New $100M Investment Amid ‘Disappointing’ Q1
Beyond Meat reported its Q1 earnings yesterday afternoon with sales slipping 9.1% year-over-year and volume down 11.2% as the company plots a path forward with a new $100 million capital infusion.
SunOpta: ‘Broad-Based Gains’ Across Segments Boost Q1 Revenue
SunOpta posted volume-fueled revenue growth that “exceeded its expectations” in Q1 2025, according to its latest earnings report released yesterday.
Why Paktli’s Snack-Sized Shift Won Over HomeGoods
Seena Chriti had big dreams when she launched a brand of traditional Mexican snacks called Paktli in 2021. Too big, it turns out.
Laird Keeps Growth Streak Running in Q1, Despite Out-of-Stock Pains
A year after Laird Superfood announced the beginning of its “Return to Growth” story, the wellness brand touted its fifth consecutive quarter of double-digit sales gains powered by brick-and-mortar expansion and heightened Amazon sales in its Q1 2025 earnings report yesterday.
CPG Week: Why Did Guayakí Get A Name Change? Plus, Weed’s Web-Based Approach
On the CPG Week podcast, the team goes over Guayakí’s rebrand, hemp beverages in DTC and a check-in on a pair of recent Q1 earnings calls.