The earnings call for Laird Superfood's Q2 2025 reflected strong revenue growth and positive adjusted EBITDA, driven by wholesale expansion and product category success. However, challenges such as declining gross margins, increased operating expenses, and ongoing tariff pressures were also highlighted. While the company maintains a strong balance sheet and strategic growth plans, these challenges balance the positive aspects.
Company Guidance -
Q3 2025
During the second quarter of 2025, Laird Superfood, Inc. reported a robust 20% year-over-year increase in net sales, reaching $12 million, driven primarily by a 47% surge in the wholesale channel, which now accounts for 48% of total net sales. E-commerce sales also grew by 2%, contributing 52% of total sales. The company's coffee creamers led the product categories with 44% growth, making up 56% of gross sales. Despite facing challenges such as commodity inflation and tariff costs, Laird Superfood maintained a solid gross margin of 39.9%. Operational efficiencies resulted in a positive adjusted EBITDA of nearly $150,000, marking a significant improvement from a slight loss the previous year. With a solid balance sheet featuring $4.2 million in cash and no debt, the company reaffirms its full-year guidance of 20% to 25% net sales growth and breakeven adjusted EBITDA, while keeping gross margins in the upper 30s. The strategic focus on wholesale expansion and innovation positions Laird Superfood as one of the fastest-growing companies in the healthy nutrition space.
Strong Revenue Growth
Net sales grew 20% year-over-year to $12 million in Q2 2025, driven by a 47% surge in wholesale and steady e-commerce performance.
Positive Adjusted EBITDA
Achieved a positive adjusted EBITDA of nearly $150,000 in Q2, improving from a slight loss in the prior year.
Wholesale Channel Expansion
Wholesale now accounts for 48% of total net sales, driven by distribution expansion and velocity growth in grocery and club channels.
Product Category Success
Coffee creamers and coffee products both grew 44%, demonstrating strong consumer interest in plant-based functional options.
Strong Balance Sheet
Ended the quarter with $4.2 million in cash and no debt, with plans to normalize cash usage as inventory is converted to cash.
Laird Superfood (LSF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LSF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$7.14
$6.04
-15.41%
May 07, 2025
$6.72
$7.05
+4.91%
Feb 26, 2025
$7.19
$6.00
-16.55%
Nov 06, 2024
$7.37
$8.97
+21.71%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Laird Superfood (LSF) report earnings?
Laird Superfood (LSF) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is Laird Superfood (LSF) earnings time?
Laird Superfood (LSF) earnings time is at Nov 05, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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