Laird Superfood (LSF)
:LSF
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Mar 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call communicated clear commercial progress—record revenue growth (+15% FY and Q4), strong wholesale momentum (+41–44%), product relaunch success, positive adjusted EBITDA, and a strategic acquisition (Navitas) that materially expands scale and diversification. Offsetting these positives were margin compression (gross margin down ~3 percentage points YoY), a larger reported net loss driven by acquisition and impairment charges, e-commerce/DTC softness, working capital cash outflows, and substantial equity dilution from the Nexus investment (≈56.2% as-converted stake). Management expects synergies to drive margin recovery into the high-30% range and at least high-single-digit combined revenue growth in 2026, but near-term financial impacts and dilution temper the outlook.Company Guidance
Record Revenue Growth
Fiscal 2025 net sales of $49.9M, up 15% year-over-year; Q4 net sales of $13.3M, up 15% year-over-year.
Wholesale Channel Acceleration
Wholesale grew 44% YoY in Q4 to $7.0M (52% of Q4 net sales) and 41% YoY for the full year to $24.9M (50% of net sales), driven by distribution expansion and strong velocities in grocery and club.
Coffee and Creamer Category Strength
Coffee posted +45% dollar growth and +18% unit growth over the last 52 weeks in measured natural and MULO channels; shelf-stable creamers delivered +15% dollar growth and represent 28% of the portfolio.
Successful Refrigerated Creamer Relaunch
Reformulated refrigerated creamer with cleaner formula and post-consumer recycled plastic bottle; latest four-week sales up 7% in the natural channel versus prior year.
E-commerce Resilience and Amazon Momentum
E-commerce remained ~50% of total sales; Amazon growth partially offset DTC softness, and management plans to continue leveraging Amazon as the primary online growth engine.
Strategic Acquisition of Navitas Organics
Closed acquisition of Navitas (Mar 12); Navitas FY2025 standalone net sales $45.3M, gross margin ~31.8%, and net income ~$1.6M. Acquisition expands scale, product portfolio, conventional grocery/club reach and creates cross-selling and supply chain synergy opportunities.
Capital Raise and Optional Additional Funding
Nexus Capital invested $50M via Series A preferred stock with an option to call an additional $60M within 270–360 days, providing capital flexibility for M&A or corporate purposes.
Adjusted EBITDA Improvement
Delivered positive adjusted EBITDA of $0.3M for FY2025 versus a $0.7M adjusted EBITDA loss in 2024, a $1.0M year-over-year improvement, demonstrating emerging operating leverage.
Balance Sheet and Inventory Progress
Ended FY2025 with $5.3M cash, no debt; inventory reduced to $7.8M from a peak of ~$11.0M as forward purchases normalized.
LSF Earnings History
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 |
|---|---|---|---|
Nov 10, 2025 | $4.18 | $2.88 | -31.10% |
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% |
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 May 13, 2026, After Close (Confirmed).
What is Laird Superfood (LSF) earnings time?
Laird Superfood (LSF) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LSF EPS forecast?
Currently, no data Available