Laird Superfood (LSF)
:LSF
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced tone: materially positive strategic progress through two meaningful acquisitions that expand scale, capabilities and channel access, with clear revenue growth (Q1 sales +20%, wholesale +37%) and constructive FY2026 guidance ($138M–$148M sales, $8M–$12M adjusted EBITDA). Offsetting these positives are near-term margin pressures (gross margin down 8.6ppt), a Q1 adjusted EBITDA loss, elevated operating expenses and higher working capital/inventory tied to the acquisitions and integration. Management expects synergies and margin recovery over time, but some benefits will realize beyond 2026 and reported GAAP profit includes a one-time tax benefit. Given the substantial strategic wins alongside notable near-term financial and integration headwinds, the highlights and lowlights are largely balanced.Company Guidance
Strategic Acquisitions Expand Platform
Completed acquisition of Navitas Organics (closed March 12) and Terrasoul Superfoods (closed April 21), expanding product portfolio, vertical manufacturing capability and distribution reach; transactions funded via Nexus ($50M and $60M Series A preferred issuances).
Revenue Growth in Q1
Net sales of $13.9M in Q1 2026, up 20% year-over-year from $11.7M; Navitas contributed $1.6M in its partial period post-close.
Wholesale Channel Strength
Wholesale grew 37% year-over-year to $7.5M and represented 54% of total net sales, driven by Navitas wholesale revenues, distribution expansion and strong shelf velocities.
E-commerce & Amazon Performance
E-commerce channel grew 4% to $6.5M (46% of net sales) with continued strength on Amazon.com, partially offset by softness in Laird's direct-to-consumer channel.
Positive GAAP Net Income (With One-Time Benefit)
GAAP net income of $1.8M (EPS $0.12) in Q1 2026 compared to a $0.2M loss in prior year, driven primarily by a $4.7M discrete nonrecurring income tax benefit from the Navitas transaction.
Strong Liquidity Post-Transactions
No outstanding debt; cash, cash equivalents and restricted cash of $10.5M as of March 31, and combined company cash ~ $24M as of April 30 after funding the Terrasoul acquisition.
FY2026 Guidance Shows Growth and Profitability Target
Consolidated net sales guidance $138M–$148M for FY2026 and adjusted EBITDA guidance $8M–$12M (excludes transaction/integration costs); pro forma combined net sales growth illustrative range 8%–12% year-over-year.
Operational Capabilities & Cost Synergy Potential
Terrasoul provides vertical integration (manufacturing, packaging, distribution), underutilized facility capacity, drop-ship capabilities (>3,000 distribution points) and marketplace expertise expected to drive COGS and distribution savings over time.
Organizational Investments and AI Adoption
New marketing leader (Andy Judd) hired; wholesale leadership additions planned; company is aggressively leveraging AI across forecasting, planning and execution to improve efficiency and integration with limited incremental headcount.
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 |
|---|---|---|---|
May 14, 2026 | $3.16 | $2.93 | -7.28% |
Mar 26, 2026 | $2.25 | $2.05 | -8.89% |
Nov 10, 2025 | $4.18 | $2.88 | -31.10% |
Aug 06, 2025 | $7.14 | $6.04 | -15.41% |
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 Aug 12, 2026, After Close (Confirmed).
What is Laird Superfood (LSF) earnings time?
Laird Superfood (LSF) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LSF EPS forecast?
LSF EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.