Laird Superfood (NYSEAMERICAN:LSF) Announces Earnings Results

Laird Superfood (NYSEAMERICAN:LSF) announced its quarterly earnings data on Thursday. The company reported $0.03 EPS for the quarter, beating analysts’ consensus estimates of $0.01 by $0.02, FiscalAI reports. Laird Superfood had a negative net margin of 3.95% and a negative return on equity of 20.39%. The firm had revenue of $41.95 million during the quarter, compared to the consensus estimate of $43.51 million.

Here are the key takeaways from Laird Superfood’s conference call:

• Third-quarter net sales rose 225% year over year to $42 million, and adjusted EBITDA increased to $2.1 million from $0.2 million. Growth was driven primarily by the full-quarter contributions of Navitas and Terrasoul, alongside retail distribution gains.
• Gross margin fell to 29.6% from 36.5%, reflecting inflationary commodity costs and Terrasoul’s lower-margin business model. Management said elevated fuel and freight costs are pressuring results and may weigh on gross margin into early 2027.
• The company set 2026 guidance at $135 million–$140 million in sales and $5 million–$6 million in adjusted EBITDA, citing planned marketing investment and continued softness in club and direct-to-consumer channels. It expects to spend nearly $2 million more on marketing in Q4 than a year ago, with further increases planned for 2027.
• Management reported early cost and operational synergies, strong online marketplace growth, and positive early results from Walmart and Target distribution expansions. Laird ended the quarter with $17.3 million in cash and no debt, and expects to finish the year with more than $20 million in cash.

Laird Superfood Stock Down 1.8%

Shares of NYSEAMERICAN LSF traded down $0.05 during midday trading on Friday, hitting $2.67. The stock had a trading volume of 58,924 shares, compared to its average volume of 56,309. The company has a market capitalization of $29.88 million, a price-to-earnings ratio of -6.67 and a beta of 2.97. Laird Superfood has a 1-year low of $1.50 and a 1-year high of $5.11. The company has a fifty day moving average price of $3.13 and a 200 day moving average price of $3.35.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. Roth Capital reaffirmed a “buy” rating and set a $4.50 price target (down from $6.00) on shares of Laird Superfood in a research note on Friday. Maxim Group lifted their price objective on Laird Superfood from $6.00 to $10.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, Laird Superfood currently has a consensus rating of “Moderate Buy” and an average price target of $7.25.

Laird Superfood Company Profile

Laird Superfood, Inc. is a food and beverage company that develops plant-based products designed to support active lifestyles and everyday wellness. The company was founded in 2015 by professional surfer Laird Hamilton and entrepreneur Paul Hodge. Its product portfolio has included functional coffee creamers, instant coffee, hydration mixes, plant-based protein products, supplements and other pantry staples. Many products feature ingredients such as coconut, mushrooms, adaptogens and other plant-based compounds, and are marketed as convenient additions to coffee, beverages and daily nutrition routines.