Laird Superfood, Inc. (LSF) Q2 2026 Earnings Call Transcript
Laird Superfood, Inc. (LSF) Q2 2026 Earnings Call Transcript

Laird Superfood, Inc. fabrica y comercializa alimentos naturales y funcionales de base vegetal en Estados Unidos. La empresa ofrece cremas de café ...
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BPA est. $0.01 · Ingresos $43.51M · 2 analistas
BPA est. $0.07 · Ingresos $44.92M · 2 analistas
BPA est. $-0.07 · Ingresos $143.68M · 2 analistas
BPA est. $0.08 · Ingresos $44.91M · 1 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $49.9M | +15.2% | +196.2% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-3.3M | -78.7% | -203.1% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +37.9% | -7.2% | -9.0% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -6.8% | -36.3% | +79.2% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -6.5% | -55.1% | -134.8% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-2.9M | -440.4% | +136.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -5.7% | -395.4% | +112.4% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 1.4% | -27.2% | +3589.4% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 2.44x | -19.4% | -4.6% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $19.2M | -0.2% | +94.6% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.31 vs -0.21 | -47.4% | -0.25 vs -0.08 | -212.5% |
| Revenue Surprise | $49.9M vs $49.7M | +0.4% | $41.3M vs $35.2M | +17.5% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Hamill Anna | officer: Chief Financial Officer | Common Stock | D | 3,613 | — |
| Aug 13, 2026 | Spanjers Matthew | director | Option (right to buy) | A | 60,000 | $4.36 |
| Aug 13, 2026 | Spanjers Matthew | director | Option (right to buy) | A | 25,000 | $6.00 |
| Aug 13, 2026 | Spanjers Matthew | director | Option (right to buy) | A | 25,000 | $9.00 |
| Aug 13, 2026 | Spanjers Matthew | director: | — | — | 0 | — |
Operator: Hello, and welcome to the Laird Superfood, Inc. Quarterly Conference Earnings Call. [Operator Instructions] I will now hand the conference call over for opening remarks. Please go ahead. Trevor Rousseau: Thank you, and good afternoon. Welcome to Laird Superfood's second quarter 2026 earnings conference call and webcast. On today's call are Jason Vieth, Laird Superfood's President and Chief Executive Officer; and Anya Hamill, our Chief Financial Officer. By now, everyone should have access to our earnings release, which was filed today after market close. It's available on the Investor Relations section of our website at lairdsuperfood.com. Before we begin, please note that during this call, management may make forward-looking statements within the context of federal securities laws. These statements are based on management's current expectations and involve risks and uncertainties that could cause actual results to differ materially from those described. Please refer to today's press release and other filings with the SEC for a detailed discussion of these risks and uncertainties. And with that, I'll turn the call over to Jason. Jason Vieth: Good afternoon, everyone, and thank you for joining us. I'm Jason Vieth, President and CEO of Laird Superfood, and I'm joined today by our CFO, Anya Hamill. We released our second quarter results and filed the 10-Q after the close and both are now available on our IR site. Q2 was another transformative quarter for the company. We closed the Terrasoul Superfoods acquisition on April 21 and importantly, completed the full integration of Navitas into our processes, organization and ERP system. That work is done. The team is now operating as part of the Laird Superfood platform, and we're already running the combined business on a single system with shared processes and accountability and are now able to present a unified face to the market, including to our customers, distributors, brokers and partners. And now that we have progressed Navitas to this point, we will begin to apply the same disciplined integration approach to Terrasoul as well. When we set out to build this platform, the goal is to create something more powerful than any single brand could be on its own. Our functional coffee and creamer leadership, trusted organic superfoods and vertically integrated ingredient and marketplace capabilities now sit under one roof. Together, they give us greater scale, broader distribution, stronger sourcing leverage and a wide set of growth levers across retail, club, e-commerce and foodservice. These 2 acquisitions represent the first steps in our deliberate roll-up strategy in the Superfoods and positive nutrition space. We have been clear that this is just the beginning. Our intention is to continue to consolidate high-quality mission-aligned brands that fit the close to the earth, minimally processed profile that consumers are increasingly seeking and to do so thoughtfully over the coming years as …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Jason D. Vieth | President, Chief Executive Officer & Director | USD 826,667 | Male | 1973 | Active |
Anya Hamill | Chief Financial Officer | USD 515,626 | Female | 1974 | Active |
Anya Kochetova Hamill | Chief Financial Officer | USD 515,626 | Female | 1975 | Active |
Laird Hamilton | Co-Founder, Chief Innovator & Director | USD 263,542 | Male | 1964 | Active |
Trevor Rousseau | Controller | — | — | — | Active |
Laird Superfood, Inc. (LSF) Q2 2026 Earnings Call Transcript

Laird Superfood, Inc. (LSF) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.03 per share a year ago.

BOULDER, Colo.--(BUSINESS WIRE)-- #coffee--Laird Superfood, Inc. (NYSE American: LSF) (“Laird Superfood,” the “Company,” “we,” and “our”), today reported financial results for the second quarter ended June 30, 2026. Jason Vieth, Chief Executive Officer, commented, “Q2 was another transformational quarter for Laird Superfood as we closed the acquisition of Terrasoul Superfoods and completed the integration of Navitas into the Company's processes, organization and ERP system. During the second quarter, we.

BOULDER, Colo.--(BUSINESS WIRE)-- #coffee--Laird Superfood, Inc. (NYSE American: LSF) will report financial results for the second quarter ended June 30, 2026 on Thursday, August 13, 2026 after market close. Management will host a webcast at 5:00 p.m. ET on the same day to discuss the results.Participants may access the live webcast on the Laird Superfood Investor Relations website at https://investors.lairdsuperfood.com/ under “Events.”About Laird Superfood (NYSE American: LSF)Laird Superfood, Inc. creat.

BOULDER, Colo.--(BUSINESS WIRE)-- #coffee--Laird Superfood, Inc. (NYSE American: LSF], company that produces plant-based, natural, and functional foods and beverages, announced today that Company CMO Andy Judd has been invited to present at “Health, Wellness & Longevity,” presented by Maxim Group LLC, on Wednesday, July 22nd at 10:00 a.m. ET Laird Superfood, Inc will be taking part in Maxim's virtual summit titled “Health, Wellness & Longevity.” Consumer wellness and scientific innovation are res.
