Once Upon A Farm, PBC is a Certified B Corporation and Public Benefit Company focused on providing nutritious, organic food for infants and children. Founded in 2015 by Cassandra Curtis and Ari Raz, the company was later joined by John Foraker (CEO) and Jennifer Garner as co-founders. The company transforms ...Once Upon A Farm, PBC is a Certified B Corporation and Public Benefit Company focused on providing nutritious, organic food for infants and children. Founded in 2015 by Cassandra Curtis and Ari Raz, the company was later joined by John Foraker (CEO) and Jennifer Garner as co-founders. The company transforms from an LLC to a Public Benefit Corporation in 2021, emphasizing its commitment to social and environmental responsibility. Its product line includes cold-pressed purees, complete meals, snacks, smoothies, and soft-baked bars, all made from organic ingredients. Products are available via direct-to-consumer website and retail partners. Financially, as of the latest TTM data, the company has a market cap of about $701 million, revenue per share of $6.87, and a net loss per share of -$0.23. The company employs 153 people and is headquartered at 950 Gilman Street, Berkeley, CA. Key financial metrics include a current ratio of 4.008, indicating strong liquidity, but operating cash flow is negative, and the company is investing heavily in growth. The company became public with an IPO in February 2026. With a purpose-driven mission, Once Upon a Farm aims to reinvent children's nutrition while maintaining high standards for quality and sustainability.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
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).
$240.7M
—
+17.4%
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.
$-17.2M
—
+68.7%
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.
+42.3%
—
-12.1%
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).
-2.4%
—
+70.3%
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.
-7.2%
—
+73.3%
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.
$-35.2M
—
+58.0%
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.
-14.6%
—
+64.2%
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.
-48.6%
—
+7.5%
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.
2.33x
—
-0.3%
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.
Operator: Greetings, and welcome to the Once Upon A Farm's Second Quarter Fiscal 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the conference over to your host, Brian Holland, Vice President of Investor Relations. Thank you. You may begin.
Brian Holland: Thank you, and welcome to the Once Upon A Farm Second Quarter 2026 Earnings Conference Call. With us on the call today are John Foraker, Chief Executive Officer and Co-Founder; and Larry Waldman, President and Chief Financial Officer. By now, everyone should have access to the earnings press release that was issued earlier this afternoon and is available on the Investor Relations section of Once Upon A Farm's website at www.onceuponafarmorganics.com. This call is also being webcast, and a replay will be available shortly after the call concludes. Before we begin, please note certain comments made on this call include forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's current expectations and beliefs concerning future events and are subject to several risks and uncertainties that could cause actual results to differ materially from those described in these forward-looking statements. Please refer to today's press release and other filings with the SEC for a detailed discussion of the risks that could cause actual results to differ materially from those expressed or implied in any forward-looking statements made today. We do not undertake any obligation to update any forward-looking statements to reflect events or circumstances after the date of this call, except as required by law. During the call, we will use some non-GAAP financial measures as we describe business performance. The SEC filings as well as the earnings press release provide reconciliations of the non-GAAP financial measures to the most directly comparable GAAP measures. And now I will turn the call over to John to begin.
John Foraker: Thanks, Brian. Good afternoon, everyone, and thank you for joining us today. We delivered another quarter of high-quality volume-led growth with net sales increasing 42.3% year-over-year. Our portfolio continued to drive category growth for our retail partners, rooted in strong velocities, expanding distribution and stronger assortments in all our key categories from highly incremental innovation. In the second quarter, we also executed a very successful national program at a major retailer. Consumer demand remained resilient across our channels with household penetration, repeat and buy rate all improving year-over-year. Our 100% certified organic portfolio is well positioned against durable health and wellness trends and consumers continue to recognize the differentiated value that our brand and products provide. Our business has significant momentum with consumers and …