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

Laird Superfood, Inc. manufactures and markets plant-based natural and functional food in the United States. The company provides powdered and liquid coffee ...
예상 EPS $0.01 · 매출 $43.51M · 2 명의 애널리스트
예상 EPS $0.07 · 매출 $44.92M · 2 명의 애널리스트
예상 EPS $-0.07 · 매출 $143.68M · 2 명의 애널리스트
예상 EPS $0.08 · 매출 $44.91M · 1 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $49.9M | +15.2% | +196.2% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-3.3M | -78.7% | -203.1% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +37.9% | -7.2% | -9.0% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -6.8% | -36.3% | +79.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -6.5% | -55.1% | -134.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-2.9M | -440.4% | +136.7% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -5.7% | -395.4% | +112.4% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 1.4% | -27.2% | +3589.4% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.44x | -19.4% | -4.6% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $19.2M | -0.2% | +94.6% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.31 vs -0.21 | -47.4% | -0.25 vs -0.08 | -212.5% |
| 매출 서프라이즈 | $49.9M vs $49.7M | +0.4% | $41.3M vs $35.2M | +17.5% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| 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 …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
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.
