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 ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.01 · Revenue $43.51M · 2 analysts
Est. EPS $0.07 · Revenue $44.92M · 2 analysts
Est. EPS $-0.07 · Revenue $143.68M · 2 analysts
Est. EPS $0.08 · Revenue $44.91M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $49.9M | +15.2% | +196.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-3.3M | -78.7% | -203.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +37.9% | -7.2% | -9.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -6.8% | -36.3% | +79.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -6.5% | -55.1% | -134.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-2.9M | -440.4% | +136.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -5.7% | -395.4% | +112.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1.4% | -27.2% | +3589.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.44x | -19.4% | -4.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $19.2M | -0.2% | +94.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
