Once Upon A Farm, PBC specializes in developing and distributing organic food options for infants and young children. Their product line encompasses ...
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Est. EPS $-0.08 · Revenue $88.34M · 5 analysts
Est. EPS $0.21 · Revenue $85.57M · 5 analysts
Est. EPS $-0.36 · Revenue $330.86M · 5 analysts
Est. EPS $-0.15 · Revenue $99.84M · 3 analysts
EPS $-0.28 · Revenue $66.04M
EPS $-0.22 · Revenue $60.02M
| 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). | $240.7M | — | +17.4% |
| 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. | $-17.2M | — | +68.7% |
| 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. | +42.3% | — | -12.1% |
| 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). | -2.4% | — | +70.3% |
| 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. | -7.2% | — | +73.3% |
| 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. | $-35.2M | — | +58.0% |
| 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. | -14.6% | — | +64.2% |
| 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. | -48.6% | — | +7.5% |
| 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. | 2.33x | — | -0.3% |
| 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. | $116.4M | — | -1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.41 vs -0.70 | +41.4% | -0.12 vs -0.08 | -41.9% |
| Revenue Surprise | $240.7M vs $239.6M | +0.4% | $85.4M vs $88.3M | -3.3% |
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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jennifer Garner | Co-Founder, Farmer Jen & Director | USD 3,200,186 | Female | 1973 | Active |
Cassandra Curtis | Co-Founder, Chief Innovation Officer & Director | USD 875,461 | Female | 1983 | Active |
John Foraker | Co-Founder, CEO & Chairman | USD 553,789 | Male | 1963 | Active |
Lawrence Waldman | President & CFO | USD 484,977 | Male | 1961 | Active |
Kacie Barnes | Registered Dietitian Nutritionist | — | — | — | Active |
Genevieve Kelly | Chief Legal Officer & Corporate Secretary | — | Female | — | Active |
Katie Marston | Chief Marketing Officer | — | Female | — | Active |
Shilpa Dass | Child Neurologist and Development Specialist | — | — | — | Active |
Chris Folena | Chief Accounting Officer | — | Male | — | Active |
Cheryl Reyes | Chief Customer Officer | — | Female | — | Active |
Kaitlyn Zuber | Chief of Staff | — | Female | — | Active |
Once Upon A Farm NYSE: OFRM reported second-quarter fiscal 2026 net sales growth of 42.3% as distribution gains, product innovation and a national club program supported volume-led expansion across its baby and kid nutrition portfolios.
Once Upon A Farm, PBC (OFRM) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Once Upon A Farm (OFRM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BERKELEY, Calif.--(BUSINESS WIRE)--Once Upon a Farm, PBC (NYSE: OFRM) (or the “Company”), a leading high-growth company driving systemic improvement in childhood nutrition, today announced financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Compared to Prior Year Period Net sales increased 42.3% to $85.4 million Gross margin of 35.9% compared to 40.7% Net loss of $5.0 million compared to a net loss of $9.0 million Adjusted EBITDA1 loss of $1.7.
BERKELEY, Calif.--(BUSINESS WIRE)--Once Upon a Farm, PBC (NYSE: OFRM) (the “Company”), a leading high-growth company driving systemic improvement in childhood nutrition, today announced it will report financial results for the second quarter ended June 30, 2026, on Thursday, August 6, 2026, after market close. The Company will host a conference call and webcast to discuss these results at 5:00 p.m. Eastern Time on the same day. To participate in the live earnings call, listeners in the U.S. may.
