Laird Superfood (NYSEAMERICAN:LSF) Posts Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Laird Superfood (NYSEAMERICAN:LSF) issued its earnings results on Thursday. The company reported $0.03 EPS for the quarter, topping the consensus estimate of $0.01 by $0.02, FiscalAI reports. Laird Superfood had a negative net margin of 3.95% and a negative return on equity of 20.39%. The company had revenue of $41.95 million for the quarter, compared to the consensus estimate of $43.51 million.

Here are the key takeaways from Laird Superfood’s conference call:

• Third-quarter net sales rose 225% year over year to $42 million, and adjusted EBITDA increased to $2.1 million from $0.2 million. Growth was driven primarily by the full-quarter contributions of Navitas and Terrasoul, alongside retail distribution gains.
• Gross margin fell to 29.6% from 36.5%, reflecting inflationary commodity costs and Terrasoul’s lower-margin business model. Management said elevated fuel and freight costs are pressuring results and may weigh on gross margin into early 2027.
• The company set 2026 guidance at $135 million–$140 million in sales and $5 million–$6 million in adjusted EBITDA, citing planned marketing investment and continued softness in club and direct-to-consumer channels. It expects to spend nearly $2 million more on marketing in Q4 than a year ago, with further increases planned for 2027.
• Management reported early cost and operational synergies, strong online marketplace growth, and positive early results from Walmart and Target distribution expansions. Laird ended the quarter with $17.3 million in cash and no debt, and expects to finish the year with more than $20 million in cash.

Laird Superfood Trading Up 8.8%

NYSEAMERICAN LSF traded up $0.22 on Thursday, hitting $2.72. The company’s stock had a trading volume of 89,555 shares, compared to its average volume of 56,362. The firm has a market cap of $30.44 million, a P/E ratio of -6.80 and a beta of 2.97. Laird Superfood has a 52-week low of $1.50 and a 52-week high of $5.11. The company’s 50-day simple moving average is $3.15 and its 200 day simple moving average is $3.35.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on LSF. Roth Capital reissued a “buy” rating and set a $6.00 price target on shares of Laird Superfood in a research report on Friday, August 14th. Maxim Group boosted their price objective on shares of Laird Superfood from $6.00 to $10.00 and gave the company a “buy” rating in a research report on Friday, August 14th. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $8.00.

About Laird Superfood

Laird Superfood, Inc. is a food and beverage company that develops plant-based products designed to support active lifestyles and everyday wellness. The company was founded in 2015 by professional surfer Laird Hamilton and entrepreneur Paul Hodge. Its product portfolio has included functional coffee creamers, instant coffee, hydration mixes, plant-based protein products, supplements and other pantry staples. Many products feature ingredients such as coconut, mushrooms, adaptogens and other plant-based compounds, and are marketed as convenient additions to coffee, beverages and daily nutrition routines.