Laird Superfood (NYSEAMERICAN:LSF) Announces Earnings Results

Laird Superfood (NYSEAMERICAN:LSF) announced its quarterly earnings data on Thursday. The company reported ($0.25) EPS for the quarter, missing the consensus estimate of ($0.08) by ($0.17), FiscalAI reports. Laird Superfood had a negative net margin of 3.95% and a negative return on equity of 19.75%. The business had revenue of $41.29 million during the quarter, compared to analysts’ expectations of $35.15 million.

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

• Q2 net sales surged 244% year over year to $41.3 million, primarily reflecting the Navitas and Terrasoul acquisitions and wholesale distribution growth. E-commerce sales more than doubled to $20.0 million, although direct-to-consumer sales remained soft.
• Adjusted EBITDA improved to $3.0 million from $0.1 million a year ago, supported by acquired businesses and early supply-chain, overhead, and marketing synergies. Management expects these benefits to build in the second half.
• The company reaffirmed 2026 guidance for $138 million–$148 million in sales and $8 million–$12 million of adjusted EBITDA. New distribution—including five coffee and creamer SKUs in more than 1,000 Walmart stores and expanded Target placement—is expected to contribute primarily in Q3 and Q4.
• Gross margin fell to 30.3% from 39.9%, driven by the lower-margin acquired businesses, unfavorable product and channel mix, and inflationary commodity costs. Management now views low-30% gross margins as the appropriate near-term range, while the company recorded a $1.8 million quarterly net loss amid acquisition and integration expenses.
• Navitas’ integration is substantially complete, but the larger Terrasoul integration is just beginning and will involve systems and operational work. Laird ended the quarter with $23.2 million of cash and no debt, providing flexibility for further acquisitions under its planned superfoods roll-up strategy.

Laird Superfood Stock Performance

LSF opened at $4.71 on Friday. The stock has a market capitalization of $51.81 million, a price-to-earnings ratio of -11.77 and a beta of 2.69. The company has a fifty day moving average of $4.37 and a 200 day moving average of $3.37. Laird Superfood has a fifty-two week low of $1.96 and a fifty-two week high of $6.50.

Analyst Ratings Changes

Several analysts recently issued reports on LSF shares. Roth Capital reiterated a “buy” rating and set a $6.00 target price on shares of Laird Superfood in a research report on Friday. Maxim Group boosted their price target on Laird Superfood from $6.00 to $10.00 and gave the stock a “buy” rating in a report on Friday. Finally, Zacks Research upgraded Laird Superfood from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 14th. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $8.00.

Insider Buying and Selling at Laird Superfood

In related news, Director Gregory B. Graves acquired 15,000 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was acquired at an average price of $3.45 per share, with a total value of $51,750.00. Following the acquisition, the director directly owned 75,089 shares of the company’s stock, valued at approximately $259,057.05. This trade represents a 24.96% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, Director Grant J. Lamontagne acquired 8,826 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were purchased at an average price of $3.23 per share, with a total value of $28,507.98. Following the transaction, the director owned 168,334 shares of the company’s stock, valued at approximately $543,718.82. This represents a 5.53% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders acquired 105,736 shares of company stock worth $350,104. Corporate insiders own 77.60% of the company’s stock.

Hedge Funds Weigh In On Laird Superfood

Several institutional investors have recently added to or reduced their stakes in the company. XTX Topco Ltd bought a new stake in Laird Superfood in the 2nd quarter worth approximately $102,000. Virtu Financial LLC bought a new position in shares of Laird Superfood during the 4th quarter valued at approximately $57,000. Goldman Sachs Group Inc. boosted its position in shares of Laird Superfood by 24.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 31,943 shares of the company’s stock valued at $71,000 after acquiring an additional 6,178 shares during the last quarter. Jane Street Group LLC purchased a new position in shares of Laird Superfood in the fourth quarter valued at $73,000. Finally, Acadian Asset Management LLC grew its holdings in shares of Laird Superfood by 75.3% in the first quarter. Acadian Asset Management LLC now owns 46,104 shares of the company’s stock valued at $282,000 after purchasing an additional 19,806 shares in the last quarter. Hedge funds and other institutional investors own 8.56% of the company’s stock.

About Laird Superfood

Laird Superfood, Inc (NYSE American: LSF) is a consumer wellness company specializing in plant-based superfood and functional beverage products. Founded in 2015 by big-wave surfer and entrepreneur Laird Hamilton, the company develops creamers, coffees, hydration mixes and culinary superfood blends designed to deliver energy, focus and nutritional support. Laird Superfood’s offerings leverage premium ingredients such as coconut milk, aquamin sea minerals, functional mushrooms and adaptogens to address growing consumer demand for clean-label, nutrient-rich alternatives.

The company’s core product lines include coconut-based coffee creamers, plant-based creamers, instant coffee blends combined with superfood ingredients, hydration mixes and culinary seasonings.