--- title: "Laird Superfood | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 41.29 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295875294.md" datetime: "2026-08-14T03:00:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295875294.md) - [en](https://longbridge.com/en/news/295875294.md) - [zh-HK](https://longbridge.com/zh-HK/news/295875294.md) --- # Laird Superfood | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 41.29 M Revenue: As of FY2026 Q2, the actual value is USD 41.29 M, beating the estimate of USD 35.15 M. EPS: As of FY2026 Q2, the actual value is USD -0.25, missing the estimate of USD -0.08. EBIT: As of FY2026 Q2, the actual value is USD -1.807 M. ### Second Quarter 2026 Financial Highlights #### Operational Metrics (Three Months Ended June 30, 2026) - **Net sales**: Laird Superfood, Inc. reported net sales of $41.3 million, an increase of 244% compared to $12.0 million in the corresponding prior year period. This increase was primarily driven by distribution expansion in the retail channel, continued strength in club stores, and contributions from the Navitas and Terrasoul acquisitions. - **Gross profit**: Gross profit increased by 162% to $12.5 million, compared to $4.8 million in the prior year period. The gross margin was 30.3% of net sales, down from 39.9% in the corresponding prior year period, attributed to unfavorable channel and product mix, inflationary commodity costs, and lower margins from the Terrasoul brand. - **Net loss**: The company reported a net loss of - $1.8 million, or - $0.25 per basic and diluted share, compared to a net loss of - $0.4 million, or - $0.03 per basic and diluted share, in the prior year period. This increased net loss was primarily due to costs incurred for the acquisition and integration of Navitas and Terrasoul. - **Adjusted EBITDA**: Adjusted EBITDA was $3.0 million, up from $0.1 million in the corresponding prior year period. This increase was mainly due to early synergy realization from the Navitas and Terrasoul acquisitions, partially offset by inflationary commodity costs and higher marketing and selling expenses. - **Operating Loss**: Operating loss for the quarter was - $1,863,805, compared to - $399,477 in the prior year period. #### Segment Revenue (Three Months Ended June 30, 2026) - **Coffee solutions**: $12,913,036, representing 31% of total net sales. - **Functional foods**: $13,818,958, representing 33% of total net sales. - **Superfood ingredients**: $20,249,242, representing 49% of total net sales. - **E-commerce sales**: $20,036,590, contributing 49% of total net sales, an increase of 221% year-over-year. - **Wholesale sales**: $21,257,594, contributing 51% of total net sales, an increase of 269% year-over-year. ### Year-to-Date 2026 Financial Highlights #### Operational Metrics (Six Months Ended June 30, 2026) - **Net sales**: Net sales increased by 134% to $55.2 million, compared to $23.6 million in the corresponding prior year period. - **Gross profit**: Gross profit increased by 78% to $17.2 million. The gross margin was 31.1% of net sales, compared to 40.9% in the prior year period. - **Net loss**: Net loss was - $0.1 million, or - $0.10 per basic and diluted share, an improvement compared to a net loss of - $0.5 million, or - $0.05 per basic and diluted share, in the prior year period. This improvement was driven by a discrete income tax benefit related to the release of valuation allowance on deferred tax liabilities acquired in connection with the Navitas acquisition and the contribution of Navitas and Terrasoul acquisitions. - **Adjusted EBITDA**: Adjusted EBITDA was $1.8 million, compared to $0.5 million in the prior year period. - **Operating Loss**: Operating loss for the six months ended June 30, 2026, was - $4,884,747, compared to - $617,496 in the prior year period. #### Segment Revenue (Six Months Ended June 30, 2026) - **Coffee solutions**: $24,606,365, representing 45% of total net sales. - **Functional foods**: $16,732,575, representing 30% of total net sales. - **Superfood ingredients**: $22,125,508, representing 40% of total net sales. - **E-commerce sales**: $26,587,499, contributing 48% of total net sales, an increase of 114% year-over-year. - **Wholesale sales**: $28,648,237, contributing 52% of total net sales, an increase of 156% year-over-year. ### Balance Sheet and Cash Flow Highlights #### Cash Position (As of June 30, 2026) - **Cash, cash equivalents, and restricted cash**: Totaled $23.2 million, compared to $5.3 million as of December 31, 2025. This increase was primarily due to proceeds from the issuance of Series A Preferred Stock, offset by consideration paid for the acquisitions of Navitas and Terrasoul. - **Operating cash flow**: Net cash used in operating activities for the six months ended June 30, 2026, was - $2,381,286, compared to - $4,102,366 in the prior year period. - **Debt**: There was no outstanding debt as of June 30, 2026. ### 2026 Financial Outlook Laird Superfood, Inc. reaffirmed its full-year 2026 guidance, expecting consolidated Net sales to be in the range of $138 million to $148 million. Adjusted EBITDA is projected to be between $8 million and $12 million for fiscal year 2026. 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