Roth MKM Reaffirms Their Buy Rating on Laird Superfood (LSF)

Roth MKM analyst George Kelly has reaffirmed a Buy rating on Laird Superfood (LSF) with a price target of $10.00, while the stock closed at $2.88. Kelly, a 4-star analyst, has an average return of 5.7% and a 46.07% success rate. Additionally, Craig-Hallum's Eric Des Lauriers also issued a Buy rating for Laird Superfood, but TR | OpenAI maintained a Hold rating on the stock.

Laird Superfood’s Earnings Call: Growth Amid Challenges

Laird Superfood's Q3 earnings call highlighted a 10% year-over-year increase in net sales to $12.9 million, driven by a 39% surge in the wholesale channel. Despite challenges like an 11% decline in e-commerce sales and gross margin contraction to 36.5%, the company achieved positive adjusted EBITDA of $0.2 million. New product launches and tariff relief on coconut milk products are expected to enhance future growth. However, a net loss of $1.0 million was reported, primarily due to impairment charges. The company forecasts a 15% growth in net sales for 2025, maintaining an optimistic outlook.

Laird Superfood Reports 10% Sales Growth in Q3 2025

Laird Superfood, Inc. reported a 10% increase in Q3 2025 net sales, reaching $12.9 million, despite challenges in retail order timing and e-commerce trends. The company achieved a positive cash flow of $1.1 million but faced a net loss of $1.0 million due to impairment charges and higher marketing costs. Gross margin decreased to 36.5% from 43% the previous year. Management anticipates a 15% growth in net sales for the full year 2025 and aims for breakeven adjusted EBITDA while managing cost pressures.

Laird Superfood | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 12.9 M

Laird Superfood | 8-K: FY2025 Q3 Revenue Misses Estimate at USD 12.9 M