$FRPT

Freshpet (FRPT) fell 4.3% to $64.12, underperforming major indices. Its stock rose 14.9% in the past month, outpacing its sector and the S&P 500. The company is expected to report Q3 earnings on November 4, 2026, with EPS forecasted at $0.35 (down 23.91% YoY) and revenue at $309.77 million (up 7.24% YoY). Full-year estimates predict EPS of $1.25 (down 52.65% YoY) and revenue of $1.22 billion (up 10.92% YoY).

Freshpet, Inc. (FRPT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Effective October 21, 2026, the Compensation and Human Capital Management Committee of the Board of Directors (the “Board”)

Once Upon a Farm, PBC (OFRM) has added Scott Morris, co-founder of Freshpet and former FRPT executive, to its Board of Directors. The move aims to strengthen scaling expertise in refrigerated kids’ nutrition.

Mission Produce (AVO) reported $450M revenue, up 25.8% YoY, beating estimates. Cal-Maine (CALM) saw $539.6M revenue, down 41.5% YoY, missing estimates. Freshpet (FRPT) reported $305.6M revenue, up 15.5% YoY, beating estimates. Vital Farms (VITL) reported $166M revenue, down 10.1% YoY, slightly beating estimates. Stock prices moved accordingly post-earnings.

Mission Produce beat analyst estimates but its stock fell 5.6%. Cal-Maine reported a 41.5% revenue decline and missed estimates, dropping 7.6%. Del Monte Corporation's revenue grew 3.1% but missed expectations, rising 4.7%. Vital Farms' revenue fell 10.1% but topped estimates, yet its stock dropped 23.7%.

Freshpet (FRPT) reported Q2 revenue of $305.6M, up 15.5% YoY, beating estimates. Cal-Maine (CALM) saw revenue drop 41.5% YoY to $539.6M, missing expectations. Pilgrim's Pride (PPC) reported $4.63B revenue, down 2.8% YoY, also missing estimates. United Natural Foods (UNFI) reported flat revenue at $7.64B, slightly missing expectations. All stocks except UNFI are down since reporting.

Piper Sandler reiterated an Overweight rating and $87 price target on Freshpet (FRPT), citing expected Q3 2026 sales growth exceeding estimates. The company reported 8.6% Q3 2026 U.S. retail sales growth, with significant increases at Costco. Piper Sandler projects Q3 2026 EBITDA margin at 18.5%, below Street estimates. FRPT stock has declined 25% since August, trading at $60.01, with a Fair Value estimate of $76.81.

Freshpet reported strong Q2 2026 results and issued a confident full-year adjusted EBITDA outlook. Needham & Company initiated coverage after a September pullback, focusing on household adoption and cash generation. The company projects $1.5B revenue and $141.7M earnings by 2029, with risks tied to logistics costs and category growth. Analysts' views vary, with some predicting lower growth and earnings.

Freshpet (FRPT) shares rose 3.9% after Needham & Company initiated coverage. The stock had fallen 18% in September. Freshpet reported Q2 2026 net sales of $305.6M, up 15.5% YoY, and EPS of $0.39, beating estimates. The company forecasted full-year adjusted EBITDA of $215M. Shares are down 29.7% from their 52-week high.

Freshpet, a refrigerated dog food maker, reported Q2 net sales of $305.6M, up 15.5%, driven by volume growth. The company's sales growth outpaced the overall dog-food market. Freshpet raised its full-year sales guidance to 10-12% growth and improved profit margins. Investors like Armistice Capital see long-term potential in the pet humanization trend.