$OFRM

Once Upon a Farm, PBC

No enriched coverage for $OFRM in the last 7 days.

$36K
Curtis Cassandra Nicole
0%
See all $OFRM insider activity →
Med

Once Upon A Farm (OFRM) Q2 2026 Earnings Call Transcript

Once Upon A Farm (OFRM) reported Q2 FY2026 net sales of $85.4 million, up 42.3% year over year on a 40.3% volume increase. Management raised full-year net sales guidance to $327 million to $335 million and adjusted EBITDA to $3.0 million to $4.5 million. Gross margin was 35.9% and the company had a $5.0 million net loss.

Once Upon A Farm Q2 Earnings Call Highlights

Once Upon a Farm (NYSE:OFRM) reported Q2 growth, with baby sales up 73% to $41.5M and kid sales up 22% to $43.9M, alongside distribution point expansion. Gross margin fell to 35.9% (down 485 bps). SG&A rose to $36.3M. Net loss was $5M. The company cut FY gross margin outlook to ~40% and expects Q3 similar margins.

Once Upon a Farm Lifts 2026 Outlook Again as Q2 Revenue Surges 42%

Once Upon a Farm (NYSE: OFRM) reported Q2 2026 net sales up more than 42% year over year to $85.4 million, beating expectations, and raised full-year revenue guidance for a second straight quarter. The company now forecasts 2026 net sales of $325 million to $335 million, citing continued distribution expansion and growth in baby and kids categories.

OFRM sentiment & insider activity

Recent OFRM coverage spans earnings and financial news.

In the last 30 days, OFRM insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($36K). The most active reporter was Curtis Cassandra Nicole, Chief Innovation Officer, with 1 filing.

What's driving OFRM

  • Raised revenue and adjusted EBITDA guidance alongside margin pressure and tariff/sourcing risk management.

    fool.com · Aug 14, 2026

  • Guidance cut plus margin pressure from mix, trade spending, and fuel/tariffs likely keeps near-term sentiment cautious despite distribution and price actions.

    yahoo.com · Aug 8, 2026

  • Guidance lift plus strong Q2 growth suggests improving demand and distribution momentum, supporting bullish near-term positioning.

    yahoo.com · Aug 8, 2026

  • Raised full-year outlook alongside improving losses and cash position, signaling stronger demand and operating leverage but with margin pressure.

    SEC EDGAR 8-K · Aug 6, 2026

  • OFRM shows a neutral sentiment with low relevance to broader market movements. Its slight positive sentiment suggests limited immediate trading impact.

    Trend Hunter · Apr 29, 2026

alphai scores every news story that mentions OFRM with an AI model for sentiment and relevance, and aggregates insider trades from Once Upon a Farm, PBC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $OFRM

Score
$OFRMMedAI 8/10

Once Upon A Farm (OFRM) Q2 2026 Earnings Call Transcript

Once Upon A Farm (OFRM) reported Q2 FY2026 net sales of $85.4 million, up 42.3% year over year on a 40.3% volume increase. Management raised full-year net sales guidance to $327 million to $335 million and adjusted EBITDA to $3.0 million to $4.5 million. Gross margin was 35.9% and the company had a $5.0 million net loss.

$OFRMMedAI 8/10

Once Upon A Farm Q2 Earnings Call Highlights

Once Upon a Farm (NYSE:OFRM) reported Q2 growth, with baby sales up 73% to $41.5M and kid sales up 22% to $43.9M, alongside distribution point expansion. Gross margin fell to 35.9% (down 485 bps). SG&A rose to $36.3M. Net loss was $5M. The company cut FY gross margin outlook to ~40% and expects Q3 similar margins.

$OFRMMedAI 8/10

Once Upon a Farm Lifts 2026 Outlook Again as Q2 Revenue Surges 42%

Once Upon a Farm (NYSE: OFRM) reported Q2 2026 net sales up more than 42% year over year to $85.4 million, beating expectations, and raised full-year revenue guidance for a second straight quarter. The company now forecasts 2026 net sales of $325 million to $335 million, citing continued distribution expansion and growth in baby and kids categories.

$OFRMHigh

Once Upon a Farm, PBC (OFRM): Results of Operations and Financial Condition

Once Upon a Farm, PBC (OFRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Once Upon a Farm Reports Second Quarter 2026 Financial Results Second quarter net sales increased 42% year-over-year to $85 million Raising 2026 net sales outlook to $327 million to $335 million Raising 2026 Adjusted EBITDA outlook to $3 million to $4.5 million BERKELEY, Calif.,

$OFRMLow

Convenient Childhood Nutrition Products

Once Upon a Farm has launched a significant expansion of its product portfolio, introducing new nutrient-dense pouches for children. These new offerings include options like Meat, Meat & Bone Broth, Legume Blends, and Smoothies with Protein & Probiotics, catering to different developmental stages from infants to active kids. The expansion aims to meet parental demand for convenient, organic, and farm-fresh nutrition, moving into refrigerated protein-forward formats.

$AMLXMed

This Amylyx Pharmaceuticals Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Tuesday

Stifel analyst James Condulis initiated coverage on Amylyx Pharmaceuticals Inc (NASDAQ: AMLX) with a Buy rating and a $21 price target. This article also highlights three other significant analyst initiations for Tuesday, including Goldman Sachs on Once Upon A Farm PBC (NYSE: OFRM), Morgan Stanley on Agomab Therapeutics NV (NASDAQ: AGMB), and Stifel on SpyGlass Pharma, Inc. (NASDAQ: SGP), all with bullish ratings and specific price targets.

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