Once Upon a Farm, PBC
No enriched coverage for $OFRM in the last 7 days.
Once Upon a Farm (OFRM) closed at $16.56, 8% below its IPO price. Jennifer Garner holds 3.06 million shares, valued at $50.6 million. Q2 sales rose 42.3%, but gross margin fell 4.8 points. The company raised its 2026 sales outlook to $327M–$335M.
Once Upon a Farm (OFRM) presented at the Barclays Global Consumer Conference, reporting revenue growth from less than $1M in 2017 to over $300M this year. The company aims to become a billion-dollar brand, with household penetration at 6.2% and repeat rates above 50%. Management highlighted a cooler strategy, targeting 5,000 coolers by year-end, and long-term margin goals of 45% gross and mid-to-upper teens EBITDA.
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.
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 ($31K). The most active reporter was Curtis Cassandra Nicole, Chief Innovation Officer, with 1 filing.
No new catalyst; price likely to remain range-bound pending next quarter guidance.
Guidance upgrade signals strong top‑line growth, likely supporting a price rally.
Raised revenue and adjusted EBITDA guidance alongside margin pressure and tariff/sourcing risk management.
Guidance cut plus margin pressure from mix, trade spending, and fuel/tariffs likely keeps near-term sentiment cautious despite distribution and price actions.
Guidance lift plus strong Q2 growth suggests improving demand and distribution momentum, supporting bullish near-term positioning.
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.
Once Upon a Farm (OFRM) closed at $16.56, 8% below its IPO price. Jennifer Garner holds 3.06 million shares, valued at $50.6 million. Q2 sales rose 42.3%, but gross margin fell 4.8 points. The company raised its 2026 sales outlook to $327M–$335M.
2 min readOnce Upon a Farm (OFRM) presented at the Barclays Global Consumer Conference, reporting revenue growth from less than $1M in 2017 to over $300M this year. The company aims to become a billion-dollar brand, with household penetration at 6.2% and repeat rates above 50%. Management highlighted a cooler strategy, targeting 5,000 coolers by year-end, and long-term margin goals of 45% gross and mid-to-upper teens EBITDA.
2 min readOnce 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.
7 min readOnce 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.
4 min readOnce 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.
4 min readOnce 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.,
7 min readOnce 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.
3 min readStifel 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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