Once Upon A Farm (NYSE:OFRM) Posts Quarterly Earnings Results, Beats Estimates By $0.06 EPS

Once Upon A Farm (NYSE:OFRM) announced its quarterly earnings data on Thursday. The organic kids food company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.18) by $0.06, FiscalAI reports. The company had revenue of $85.39 million for the quarter.

Here are the key takeaways from Once Upon A Farm’s conference call:

• Guidance raised: Once Upon a Farm increased fiscal 2026 net sales guidance to $327 million–$335 million, representing 36%–39% growth, and adjusted EBITDA guidance to $3 million–$4.5 million.
• Strong consumer and retail momentum: Second-quarter net sales rose 42.3% year over year to $85.4 million, while household penetration increased to 6.2% from 5.0% and repeat rates among households with children rose to 52.1%.
• Innovation and distribution are expanding the platform: Baby sales grew 73% and kid sales grew 22%, supported by protein products, snack innovation, cooler placements, and a successful national club program; the company expects approximately 5,000 coolers by year-end 2026 and 8,000 in 2027.
• Near-term margin pressure remains: Second-quarter gross margin fell to 35.9%, and full-year gross margin guidance was reduced to approximately 40% due to product mix, trade spending, fuel and tariff costs, and an additional national club program.
• Profitability and supply-chain initiatives are back-end loaded: Management expects third-quarter adjusted EBITDA to be slightly below the second quarter, with stronger profitability concentrated in the fourth quarter; automation and productivity investments of roughly $25 million–$35 million are expected to provide initial benefits in 2027 and more substantial benefits in 2028.

Once Upon A Farm Stock Up 1.6%

Shares of OFRM traded up $0.27 on Thursday, reaching $17.49. The company’s stock had a trading volume of 538,694 shares, compared to its average volume of 572,218. Once Upon A Farm has a twelve month low of $14.00 and a twelve month high of $27.00. The firm has a market cap of $732.99 million and a PE ratio of -72.89. The company has a fifty day moving average of $17.75.

Institutional Trading of Once Upon A Farm

A hedge fund recently bought a new position in Once Upon A Farm stock. Bank of New York Mellon Corp acquired a new position in Once Upon A Farm (NYSE:OFRM) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 38,125 shares of the organic kids food company’s stock, valued at approximately $781,000. Bank of New York Mellon Corp owned about 0.09% of Once Upon A Farm as of its most recent SEC filing.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. TD Cowen decreased their target price on Once Upon A Farm from $26.00 to $18.00 and set a “hold” rating for the company in a research report on Monday, April 20th. Barclays reduced their price objective on Once Upon A Farm from $20.00 to $18.00 and set an “equal weight” rating for the company in a research note on Friday, May 8th. Evercore set a $23.00 price objective on Once Upon A Farm in a report on Friday, May 8th. Weiss Ratings reaffirmed a “sell (e-)” rating on shares of Once Upon A Farm in a research report on Wednesday, July 29th. Finally, Wall Street Zen cut Once Upon A Farm from a “hold” rating to a “sell” rating in a report on Saturday, May 9th. Five research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $26.12.

About Once Upon A Farm

Once Upon A Farm (NYSE: OFRM) is a U.S.-based producer of refrigerated organic foods for infants, toddlers and young children. The company’s product lineup emphasizes cold-pressed, organic purees, blends and smoothies formulated for early childhood nutrition. Its offerings are positioned around whole-food ingredients, limited processing and claims of no artificial preservatives or added sugars, with packaging designed for convenience and on-the-go feeding.

Once Upon A Farm distributes its products through a combination of retail and direct-to-consumer channels, serving customers primarily across the United States.