Laird Superfood (NYSEAMERICAN:LSF) Issues Quarterly Earnings Results

Laird Superfood (NYSEAMERICAN:LSF) posted its quarterly earnings data on Thursday. The company reported ($0.25) EPS for the quarter, missing the consensus estimate of ($0.08) by ($0.17), FiscalAI reports. Laird Superfood had a negative net margin of 3.95% and a negative return on equity of 19.75%. The firm had revenue of $41.29 million during the quarter, compared to analysts’ expectations of $35.15 million.

Here are the key takeaways from Laird Superfood’s conference call:

• Q2 net sales surged 244% year over year to $41.3 million, primarily reflecting the Navitas and Terrasoul acquisitions and wholesale distribution growth. E-commerce sales more than doubled to $20.0 million, although direct-to-consumer sales remained soft.
• Adjusted EBITDA improved to $3.0 million from $0.1 million a year ago, supported by acquired businesses and early supply-chain, overhead, and marketing synergies. Management expects these benefits to build in the second half.
• The company reaffirmed 2026 guidance for $138 million–$148 million in sales and $8 million–$12 million of adjusted EBITDA. New distribution—including five coffee and creamer SKUs in more than 1,000 Walmart stores and expanded Target placement—is expected to contribute primarily in Q3 and Q4.
• Gross margin fell to 30.3% from 39.9%, driven by the lower-margin acquired businesses, unfavorable product and channel mix, and inflationary commodity costs. Management now views low-30% gross margins as the appropriate near-term range, while the company recorded a $1.8 million quarterly net loss amid acquisition and integration expenses.
• Navitas’ integration is substantially complete, but the larger Terrasoul integration is just beginning and will involve systems and operational work. Laird ended the quarter with $23.2 million of cash and no debt, providing flexibility for further acquisitions under its planned superfoods roll-up strategy.

Laird Superfood Stock Performance

LSF stock opened at $4.71 on Friday. The stock has a fifty day moving average of $4.37 and a 200-day moving average of $3.37. Laird Superfood has a fifty-two week low of $1.96 and a fifty-two week high of $6.50. The company has a market capitalization of $51.81 million, a price-to-earnings ratio of -11.77 and a beta of 2.69.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Maxim Group lifted their price target on Laird Superfood from $6.00 to $10.00 and gave the stock a “buy” rating in a report on Friday. Zacks Research upgraded Laird Superfood from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 14th. Finally, Roth Capital reaffirmed a “buy” rating and set a $6.00 target price on shares of Laird Superfood in a research report on Friday. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $8.00.

Insider Activity at Laird Superfood

In related news, Director Gregory B. Graves purchased 15,000 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was purchased at an average cost of $3.45 per share, with a total value of $51,750.00. Following the completion of the acquisition, the director directly owned 75,089 shares of the company’s stock, valued at approximately $259,057.05. The trade was a 24.96% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Grant J. Lamontagne bought 8,826 shares of Laird Superfood stock in a transaction on Thursday, June 4th. The shares were bought at an average cost of $3.23 per share, with a total value of $28,507.98. Following the acquisition, the director directly owned 168,334 shares in the company, valued at approximately $543,718.82. This represents a 5.53% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders bought 105,736 shares of company stock worth $350,104. Insiders own 77.60% of the company’s stock.

Institutional Trading of Laird Superfood

A number of large investors have recently modified their holdings of the business. Mink Brook Asset Management LLC grew its position in Laird Superfood by 159.8% in the fourth quarter. Mink Brook Asset Management LLC now owns 222,432 shares of the company’s stock worth $494,000 after acquiring an additional 136,826 shares in the last quarter. Geode Capital Management LLC raised its position in Laird Superfood by 3.0% in the 2nd quarter. Geode Capital Management LLC now owns 85,300 shares of the company’s stock worth $538,000 after purchasing an additional 2,483 shares during the period. HighTower Advisors LLC lifted its stake in Laird Superfood by 7.1% in the fourth quarter. HighTower Advisors LLC now owns 75,476 shares of the company’s stock worth $168,000 after purchasing an additional 5,000 shares during the last quarter. Susquehanna International Group LLP boosted its position in Laird Superfood by 29.1% during the third quarter. Susquehanna International Group LLP now owns 47,546 shares of the company’s stock valued at $265,000 after buying an additional 10,708 shares during the period. Finally, Acadian Asset Management LLC grew its stake in shares of Laird Superfood by 75.3% during the first quarter. Acadian Asset Management LLC now owns 46,104 shares of the company’s stock valued at $282,000 after buying an additional 19,806 shares during the last quarter. Institutional investors own 8.56% of the company’s stock.

About Laird Superfood

Laird Superfood, Inc (NYSE American: LSF) is a consumer wellness company specializing in plant-based superfood and functional beverage products. Founded in 2015 by big-wave surfer and entrepreneur Laird Hamilton, the company develops creamers, coffees, hydration mixes and culinary superfood blends designed to deliver energy, focus and nutritional support. Laird Superfood’s offerings leverage premium ingredients such as coconut milk, aquamin sea minerals, functional mushrooms and adaptogens to address growing consumer demand for clean-label, nutrient-rich alternatives.

The company’s core product lines include coconut-based coffee creamers, plant-based creamers, instant coffee blends combined with superfood ingredients, hydration mixes and culinary seasonings.