Once Upon A Farm (NYSE:OFRM) Announces Quarterly Earnings Results

Once Upon A Farm (NYSE:OFRM) issued its earnings results on Thursday. The organic kids food company reported $0.11 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.11, Zacks reports. The firm had revenue of $64.03 million during the quarter, compared to analysts’ expectations of $62.65 million.

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

• Robust top-line momentum: FY2025 net sales grew 53.5% to $240.7M and Q4 sales rose 30.1% to $64M, household penetration reached 5.1% (up 42% YoY) and distribution now spans over 25,000 doors with strong repeat rates.
• Healthy financial position and guidance: Post-IPO cash of ~ $102M (no debt) supports guidance of $302M–$310M net sales in 2026 (25%–29% growth) and Adjusted EBITDA just above breakeven ($2M–$4M), with a medium-term target of mid-teens EBITDA margins.
• Product innovation driving incremental growth: The company has launched 40+ products since 2023 and is introducing refrigerated protein-forward pouches, protein/probiotic smoothies, and “Power Wheels,” which management expects to be highly incremental and boost cooler productivity and cross-category buying.
• Cooler rollout and trade spend pressure near-term margins: Expansion of baby coolers (3,400 in 2025; target ~5,000 in 2026, potential to scale to 15,000) drives distribution but increases slotting/trade spend that depressed gross margin (~120 bps in 2025) and could continue to weigh on near-term profitability (company also cited ~100 bps tariff headwind).

Once Upon A Farm Stock Performance

Shares of OFRM traded down $2.32 during midday trading on Friday, hitting $18.04. 1,262,725 shares of the stock were exchanged, compared to its average volume of 704,125. Once Upon A Farm has a 52-week low of $15.76 and a 52-week high of $27.00.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft began coverage on shares of Once Upon A Farm in a research report on Tuesday, March 3rd. They set a “hold” rating and a $25.00 price target for the company. Wall Street Zen raised Once Upon A Farm to a “hold” rating in a research report on Saturday, February 14th. Zacks Research raised Once Upon A Farm to a “hold” rating in a research note on Wednesday, February 18th. Bank of America started coverage on Once Upon A Farm in a report on Tuesday, March 3rd. They issued a “buy” rating and a $26.00 target price for the company. Finally, TD Cowen assumed coverage on Once Upon A Farm in a report on Tuesday, March 3rd. They issued a “hold” rating and a $26.00 price objective for the company. Five investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $29.38.

Insider Buying and Selling

In other Once Upon A Farm news, Director Walter E. Iv Robb purchased 5,555 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was bought at an average cost of $18.00 per share, with a total value of $99,990.00. Following the acquisition, the director directly owned 145,970 shares of the company’s stock, valued at approximately $2,627,460. This represents a 3.96% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

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.