Laird Superfood (NYSEAMERICAN:LSF) Releases Earnings Results, Beats Expectations By $0.02 EPS

Laird Superfood (NYSEAMERICAN:LSF) released its earnings results on Thursday. The company reported $0.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.01 by $0.02, FiscalAI reports. Laird Superfood had a negative net margin of 3.95% and a negative return on equity of 20.39%. The business had revenue of $41.95 million during the quarter, compared to analyst estimates of $43.51 million.

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

• Third-quarter net sales rose 225% year over year to $42 million, and adjusted EBITDA increased to $2.1 million from $0.2 million. Growth was driven primarily by the full-quarter contributions of Navitas and Terrasoul, alongside retail distribution gains.
• Gross margin fell to 29.6% from 36.5%, reflecting inflationary commodity costs and Terrasoul’s lower-margin business model. Management said elevated fuel and freight costs are pressuring results and may weigh on gross margin into early 2027.
• The company set 2026 guidance at $135 million–$140 million in sales and $5 million–$6 million in adjusted EBITDA, citing planned marketing investment and continued softness in club and direct-to-consumer channels. It expects to spend nearly $2 million more on marketing in Q4 than a year ago, with further increases planned for 2027.
• Management reported early cost and operational synergies, strong online marketplace growth, and positive early results from Walmart and Target distribution expansions. Laird ended the quarter with $17.3 million in cash and no debt, and expects to finish the year with more than $20 million in cash.

Laird Superfood Stock Up 8.8%

Shares of NYSEAMERICAN LSF traded up $0.22 during midday trading on Thursday, reaching $2.72. The company had a trading volume of 89,555 shares, compared to its average volume of 56,362. The stock has a market cap of $30.44 million, a PE ratio of -6.80 and a beta of 2.97. Laird Superfood has a one year low of $1.50 and a one year high of $5.11. The firm’s fifty day moving average price is $3.15 and its 200-day moving average price is $3.35.

Wall Street Analysts Forecast Growth

LSF has been the topic of several research reports. Roth Capital reissued a “buy” rating and set a $6.00 price target on shares of Laird Superfood in a research note on Friday, August 14th. Maxim Group upped their price objective on shares of Laird Superfood from $6.00 to $10.00 and gave the company a “buy” rating in a research note on Friday, August 14th. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $8.00.

About Laird Superfood

Laird Superfood, Inc. is a food and beverage company that develops plant-based products designed to support active lifestyles and everyday wellness. The company was founded in 2015 by professional surfer Laird Hamilton and entrepreneur Paul Hodge. Its product portfolio has included functional coffee creamers, instant coffee, hydration mixes, plant-based protein products, supplements and other pantry staples. Many products feature ingredients such as coconut, mushrooms, adaptogens and other plant-based compounds, and are marketed as convenient additions to coffee, beverages and daily nutrition routines.