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EarningsQ2 2026 Earnings Report
LSF Q2 2026 EPS Results
Actual EPS-$0.25
Consensus EPS-$0.08
Beat/MissMissed by -$0.17
One Year Ago EPS-$0.03
LSF Q2 2026 Revenue Results
Actual Revenue$41.29M
Expected Revenue$35.15M
Beat/MissBeat by +$6.14M
YoY Revenue Growth+244.38%
Earnings Announcement Details
QuarterQ2 2026
Date08/13/2026
TimeAfter Close
Conference CallThursday, August 13, 2026
LSF Upcoming Earnings
Laird Superfood's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
LSF Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive growth story driven by transformative acquisitions, meaningful top‑line expansion (+244% Q2) and a material improvement in adjusted EBITDA ($3.0M), supported by a stronger cash position and no debt. However, results also show notable margin compression (≈9.6 percentage points), elevated operating and integration costs, and a wider GAAP net loss as the company absorbs acquisition-related expenses and integrates lower‑margin businesses. Management reaffirmed FY guidance and highlighted retail and marketplace distribution momentum, while acknowledging remaining integration work and DTC softness. Overall, the positives around scale, liquidity, and early synergy realization modestly outweigh the near‑term margin and cost challenges.Company Guidance
Large Revenue Lift from Acquisitions
Q2 net sales of $41.3M, up 244% versus Q2 2025 ($12.0M), primarily driven by the Navitas and Terrasoul acquisitions.
Wholesale and E‑commerce Expansion
Wholesale grew over 2.5x year‑over‑year to $21.3M (51% of net sales); e‑commerce grew over 2x to $20.0M (49% of net sales).
Adjusted EBITDA Improvement
Adjusted EBITDA increased to $3.0M in Q2 from $0.1M a year ago, reflecting contribution of acquired businesses and early synergy realization.
Strong Balance Sheet and Liquidity
Ended the quarter with $23.2M in cash and no debt (up from $5.3M at 12/31/2025 and $10.5M at prior quarter), supported by Series A preferred proceeds.
Completed Navitas Integration; Terrasoul Integration Underway
Navitas is fully integrated onto the company ERP and operating model; Terrasoul acquisition closed April 21 and will be integrated next using the same disciplined approach.
Retail Distribution Wins and Marketplace Momentum
Launched 5 coffee/creamer SKUs into >1,000 Walmart stores, expanded assortment at Target, and reported momentum on Amazon and other online marketplaces—expected to drive back‑half growth.
Reaffirmed Full‑Year Guidance
Management reaffirmed FY2026 guidance: consolidated net sales $138M–$148M and adjusted EBITDA $8M–$12M, reflecting confidence in synergy capture and H2 acceleration.
Platform Strategy and Commercial Capabilities
Company highlights combined capabilities across functional coffee/creamers, organic superfoods, and vertically integrated ingredients as drivers of scale, sourcing leverage and multi‑channel growth opportunities.
LSF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed