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

Once Upon A Farm (NYSE:OFRM) released its quarterly earnings data on Thursday. The organic kids food company reported ($0.59) EPS for the quarter, missing analysts’ consensus estimates of ($0.21) by ($0.38), FiscalAI reports. The business had revenue of $72.72 million for the quarter. The firm’s revenue for the quarter was up 43.7% on a year-over-year basis.

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

• Q1 results and updated guidance: Net sales grew ~43.7% to $72.7M with gross margin up ~308 bps to 40.8% and adjusted EBITDA loss narrowed to $3.1M; management raised 2026 net sales guidance to $313–$323M while maintaining adjusted EBITDA guidance of $2–$4M.
• Baby segment and cooler momentum: Baby net sales surged 112% to $38.6M, the company added ~18,000 baby distribution points, coolers were 11% more productive versus Q4 and management targets ~5,000 coolers by year-end and 8,000+ in 2027.
• Early innovation traction: New refrigerated protein-forward and other SKUs have begun rolling out and, in stores where placed, have shown >20% increases in cooler productivity during initial trial periods.
• Cost and reinvestment pressures: SG&A rose to $45.8M (driven by ~$10.9M IPO-related stock-based compensation and public-company costs), inventory is up 67.5% to $50.3M, and management expects Q2 margin headwinds from a national club program, fuel surcharges, tariffs, and a snack-heavy mix while reinvesting upside into growth initiatives.

Once Upon A Farm Price Performance

Shares of NYSE OFRM traded up $0.73 during midday trading on Friday, reaching $16.03. 1,294,733 shares of the stock were exchanged, compared to its average volume of 635,536. The firm has a 50 day moving average of $17.44. Once Upon A Farm has a twelve month low of $14.00 and a twelve month high of $27.00.

Insider Activity

In other news, Director Walter E. Iv Robb purchased 5,555 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was acquired at an average price of $18.00 per share, for a total transaction 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 filing with the Securities & Exchange Commission, which is available at this hyperlink.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. William Blair assumed coverage on shares of Once Upon A Farm in a report on Tuesday, March 3rd. They issued an “outperform” rating for the company. Weiss Ratings assumed coverage on shares of Once Upon A Farm in a report on Friday, May 1st. They issued a “sell (e-)” rating for the company. JPMorgan Chase & Co. initiated coverage on shares of Once Upon A Farm in a report on Tuesday, March 3rd. They issued an “overweight” rating and a $29.00 price objective for the company. Evercore set a $23.00 price target on shares of Once Upon A Farm in a report on Friday. Finally, Bank of America initiated coverage on shares of Once Upon A Farm in a report on Tuesday, March 3rd. They set a “buy” rating and a $26.00 price target for the company. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $26.13.

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.