NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-09
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Once Upon a Farm raised 2026 revenue guidance to about $318 million. The company aims for a small positive profit of $2 million to $4 million. It has a strong brand deal with Jennifer Garner. These show progress in sales and profits.
The company missed earnings recently and expects a loss in 2026. Profit goals are uncertain and progress is mixed. Sales growth may slow or stall.
The stock price is about 8% above our fair value near $20. The market expects modest growth but not a big profit turnaround yet.
Breaks if: Adjusted EBITDA falls below $2 million in FY26
The company aims for an adjusted EBITDA of $2 million to $4 million for 2026.
Breaks if: Partnership ends or weakens significantly
The company has entered into a material definitive agreement with Jennifer Garner for brand and spokesperson services.
Breaks if: Revenue falls below $313 million in FY26
Management has raised the 2026 net sales outlook to a range of $313 million to $323 million.
Stated in 2 of last 2 quarters. Revenue guidance increased from $302M-$310M to $313M-$323M. Current revenue for 2026-Q1 is $72.72M, indicating progress towards the higher guidance range. The trajectory shows management's confidence in achieving higher sales.
“Raising 2026 net sales outlook to $313 million to $323 million.”
“For full year 2026, the Company expects: Net sales of $302 million to $310 million.”
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