Laird Superfood Inc (LSF)
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-11-05
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-11-05
QuarterlyIQ Insights · LSF
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Jason Vieth, Chief Executive Officer, commented , “Q2 was another transformational quarter for Laird Superfood as we closed the acquisition of Terrasoul Superfoods and completed the integration of Na…
Stated in 2 of 2 supplied quarters. Management reported: “The increase was primarily attributable to distribution expansion in our retail channel, continued strength in club stores, and the contribution of the Navitas and Terrasoul acquisitions.” “The increase was driven primarily by the addition of Navitas and Terrasoul acquisitions early synergies realization, offset in part by inflationary commodity costs and higher marketing and selling expenses.” Revenue was $41.294 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2099).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Jason Vieth, Chief Executive Officer, commented , “Q2 was another transformational quarter for Laird Superfood as we closed the acquisition of Terrasoul Superfoods and completed the integration of Na…”
“We are now focused on executing our integration playbook across all three businesses, capturing synergies, and building the infrastructure to support long-term profitable growth.”
For fiscal year 2026, the Company continues to expect consolidated Net sales in the range of $138 to $148 million, reflecting a full year of Laird Superfood and the post-acquisition contributions of…
Stated in 2 of 2 supplied quarters. Management reported: “For fiscal year 2026, the Company continues to expect consolidated Net sales in the range of $138 to $148 million, reflecting a full year of Laird Superfood and the post-acquisition contributions of Navitas and Terrasoul.” “The increase was primarily driven by distribution expansion in retail and Club channels and the contribution of the Navitas and Terrasoul acquisitions.”
“For fiscal year 2026, the Company continues to expect consolidated Net sales in the range of $138 to $148 million, reflecting a full year of Laird Superfood and the post-acquisition contributions of…”
“2026 Financial Outlook For fiscal year 2026, the Company expects consolidated Net sales in the range of $138 to $148 million reflecting a full year of Laird Superfood and the post-acquisition contrib…”
Adjusted EBITDA is expected to be in the range of $8 to $12 million for fiscal 2026.
Stated in 2 of 2 supplied quarters. Management reported: “Adjusted EBITDA is expected to be in the range of $8 to $12 million for fiscal 2026.” “|| ● | Adjusted EBITDA, which is a non-GAAP financial measure, was $1.8 million, compared to $0.5 million in the corresponding prior year period.”
“Adjusted EBITDA is expected to be in the range of $8 to $12 million for fiscal 2026.”
“Adjusted EBITDA is expected to be in the range of $8 to $12 million for fiscal 2026, reflecting a full year of Laird Superfood and the post-acquisition contributions of Navitas and Terrasoul, driven…”
During the second quarter, we successfully launched Laird’s coffees and coffee creamers at approximately 1,000 Wal-Marts nationwide and expanded our assortment of Navitas products at retailers includ…
Stated in 1 of 2 supplied quarters. Management reported: “During the second quarter, we successfully launched Laird’s coffees and coffee creamers at approximately 1,000 Wal-Marts nationwide and expanded our assortment of Navitas products at retailers including Target.” “|| ● | Wholesale sales increased by 269% year-over-year and contributed 51% of total Net sales, driven by the addition of Navitas and Terrasoul sales.”
“During the second quarter, we successfully launched Laird’s coffees and coffee creamers at approximately 1,000 Wal-Marts nationwide and expanded our assortment of Navitas products at retailers includ…”
Appoint Mark Johnson as new CFO to support scaling brands and drive financial discipline and returns.
Over the trailing year it converted -7.46x of net income into operating cash flow. Historically, Consumer Staples names rated fragile grew net income 47% of the time over the next year (vs 58% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
20 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-05.