Lifeway Foods, Inc. (LWAY)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
$22.20-0.45%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
QuarterlyIQ Insights · LWAY
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.
“Net sales increased 24% year-over-year, on top of a record second quarter in 2025, and marked our 27th consecutive quarter of year-over-year growth.
Stated in 2 of 2 supplied quarters. Management reported: “Exhibit 99.1 Lifeway Foods® Delivers Highest Quarterly Net Sales in Company History, Extending Record Growth in Second Quarter 2026 $66.9 million in net sales, up 24.1% year-over-year and $3.9 million above the prior quarterly record 27th consecutive quarter of year-over-year net sales growth; first-half 2026 net sales reach $129.9 million, up 29.9% Morton Grove, IL, August 13, 2026, Lifeway Foods, Inc. (Nasdaq: LWAY) (“Lifeway” or “the Company”), the leading U.S. supplier of kefir and fermented probiotic foods, today announced financial results for the second quarter ended June 30, 2026.” Revenue was $66.893 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 neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Net sales increased 24% year-over-year, on top of a record second quarter in 2025, and marked our 27th consecutive quarter of year-over-year growth.”
““We far exceeded our previous record with net sales of $63.0 million, up 37% year-over-year, surpassing sixty million in quarterly net sales for the first time and marking our 26 th consecutive quart…”
Given the Company’s pricing power and the positive conventional milk cost outlook for 2027, coupled with the operational efficiencies from our ongoing investments, we expect gross margin and profitab…
Stated in 2 of 2 supplied quarters. Management reported: “Given the Company’s pricing power and the positive conventional milk cost outlook for 2027, coupled with the operational efficiencies from our ongoing investments, we expect gross margin and profitability to fully recover in 2027, with the opportunity to exceed the improvement achieved in the first quarter of 2026 as pricing actions layer in and operational improvements take effect.” “This exceptional top-line performance was accompanied by sizeable gross margin expansion of 360 basis points year-over-year, and equally strong net income growth of 32% that reflects a clean flow-through from our significant sales growth down to the bottom line.” Gross profit was $13.026 million in 2026-Q2.
“Given the Company’s pricing power and the positive conventional milk cost outlook for 2027, coupled with the operational efficiencies from our ongoing investments, we expect gross margin and profitab…”
“This exceptional top-line performance was accompanied by sizeable gross margin expansion of 360 basis points year-over-year, and equally strong net income growth of 32% that reflects a clean flow-thr…”
We enter the second half of 2026 with record first-half net sales of $129.9 million, significant new retail and foodservice distribution, and the planned completion of our transformative Waukesha exp…
Stated in 1 of 2 supplied quarters. Management reported: “We enter the second half of 2026 with record first-half net sales of $129.9 million, significant new retail and foodservice distribution, and the planned completion of our transformative Waukesha expansion in early 2027.” “** The Company is investing ~$48M to increase the manufacturing capacity and efficiency of its Waukesha, Wisconsin facility.”
“We enter the second half of 2026 with record first-half net sales of $129.9 million, significant new retail and foodservice distribution, and the planned completion of our transformative Waukesha exp…”
Launch new functional products and execute marketing campaigns to increase consumer engagement and category penetration.
Enhance operating cash flow through profitable growth and manage capital structure prudently, including credit facilities and treasury stock purchases.
Over the trailing year it converted 0.72x 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 US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=2613).
Not investment advice. As of 2026-11-05.