Laird Superfood's Q4 losses exceeded expectations, and the stock price dropped 10%

LootboxPhobia · 2026-03-27T05:55:39+00:00

Laird Superfood announces Q4 earnings, with revenue reaching $13.3 million, beating expectations, but net loss per share of -$0.16 significantly exceeds analyst expectations of -$0.07, resulting in a 10.3% drop in stock price. The increased loss is mainly due to acquisition-related expenses and rising costs. Full-year revenue grew by 15%, and the company expects high single-digit growth in the 2026 fiscal year.

LootboxPhobia

2026-03-27 05:55:39

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Boulder, Colorado - Laird Superfood, Inc. (NYSE American:LSF) reported fourth-quarter results that fell short of profit expectations. Despite revenue exceeding expectations, the stock price dropped 10.3% following the announcement.

The company reported a net loss of $0.16 per share for the fourth quarter, significantly worse than analysts’ expectations of a loss of $0.07 per share. Revenue reached $13.3 million, slightly above the market consensus of $13.14 million, up 15% compared to $11.6 million in the same period last year. The widening losses were mainly due to increased professional service fees related to the acquisition of Navitas Organics, as well as rising procurement costs driven by commodity inflation and tariffs.

Gross margin shrank from 38.6% in the same period last year to 34.1%, impacted by rising product costs due to commodity prices and tariffs. Wholesale sales surged 44% year-over-year, accounting for 52% of total revenue, thanks to expanded distribution in grocery and membership-based store channels. E-commerce sales declined 6% year-over-year, making up 48% of revenue, with weakness in direct-to-consumer channels partially offset by growth on Amazon.com.

CEO Jason Vieth stated, “Fiscal year 2025 is a pivotal year for Laird Superfood. We achieved a 15% increase in net sales, driven by strong momentum in wholesale channels and continued expansion in grocery and membership-based stores.”

For the full fiscal year 2025, the company reported net sales of $49.9 million, a 15% increase from $43.3 million in the previous year. The full-year net loss was $0.31 per share, compared to a loss of $0.18 per share in fiscal year 2024.

The company expects that in fiscal year 2026, net sales from the combined business with recently acquired Navitas Organics will achieve at least high single-digit growth compared to the combined sales of $95.2 million in 2025. Laird Superfood completed the acquisition of Navitas for $38.5 million on March 12, 2026, with funding supported by a $50 million investment from Nexus Capital Management.

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