OFRM · Once Upon a Farm, PBC
Price & Indicators
The closing range uses available history since Feb 6, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Once Upon a Farm posted Q2 net sales of $85.4 million, up 42.3% year-over-year, and raised its full-year 2026 net sales outlook to $327–$335 million and Adjusted EBITDA outlook to $3–$4.5 million. Gross margin contracted 485 bps to 35.9% and Q2 Adjusted EBITDA swung to a $1.7M loss, with management guiding to a lower full-year gross margin of ~40%.
- + Net sales rose 42.3% YoY to $85.4 million on volume-led growth
- + Raised full-year 2026 net sales outlook to $327–$335 million (prior $313–$323 million)
- + Raised full-year 2026 Adjusted EBITDA outlook to $3–$4.5 million (prior $2–$4 million)
- − Gross margin compressed 485 bps to 35.9% on trade spend, mix, fuel and tariff costs
- − Q2 Adjusted EBITDA swung to a $1.7M loss from $2.0M profit YoY on higher SG&A
- − Full-year 2026 gross margin guided ~40%, ~100 bps below prior outlook
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $1.7M | the second quarter of 2026 | — |
| Contribution Margin non-GAAP | 32% | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Gross profit $30.65M
-$3.71M Outbound freight
= Contribution Margin $26.94M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OFRM
this stock
Once Upon a Farm, PBC
|
$682.77M | — | — | — | 12.5% |
|
JBS
Jbs N.V.
|
$38.06B | -17.5% | — | — | 1.2% |
|
KHC
Kraft Heinz Co
|
$28.02B | -9.9% | -0.1% | — | 7.9% |
|
GIS
General Mills Inc
|
$17.99B | -31.9% | +4.1% | — | 8.4% |
|
SJM
J M SMUCKER Co
|
$12.93B | +18.8% | +3.7% | — | 4.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OFRM | -0.8% | -6.6% | +2.6% | +3.6% | — |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -2.0% | -7.2% | -9.0% | +2.0% | — |