Once Upon A Farm (NYSE:OFRM) Announces Quarterly Earnings Results

Posted by Stanley Muller on Aug 7th, 2026

Once Upon A Farm (NYSE:OFRM – Get Free Report) issued its quarterly earnings results on Thursday. The organic kids food company reported ($0.12) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.18) by $0.06, FiscalAI reports. The business had revenue of $85.39 million for the quarter.

Here are the key takeaways from Once Upon A Farm’s conference call:

Guidance raised: Once Upon a Farm increased fiscal 2026 net sales guidance to $327 million–$335 million, representing 36%–39% growth, and adjusted EBITDA guidance to $3 million–$4.5 million.
Strong consumer and retail momentum: Second-quarter net sales rose 42.3% year over year to $85.4 million, while household penetration increased to 6.2% from 5.0% and repeat rates among households with children rose to 52.1%.
Innovation and distribution are expanding the platform: Baby sales grew 73% and kid sales grew 22%, supported by protein products, snack innovation, cooler placements, and a successful national club program; the company expects approximately 5,000 coolers by year-end 2026 and 8,000 in 2027.
Near-term margin pressure remains: Second-quarter gross margin fell to 35.9%, and full-year gross margin guidance was reduced to approximately 40% due to product mix, trade spending, fuel and tariff costs, and an additional national club program.
Profitability and supply-chain initiatives are back-end loaded: Management expects third-quarter adjusted EBITDA to be slightly below the second quarter, with stronger profitability concentrated in the fourth quarter; automation and productivity investments of roughly $25 million–$35 million are expected to provide initial benefits in 2027 and more substantial benefits in 2028.

Once Upon A Farm Price Performance

Shares of OFRM stock opened at $17.49 on Friday. The stock has a fifty day moving average price of $17.80. Once Upon A Farm has a 1 year low of $14.00 and a 1 year high of $27.00. The stock has a market cap of $732.96 million and a price-to-earnings ratio of -72.89.

Analyst Upgrades and Downgrades

OFRM has been the topic of several research analyst reports. TD Cowen dropped their target price on Once Upon A Farm from $26.00 to $18.00 and set a “hold” rating on the stock in a research note on Monday, April 20th. Evercore set a $23.00 price target on Once Upon A Farm in a research note on Friday, May 8th. Weiss Ratings reissued a “sell (e-)” rating on shares of Once Upon A Farm in a report on Wednesday, July 29th. Wall Street Zen lowered Once Upon A Farm from a “hold” rating to a “sell” rating in a research note on Saturday, May 9th. Finally, Barclays cut their price objective on shares of Once Upon A Farm from $20.00 to $18.00 and set an “equal weight” rating on the stock in a report on Friday, May 8th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $26.12.

Check Out Our Latest Stock Analysis on OFRM

Institutional Inflows and Outflows

An institutional investor recently bought a new stake in Once Upon A Farm stock. Bank of New York Mellon Corp bought a new position in shares of Once Upon A Farm (NYSE:OFRM – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 38,125 shares of the organic kids food company’s stock, valued at approximately $781,000. Bank of New York Mellon Corp owned 0.09% of Once Upon A Farm as of its most recent SEC filing.

About Once Upon A Farm

(Get Free Report)

Once Upon A Farm (NYSE: OFRM) is a U.S.-based producer of refrigerated organic foods for infants, toddlers and young children. The company’s product lineup emphasizes cold-pressed, organic purees, blends and smoothies formulated for early childhood nutrition. Its offerings are positioned around whole-food ingredients, limited processing and claims of no artificial preservatives or added sugars, with packaging designed for convenience and on-the-go feeding.

Once Upon A Farm distributes its products through a combination of retail and direct-to-consumer channels, serving customers primarily across the United States.