couter

OFRMOnce Upon A Farm Pbc

Consumer Staples

The Read

7% sales growth was overshadowed by persistent net losses and unchanged EPS.
Oct 15, 2026 — USDA Regulatory Shift Implementation
Chart by TradingView

The schedule

  • Thu15Oct

    Implementation of new USDA guidelines that favor organic and no-added-sugar items, potentially opening new institutional sales channels.

  • Thu11Feb

    Q3 results focusing on sequential operating leverage and early impacts from institutional tailwinds.

  • Sun14Feb

    Full-year results and FY2027 initial guidance, heavily dictating the medium-term trajectory for cash flow and scale.

  • Thu13May

    First quarter results of 2027, lapping tough YoY comparables from the peak growth phase of 2026.

Past

  • Thu13Aug

    Actual outcome: Mixed

    Once Upon A Farm reported Q2 2026 earnings that met EPS estimates at -$0.38, alongside strong net sales growth of 42.3% driven by distribution gains, product innovation, and a national club program. Despite the robust top-line expansion across its nutrition portfolios, the stock saw a muted 1.4% reaction, suggesting the market had already priced in the revenue growth and awaited clearer signs of margin improvement before making a decisive move.

    Quarterly earnings report evaluating whether top-line scaling is translating into margin improvements and narrowing net losses.

  • Fri10Jul

    Actual outcome: Bear · $16.32 at outcome

    Despite positive analyst coverage earlier in the month highlighting the company's 53% FY2025 sales growth and refrigerated cooler strategy, the anticipated strategic financing or debt restructuring announcement failed to materialize. The lack of a clear resolution to shore up the company's $7.4M cash position against its $46M debt burden left investors concerned, driving the stock 4.2% lower.

    Announcement of a capital raise or strategic partnership to shore up the $7.4M cash position against $46M in debt.

  • Thu14May

    Actual outcome: Bear · $15.88 at outcome

    Once Upon A Farm reported strong Q1 2026 top-line results, with net sales increasing 43.7% to $72.7 million and the company raising its full-year revenue outlook. However, EPS merely met expectations at -$0.28, and the company continued to post a significant net loss of $15.8 million alongside an adjusted EBITDA loss. The market's focus on ongoing unprofitability overshadowed the impressive revenue growth, driving the stock well below the $18 bear floor.

    First look at 2026 execution and impact of potential supply chain optimizations under new trade policies.

  • Thu26Mar

    Actual outcome: Mixed · $16.35 at outcome

    OFRM reported Q4 2025 EPS of -$0.28, exactly matching analyst estimates, alongside the announcement of its largest portfolio expansion to date featuring five new protein-focused products. The lack of an earnings surprise, combined with the new product launches, resulted in a muted market reaction, leaving the stock to trade relatively flat and ambiguous between its bull and bear targets.

    Release of fiscal year results with heavy focus on the path to positive Operating Cash Flow and FY26 margin guidance.