Buda Juice Earnings Call Transcripts
Fiscal Year 2026
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Fresh 35°F cold-chain distribution supports 14–21-day shelf life and expansion across H-E-B, Walmart and Kroger. Q3 2026 early growth, profitability, $20 million in cash and a $55 million-capacity Dallas plant underpin planned East Coast and later western expansion.
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Revenue rose 26.4% year-over-year to $4.5 million, driven by organic growth and Walmart expansion, while gross margin declined due to temporary costs. Net income was $500,000, and the company ended the quarter with $18.8 million in cash and no debt. Preliminary Q3 sales are up over 40% year-over-year.
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Ultra Fresh products are expanding rapidly into grocery stores nationwide, leveraging a unique cold chain and fresh positioning in the produce section. With over four years of profitability, strong cash reserves, and a seasoned management team, the company is poised for accelerated national growth.
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Q1 2026 revenue grew 17.7% year-over-year, driven by organic growth, with gross margin impacted by a temporary lime cost spike. Major expansion into 256 Walmart stores across nine states is underway, and management expects continued growth as lime costs normalize.
Fiscal Year 2025
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Revenue grew 12% year-over-year in 2025 with strong profitability, no debt, and a successful IPO boosting cash to $20 million. Expansion plans target new states and coasts, leveraging a proprietary cold chain and supermarket focus for continued growth.