Once Upon A Farm, PBC Earnings Call Transcripts
Fiscal Year 2026
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A leading childhood nutrition brand is rapidly expanding with fresh, organic products and innovative retail strategies, driving strong double-digit sales growth and increasing household penetration. Investments in automation and distribution are set to boost margins and profitability, with positive cash flow and adjusted EBITDA expected in the second half of 2024.
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Q1 2026 saw 44% net sales growth, margin expansion, and strong baby segment gains, with raised full-year sales guidance and continued investment in growth. IPO proceeds strengthened the balance sheet, and new product launches are driving incremental productivity.
Fiscal Year 2025
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Q4 2025 net sales rose 30% to $64M, with full-year sales up 53.5% to $240.7M and strong gains in both baby and kids segments. 2026 guidance calls for 25%-29% sales growth, continued cooler expansion, and breakeven Adjusted EBITDA, supported by a robust balance sheet post-IPO.