Laird Superfood Q1 Revenue $13.9M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 14 2026
0mins
Reports Q1 revenue $13.9M, consensus $14.51M. Jason Vieth, Chief Executive Officer, commented, "The first quarter of 2026 marked a transformative period for Laird Superfood. We completed the acquisition of Navitas Organics in March, adding one of the most trusted names in the superfood category to our platform, and followed that shortly after quarter-end with the acquisition of Terrasoul Superfoods in April - establishing Laird Superfood as a scaled, multi-brand superfood platform. Our combined business continued to deliver strong top-line momentum, with Net sales growing 20% vs last year, driven by wholesale growth, continued strength on Amazon, and the inclusion of Navitas Organics. We are now focused on executing our integration playbook across all three businesses, capturing synergies, and building the infrastructure to support long-term profitable growth. While near-term results will reflect the costs and complexity of integrating two acquisitions in quick succession, we are confident in our strategic position and ability to create lasting value for our customers, partners, and shareholders."
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Analyst Views on LSF
Wall Street analysts forecast LSF stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.310
Low
7.00
Averages
7.50
High
8.00
Current: 3.310
Low
7.00
Averages
7.50
High
8.00
About LSF
Laird Superfood, Inc. and its subsidiary, Picky Bars, LLC, create plant-based superfood products that are clean, delicious, and functional. The Company’s primary products include coffee creamers, hydration and beverage enhancing products, harvest snacks and other food items, and coffee, tea, and hot chocolate products. It operates in the superfood segment. Its creamers include sales of powdered and liquid coffee creamers. Its hydration and beverage enhancing products include sales of Hydrate coconut waters and its supplement lines. Harvest snacks and other food items primarily include protein and energy bars, oatmeal, and granola. Coffee, tea, and hot chocolate products include traditional and functional mushroom-ground and whole-bean coffee, hot chocolate with functional mushrooms, and its instant latte line of just-add-water coffee and tea products. Its other products include primarily coffee tools and other miscellaneous branded goods.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Laird Superfood Q1 2026 Earnings Call Highlights
- Acquisition Integration Progress: Laird Superfood completed acquisitions of Navitas Organics and Terrasoul Superfoods in Q1 2026, financing $50 million and $60 million respectively, marking a strategic expansion in the superfoods sector that is expected to enhance market share and operational efficiency.
- Sales Growth and Margin Pressure: The company reported Q1 net sales of $13.9 million, a 20% increase year-over-year, with Navitas contributing $1.6 million; however, gross margin fell to 33.3% due to rising commodity prices and tariffs, indicating short-term profit pressures.
- Future Outlook and Financial Guidance: For fiscal year 2026, the company expects consolidated net sales between $138 million and $148 million, with adjusted EBITDA projected at $8 million to $12 million, and management emphasized updating guidance based on integration milestones, reflecting confidence in future growth.
- Market Strategy Adjustment: The company plans to internalize more marketing efforts to enhance efficiency, appointing Andy Judd to lead the marketing team; while this will require short-term ramp-up investments, it is expected to yield better ROI and stronger brand storytelling.
See More
New Organic Blend Fills Nutritional Gaps with Prebiotic Fiber
- Product Relaunch: Laird Superfood's relaunch of its Organic Prebiotic Daily Greens features USDA Certified Organic ingredients, enhancing the quality of its 2023 formula to meet consumer demand for healthy and organic options, thereby strengthening its market competitiveness.
- Nutritional Composition: Each serving contains 22 superfood ingredients, including plant-based fibers like sweet potato, apple, blueberry, and carrot, aimed at nourishing beneficial gut bacteria and helping to fill nutritional gaps in daily diets, promoting gut health.
- Health Certifications: The product is not only USDA Certified Organic but also Non-GMO Project Verified and free from added sugars, making it suitable for vegans and gluten-free diets, which broadens its potential consumer base.
- Market Pricing: The Organic Prebiotic Daily Greens is priced at a suggested retail of $69 for a 14.8 oz bag on LairdSuperfood.com and Amazon, providing a 30-day supply, reflecting the company's commitment to high-quality health products.
See More
Laird Superfood Relaunches Organic Prebiotic Daily Greens
- Product Upgrade: Laird Superfood's relaunch of the Organic Prebiotic Daily Greens features USDA Certified Organic ingredients, enhancing the quality of its 2023 formula to meet consumer demand for gut health and fiber supplementation.
- Nutritional Composition: Each serving contains 22 superfood ingredients, including functional mushrooms and a variety of fruits and vegetables, focusing on components that the body can recognize and utilize while avoiding green grasses and fillers.
- Market Positioning: The product is not only USDA Certified Organic but also Non-GMO Project Verified, catering to gluten-free, vegan, and paleo diets, addressing the growing market demand for healthy eating options.
- Pricing and Availability: The Organic Prebiotic Daily Greens is available for purchase on LairdSuperfood.com and Amazon, with a suggested retail price of $69 for a 14.8 oz bag and $39 for a 15-day supply of single-serve packets, providing a convenient daily nutrition solution.
See More
Laird Superfood to Report Q1 Financial Results on May 14, 2026
- Earnings Report Schedule: Laird Superfood will release its financial results for the first quarter ended March 31, 2026, after market close on May 14, 2026, with management hosting a webcast at 5:00 PM ET to discuss the financial performance in detail.
- Investor Participation: Investors can access the live webcast through the Laird Superfood Investor Relations website at https://investors.lairdsuperfood.com/ under the 'Events' section, ensuring they stay updated with the company's latest developments.
- Company Background: Founded in 2015 by renowned surfer Laird Hamilton, Laird Superfood focuses on providing delicious and functional plant-based superfood products aimed at enhancing consumers' daily rituals and overall quality of life.
- Product Philosophy and Market Positioning: The company is committed to producing environmentally conscientious products made with real ingredients that are rigorously tested, catering to modern health-conscious consumers seeking natural energy boosts.
See More
Laird Superfood Acquires Terrasoul for $48M
- Acquisition Overview: Laird Superfood announced the acquisition of Terrasoul Superfoods for $48 million in cash, subject to customary purchase price adjustments, with an additional earnout of up to $5 million contingent on achieving specific performance milestones, which will enhance Laird's competitive position in the superfoods market.
- Funding Details: The acquisition is financed through a concurrent $60 million private placement of Series A convertible preferred stock to affiliates of Nexus Capital Management, which will increase their ownership stake in Laird Superfood to approximately 71.7%, thereby strengthening their control over the company.
- Terrasoul Performance: Terrasoul generated approximately $65.8 million in unaudited net sales in 2025, and as a vertically integrated superfoods platform, its strong sales performance is expected to contribute significantly to Laird Superfood's revenue growth potential.
- Market Reaction: Despite the acquisition announcement, Laird Superfood's stock price dipped about 15% during pre-market trading on Tuesday, reflecting market concerns regarding the acquisition and potentially impacting investor confidence in the company's future growth.
See More
Laird Superfood Expects Distribution Gains from Navitas Acquisition
- Acquisition Context: Laird Superfood's $38.5 million acquisition of California-based Navitas is expected to yield significant distribution gains through overlapping customer bases with retailers like Whole Foods and Sprouts, thereby enhancing market competitiveness.
- Product Portfolio Synergy: The product offerings of Navitas closely align with Laird Superfood's existing items in terms of temperature state and packaging, which will foster synergies between the two brands and enhance overall sales capabilities.
- Investment Backing: Laird Superfood secured investment from private equity firm Nexus Capital Management, which purchased 50,000 shares at $1,000 each, with future proceeds earmarked for strategic transactions, thereby enhancing the company's financial flexibility.
- Financial Outlook: While Laird Superfood reported net sales of $49.9 million in 2025, a 15% increase year-over-year, the company faced an expanded operating loss of $3.4 million due to costs associated with the Navitas deal and impairment charges on its Picky Bars brand, highlighting the trade-off between short-term financial pressure and long-term growth potential.
See More
Laird Superfood Q1 2026 Earnings Call Highlights
- Acquisition Integration Progress: Laird Superfood completed acquisitions of Navitas Organics and Terrasoul Superfoods in Q1 2026, financing $50 million and $60 million respectively, marking a strategic expansion in the superfoods sector that is expected to enhance market share and operational efficiency.
- Sales Growth and Margin Pressure: The company reported Q1 net sales of $13.9 million, a 20% increase year-over-year, with Navitas contributing $1.6 million; however, gross margin fell to 33.3% due to rising commodity prices and tariffs, indicating short-term profit pressures.
- Future Outlook and Financial Guidance: For fiscal year 2026, the company expects consolidated net sales between $138 million and $148 million, with adjusted EBITDA projected at $8 million to $12 million, and management emphasized updating guidance based on integration milestones, reflecting confidence in future growth.
- Market Strategy Adjustment: The company plans to internalize more marketing efforts to enhance efficiency, appointing Andy Judd to lead the marketing team; while this will require short-term ramp-up investments, it is expected to yield better ROI and stronger brand storytelling.
See More
New Organic Blend Fills Nutritional Gaps with Prebiotic Fiber
- Product Relaunch: Laird Superfood's relaunch of its Organic Prebiotic Daily Greens features USDA Certified Organic ingredients, enhancing the quality of its 2023 formula to meet consumer demand for healthy and organic options, thereby strengthening its market competitiveness.
- Nutritional Composition: Each serving contains 22 superfood ingredients, including plant-based fibers like sweet potato, apple, blueberry, and carrot, aimed at nourishing beneficial gut bacteria and helping to fill nutritional gaps in daily diets, promoting gut health.
- Health Certifications: The product is not only USDA Certified Organic but also Non-GMO Project Verified and free from added sugars, making it suitable for vegans and gluten-free diets, which broadens its potential consumer base.
- Market Pricing: The Organic Prebiotic Daily Greens is priced at a suggested retail of $69 for a 14.8 oz bag on LairdSuperfood.com and Amazon, providing a 30-day supply, reflecting the company's commitment to high-quality health products.
See More
Laird Superfood Relaunches Organic Prebiotic Daily Greens
- Product Upgrade: Laird Superfood's relaunch of the Organic Prebiotic Daily Greens features USDA Certified Organic ingredients, enhancing the quality of its 2023 formula to meet consumer demand for gut health and fiber supplementation.
- Nutritional Composition: Each serving contains 22 superfood ingredients, including functional mushrooms and a variety of fruits and vegetables, focusing on components that the body can recognize and utilize while avoiding green grasses and fillers.
- Market Positioning: The product is not only USDA Certified Organic but also Non-GMO Project Verified, catering to gluten-free, vegan, and paleo diets, addressing the growing market demand for healthy eating options.
- Pricing and Availability: The Organic Prebiotic Daily Greens is available for purchase on LairdSuperfood.com and Amazon, with a suggested retail price of $69 for a 14.8 oz bag and $39 for a 15-day supply of single-serve packets, providing a convenient daily nutrition solution.
See More
Laird Superfood to Report Q1 Financial Results on May 14, 2026
- Earnings Report Schedule: Laird Superfood will release its financial results for the first quarter ended March 31, 2026, after market close on May 14, 2026, with management hosting a webcast at 5:00 PM ET to discuss the financial performance in detail.
- Investor Participation: Investors can access the live webcast through the Laird Superfood Investor Relations website at https://investors.lairdsuperfood.com/ under the 'Events' section, ensuring they stay updated with the company's latest developments.
- Company Background: Founded in 2015 by renowned surfer Laird Hamilton, Laird Superfood focuses on providing delicious and functional plant-based superfood products aimed at enhancing consumers' daily rituals and overall quality of life.
- Product Philosophy and Market Positioning: The company is committed to producing environmentally conscientious products made with real ingredients that are rigorously tested, catering to modern health-conscious consumers seeking natural energy boosts.
See More
Laird Superfood Acquires Terrasoul for $48M
- Acquisition Overview: Laird Superfood announced the acquisition of Terrasoul Superfoods for $48 million in cash, subject to customary purchase price adjustments, with an additional earnout of up to $5 million contingent on achieving specific performance milestones, which will enhance Laird's competitive position in the superfoods market.
- Funding Details: The acquisition is financed through a concurrent $60 million private placement of Series A convertible preferred stock to affiliates of Nexus Capital Management, which will increase their ownership stake in Laird Superfood to approximately 71.7%, thereby strengthening their control over the company.
- Terrasoul Performance: Terrasoul generated approximately $65.8 million in unaudited net sales in 2025, and as a vertically integrated superfoods platform, its strong sales performance is expected to contribute significantly to Laird Superfood's revenue growth potential.
- Market Reaction: Despite the acquisition announcement, Laird Superfood's stock price dipped about 15% during pre-market trading on Tuesday, reflecting market concerns regarding the acquisition and potentially impacting investor confidence in the company's future growth.
See More
Laird Superfood Expects Distribution Gains from Navitas Acquisition
- Acquisition Context: Laird Superfood's $38.5 million acquisition of California-based Navitas is expected to yield significant distribution gains through overlapping customer bases with retailers like Whole Foods and Sprouts, thereby enhancing market competitiveness.
- Product Portfolio Synergy: The product offerings of Navitas closely align with Laird Superfood's existing items in terms of temperature state and packaging, which will foster synergies between the two brands and enhance overall sales capabilities.
- Investment Backing: Laird Superfood secured investment from private equity firm Nexus Capital Management, which purchased 50,000 shares at $1,000 each, with future proceeds earmarked for strategic transactions, thereby enhancing the company's financial flexibility.
- Financial Outlook: While Laird Superfood reported net sales of $49.9 million in 2025, a 15% increase year-over-year, the company faced an expanded operating loss of $3.4 million due to costs associated with the Navitas deal and impairment charges on its Picky Bars brand, highlighting the trade-off between short-term financial pressure and long-term growth potential.
See More
