Lifeway Foods Opposes Questionable Board Nominations, Reports 788% Shareholder Return
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: Dec 02 20250mins
- Significant Shareholder Returns: Lifeway Foods has achieved a remarkable 788% total shareholder return over the past five years, significantly outperforming peers and the S&P 500, demonstrating the company's strong market performance and effective governance.
- Strong Revenue Growth: In Q3 2025, Lifeway reported net sales of $57.1 million, a 29% year-over-year increase primarily driven by the sales growth of its flagship product, Lifeway Kefir, reflecting the company's success in product innovation and market demand.
- Enhanced Board Independence: The company has strengthened its governance structure by introducing new independent directors and replacing long-serving members, ensuring future decisions align more closely with the best interests of all shareholders.
- Opposition to Questionable Nominations: Lifeway strongly opposes the board nominations by Edward Smolyansky and his mother, citing serious ethical concerns that could jeopardize shareholder value, urging shareholders to reject these nominations to protect their investment interests.
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Analyst Views on LWAY
Wall Street analysts forecast LWAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LWAY is 34.00 USD with a low forecast of 33.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 23.180
Low
33.00
Averages
34.00
High
35.00
Current: 23.180
Low
33.00
Averages
34.00
High
35.00
Benchmark
Ben Klieve
Buy
initiated
$35
2025-11-13
Reason
Benchmark
Ben Klieve
Price Target
$35
2025-11-13
initiated
Buy
Reason
Benchmark analyst Ben Klieve initiated coverage of Lifeway Foods with a Buy rating and $35 price target. The firm views the company as a "high growth investment opportunity" that remains overlooked by investors. Lifeway 's recent challenges with major shareholders are tempering, which should provide a greater focus on the value proposition of its fundamentals, the analyst tells investors in a research note. Benchmark likes the company's "dominant" market share in a high growth category.
Lake Street
Buy
maintain
$30 -> $33
2025-08-13
Reason
Lake Street
Price Target
$30 -> $33
2025-08-13
maintain
Buy
Reason
Lake Street raised the firm's price target on Lifeway Foods to $33 from $30 and keeps a Buy rating on the shares. The firm's increased target reflects an unchanged multiple applied to its FY26 estimates after the company delivered "healthy" 10% revenue growth and a return of mid-teen EBITDA margins in Q2, the analyst noted. The firm believes Lifeway could approach a peer valuation without the complications from its major owners, but assumes a discounted multiple for the time being until the outcome of the standstill agreement is understood, the analyst added.
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About LWAY
Lifeway Foods, Inc. is a supplier of the probiotic, fermented beverage known as Kefir. In addition to its line of drinkable Kefir, the Company also produces a variety of cheeses and a ProBugs line for kids. Its primary product is drinkable kefir, a cultured dairy product. Lifeway kefir is tart and tangy, high in protein, calcium and vitamin D. It manufactures products under the Lifeway, Fresh Made and GlenOaks Farms brand names, as well as under private labels on behalf of certain customers. Its product categories are Drinkable kefir; European-style soft cheeses, including farmer cheese, white cheese, and Sweet Kiss; Cream and others, which consist primarily of cream, a byproduct of making its kefir; Drinkable yogurt, sold in a variety of sizes and flavors; ProBugs, a line of kefir products designed for children; and Other dairy, which consists primarily of Fresh Made butter and sour cream. The Company’s dairy products are sold across the United States, Mexico, and other countries.
About the author
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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.
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