Freshpet Reports EPS of $1.86 and Revenue of $288.8M, Exceeding Expectations by $5.07M
Q3 Financial Performance: Freshpet reported a Q3 EPS of $1.86, significantly higher than the consensus estimate of $0.40, with a net income of $101.7 million, boosted by a $77.9 million tax benefit, compared to $11.9 million in the previous year.
Revenue Growth: The company achieved revenue of $288.8 million, a 14% year-over-year increase, driven by a 12.9% volume gain and a favorable price/mix of 1.1%, surpassing expectations by $5.07 million.
Updated Guidance for 2025: Freshpet revised its full-year 2025 guidance, projecting net sales growth of approximately 13%, adjusted EBITDA between $190 million and $195 million, and capital expenditures around $140 million.
Market Challenges: Freshpet faced a downgrade from BofA Securities due to slowing pet spending, easing adoptions, and increasing competition in the market.
Get Free Real-Time Notifications for Any Stock
Analyst Views on FRPT
About FRPT
About the author
Barron’s Stock Selections Outperform the Market in 2025: Insights on Our Successes and Missteps.
Market Volatility: A little chaos in the market can create opportunities for stock-picking, allowing investors to identify undervalued stocks.
Investment Strategy: Embracing market fluctuations can lead to better investment decisions, as it encourages a more active approach to stock selection.
Mid-to-Low Cap Consumer Staples Stocks Earn A+ EPS Revision Ratings
- Analyst Rating Upgrades: As earnings season begins, low-to-mid cap consumer staples stocks like The Andersons (ANDE) and Beyond Meat (BYND) have received an A+ EPS revision rating from analysts, indicating growing confidence in their profitability outlook.
- Improved Earnings Expectations: Companies such as Freshpet (FRPT) and John B. Sanfilippo & Son (JBSS) have shown strong performance in recent earnings estimate upgrades, suggesting an improvement in their fundamentals.
- Increased Market Attention: Firms like Oddity Tech (ODD) and Reynolds Consumer Products (REYN) are attracting investor interest due to their strong earnings momentum, with positive analyst revisions likely to drive stock price increases.
- Industry Trend Analysis: Companies such as Turning Point Brands (TPB) and Village Farms International (VFF) are performing well in the current market environment, demonstrating resilience in the consumer staples sector amid structural challenges.
