Laird Superfood, Inc. (LSF) AI Stock Analysis

Laird Superfood, Inc. specializes in crafting and distributing plant-based natural and functional foods across the United States. Its product portfolio features powdered and liquid coffee creamers, hydration and beverage enhancing supplements, coconut water products under the Hydrate brand, and daily nutritional boosters like Activate Daily Jumpstart and Activate Prebiotic Daily Greens. The company also produces Renew plant-based proteins, performance mushroom supplements, coffee, tea, hot chocolate, and nutritious snacks such as Pili nuts and Harvest dates. Laird Superfood reaches consumers through wholesale channels, its proprietary e-commerce platform, and third-party online channels.

Laird Superfood increased its annual revenue from $36.8M in FY2021 to $49.9M in FY2025, delivering a 5-year revenue CAGR of 14.1% from FY2020 to FY2025. Annual sales grew 26.5% in FY2024 to $43.3M and 15.2% in FY2025, while gross margin improved from 25.6% in FY2021 to 37.9% in FY2025. Net losses narrowed over the period, moving from -$23.9M in FY2021 to -$3.3M in FY2025, alongside an eps of -$0.31. For the latest quarter ended June 30, 2026, quarterly revenue growth accelerated by 244.4% year-over-year. Over the trailing twelve months, revenue reached $81.5M with a net profit margin of -3.4% and an eps of -$0.36.

As of June 30, 2026, Laird Superfood held $23.2M in cash and short-term investments and $3.8M in total debt, yielding net cash of $19.4M. Shareholders' equity stood at $11.0M against total assets of $145.7M, with a current ratio of 3.05 and a debt-to-equity ratio of 0.34. In FY2025, the company deployed capital toward $76,455 in capital expenditures and $352,251 in share buybacks, while free cash flow was -$2.9M and operating cash flow was -$2.8M.

At a last close of $2.61, Laird Superfood trades at a forward P/E of 5.3x, below the 14.3x median of its US-listed Consumer Defensive peers. Its price-to-sales multiple is 0.4x compared to the peer median of 0.7x, and its EV/EBITDA of 0.3x sits below the peer median of 11.7x. Over the past year, the stock fell 49.2%, underperforming the S&P 500 index return of 16.8%. Over a 5-year period, the stock declined 85.1% while the S&P 500 rose 83.0%.

Analyst coverage consists of 1 Buy rating, with 0 Strong Buy, Hold, Sell, or Strong Sell ratings. The mean price target of $7.17 implies upside of 174.6% relative to the last close of $2.61. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $143.7M and EPS of $0.04, reflecting EPS growth of 111.8%. For the next fiscal year, 3 analysts project revenue of $190.2M and EPS of $0.41. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 9, 2026.

This page is an AI-written research summary of Laird Superfood, Inc. (LSF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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