LSF
Laird Superfood, Inc.2.0700
+0.0500+2.48%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
22.12MP/E (TTM)
-Basic EPS (TTM)
-0.18Dividend Yield
0%Recent Filings
8-K
Closes Navitas buy, Nexus takes control
Laird Superfood closed its $38.5 million cash acquisition of Navitas LLC on March 12, 2026, funded by Nexus affiliates' $50 million private placement of Series A Preferred Stock. Nexus gained control, with shares convertible into 56.3% of common stock, and appointed four board designees plus a chairman. Change of control complete.
8-K
Nexus investment amended
Laird Superfood amended its investment agreement with Nexus affiliates on January 30, 2026, adjusting Series A Preferred Stock conversion for additional shares to comply with NYSE American rules. Two directors resigned effective at $50M preferred closing; Nexus will appoint four plus one existing rep to a nine-seat board. Nexus controls board post-deal.
8-K
Furnishes presentation on deals
Laird Superfood furnished an investor presentation under Item 7.01 ahead of its January 13, 2026, ICR Conference talk, teasing a proposed Nexus Investment via Series A Preferred Stock issuance and Navitas Acquisition. Stockholder approval and regulatory nods are required; proxy details are pending SEC filing. Transactions hinge on consents. Risks loom large.
8-K
Laird to buy Navitas, gets Nexus cash
Laird Superfood signed agreements on December 21, 2025, to acquire Navitas LLC for $38.5 million cash from sellers including Encore Consumer Capital, funded by Nexus affiliates' $50 million Series A preferred investment at $1,000/share. Closing hinges on stockholder approval of preferred issuance and conditions, targeted for Q1 2026; Nexus gains board control with five designees on nine-seat board. Deal hands Nexus ~53.5% diluted ownership, but stockholder vote looms large.
10-Q
Q3 FY2025 results
Laird Superfood posted Q3 sales of $12.9M, up 10% y/y, with wholesale surging 39% on distribution gains while e-commerce dipped 11%; gross margin slipped to 36.5% from 43.0% amid commodity inflation and no repeat of last year's supplier credit. Operating loss widened to $1.0M from $0.3M as sales/marketing rose 11%, plus $0.7M Picky Bars intangible impairment—brand to exit Q2 2026 to fuel core growth. Cash fell to $5.3M after $2.9M YTD operating burn tied to inventory buildup for tariff risks; $1.3M factoring available, no debt. EPS checks out at -$0.09 on 10.7M shares. Revenue hinges on volatile international suppliers.
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