FARMER BROTHERS (FARM) Company Report

Farmer Brothers reported net sales of $81.6 million for Q1 2026, representing a 4% decrease compared to the prior year period, while adjusted EBITDA remained flat at $1.4 million.
The company recorded a net loss of $4 million for the quarter, an improvement from a $5 million net loss in the prior year, with gross margins at 39.7%.
Operating expenses decreased by $4.5 million to $35.6 million, primarily driven by reduced personnel-related costs.
Management anticipates continued pressure on gross margins and revenue throughout fiscal 2026 due to a challenging economic environment, record green coffee inflation, and a 50% tariff on U.S. imports from Brazil.
To address these challenges, Farmer Brothers is focused on reenergizing its DSD network, growing its white label customer portfolio, and expanding its "Someone" specialty brand, including a partnership with Eurest to open 50 branded cafes.

Nov 6, 2025, 10:00 PM

Transcript

Farmer Brothers Coffee Reports First Quarter Fiscal 2026 Financial Results

FARM

Earnings

Demand Weakening

New Projects/Investments

Farmer Brothers Coffee reported net sales of $81.6 million for the first quarter of fiscal 2026, representing a 4.1% decrease compared to the prior year.
Gross margin for Q1 fiscal 2026 was 39.7%, a 400 basis point decrease year-over-year.
The company's net loss improved to $4 million in Q1 fiscal 2026 from $5 million in Q1 fiscal 2025, while Adjusted EBITDA remained flat at $1.4 million.
Operational efficiency and cost management initiatives resulted in an almost $4 million improvement in sales, general and administrative (SG&A) expenses compared to the first quarter of fiscal 2025.
A new partnership with Eurest was announced, which will include the opening of 50 Sum>One Coffee Roasters-branded cafes.

Nov 6, 2025, 9:25 PM

8-K

Farmer Brothers Coffee Co. announces first quarter fiscal 2026 financial results

FARM

Earnings

Demand Weakening

New Projects/Investments

Farmer Brothers Coffee Co. reported net sales of $81.6 million for the first quarter of fiscal 2026, representing a 4.1% decrease compared to the first quarter of fiscal 2025.
The company's gross profit was 39.7% in the first quarter of fiscal 2026, a decrease of 400 basis points from 43.9% in the first quarter of fiscal 2025.
Farmer Brothers recorded a net loss of $4 million for the first quarter of fiscal 2026, an improvement from a net loss of $5 million in the first quarter of fiscal 2025.
Adjusted EBITDA was $1.4 million for the first quarter of fiscal 2026, which was flat compared to the first quarter of fiscal 2025.
The company announced a partnership with Eurest, which will include the opening of 50 Sum>One Coffee Roasters-branded cafes across the country.

Nov 6, 2025, 9:15 PM

Press Release

Farmer Brothers Reports Strong FY 2025 Financials; Anticipates FY 2026 Margin Pressure

FARM

Earnings

Guidance Update

Demand Weakening

Farmer Bros. Co. reported a strong fiscal year 2025, with adjusted EBITDA improving by over $14 million year-over-year and gross margins above 43%. The company also significantly paid down debt and improved free cash flow to $6.5 million for the full fiscal year.
However, the company experienced a 10% decrease in total coffee volumes in 2025 to just under 20 million pounds and faced a 65%+ rise in green coffee prices.
Management anticipates continued pressure on top line and gross margins in fiscal 2026, expecting gross margins to drop into the high 30% range due to rising green coffee costs and no further planned price adjustments.
The company successfully launched its SOME1 specialty brand in March, completing its SKU rationalization and brand pyramid initiatives, and is now focusing on driving top line revenue, increasing coffee volumes, and strengthening customer retention and expansion efforts in fiscal 2026.

Sep 11, 2025, 9:00 PM

Transcript

Farmer Bros. Co. Reports Q4 and Full-Year 2025 Results with Significant Financial Improvements Amidst Market Headwinds

FARM

Earnings

Guidance Update

Demand Weakening

Farmer Bros. Co. reported a net loss of $14.5 million for fiscal year 2025, with net sales of $342.3 million.
The company achieved significant financial improvements in fiscal 2025, including adjusted EBITDA of $14.8 million (up over $14 million year-over-year) and gross margins of 43.5% (up 420 basis points year-over-year). Free cash flow increased by $34.5 million year-over-year to $6.5 million for the full fiscal year.
Operational highlights for fiscal 2025 include the completion of SKU rationalization and brand pyramid initiatives, the successful launch of the SOME1 specialty brand, and investments in technology platforms and customer service.
Despite these improvements, the company faced significant market headwinds in 2025, with total coffee volumes decreasing by 10% to just under 20 million pounds and green coffee prices rising over 65%.
For fiscal 2026, Farmer Bros. Co. anticipates continued pressure on top line and gross margins, with gross margins expected to drop into the high 30% range due to elevated green coffee costs and tariff impacts. The company plans to focus on driving revenue growth and customer retention.

Sep 11, 2025, 9:00 PM

Transcript

Farmer Brothers Reports Strong FY25 Financial Improvements Amidst Market Headwinds

FARM

Earnings

Guidance Update

Demand Weakening

Farmer Bros. Co. reported strong fiscal year 2025 results with adjusted EBITDA of $14.8 million and gross margins of 43.5%, alongside net sales of $342.3 million and $6.5 million in free cash flow. For Q4 2025, adjusted EBITDA was $5.8 million, gross margin was 44.9%, and net sales were $85.1 million.
Despite these improvements, total coffee volumes decreased by 10% year-over-year in 2025, and the company anticipates significant pressure on its top line and gross margins in fiscal 2026 due to a 65%+ rise in green coffee prices and potential tariffs, expecting gross margins to drop into the high 30% range.
In response, management is pivoting its focus to addressing customer and coffee pound degradation, driving top line revenue, and activating its DSD network, while continuing to explore opportunities through its strategy committee.

Sep 11, 2025, 9:00 PM

Transcript

Farmer Brothers Reports Q4 and Full-Year 2025 Results

FARM

Earnings

Demand Weakening

Guidance Update

Farmer Brothers (FARM) reported strong fiscal year 2025 results, with adjusted EBITDA reaching $14.8 million and gross margins at 43.5% for the full fiscal year, alongside a $10 million decrease in net debt.
Net sales for fiscal year 2025 were $342.3 million, with a net loss of $14.5 million for the full year.
The company completed its SKU rationalization and brand pyramid initiatives, successfully launching the SOME1 specialty brand, and made significant operational efficiency gains.
Despite these improvements, total coffee volumes decreased by 10% year-over-year in 2025, and the company anticipates continued pressure on top line and gross margins in fiscal 2026 due to a 65%+ rise in green coffee prices and potential tariffs, expecting gross margins to drop into the high 30% range.
Management is focused on addressing customer and coffee pound degradation, driving top line revenue, and leveraging its DSD network for product penetration and new customer acquisition in fiscal 2026.

Sep 11, 2025, 9:00 PM

Transcript

Farmer Brothers Coffee Reports Q4 and Full Year Fiscal 2025 Financial Results

FARM

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Farmer Brothers Coffee reported fiscal year 2025 net sales of $342.3 million, a 0.3% increase from fiscal 2024, and a net loss of $14.5 million, which increased from a $3.9 million net loss in fiscal 2024.
The company achieved a gross margin increase of 420 basis points year-over-year to 43.5% for fiscal 2025.
Adjusted EBITDA for fiscal 2025 increased by more than $14 million to $14.8 million compared to fiscal 2024.
For the fourth quarter of fiscal 2025, net sales were $85.1 million, a 1% increase compared to Q4 2024, and Adjusted EBITDA was $5.8 million, an increase of $7.4 million from Q4 2024.
The company noted significant operational and financial improvement in fiscal 2025, including gross margins above 43%, decreased SG&A, and debt reduction, but anticipates challenging market conditions to continue through fiscal 2026.

Sep 11, 2025, 8:17 PM

8-K

Farmer Brothers Coffee Reports Fiscal 2025 and Q4 2025 Financial Results

FARM

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Farmer Brothers reported fiscal 2025 net sales of $342.3 million, a 0.3% increase from fiscal 2024, with gross margins increasing 420 basis points year-over-year to 43.5%. The company posted a net loss of $14.5 million for fiscal 2025, but saw a $14.3 million year-over-year improvement in Adjusted EBITDA to $14.8 million.
For the fourth quarter of fiscal 2025, net sales were $85.1 million, a 1% increase compared to the fourth quarter of fiscal 2024. Gross profit was $38.3 million (44.9% gross margin), up from 38.8% in the prior year quarter, and Adjusted EBITDA increased by $7.4 million to $5.8 million. The net loss for the quarter was $4.7 million.
As of June 30, 2025, the company had $6.8 million of unrestricted cash and $14.3 million in outstanding borrowings. President and CEO John Moore stated that fiscal 2025 was a year of significant improvement, including debt paydown, and despite expectations of challenging market conditions in fiscal 2026, the company remains committed to driving top-line revenue growth and strengthening customer retention.