Earnings summaries and quarterly performance for Laird Superfood.
Executive leadership at Laird Superfood.
Board of directors at Laird Superfood.
Research analysts who have asked questions during Laird Superfood earnings calls.
John-Paul Wollam
Roth Capital Partners, LLC
3 questions for LSF
Also covers: GENK, GOLF, KRUS +3 more
AF
Alex Fuhrman
Craig-Hallum Capital Group LLC
2 questions for LSF
Also covers: APYX, ATER, BNED +21 more
AM
Ayden Morgenstern
Greenland Capital
1 question for LSF
GK
George Kelly
ROTH Capital Partners
1 question for LSF
Also covers: BODI, BRCC, BTMD +10 more
Recent press releases and 8-K filings for LSF.
Laird Superfood Amends Investment Agreement for Series A Preferred Stock
LSF
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood, Inc. (LSF) entered into an investment agreement on December 21, 2025, with an affiliate of Nexus Capital Management LP, for the purchase of 50,000 initial shares of Series A Preferred Stock at $1,000 per share, generating $50.0 million in gross proceeds.
- The agreement includes an option for LSF to require the investor to purchase up to an additional 60,000 shares of Preferred Stock at $1,000 per share for strategic transactions, exercisable for up to 270 days following closing.
- On January 30, 2026, an amendment was made to the Investment Agreement, modifying the conversion price for the Additional Shares to be the "Minimum Price" as defined by NYSE American rules.
- Key terms of the Series A Preferred Stock include an initial conversion price of $3.57 per share and a dividend rate of 5.00% per annum.
- The company may elect mandatory conversion of the preferred stock after the 30-month anniversary of the Issue Date, provided conditions such as the common stock closing price exceeding $7.50 for 120 trading days, an average daily trading volume of 100,000 shares, and EBITDA of at least $1.0 million for the preceding four fiscal quarters are met.
7 days ago
LSF Announces Navitas Acquisition and Nexus Investment
LSF
M&A
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood (LSF) announced the acquisition of Navitas for $38.5 million, with the transaction expected to close in Q1 2026.
- The acquisition is being funded by a $50 million investment from Nexus Capital Management through the purchase of Series A Preferred Stock, which will result in Nexus owning 53.5% of the combined company post-closing.
- The combined entity is projected to have TTM Q3 2025 sales of $91 million with 36% gross margins and targets approximately $3.5 million in annualized cost synergies.
- LSF also secured an option for an additional $60 million in funding from Nexus for future strategic transactions.
Jan 13, 2026, 4:00 PM
Laird Superfood to Participate in ICR Conference
LSF
M&A
New Projects/Investments
Product Launch
- Laird Superfood is scheduled to participate in a fireside chat at the 28th Annual ICR Conference on January 13, 2026, at 11 A.M. Eastern.
- During the presentation, the company's leadership will discuss agreements to acquire Navitas Organics with investment from Nexus Capital, continued innovation, recent product launches, and strategic growth initiatives.
- Laird Superfood, founded in 2015 by Laird Hamilton, is a clean plant-based food brand offering superfood products such as creamers, instant lattes, coffees, bars, and prebiotic daily greens.
Jan 5, 2026, 12:00 PM
Laird Superfood Announces Acquisition of Navitas Organics
LSF
M&A
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood has entered into an agreement to acquire Navitas LLC (Navitas Organics) for $38.5 million in cash.
- The acquisition is funded by a $50 million convertible preferred equity instrument from Nexus Capital Management, with an option to draw up to an additional $60 million for future strategic opportunities.
- Navitas Organics reported annual revenues of nearly $36.4 million in 2024 with a 32.7% gross margin in the same year, and is growing double digits.
- The combined pro forma annual revenue base for 2024 is expected to be approximately $80 million, and the acquisition is anticipated to close in the first quarter of 2026.
Dec 22, 2025, 9:30 PM
Laird Superfood to Acquire Navitas Organics, Secures $50 Million in Funding
LSF
M&A
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood has entered into an agreement to acquire Navitas LLC (Navitas Organics) for $38.5 million in cash, with the transaction expected to close in Q1 2026.
- The acquisition is being funded through a $50 million convertible preferred equity instrument from Nexus Capital Management, which also includes an option to draw up to an additional $60 million for future strategic opportunities.
- Navitas Organics reported annual revenues of nearly $36.4 million in 2024 with a 32.7% gross margin in the same year, and is growing double digits.
- Laird Superfood achieved net sales of more than $43 million in fiscal year 2024 and anticipates 15% net sales growth in 2025.
- The combined entity is projected to have a pro forma annual revenue base of approximately $80 million during 2024, and the acquisition is considered a "first step" in building a portfolio of health and wellness brands.
Dec 22, 2025, 9:30 PM
Laird Superfood Announces Acquisition of Navitas Organics
LSF
M&A
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood has entered into an agreement to acquire Navitas LLC (Navitas Organics) for $38.5 million in cash.
- The acquisition will be funded through a $50 million convertible preferred equity instrument from Nexus Capital Management, with an option to draw up to an additional $60 million for future strategic opportunities. Both the acquisition and investment are expected to close in Q1 2026.
- Navitas Organics, founded in 2003, generated nearly $36.4 million in annual revenues in 2024 with a 32.7% gross margin and is growing double digits.
- Laird Superfood reported more than $43 million in net sales during fiscal year 2024 and expects 15% net sales growth in 2025.
- The combined pro forma annual revenue base for 2024 is approximately $80 million, strengthening Laird Superfood's position in the superfoods and wellness markets and offering significant commercial and operational synergies.
Dec 22, 2025, 9:30 PM
Laird Superfood Announces Navitas LLC Acquisition and Nexus Capital Investment
LSF
M&A
Convertible Preferred Issuance
Board Change
- Laird Superfood, Inc. has entered into an agreement to acquire Navitas LLC for $38.5 million in cash.
- The acquisition is expected to be funded through a private placement of $50.0 million of Series A Convertible Preferred Stock to affiliates of Nexus Capital Management, LP.
- The transactions are anticipated to close in the first quarter of 2026, subject to customary closing conditions and approval by Laird's stockholders.
- Upon closing, Nexus Capital's equity interest in Laird Superfood would represent approximately 53.5% of the company's diluted outstanding stock, and the board of directors will be reconstituted to include five Nexus director designees out of nine members.
Dec 22, 2025, 9:05 PM
Laird Superfood to Acquire Navitas LLC
LSF
M&A
Convertible Preferred Issuance
New Projects/Investments
- Laird Superfood has agreed to acquire Navitas LLC for $38.5 million in cash.
- The acquisition, expected to close in the first quarter of 2026, will be funded by a $50 million convertible preferred equity investment from affiliates of Nexus Capital Management.
- This deal is intended to advance Laird's strategy to build a scaled, diversified platform in functional nutrition, expanding its e-commerce and retail reach with Navitas’ organic powders, berries, and seeds.
- Investors reacted positively to the announcement, lifting LSF shares roughly 7.3%.
Dec 22, 2025, 12:10 PM
Laird Superfood Reports Q3 2025 Financial Results
LSF
Earnings
Guidance Update
- Laird Superfood, Inc. reported Net Sales of $12.9 million for the third quarter of 2025, marking a 10% increase compared to the prior year period.
- For Q3 2025, the company achieved a Gross Margin of 36.5% and a positive Adjusted EBITDA of $0.2 million, or $0.01 per diluted share.
- Year-to-date Net Sales for 2025 reached $36.5 million, an increase of 15% over the corresponding prior year period, with cash, cash equivalents, and restricted cash totaling $5.3 million as of September 30, 2025.
- Management projects full-year 2025 Net Sales growth of approximately 15% and expects to achieve breakeven Adjusted EBITDA for the full year.
Nov 10, 2025, 9:43 PM
Laird Superfood Reports Third Quarter 2025 Financial Results
LSF
Earnings
Guidance Update
Demand Weakening
- Laird Superfood reported Net Sales of $12.9 million for the third quarter ended September 30, 2025, marking a 10% increase compared to the corresponding prior year period.
- The company's Gross Margin was 36.5% in Q3 2025, compared to 43.0% in the prior year period.
- Laird Superfood posted a Net Loss of $1.0 million, or $0.09 per diluted share, and Adjusted EBITDA of $0.2 million, or $0.01 per diluted share, for the third quarter of 2025.
- For the full year 2025, management expects Net Sales growth of approximately 15%, a Gross Margin in the upper 30% range, and anticipates achieving breakeven Adjusted EBITDA.
Nov 10, 2025, 9:05 PM
Quarterly earnings call transcripts for Laird Superfood.
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