Earnings summaries and quarterly performance for SunOpta.
Executive leadership at SunOpta.
Brian Kocher
Detailed
Chief Executive Officer
CEO
BC
Bryan Clark
Detailed
Senior Vice President, Research & Development and Quality Assurance
GG
Greg Gaba
Detailed
Chief Financial Officer
JK
Justin Kobler
Detailed
Senior Vice President, Supply Chain
LM
Lauren McNamara
Detailed
Senior Vice President, Business Management
RD
Rob Duchscher
Detailed
Chief Information Officer
Board of directors at SunOpta.
Research analysts who have asked questions during SunOpta earnings calls.
Andrew Strelzik
BMO Capital Markets
6 questions for STKL
Also covers: ADM, BG, BLMN +17 more
JA
Jon Andersen
William Blair & Company
6 questions for STKL
Also covers: BRBR, BRCC, CELH +11 more
John Baumgartner
Mizuho Securities
5 questions for STKL
Also covers: BRBR, BYND, GIS +15 more
DB
Daniel Biolsi
Hedgeye Risk Management
3 questions for STKL
Also covers: BRCC, PRGO
James Salera
Stephens Inc.
3 questions for STKL
Also covers: BRBR, CAKE, CELH +20 more
Jim Salera
Stephens Inc.
3 questions for STKL
Also covers: BRBR, CAKE, CELH +20 more
RM
Ryan Meyers
Lake Street Capital Markets
3 questions for STKL
Also covers: AKA, BARK, FTLF +12 more
AF
Alex Fuhrman
Craig-Hallum Capital Group LLC
2 questions for STKL
Also covers: APYX, ATER, BNED +21 more
Brian Holland
D.A. Davidson
2 questions for STKL
Also covers: BRBR, FRPT, LANC +5 more
Recent press releases and 8-K filings for STKL.
SunOpta Updates on Business Evolution, Growth, and 2025 Guidance
STKL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- SunOpta has transformed from a commodity-based business to a private label and co-manufacturing solutions provider, primarily in plant-based beverages and fruit snacks, achieving a 13% CAGR and nearly doubling EBITDA since 2020.
- The company raised its full-year 2025 guidance for revenue midpoint by $3 million and Adjusted EBITDA by $3.5 million, attributing the increase to faster-than-anticipated progress in digesting new volume.
- SunOpta's capital allocation priorities include maintaining leverage under three times (projected 2.8 times by year-end 2026), funding growth CapEx projects like a new fruit snack line expected to add $40 million in annual revenue, and an aseptic line increasing capacity by 10%.
- The company anticipates margin expansion in the second half of 2026 through operational efficiencies and investments, with current capacity and planned CapEx expected to support growth through 2028 without needing a new plant.
Jan 12, 2026, 2:30 PM
SunOpta Raises FY 2025 Guidance and Details Growth and Margin Expansion Plans
STKL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- SunOpta raised its full-year 2025 guidance, increasing the revenue midpoint by $3 million and Adjusted EBITDA by $3.5 million, attributed to faster-than-anticipated progress in operational efficiencies.
- The company reports strong growth in its plant-based beverage and fruit snack segments, with the fruit snacks business achieving 21 consecutive quarters of double-digit growth.
- Strategic capacity expansions, including a new fruit snack line projected to add $40 million in annual revenue and a 10% increase in aseptic capacity, are planned to support growth through 2028.
- Management expects a $3 million quarterly benefit from its margin improvement plan by the second half of 2026, following the resolution of temporary operational headwinds.
- Capital allocation priorities focus on maintaining leverage below three times (projected 2.8 times by end of 2026), funding growth CapEx, and executing on the $24 million share buyback plan.
Jan 12, 2026, 2:30 PM
SunOpta Raises FY 2025 Guidance and Details Growth Initiatives
STKL
Guidance Update
New Projects/Investments
Share Buyback
- SunOpta raised its full-year 2025 guidance, increasing the revenue midpoint by $3 million and adjusted EBITDA by $3.5 million, primarily due to faster-than-anticipated progress on initiatives to digest new volume.
- The company's plant-based and fruit snacks businesses are experiencing strong growth, with fruit snacks achieving 21 consecutive quarters of double-digit growth and a new production line expected to add $40 million in annual revenue.
- SunOpta plans to manage growth through 2027 and 2028 with new aseptic and fruit snack lines, without foreseeing the need for a new plant.
- Capital allocation priorities include maintaining leverage under 3x (targeting 2.8x by the end of 2026), funding growth CapEx projects, and utilizing the $24 million available share buyback plan.
- While facing some headwinds, such as a $2 million quarterly impact from wastewater constraints until Q2 2026, the company has seen improvements in absorbing new volume, which was initially estimated as a $3 million headwind in Q4 but "really wasn't" an impact.
Jan 12, 2026, 2:30 PM
SunOpta Raises FY 2025 Guidance and Details Growth Strategy
STKL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- SunOpta raised its full-year 2025 guidance, increasing the revenue midpoint by $3 million and Adjusted EBITDA by $3.5 million, primarily due to faster-than-anticipated progress in managing new volume.
- The company reported strong growth, with a 13% CAGR in continuing operations and 21 consecutive quarters of double-digit growth in its better-for-you fruit snacks business.
- SunOpta is expanding capacity by adding one production line to an existing fruit snacks facility, projected to generate an additional $40 million in annual revenue, and an aseptic line in 2026, which is expected to manage growth through 2028.
- Management prioritizes maintaining leverage under three times (targeting 2.8 times by year-end 2026), funding growth CapEx, and has $24 million available for share buybacks.
Jan 12, 2026, 2:30 PM
STKL Raises FY 2025 Guidance and Details Growth Initiatives
STKL
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- SunOpta (STKL) has raised its full year 2025 guidance, increasing the revenue midpoint by $3 million and Adjusted EBITDA by $3.5 million, primarily due to faster-than-anticipated progress in digesting new volume.
- The company's "Better for you Fruit Snacks" segment has achieved 21 consecutive quarters of double-digit growth and is expanding capacity with a new production line expected to add $40 million in annual revenue.
- Operational headwinds from absorbing new volume are improving, with the estimated impact for Q4 2025 reduced from $10 million to $7 million, and previous Q1 and Q2 2026 impacts from volume absorption are expected to "go away".
- Strategic capital allocation priorities include maintaining leverage under 3x (targeting 2.8x by end of 2026), funding growth CapEx projects, and utilizing the $24 million authorized share buyback plan.
- The plant-based category continues to see high single-digit growth, driven by consumer trends and strong performance in food service and club channels, with the company's overall annual growth for FY 2025 projected at 13%.
Jan 12, 2026, 2:30 PM
SunOpta Raises FY 2025 Guidance and Details Growth Initiatives
STKL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- SunOpta raised its full-year 2025 guidance, increasing the revenue midpoint by $3 million and Adjusted EBITDA by $3.5 million, attributing this to faster-than-anticipated progress in integrating new volume.
- The company's Fruit Snacks business has achieved 21 consecutive quarters of double-digit growth and plans to add a new production line, projected to generate an additional $40 million in annual revenue.
- Operational headwinds include a $2 million quarterly impact from a wastewater constraint at the Midlothian plant until the second quarter of 2026, though a previously estimated $3 million impact from volume absorption inefficiencies in Q4 2025 was largely mitigated.
- SunOpta's capital allocation priorities are maintaining leverage below 3x (targeting 2.8x by the end of 2026), funding growth CapEx projects, and utilizing the $24 million share buyback plan.
- New aseptic and fruit snack lines are expected to support the company's long-term growth targets through 2027 and 2028, with no new plant foreseen.
Jan 12, 2026, 2:30 PM
SunOpta Raises Fiscal 2025 Financial Outlook
STKL
Guidance Update
Revenue Acceleration/Inflection
- SunOpta Inc. has raised its fiscal 2025 outlook for both revenue and Adjusted EBITDA.
- The company now expects fiscal 2025 revenue to be between $816 million and $818 million, an increase from the prior outlook of $812 million to $816 million.
- The updated Adjusted EBITDA outlook for fiscal 2025 is $94 million to $95 million, up from the previous $90 million to $92 million.
- This revised outlook implies revenue growth of approximately 13% and Adjusted EBITDA growth of 6% to 7% compared to fiscal 2024.
Jan 12, 2026, 12:52 PM
SunOpta Discusses Strong Demand, Capacity Expansion, and Short-Term Operational Headwinds
STKL
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- SunOpta is experiencing robust demand in its plant-based beverage and fruit snack categories, with the latter growing over 20% and achieving 21 consecutive quarters of double-digit growth. This strong demand has led the company to pull forward capital investments for new production lines.
- The decision to pull forward investments and onboard new volume resulted in a $10 million headwind to EBITDA in Q4 (2025) due to operational complexities, including wastewater issues at Midlothian and plant shutdowns for new equipment installation.
- The wastewater constraint at Midlothian is expected to be resolved by the end of Q2 2026, and the company anticipates a return to its margin expansion plan by Q3 2026, targeting 20%+ gross margins by the back half of 2027 and 16%-18% ROIC by late 2026/early 2027.
- SunOpta has consistently achieved 15%+ volume growth for nine quarters and maintains long-term targets of 8-10% revenue growth and 13-17% EBITDA growth, while prioritizing deleveraging to 2.8x leverage by the end of 2026.
Nov 18, 2025, 2:00 PM
SunOpta Accelerates Investments Amid Strong Demand, Addresses Near-Term Operational Headwinds
STKL
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- SunOpta is accelerating capital investments, including a new fruit snack line (25% capacity increase) and an aseptic processing line (10% capacity increase), driven by strong demand in plant-based beverages and fruit snacks.
- The company expects a $10 million headwind to Q4 EBITDA due to operational complexities and wastewater issues at its Midlothian plant, with resolution anticipated by Q2 2026.
- Management targets achieving a 20%+ gross margin by the second half of 2027 and an ROIC of 16-18% by late 2026/early 2027, while prioritizing deleveraging to maintain under 3 times leverage through 2026.
Nov 18, 2025, 2:00 PM
SunOpta Discusses Strong Demand, Capacity Expansion, and Q4 Operational Headwinds
STKL
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- SunOpta is experiencing robust demand, with its plant-based beverage category growing in the high single digits and fruit snacks growing over 20% for 21 consecutive quarters.
- To meet this demand, the company is pulling forward capital investments for new capacity, including a fruit snack line (adding ~$40 million in annualized revenue capacity) and an aseptic processing line (adding ~$65 million in revenue capacity), both anticipated to be operational in late 2026.
- Operational challenges led to a $10 million headwind to Q4 EBITDA, mainly from wastewater issues at Midlothian (expected fix by end of Q2 2026) and inefficiencies from new volume integration.
- The company targets 20%+ gross margins by the second half of 2027 and a 16-18% ROIC by late 2026 or early 2027. It also prioritizes deleveraging, aiming to stay below 3x leverage through 2026 and reach 2.8x by year-end 2026.
Nov 18, 2025, 2:00 PM
Quarterly earnings call transcripts for SunOpta.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more