Q4 2025 Goodfood Market Corp Earnings Call Transcript

Nov 27, 2025 / 01:00 PM GMT

Transcript

Key Points

Positve

Goodfood Market Corp (GDDFF) achieved positive adjusted EBITDA for 11 consecutive quarters, demonstrating resilience in a challenging market.
The company reported a 12% increase in net sales per active customer year over year, driven by higher basket sizes and lower incentives.
Gross margin improved by 220 basis points to 40.3% in the fourth quarter, attributed to reduced incentive promotions.
The acquisition of Genuine Tea has been growth and margin accretive, with sales growing over 30% annually.
Positive adjusted free cash flow was generated in 6 of the past 8 quarters, reinforcing a stable financial foundation.

Negative

Net sales for the fourth quarter were down $9 million year over year, reflecting a decline in the active customer base.
The active customer base decreased to 66,000 from 101,000 the previous year, partly due to reduced marketing and promotions.
The meal kit demand faced persistent headwinds, impacting overall sales performance.
Adjusted EBITDA margin decreased to 5% from 6% the previous year, indicating pressure on profitability.
The company anticipates continued demand challenges in the meal kit market, affecting future growth prospects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FOOD.TO - Goodfood Market Corp
Q4 2025 Goodfood Market Corp Earnings Call
Nov 27, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen and welcome to the Good Food Q4 and fiscal 2025 earnings call and webcast. At this time all participants are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session as a courtesy to others. We ask that each participant limit themselves to one question and one follow-up. Instructions will be provided at that time for you to queue up for questions.

Please note that questions will be taken for financial analysts only. If anyone has any difficulties hearing the conference, please press star, followed by 0 for the operator assistance at any time.

I would like to remind everyone that this conference call is being recorded today, November 27th at 8

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