Laird Superfood Inc (AMEX:LSF)

Q1 2026 Laird Superfood Inc Earnings Call Transcript

May 14, 2026 / 09:00 PM GMT

Release Date Price: $3.16 (+5.33%)

Transcript 10-Q8-K

Key Points

Positve

Laird Superfood Inc (LSF) completed the acquisition of Novitas Organics and TerraSol Superfoods, expanding its product portfolio and distribution reach.
The acquisitions were funded through a partnership with Nexus Capital Management, providing strategic expertise and capital.
The company reported a 20% growth in Q1 2026 net sales compared to the previous year, driven by wholesale channel and Amazon platform.
Laird Superfood Inc (LSF) is leveraging AI to enhance forecasting, planning, and execution across its business functions.
The company is focusing on integrating acquisitions effectively to capture synergies and improve adjusted EBITDA through the year.

Negative

Gross margin contracted by 8.6 percentage points in Q1 2026 due to unfavorable channel and product mix, inflationary commodity costs, and import tariffs.
Operating expenses increased by 50% year-over-year, largely driven by one-time acquisition costs.
Adjusted EBITDA showed a loss of $1.1 million in Q1 2026, reflecting gross margin pressures and higher marketing and selling investments.
The company faces integration costs and complexity in the near term due to recent acquisitions.
Laird Superfood Inc (LSF) anticipates mid-single-digit EBITDA margins in the back half of the year, indicating ongoing challenges in achieving higher profitability.

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

LSF.A - Laird Superfood Inc
Q1 2026 Laird Superfood Inc Earnings Call
May 14, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining us and welcome to Laird Superfood Inc. First Quarter 2026 Financial Results. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, please press *1 again. I will now hand the conference over to Trevor Rousseau, Head of Investor Relations. Trevor, please go ahead.

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Unidentified_2 [2]
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Thank you and good afternoon.

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