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Freshpet (FRPT) investor relations material
Freshpet Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Organizational transformation and operational efficiency
Expanded leadership and specialized teams in operations, marketing, finance, and quality to support growth and innovation.
Invested in data analytics and manufacturing systems, notably the Freshpet Performance Excellence Program, to drive operational efficiency and gross margin improvement.
Streamlined processes and reduced legacy structures to enhance organizational agility and efficiency.
Ongoing focus on SG&A leverage and reinvestment in growth, with operational efficiency as the primary near-term margin driver.
Market dynamics and consumer trends
Pet food category growth slowed due to consumer hesitancy in pet adoption and a pause in trading up to premium products, mirroring patterns seen in past economic downturns.
Cat ownership is rising as consumers seek lower-cost, lower-commitment pets, with 5-6% growth in the category.
Long-term demand for premium pet food remains strong, with a focus on treating pets as family and seeking higher-quality nutrition.
Strategic levers and innovation
Adapted messaging and media strategy to emphasize value and target consumers most likely to trade up.
Launched new products like Complete Nutrition and adjusted pricing to attract entry-level consumers and encourage franchise growth.
Innovation and product assortment tailored to retailer needs, with a focus on maximizing fridge productivity and expanding footprint through second and third fridges.
New tech: What confirms full-scale rollout?
What levers address pet category slowdown?
How to accelerate MVP household growth?
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Next Freshpet earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Fresh Pet Food
Freshpet is an American company that, as suggested by its name, manufactures and sells fresh pet food that needs to be refrigerated. The company markets its products as a healthier and fresher alternative to traditional pet food and has both cat and dog food in its portfolio of products. The company is headquartered in Secaucus, New Jersey, and its shares are traded on the Nasdaq.
Founded by Pet Food Executives
Founded in 2006 the company was started by former pet food executives Scott Morris, and Cathal Walsh, who identified a niche in the pet food market for products that focused on fresh, whole ingredients with minimal processing. Freshpet set itself apart by providing these refrigerated foods and marketing them as a healthier and better alternative to traditional dry or canned pet food options. The brand's growth reflected a shift in consumer preferences towards more natural and fresh food options for pets. Today, the company’s products are sold at retailers such as Walmart and Target, as well as at specialized pet stores.
For Cats and Dogs
Freshpet offers a range of refrigerated food products for both dogs and cats, focusing on fresh, natural ingredients. Their dog food line includes various forms such as rolls, bagged meals, and patties, catering to different canine dietary needs and preferences. These products typically feature real meats, vegetables, and grains, without preservatives or fillers. Freshpet also provides grain-free and chicken-free options to accommodate dogs with specific dietary restrictions or allergies.
For cats, Freshpet's selection is similarly crafted with fresh, high-quality ingredients, including poultry, beef, and fish. The cat food range offers meals in both rolled and bagged formats. These recipes are designed to meet feline nutritional requirements, with an emphasis on high protein content and essential vitamins and minerals.
Across both ranges, Freshpet emphasizes the use of natural ingredients, minimal processing, and the absence of artificial preservatives, aiming to offer pet food that is closer to a natural diet. This is something that has become more and more important to consumers as the years pass, as it has become easier than ever before to become educated on what pets need in order to live long and healthy lives.
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