Laird Superfood
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Laird Superfood (LSF) investor relations material

Laird Superfood 28th Annual ICR Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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28th Annual ICR Conference 2026 summary13 Jan, 2026

Strategic vision and growth initiatives

  • Focus on building a scalable, multi-brand superfood platform through organic growth and strategic acquisitions.

  • Plans to expand distribution, increase sales velocity, and optimize marketing efficiency.

  • Emphasis on innovation in superfoods, including new product lines and packaging.

  • Supply chain improvements to ensure capacity, flexibility, and cost reduction.

  • Ongoing efforts to hire, train, and retain key talent while simplifying processes.

Financial performance and market positioning

  • Achieved $48.1M in TTM net sales with 18% year-over-year growth as of Q3 2025.

  • Maintained strong gross margins at 39%, outperforming peer average of 24%.

  • Combined pro forma company projects $91M in TTM sales and 36% gross margin post-acquisition.

  • Double-digit revenue growth and positive adjusted EBITDA targeted.

  • No debt and enhanced cash position, with up to $60M available for future transactions.

Navitas acquisition and transaction details

  • Acquiring Navitas for $38.5M, funded by $50M from Nexus Capital Management.

  • Nexus to own 53.5% post-closing; board to include founder, CEO, independent, and Nexus directors.

  • Transaction expected to close in Q1 2026, subject to shareholder approval and customary conditions.

  • Targeting $3.5M in annualized cost synergies from supply chain, sourcing, and operational efficiencies.

  • Additional $60M in capital accessible for future strategic acquisitions within 270 days post-close.

Clarify Navitas channel mix data
Dairy product impact on Laird's brand image?
How will Nexus's $60M additional capital be used?
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Next Laird Superfood earnings date

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Q4 202511 Mar, 2026
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Frequently asked questions

Laird Superfood Inc. is a company that develops and markets plant-based food products designed to promote health and wellness. Its product lineup includes superfood creamers, coffee, hydration powders, and other functional food items made from natural, nutrient-rich ingredients. Laird Superfood caters to health-conscious consumers seeking clean, sustainable food options for everyday use, focusing on products that support energy and overall well-being. The company is headquartered in Sisters, Oregon, and its shares are listed on the NYSE.

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