Once Upon a Farm (OFRM) investor relations material

Market opportunity and positioning

• Portfolio serves children from infancy to age 12 with organic, fresh, clean and convenient foods, guided by a childhood-nutrition mission and a vision to build a billion-dollar brand.

• Existing categories represent an implied $11B target market within the $57B U.S. kids food and beverage market.

• Natural and organic food and beverage posted 6.7% CAGR in 2023–2025; kids food and beverage is projected to grow 6.5% CAGR in 2024–2027.

• Certified organic public benefit corporation with high product standards; recognized as the top growth-driving brand in its retail categories.

Products and consumer appeal

• Among surveyed pouch purchasers, 92% cited best overall nutrition, 91% freshest options, 91% highest-quality ingredients and 89% best taste.

• Portfolio uses 115 certified organic ingredients; pouches are USDA Organic, Clean Label Project verified and Purity Award certified, and use high-pressure processing for quality and shelf life.

• More than 90 new SKUs launched across categories since 2025; innovation continues, with a new category planned for 2027 and packaging improvements in existing categories.

• 65% of parents want one childhood brand across ages; household penetration was 6.2% versus a 12.5% peer average in cited 2026 periods.

Growth drivers and consumer engagement

• Targets 20% long-term annual growth, with higher rates expected over the next three years; plans to triple household penetration from 6.2% through new households and broader distribution.

• Repeat rates exceed 50%, particularly among households with children and new families; unaided brand awareness doubled year over year.

• Cross-category purchasing expands baskets and engagement; management sees scope to maintain or grow buy rates as awareness across categories increases.