Buda Juice (BUDA) LD Micro 20th Annual Main Event Conference summary

Business model and product differentiation

• Pivoted from 25 owned stores to 100% wholesale after H-E-B shelf traction; fresh-first positioning focuses on grocery produce departments.

• Fresh35 cold chain keeps products at 35°F from farm to consumer; shelf life ranges from 14 to 21 days.

• Fresh products are delivered to distribution centers four times weekly, unlike competitors’ warehouse-replenished, longer-shelf-life products.

• 52-oz bottles retail for $5.98-$5.99; a Walmart bottle retails for $1.28.

Commercial traction and growth

• Customer base includes H-E-B, Walmart and Kroger; products are in 600 stores, including 246 Walmart stores across nine states.

• H-E-B relationship spans eight years; assortment expanded from two to 14 SKUs in larger stores, with strong sell-through.

• First six weeks of Q3 2026 saw 40%+ growth, including 20% organic growth from same-store sales and same SKUs.

• New Dallas-area H-E-B stores feature up to 100 facings; some legacy stores carry two or three SKUs versus 14 in larger stores.

• New product development and expansion with existing retailers are in the pipeline; near-term priority is staying profitable.

Capacity, products and financial position

• Dallas plant expanded from 20,000 to 40,000 sq ft in 2026, with ~$55 million annual revenue capacity; added cooling, automation and three lines.

• Ranch dressing, lighter dressings and cup formats are planned across three production lines; ranch alone is a ~$2 billion annual category.

• Profitable, debt-free, with $20 million in cash.

• A new production line estimated at $3.5-$4 million in CapEx was acquired for $1 million using previously unused equipment.

• Lime costs spiked in Q1 and Q2, then normalized in Q3; price increases were passed through and subsequently reduced as costs eased.