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Jun 30, 2025
Lifeway Foods Q2 2025 Earnings Report
Reported record quarterly net sales and margin expansion for Q2 2025.
Key Takeaways
Lifeway Foods delivered record Q2 net sales of $53.9M, expanded gross margin to 28.6%, and posted GAAP diluted EPS of $0.28 with net income of $4.25M. Management also highlighted strong momentum into Q3 to date.
Record Q2 net sales reached $53.9M.
Gross margin improved to 28.6% year over year.
GAAP diluted EPS was $0.28; net income was $4.25M.
Q3-to-date (through Aug 11) unaudited net sales estimated at $26.4M, up over 20% YoY.
Forward Guidance
Company expects strongest annual sales in 2025, reiterates FY27 Adjusted EBITDA target of $45–$50M, and notes Q3-to-date net sales are up over 20% YoY with record weekly sales in July.
Positive Outlook
- Q3-to-date net sales estimate of $26.4M, up 20%+ YoY.
- Record single-week gross sales in July exceeded $5.5M.
- Confidence in delivering strongest annual sales in company history for 2025.
- Reaffirmed long-term FY27 Adjusted EBITDA target of $45–$50M.
- Ongoing category leadership and innovation pipeline support demand.
Challenges Ahead
- Exposure to price competition and competitor actions.
- Commodity price fluctuations could pressure margins.
- Regulatory changes may impact operations.
- Customer decisions and acceptance pose demand uncertainty.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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