Q1 Perishable Food Earnings Mixed; Freshpet Beats, Beyond Meat Misses

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

The perishable food industry reported mixed first-quarter results, with aggregate revenues beating analyst estimates by 2.3% but next-quarter guidance coming in 4.6% below expectations. Freshpet posted revenue of $297.6 million, up 13.1% year-on-year and exceeding estimates by 2.2%, while also beating earnings per share and adjusted operating income forecasts. Cal-Maine, the best performer, saw revenue fall 53% to $667 million but still topped expectations by 3.8% with strong EBITDA and EPS beats. Vital Farms grew revenue 15.4% to $187.2 million, surpassing estimates by 2.2%, yet its full-year guidance significantly missed expectations, making it the weakest in terms of forward outlook. Beyond Meat reported a 15.3% revenue decline to $58.21 million, missing estimates by 2.3% and posting the largest miss on EBITDA and gross margin among peers. United Natural Foods' revenue slipped 4.2% to $7.72 billion, slightly below estimates, with a miss on adjusted operating income and in-line full-year guidance. On average, share prices of these perishable food stocks have fallen 5.6% since their earnings releases.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Beyond Meat Inc
BYND
▼ NegativeDemandrelevance

Revenue declined 15.3% and missed estimates, indicating weak end-customer demand.

Cal-Maine Foods Inc
CALM
▲ PositiveCapitalrelevance

Revenue beat expectations with strong EBITDA and EPS beats despite a 53% revenue fall.

Freshpet Inc
FRPT
▲ PositiveCapitalrelevance

Revenue beat estimates by 2.2% and also beat EPS and adjusted operating income forecasts.

Vital Farms Inc
VITL
▼ NegativeCapitalrelevance

Full-year guidance significantly missed expectations, making it the weakest forward outlook.

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