{"filings":[{"id":94772,"accession_number":"0001696556-26-000014","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Once Upon a Farm Q1 net sales up 44% to $72.7M; raises 2026 outlook to $313-323M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $72.7M (+43.7% YoY); gross margin expanded 308bps to 40.8%.","Net loss narrowed to $15.8M from $19.5M; adjusted EBITDA loss improved to $3.1M from $7.5M.","CEO John Foraker cited accelerating velocities and cooler productivity (+11% dollar productivity vs prior quarter).","Full-year 2026 net sales guidance raised to $313M-$323M (30-34% growth); adjusted EBITDA expected $2M-$4M.","Cash and equivalents $99.9M with no debt at quarter end after IPO proceeds in Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":72720000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94771,"accession_number":"0001696556-26-000011","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CFO Lawrence Waldman gets base salary raise to $450K, 70% bonus target, $1M RSUs","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Base salary increased to $450,000 per year, effective May 5, 2026, subject to annual review.","Annual cash bonus opportunity raised to 70% of then-current base salary.","Equity grant of $1,000,000 in service-based RSUs, fully vesting on second anniversary.","RSUs vest earlier only upon certain termination events; continued employment required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94770,"accession_number":"0001696556-26-000009","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Once Upon a Farm amends Jennifer Garner agreement; adds $3M in cash consideration payable over 2 years","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment adds $3.0M in additional cash consideration for advertising, marketing, and promotional activities.","Payments: $1M on Jan 15, 2027; $1M on Jan 15, 2028; $1M on Dec 15, 2028, subject to continued service.","Acceleration of unpaid amount upon change of control or termination without cause or for good reason.","Amendment effective March 1, 2026, signed May 5, 2026.","Agreement with Jennifer Garner, co-founder/spokesperson, for personal brand services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107389,"accession_number":"0001193125-26-104240","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OFRM Q4 net sales +30% to $64M, net income $22.5M; guides 2026 sales $302-310M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $64M (+30% YoY); gross margin 47.7% vs 46.7%.","Q4 net income $22.5M vs net loss $12.3M; adjusted EBITDA $6.6M vs $2.2M.","FY25 net sales $240.7M (+53.5%); net loss narrowed to $17.2M from $23.8M; adj EBITDA $2.1M vs ($3.7M).","IPO completed Feb 2026: 7.6M new shares at $18, net proceeds ~$139.3M.","2026 outlook: net sales $302-310M (25-29% growth); adj EBITDA $2-4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107388,"accession_number":"0001193125-26-067197","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Once Upon a Farm discloses 2025 executive compensation; CEO total $3.5M, CFO $2.0M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO John Foraker 2025 total compensation $3,509,844: $386,823 salary, $83,483 bonus, $2,956,055 option awards, $83,483 non-equity incentive.","CFO Lawrence Waldman 2025 total compensation $2,028,820: $388,514 salary, $1,543,843 option awards, $83,996 non-equity incentive, $12,467 401(k).","Compensation Committee approved non-equity incentive plan payments and discretionary bonus for Foraker on Feb 18, 2026; amounts were omitted from Feb 5 prospectus.","Revised Summary Compensation Table filed as part of this 8-K to include previously undetermined 2025 incentive payments and bonus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107387,"accession_number":"0001193125-26-042994","cik":1696556,"company_name":"Once Upon a Farm, PBC","ticker":"OFRM","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["1.01","3.03","5.03","5.02","9.01"],"status":"ready","headline":"Once Upon a Farm completes IPO of ~11M shares at $18.00; Walter Robb joins board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO closed Feb. 9, 2026: 7,631,537 company shares and 3,365,672 selling stockholder shares sold at $18.00 per share.","Underwriters have 30-day option to purchase up to an additional 1,649,581 shares.","Appointed Walter Robb to board of directors effective Feb. 5, 2026.","Adopted 2026 Omnibus Incentive Plan and ESPP; filed amended charter and bylaws.","Entered underwriting agreement with Goldman Sachs and J.P. Morgan as representatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":636491835.6999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}