earnings
confidence high
sentiment negative
materiality 0.75
Lifeway Q2 net sales record $66.9M (+24.1%) but EPS drops to $0.01 on margin pressure
Lifeway Foods, Inc.
- Net sales $66.9M, up 24.1% YoY, record; 27th consecutive quarter of growth.
- Gross margin 19.5% vs 28.6% due to elevated milk, resin, and transportation costs.
- Net income $0.1M ($0.01 EPS) vs $4.3M ($0.28) prior year; YTD EPS $0.32 vs $0.51.
- Management expects margin recovery in 2027; Waukesha expansion completion early 2027.
- First-half net sales $129.9M, up 29.9% YoY.