NASDAQ$LWAY

Lifeway Foods Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Lifeway Foods reported Q1 2025 net sales of $46.1M with net income of $3.5M and diluted EPS of $0.23.

Net sales rose 3.3% to $46.1M on higher branded kefir volumes, with comparable sales up ~11% adjusting for exited customer relationships. Net income was $3.5M, or $0.23 per diluted share, versus $0.17 a year ago.

  • Q1 net sales $46.1M (+3.3% reported; ~+11% comparable).
  • Net income $3.5M; diluted EPS $0.23.
  • Gross margin pressured by trade promotion investment.
  • Farmers cheese and kefir distribution gains cited.
  • Probiotic dairy category execution in retail channels.

Headline financials

Total Revenue

$46.1M

Previous: $44.6M+3.3%
EPS (adj)

$0.23

Previous: $0.16+43.8%
Capital Expenditures

-$2.22M

Previous: -$2.47M+10.1%
Net Income

$3.54M

Previous: $2.43M+45.9%
Operating Income

$1.57M

Previous: $3.56M-55.8%
Gross Profit

$11M

Previous: $11.5M-4.3%

Revenue & EPS history

Lifeway Foods · Revenue · Quarterly

$46.1M

Q1 2025+3.3%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Consumer and aftermarket operators cite demand trends, tariffs, and adjusted EBITDA or margin goals alongside GAAP results.

Tailwinds

  • Adjusted profitability milestones in pet and food niches.
  • New channels and product lines support growth.
  • Cash flow and debt reduction where applicable.

Headwinds

  • Tariffs and macro headwinds on volumes and margins.
  • Marketing spend trade-offs affecting near-term revenue.
  • Inventory and freight timing on reported earnings.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.1%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+9.7%

Avg return

30 days after

46%

29 / 63 earnings

Positive

+58.8%

Q2 2024

Best reaction

-18.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.8%-7.5%-8.2%
Q4 2025-0.1%+17.6%+40.1%
Q3 2025-2.6%-7.0%-0.9%
Q1 2025-1.0%-1.5%+10.1%
Q4 2024-0.2%-2.9%+14.1%
Q3 2024+0.7%+8.3%+4.5%
Q2 2024+58.8%+66.1%+86.4%
Q1 2024-13.9%-31.2%-52.3%
Q4 2023+35.5%+60.8%+78.1%
Q3 2023+3.1%+16.4%+1.2%
Q2 2023+29.8%+32.4%+90.5%
Q1 2023-1.2%-1.3%+14.1%
Q4 2022-2.8%-1.3%-2.0%
Q3 2022+6.4%+8.8%-8.8%
Q2 2022-2.3%-0.9%-6.2%
Q1 2022-7.8%-4.3%-11.6%
Q4 2021-0.2%-1.6%+28.5%
Q3 2021-3.4%-6.3%-12.5%
Q2 2021+0.0%-4.6%-1.5%
Q1 2021+18.2%+11.6%+11.0%
Q4 2020-11.9%-16.4%-24.0%
Q3 2020+31.5%+43.8%+21.0%
Q2 2020+20.7%+21.9%+68.2%
Q1 2020-8.6%-8.7%+17.1%
Q4 2019+17.0%+12.9%+17.5%
Q3 2019+3.6%+5.6%+4.1%
Q2 2019+0.8%+3.2%+0.0%
Q1 2019+3.4%-16.2%+9.1%
Q4 2018-9.5%-12.2%+22.2%
Q3 2018+2.8%-2.8%-18.8%
Q2 2018+3.6%+2.8%-20.8%
Q1 2018+14.3%+21.9%+22.1%
Q4 2017-0.8%+0.0%-5.2%
Q3 2017-0.4%+7.9%-8.7%
Q2 2017+0.0%-2.8%-11.7%
Q1 2017+2.0%+2.6%-1.8%
Q4 2016-3.0%-6.7%-6.1%
Q3 2016-18.0%-25.7%-31.7%
Q2 2016-0.6%+2.4%+51.0%
Q1 2016-2.7%
Q4 2015+3.0%
Q3 2015-3.6%
Q1 2015-1.7%
Q4 2014+0.3%
Q3 2014-2.1%
Q2 2014+6.0%
Q1 2014-3.1%
Q4 2013+3.2%
Q3 2013+2.9%
Q2 2013-5.1%
Q1 2013+27.0%
Q4 2012-10.2%
Q3 2012+5.8%
Q2 2012+7.8%
Q1 2012+19.9%
Q4 2011-2.3%
Q3 2011-2.7%
Q2 2011-4.6%
Q1 2011-6.3%
Q4 2010+5.6%
Q3 2010+1.7%
Q2 2010+0.5%
Q1 2010-1.0%

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