Lifeway Foods' Q3 sales beat on Waukesha plant expansion

Lifeway Foods

12/11/2025 14:09

Overview

Lifeway Q3 2025 net sales of $57.1 mln beat analyst expectations

Net income for Q3 2025 grew 19%, reflecting disciplined operational execution

Gross margin expanded by 300 basis points year-over-year in Q3 2025

Outlook

Company targets $45–$50 mln in Adjusted EBITDA for FY 2027

Lifeway expects record annual sales in FY 2025

Company investing in marketing and manufacturing to support growth

Result Drivers

FLAGSHIP PRODUCT DEMAND - Lifeway Kefir and Farmer Cheese drove record net sales, highlighting strong consumer demand

PLANT EXPANSION - Completion of Waukesha plant expansion increased capacity and operational efficiency

NEW PRODUCT INNOVATION - Introduction of Muscle Mates and partnerships with health-focused brands to meet consumer demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$57.14 mln
$55 mln (1 Analyst)
Q3 Net Income
$3.53 mln
Q3 Gross Profit
$16.41 mln
Q3 Income From Operations
$5.04 mln
Q3 Operating Expenses
$11.37 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

Wall Street's median 12-month price target for Lifeway Foods Inc is $33.00, about 29.3% above its November 11 closing price of $23.33

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nPn5hntba

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)