Once Upon A Farm Pbc (OFRM) Stock

Once Upon A Farm Pbc (OFRM) is a Consumer Staples stock trading at $17.35 (as of 2026-08-21), with a market capitalization of $728.54M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Once Upon A Farm, PBC produces and sells organic baby food pouches, meals, and snacks for children, including blends and meals made with organic ingredients that are cold-pressed or freshly frozen, as well as soft-baked bars for toddlers and children. Products are sold for delivery through its website.

Understand Once Upon A Farm Pbc: how it makes money

Once Upon A Farm PBC produces organic baby food pouches, meals, snacks, and soft-baked bars for children, and sells them through delivery and its website.

The business shows strong product gross profit (gross margin 40.8%), but it is not converting that into operating profit (operating margin -22.2%), so profitability depends heavily on controlling operating costs relative to gross profit.

Revenue by segment (latest quarter)
Baby$0.0B
Kids$0.0B
Other$0.0B

Business quality (Weak): Revenue is small (about $0.1B) and the latest quarter shows a negative operating margin, so investors should focus on whether operating cost control improves while repeat purchasing and household penetration trends support sustained demand.

Bull case

  • Repeat Rate is 50.5%, which suggests customers are returning to buy again rather than one-time purchasing: Higher repeat behavior can support steadier demand for baby and kids foods.
  • Product gross margin is 40.8%, indicating the core packaged-food offering can generate meaningful gross profit: If operating expenses are controlled, the gap between gross profit and operating profit could narrow.

Bear case

  • Operating margin is -22.2%, meaning the company is currently operating at a loss in the latest period: The profit model may be sensitive to operating expense levels even if gross margin stays healthy.
  • Household Penetration is 5.8%, which indicates limited reach among households with children: If penetration does not improve, growth may remain constrained and operating leverage harder to achieve.
Valuation — source: SEC EDGAR (first-party)
Price$17.35
Market Cap$728.54M
Price / Book4.69
Price / Sales2.50
FCF Yield-9.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$156.80M
Net Margin-15.2%
Revenue Growth (YoY)42.3%
EPS Growth (YoY)-91.2%
FCF Growth (YoY)5.7%
Financial Health — source: SEC EDGAR
Altman Z-Score2.51 (grey)
Valuation vs Sector & Industry
Sector P/E (Consumer Staples)26.7
Industry P/E (Food Products)26.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderWESTWOOD HOLDINGS GROUP INC ($33.04M)
Institutional Holders Tracked10
Company
SectorConsumer Staples
IndustryFood Products
CEOJohn Foraker
Employees144
CountryUS
IPO Date2015-01-01

Related Companies (Business model: Branded Consumer (CPG, Staples, Beauty, Alcohol, Pet, Nicotine); 8 closest by market cap; US-domiciled)

  • Conagra Brands, Inc. (CAG)
  • Campbell Soup Company (CPB)
  • Flowers Foods, Inc. (FLO)
  • BellRing Brands, Inc. (BRBR)
  • The Simply Good Foods Company (SMPL)
  • Vital Farms, Inc. (VITL)
  • CN Healthy Food Tech Group Corp. (UCFI)
  • B&G Foods, Inc. (BGS)
OFRM earnings history · OFRM institutional & insider holders · OFRM KPIs & operating metrics · OFRM financials · OFRM investor presentations & press releases · OFRM SEC filings · OFRM peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.