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LWAY

Lifeway Foods, Inc.

LWAY

NASDAQ·Consumer Defensive·Packaged Foods·Mkt cap $382.2M

$25.01

-2.53%

P/E

62.53

Mkt Cap

$382.2M

52-Wk Range

$17.31–$34.20

52-Week Range

$17.31 - $34.20

P/E

62.53

Fwd P/E

48.12

Beta

0.44

Div Yield

0.00%

Avg Vol

168.4K

Shares Out

15.2M

Mkt Cap

$382.2M

Price action

Price chart

Down 20.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Pioneer and market leader in drinkable kefir category in North America
  • Established brand recognition with 35+ years of operational history and expertise
  • Diverse product portfolio addressing multiple consumer segments (adults, children, health-conscious, mainstream)
  • Proprietary probiotic formulations and fermentation expertise
  • Established distribution network through direct sales, brokers, and retail partnerships

Bear Case

2 risks

  • Low volatility (beta 0.4).
  • High premium - requires strong execution

Growth

Stable outlook

Rising consumer demand for probiotics and functional foods supporting digestive health

Value

High premium - requires strong execution

Momentum

Strong

+6.4% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 12, 2026

Q3 26 RECAP

AUG 13, 2026

Reported EPS of $0.01 vs $0.27 consensus (-96.2% surprise). Revenue of $66.9M vs $61.4M expected (+8.9%).

EPS miss
Rev beat +8.9%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-96.2%

Revenue trend · last 8Q

+12%

+3%

+10%

+24%

+18%

+37%

+24%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$46.1M

$46.9M

$46.1M

$53.9M

$57.1M

$55.4M

$63.0M

$66.9M

Margins · last 8Q

Gross

19.5%

Operating

0.9%

Profit

0.2%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: BTIG · Aug 20, 2026

vs Industry

How LWAY stacks vs Packaged Foods

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.