Every material Form 8-K Freshpet filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Freshpet reported third-quarter 2026 net sales of $317.8 million, up 10.0% from the prior year, and raised its full-year 2026 net sales growth guidance to 12% to 13%. Net income fell to $29.7 million from $101.7 million, a comparison that includes a $77.9 million prior-year tax benefit, and diluted earnings per share were $0.58 versus $1.86.
Q3 net sales of $317.8 million, up 10.0%; Adjusted EBITDA of $64.5 million, or 20.3% of net sales
Q3 net income of $29.7 million versus $101.7 million a year earlier, which included a $77.9 million tax benefit
2026 guidance: net sales growth of 12% to 13% (previously 10% to 12%); Adjusted EBITDA of $215 million to $220 million (previously $210 million to $220 million)
Freshpet's board committee approved an enhanced compensation package for Nicola Baty, who became President effective October 21, 2026, while continuing as Chief Operating Officer. The package includes a $675,000 base salary, a long-term incentive target of at least 250% of base salary, and restricted stock units covering 58,245 shares that vest in full on June 30, 2029.
Base salary of $675,000 and annual cash bonus target of at least 80% of base salary
Long-term equity incentive target of at least 250% of base salary
RSUs for 58,245 shares under the 2024 Equity Incentive Plan, vesting in full on June 30, 2029, subject to continued employment
Freshpet reported second-quarter 2026 net sales of $305.6 million, up 15.5%, and net income of $19.5 million, up from $16.4 million, with Adjusted EBITDA of $52.2 million versus $44.4 million a year earlier. The company raised its 2026 net sales growth and Adjusted EBITDA guidance, while net income was helped by a $4.5 million gain on an equity investment sale.
Q2 2026 net sales $305.6 million, up 15.5%; volume gains of 15.7%
Q2 2026 net income $19.5 million vs. $16.4 million; includes $4.5 million gain on equity investment
2026 guidance raised: net sales growth 10% to 12%; Adjusted EBITDA $210 million to $220 million
Cash and cash equivalents $350.8 million as of June 30, 2026, after $54.4 million of share repurchases
Freshpet said co-founder and President Scott Morris will retire effective October 20, 2026, and will serve as an advisor for 18 months afterward. Chief Operating Officer Nicola Baty will take on the additional role of President on the Separation Date.
Scott Morris retires effective October 20, 2026, and is paid base salary until then
Morris becomes an advisor for 18 months at bi-weekly gross payments of $38,904
Nicola Baty, COO since September 2024, will also become President on the Separation Date
Unvested RSUs vest at separation; PSUs vest pro rata through December 2026 subject to performance metrics
Freshpet reported first-quarter 2026 net sales of $297.6 million, up 13.1% from a year earlier, and net income of $48.5 million, compared with a net loss of $12.7 million in the prior-year quarter. The net income figure includes a $62.0 million gain on the sale of an equity investment, and the company raised its full-year 2026 net sales growth guidance while leaving its Adjusted EBITDA guidance unchanged.
Net sales rose to $297.6 million, up 13.1%, driven by volume gains of 14.6% and offset by unfavorable price/mix of 1.5%.
Net income was $48.5 million, including a $62.0 million gain on equity investment; Adjusted EBITDA was $37.9 million versus $35.5 million a year earlier, with the Adjusted EBITDA margin at 12.7% versus 13.5%.
Full-year 2026 net sales growth guidance was raised to 8% to 11%, from 7% to 10%; Adjusted EBITDA guidance of $205 million to $215 million was unchanged.
Cash and cash equivalents were $381.4 million at March 31, 2026, after $95.5 million of proceeds from the equity investment sale.
Freshpet reported fourth-quarter and full-year 2025 results, with net sales up 8.6% in the quarter and 13.0% for the year, and net income well above the prior year. The company also issued 2026 guidance calling for net sales growth of 7% to 10% and Adjusted EBITDA of $205 million to $215 million, compared with Adjusted EBITDA of $195.7 million in 2025.
Q4 2025 net sales were $285.2 million, up 8.6%, with diluted EPS of $0.64 versus $0.36 a year earlier.
Full-year 2025 net sales were $1,102.0 million, up 13.0%, and free cash flow was $12.4 million, compared with negative $32.8 million in 2024.
Full-year 2025 net income of $139.1 million included a $68.4 million income tax benefit from the release of a valuation allowance.
2026 guidance: net sales growth of 7% to 10%, Adjusted EBITDA of $205 million to $215 million, and capital expenditures of about $150 million.
Freshpet appointed John O'Connor, formerly a Senior Vice President at Zoetis, as Chief Financial Officer effective February 9, 2026, replacing Ivan Garcia, who had been Interim CFO since October 2025. The company also reaffirmed its fiscal 2025 guidance from November 3, 2025, and said it will report fourth quarter and full year 2025 results on February 23, 2026.
O'Connor's base salary is $525,000, with a target annual bonus of at least 70% of salary and a long-term equity incentive target of at least 150% of salary.
He receives an inducement grant of restricted stock units covering 7,500 shares, vesting in equal installments over the first three anniversaries of the effective date.
Ivan Garcia steps down as Interim CFO and continues as Senior Vice President, Finance.
Freshpet reaffirmed its fiscal 2025 guidance and will report fourth quarter and full year 2025 results on February 23, 2026.
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