Every material Form 8-K Once Upon a Farm, PBC has filed with the SEC since August 06, 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.
Once Upon a Farm, PBC held a conference call on November 2, 2026 to update investors on its voluntary recall of all Tractor Wheels flavors and SKUs, after the FDA reported three choking incidents. The company said it has not yet identified a root cause and cannot yet estimate total recall costs or insurance recovery, while Tractor Wheels accounted for about 18% of year-to-date net sales.
As of September 30, 2026, the company had about $106 million in cash and cash equivalents and no outstanding debt.
Up to $95.0 million of additional borrowing capacity under existing credit facilities, subject to borrowing base limits and covenants.
Tractor Wheels represented approximately 18% of total company net sales year-to-date; the company says it is too early to estimate total recall costs.
Full third quarter results are scheduled for November 12, 2026 after market close.
On October 19, 2026, Once Upon a Farm's board increased its size from nine to ten directors and appointed Scott Morris, Co-Founder of Freshpet, as a Class I director. Morris was not named to any committee, and the company intends to enter into its standard indemnification agreement with him.
Scott Morris appointed to the Board as a Class I director, effective immediately, serving until the next annual meeting
Board expanded from nine to ten directors to fill the new seat
Morris co-founded Freshpet in 2006 and previously held President, COO and CMO roles there
Announced in a press release dated October 19, 2026 (Exhibit 99.1); no financial results were disclosed
Once Upon a Farm reported second-quarter 2026 net sales up 42.3% year over year to $85.4 million, and its net loss narrowed to $5.0 million from $9.0 million. The company raised its full-year 2026 net sales outlook to $327 million to $335 million and its Adjusted EBITDA outlook to $3 million to $4.5 million. Gross margin fell to 35.9% from 40.7%, and Adjusted EBITDA swung to a $1.7 million loss from $2.0 million of Adjusted EBITDA a year earlier.
Q2 2026 net sales rose $25.4 million, or 42.3%, to $85.4 million; the company cited a 40.3% increase in volume growth.
Net loss was $5.0 million, or $(0.12) per share, versus $9.0 million, or $(1.36) per share, in the prior-year quarter.
Gross margin fell to 35.9% from 40.7%, which the company attributed to trade spend and product mix.
As of June 30, 2026, cash and cash equivalents were $93.5 million and the company had no debt, following its February 2026 IPO.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Once Upon a Farm, PBC filing is on SEC EDGAR ↗. 8-K briefs of other companies →