What is the revenue and EPS growth rate for Farmer Bros year over year?

Did Farmer Bros beat or miss consensus estimates last quarter?

What guidance did Farmer Bros's management provide for the next earnings period?

What were the key takeaways from Farmer Bros’s earnings call?

What factors drove the changes in Farmer Bros's revenue and profit?

What is Farmer Bros's gross profit margin?

What were the key takeaways from Farmer Bros's earnings call?

What is Farmer Bros's latest dividend and current dividend yield?

- **Operational Efficiency**: Farmer Brothers' operating expenses decreased 43.6% of net sales, with DSD network expansion.
- **Margin Compression**: Gross margins expected to high 30s, offsetting green coffee inflation.
- **Portland Facility**: White-label partnerships drive growth and cost management.

**【CEO Summary Section】**
- Farmer Brothers reported a 4% year-over-year decline in net sales to $81.6 million, with a focus on cost control and operational efficiency.
- Gross margins declined 400 basis points to 39.7%, with plans for further margin compression to the high 30s in 2026.
- The company is investing in DSD networks and white-label partnerships to offset market challenges, such as the 20% increase in green coffee costs.

**【CFO Financial Commentary】**
- Operating expenses decreased 43.6% of net sales, with selling expenses down $1.4 million year-over-year.
- Farmer Brothers' Portland facility is expected to drive white-label growth and offset margin pressures through cost-cutting initiatives.
- The company anticipates continued margin compression due to green coffee inflation and macroeconomic challenges.

**【Q&A Highlights】**
- Farmer Brothers is leveraging its DSD network and white-label partnerships to drive growth amid a challenging market environment.
- The company is focused on cost control and operational efficiency to mitigate margin pressures from green coffee inflation.
- Farmer Brothers' Portland facility is a key driver of white-label growth and cost management.


Farmer Bros. Co.(FARM)-20251107-2026 Q1 Earnings call transcript

Product Category

Fuel Surcharge

FARM

FARM fundamentals

You can ask Aime