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- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

FARM

FARM fundamentals

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