Freshpet, Inc. (FRPT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the Fresh Pets second quarter 2026 earnings call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's remarks, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your touch-tone phone. To withdraw your question, please press star then 2. Please note this event is being recorded. I would now like to turn the conference over to Rachel Ulsh, Vice President of Investor Relations and Corporate Communications. Please go ahead. Good morning and welcome to Fresh Pet's second quarter 2026 earnings call and webcast. On today's call are Billy Sear, Chief Executive Officer, and John O'Connor, Chief Financial Officer. Nikki Beaty, Chief Operating Officer, will also be available for Q&A. Before we begin, please remember that during the course of this call, management may make forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include statements related to the size of the category in our TAM, our strategy and expectations for growth, the competitive advantages of our manufacturing on quality and cost, fridge expansion expectations, Opportunities and Capital Efficiencies, Timing of New Lines in Capital Spending, 2026 Guidance, and 2027 Targets. They involve risks and uncertainties that could cause actual results to differ materially from any forward-looking statements made today, including those associated with these statements and those discussed in our earnings press release and our most recent filings with SEC, including our 2025 Annual Report on Form 10-K, which are all available on our website. Please note that on today's call, managem...