Once Upon a Farm, PBC (OFRM) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.616 in as part of our original model, we built in inflation. 00:00:04.616 -- 00:00:07.059 We built in as 00:00:07.059 -- 00:00:11.423 part of that and we're coming in the end in line with what the inflation that we built 00:00:11.423 -- 00:00:16.429 in. We did build in tariffs. We built in 100 basis point of tariff cost for 00:00:16.429 -- 00:00:22.855 the full year. And that was in the original model that we put in. 00:00:22.855 -- 00:00:28.061 So the major increment and then one thing that we are also taking into account is really 00:00:28.061 -- 00:00:33.799 as we see our our actual sales and how the mix is taking place 00:00:33.799 -- 00:00:38.365 as we're mixing heavier into snacks versus pouches. 00:00:38.365 -- 00:00:43.453 And our club business, we're building in any impact into margin associated 00:00:43.453 -- 00:00:46.535 with that change in mix. 00:00:47.279 -- 00:00:52.487 We are expecting higher top line sales, as we said in our guidance, as we carry that 00:00:52.487 -- 00:00:56.984 down and we still anticipate carrying it down into our EBITDA. 00:00:56.984 -- 00:01:01.250 number. We're looking to reinvest that into 00:01:01.250 -- 00:01:06.318 marketing spend, being able to drive and infrastructure spend to be able 00:01:06.318 -- 00:01:07.941 to drive 00:01:07.941 -- 00:01:14.210 the rest of 26 and really prepare us for 27 to make sure that we're ready 00:01:14.210 -- 00:01:16.213 for 27 as we go forward. 00:01:16.213 -- 00:01:19.078 And Leah, just to build on that, this is John. 00:01:19.078 -- 00:01:23.144 We really feel like it's a good time to be on offense with this brand. 00:01:23.144 -- 00:01:26.161 Our household penetration is still 00:01:26.161 -- 00:01:29.564 at a modest number of 5.8%. 00:01:29.564 -- 00:01:...