Earnings Releases·Nov 2, 2026, 9:00 AM ET

Once Upon a Farm — Q3 2026 Business Update Summary

Tractor Wheels product line, representing approximately 18% of year-to-date net sales prior to the recall, has been voluntarily withdrawn from the market following FDA reports of choking incidents, with no root cause identified and financial impact currently unquantified.
The company maintains a strong balance sheet with $106.4 million in cash, no debt, and up to $95 million available under existing credit facilities, though total recall costs and insurance recovery timelines remain uncertain.
Formal Q3 2026 financial results and specific recall cost updates are scheduled for release on November 12 after market close; no revenue or profit figures were disclosed during this update.
Management plans to implement necessary safety changes and validate products for a swift return to shelves, citing strong retailer support and confidence in rebuilding distribution once the review is complete.