Feed / OFRM

Once Upon A Farm, PBC

OFRM

Consumer Defensive · 16.19 +1.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Once Upon A Farm, PBC's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+1.8% todayVolume comparison unavailable
Market group0 of 13 activeHealthcare & Packaged Foods · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • OFRM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if OFRM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • OFRM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods0
Price observations143
Usable filing statements64
Verified relationships7
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

16.19
6m-31.4%12m24m

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 2 filings
This source of cash was partially offset by the repayment of our outstanding borrowings under our Credit Agreement of $43.0 million .
10-Q · May 7, 2026
Demand and volumemixed · 2 filings
New or increased tariffs or resultant trade wars could have an adverse effect on us or on our suppliers, distributors or customers, which could lead to significant increases in the costs of materials and services, resulting in product cost increases and reduc…
10-Q · May 7, 2026
Input and raw-material costsmixed · 2 filings
These uses of cash were partially offset by a $11.5 million increase in accounts payable and accrued expenses and other current liabilities, primarily related to third-party manufacturing fees and raw material purchases to support growth in sales volume.
10-Q · May 7, 2026
Tariffs and trade policymixed · 2 filings
New or increased tariffs or resultant trade wars could have an adverse effect on us or on our suppliers, distributors or customers, which could lead to significant increases in the costs of materials and services, resulting in product cost increases and reduc…
10-Q · May 7, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

16.19+1.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OFRM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OFRM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OFRM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.distributorMar 16, 2026

E-commerce: Our customers in this channel purchase our products online through our own DTC platform or through third-party e-commerce and delivery platforms such as Instacart, Amazon, and Thrive Market.

COSTCostco Wholesale CorporationdistributorMar 16, 2026

Club: Our customers in this channel include national retailers such as Costco, Sam’s Club, and BJ’s.

KRThe Kroger Co.distributorMar 16, 2026

Our products are available at leading retail customers, including Target, Whole Foods, Kroger, Walmart, Publix, and Wegmans.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OFRM is currently a Follower in the organic co-movement group Healthcare & Packaged Foods. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for OFRM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.