Branchout Food posts record Q2 revenue, lifts Q4 outlook

Branchout Food (NASDAQ: BOF ) released second-quarter financial results and hosted an earnings call on Thursday.

Read the complete transcript below.

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For comprehensive financial data and transcripts, visit Access the full call at Summary Branchout Food reported its highest quarterly revenue of $4.45 million, attributed to successful customer execution and innovative product offerings.

The company is ramping up production to meet increased demand, with a target of producing 70,000 kg to fulfill sales commitments, reflecting a significant step-up in revenue guidance for Q4.

Branchout Food secured a recurring order with Sam's Club, converting a successful one-time product rotation into continuous business, and anticipates further expansion opportunities.

The company faced margin pressure due to the high cost of raw materials during the off-season but expects improved margins by sourcing materials in-season and increasing plant utilization.

Future guidance suggests a strong Q4 with expected revenues of $6 to $7 million, potentially reaching $18 to $20 million for the year, with an emphasis on sustaining this level moving forward.

Full Transcript OPERATOR Greetings and welcome to the Branchout Food 2026 Q2 earnings and shareholder update call.

At this time, all participants are in a listen-only mode.

A brief question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Mr.

John Delfonsi, Chief Financial Officer.

Thank you, sir.

You may begin.

John Delfonsi, Chief Financial Officer Thank you.

I'm going to start with a forward-looking statement and then talk about the agenda.

So before we begin, I'd like to remind everyone that today's call contains forward-looking statements, including statements regarding outlook, guidance, and expectations for future performance.

These statements are subject to risks and uncertainties that could cause actual results to differ materially from those we discuss today.

For a discussion of these risks, please refer to our most recent 10-Q and subsequent 10-K and other 10-Q filings with the SEC.

Forward-looking statements speak only as of today's date, and we undertake no obligation to update them except as required by law.

We will also reference certain non-GAAP financial measures; reconciliations to the most directly comparable GAAP measures are available in today's press release and the appendix in any presentation.

With that, I'm going to jump into the earnings call.

Consistent with our other earnings calls, we have an agenda: we always like to go over a summary and recap of our strategy—that remains the same.

Eric will go through our customer summary, plant operations, and continual efficiency and margin improvement in the plant, and then sales prospects.

Then I'll finalize it with a financial review of the quarter that was just released at market close.

So, to go into our summary, just to highlight, we had a record—our highest quarterly revenue—of 4.45 million net; obviously the gross revenue was higher.

Strong customer execution across all channels.

Key takeaway is we continue to execute our strategy of creating innovative products for customers to secure long-term business that's reoccurring and to create full utilization of our plant with a 40% margin target.

That's always been our plan, and we feel we're making good progress toward that.

One change is that you're seeing a big step-function up in our revenue guidance for the fourth quarter, and I'll go over full-year guidance when we get to the financial part.

But we're going to need to produce 70,000 kg, up from—you know, we were averaging 45—to meet the demands that are coming in terms of sales.

And so Eric will talk a little more about that.

So, Eric, I'm going to hand it over to Eric, who's going to go over the customer summary, plant operations and continued efficiency and margin improvement, and sales prospects.