Once Upon a Farm PBC (OFRM) Next Earnings Date & Expected ±9.9% Move

OFRM scores 45 out of 100, earning a letter grade of D and the verdict label "Roarable Sell — Underperform / Distribution Warning." The five pillars are:

• Fundamental Cash Engine: 10 / 20. ROIC is 0% and FCF yield is 0%, indicating no measurable return on invested capital or free-cash-flow generation in the source data.
• **Whale 13F Flow: 6 / 20.
• Insider Conviction: 9 / 20. this pillar reflects SEC Form 4 and Congressional PTR cluster flow; the individual transactions are not itemized in the source data.
• Macro Regime Fit: 7 / 20. beta is 1.0 and the pillar reflects sector sensitivity.
• Forensic Balance Sheet: 13 / 20. Altman Z is 2.5, Piotroski F is 6/9, and Debt/Equity is 0.5.

For a prospective investor, the main takeaway is that the rating's weakest pillar is cash generation (ROIC 0%, FCF yield 0%), and the strongest is the balance-sheet pillar. The rating does not disclose its underlying valuation inputs, so the score should be read as a summary of the factors listed rather than as a standalone verdict. Upside drivers would need to come from improvement in cash returns that the current data does not show; the balance-sheet pillar offers some stability but does not by itself address the return gap.

Once Upon a Farm PBC (OFRM) is listed on the NYSE and classified under the Consumer Staples sector and the Packaged Foods industry. The profile describes it as a Consumer Staples issuer with a market capitalization of $0.7B.

Reported revenue, operating income, and net income for FY 2025 are each —, with cash of $10.9M and no debt figure available. Gross, operating, and net margins are each 0% and ROIC is 0%. The Altman Z-Score is 2.5 and the Piotroski F-Score is 6/9, with Debt/Equity at 0.5.

• 🐂 Primary Bull Case: Balance-sheet pillar scores 13/20 with Altman Z 2.5, Piotroski F 6/9, and Debt/Equity 0.5, and cash of $10.9M is reported. With Fundamental Cash Engine at 10/20 (ROIC —, FCF yield —) and Institutional Whale Flow at 3/20, sustained execution supports upside toward the top of the $14.00 – $27.00 52-week range.
• 🐻 Primary Bear Case: ROIC 0% and FCF yield 0% drive the cash-engine pillar to 10/20, with all reported margins at 0% and a red-flag recall item in the news. Investors must weigh current valuation against — operating margins and a 1.00 macro beta if sector demand softens.

— The Butterfly Supply-Chain Graph lists no upstream or downstream links, no sector correlations, and no proprietary signals for OFRM. An investor should treat supplier concentration, co-manufacturer dependence, and product-recall exposure as open questions, since the recall item in the news section is the only documented operational event and its supply-chain ripple effects are not mapped.

• Key Question #1: What are the P/E, forward P/E, EV/EBITDA, and EPS values, which are all absent from the market data?
• Key Question #2: What specific products are sold, through which channels, and to which customers?
• Key Question #3: What was the scope and resolution of the soft-baked bar recall, and does it affect reported financials or future revenue?