Barfresh Food Group Inc. (BRFH)

Several events have impacted BRFH's stock price over the past six months. In Q2 2025, Barfresh announced revenue of $1.6 million, an increase from Q2 2024, but gross margin decreased due to product mix and new manufacturer trial costs. The company revised its fiscal year 2025 revenue guidance to $12.5 million to $14 million, citing manufacturing constraints, but reaffirmed expectations for growth and margin improvements in the second half of 2025. In Q3 2025, Barfresh announced record quarterly revenue of $4.2 million, a 16% increase year-over-year, and achieved positive adjusted EBITDA and a gross margin of 37%. As of November 14, 2025, the share price was $3.08, representing a 10.39% increase from November 18, 2024, and the stock traded at $3.36 as of November 26, 2025.

There is clear seasonality in the demand for Barfresh Food Group's products, particularly within the education channel, with the third quarter identified as a high selling season. Revenue for Q1 2025 was anticipated to remain consistent with Q4 2024 levels, with growth and margin expansion expected to pick up in the latter half of the year, further indicating seasonal patterns.

Barfresh Food Group, Inc. develops, manufactures, and distributes ready-to-blend and ready-to-drink frozen beverages, including smoothies, shakes, and frappes, targeting the education market, foodservice industry, and restaurant chains. The company's product portfolio includes ready-to-blend beverages designed for ease of use, bulk-ready beverages for high-volume customers, ready-to-drink smoothies marketed under the "Twist & Go" name, no sugar added products, juice concentrates offered under the "WHIRLZ" name, and ready-to-eat juice pops known as "Pop & Go."

Barfresh Food Group, Inc. is headquartered in Los Angeles, California, and primarily distributes its products in the United States, focusing on school districts and the foodservice industry, with stated plans for expansion into international markets.

Barfresh Food Group emphasizes its commitment to quality, using real fruit and natural ingredients, and focusing on sustainability through recyclable packaging and minimizing food waste. The company has been expanding its product offerings and securing new distribution agreements, which generally contribute positively to brand perception. The company's news sentiment score has been around 0.00, compared to an average Consumer Staples news sentiment of 0.87, suggesting a neutral to slightly below-average media sentiment.

Barfresh Food Group, Inc. has 26 institutional owners and shareholders holding a total of 3,981,608 shares, including Ibex Investors LLC, Bleichroeder LP, and Vanguard Group Inc., among others. Individual investors can also be major shareholders.