Farmer Bros. Co. (FARM)

Farmer Brothers Co. (FARM) stock has experienced volatility in the past six months. As of November 26, 2025, the share price was $1.56, compared to $2.26 on November 27, 2024. Recent events impacting the stock include negative technical signals and a weak outlook in November 2025, financial results announcements, an increase in market capitalization in August 2025, a partnership with Eurest in July 2025, and improved Q2/FY2025 results in February 2025.

Demand for Farmer Brothers Co. products and services exhibits seasonality. The company's Q2/FY2025 results, which showed improved performance, were partly attributed to normal seasonality, with the second fiscal quarter typically being the strongest. This suggests that demand for their coffee, tea, and allied products may be higher during certain periods of the year.

Farmer Brothers Co. is an American coffee foodservice company that manufactures and distributes coffee, tea, and approximately 300 other foodservice items. It operates in the Consumer Staples sector, specifically in the Packaged Foods industry. The company's product portfolio includes roast and ground coffee, frozen liquid coffee, ambient liquid coffee, flavored and unflavored iced and hot teas, and culinary products. Farmer Brothers markets its products under various brand names and provides installation, repair, and refurbishment services for coffee, tea, and juice equipment. Its customer base ranges from small independent restaurants to large institutional buyers, and it also serves retailers and consumers through e-commerce.

Farmer Brothers Co. primarily serves the United States, maintaining a strong direct-store-delivery network and nationwide distribution centers. Its headquarters are located in Fort Worth, Texas, and roasting operations have been centralized to its facility in Portland, Oregon.

Farmer Brothers Co. has a long-standing history, founded in 1912, which highlights its experience and stability in the coffee and beverage industry. The company emphasizes long-term B2B relationships and custom coffee solutions, along with customer-centric service, operational efficiency, and beverage innovation. Farmer Brothers has also demonstrated a commitment to sustainable practices and launched a new specialty coffee brand, Sum>One Coffee. The partnership with Eurest could further enhance its brand presence.

Farmer Brothers Co. has a significant institutional ownership presence, with 78 institutional owners holding 9,814,842 shares as of September 30, 2025. Major institutional shareholders include 22nw, Lp, JCP Investment Management, LLC, and Vanguard Group Inc. Individual investors and hedge funds also hold shares. Activist investors have previously pushed for changes, leading to the appointment of Bradley Radoff to the Board of Directors.