HF Foods Group, Inc. (HFFG)

In the past six months, HF Foods Group's stock price has fallen by -38.48%. In Q2 2025, the company reported earnings surpassing EPS and revenue estimates, achieving record net revenue and gross profit, with adjusted EBITDA increasing by 31.1%. The company missed its Q1 earnings and revenue estimates. The stock experienced a 19% decline following the announcement of an ATM equity offering program, and shares had a significant loss in June. Over the past six months, insiders made three stock purchases and no sales. In Q2 2025, 41 institutional investors added shares, while 27 decreased their positions. The company is scheduled to report its Q3 2025 financial results on November 10, 2025.

HF Foods Group experiences natural seasonality in demand, with an anticipated pullback in Q3 compared to Q2. Management has acknowledged that while casual dining performed well in Q2 FY 2025, Asian concepts have seen a significant decline in traffic, and a broader consumer spending pullback is expected in the second half of 2025.

HF Foods Group Inc. is a leading marketer and distributor of food and non-food products, primarily serving Asian and Chinese restaurants and foodservice customers across the U.S. The company's offerings include seafood, Asian specialty food items, meat and poultry, fresh produce, commodities, and non-food products, aiming to meet the demand for Asian American restaurant cuisine.

HF Foods Group Inc. operates throughout the United States with a nationwide network of distribution centers. The company's headquarters are in Las Vegas, Nevada, and it has manufacturing and distribution facilities in the southeastern U.S., with a primary production center in Alabama, serving the continental U.S., Puerto Rico, and select Caribbean markets. The company builds strong relationships with growers and suppliers of food products in the U.S., South America, and China.

Direct information on brand reputation in the past year is limited, but the introduction of a new e-commerce platform and tagline in May 2025 indicates efforts to modernize service offerings. Historically, from 2018 to 2020, the company faced reputation challenges due to fraudulent conduct by its former Chairman and CEO and former CFO, which involved misappropriation of funds and misleading disclosures.

Institutional investors hold 24.0% of HF Foods Group shares, while insiders hold 7.0%. Major institutional investors increased their holdings in Q2 2025. Individual insider ownership includes purchases by President and CEO Xi Lin and Chief Compliance Officer & General Counsel Christine Chang in the past six months.