Lifeway Food Stock Price, News & Analysis

Lifeway Foods (Nasdaq: LWAY) reported record Q3 2025 net sales of $57.1 million, a 24.0% year‑over‑year increase and ~29% on a comparable basis. The quarter delivered 300 basis points of gross margin expansion to 28.7% and net income of $3.5 million ($0.23 per share), up from $3.0 million the prior year. Lifeway completed the first stage of its Waukesha plant expansion in September, which management says increased capacity and operational efficiency. The company launched new products including Muscle Mates™ (20g protein, 5g creatine, 12 probiotic cultures) and expanded kefir partnerships. Lifeway reiterated a long‑term target of $45–$50 million in Adjusted EBITDA for FY 2027 and expects its strongest annual sales in FY 2025.

Lifeway Foods (Nasdaq: LWAY) announced a limited-edition product, the Lifeway Probiotic Sunrise Smoothie, in partnership with Drugstore, chef Jeremy Fall's clean-kitchen brand, on November 11, 2025. The smoothie mixes lactose-free, protein-packed Lifeway kefir with pineapple, coconut, and banana, and includes probiotics, adaptogens, and antioxidants. It is available exclusively at Drugstore's first permanent location at Time Out Market New York and for delivery via Uber Eats through the month of November. The collaboration emphasizes wellness-focused flavors and Lifeway's probiotic positioning.

Lifeway Foods (Nasdaq: LWAY) will hold a ribbon cutting on November 10, 2025 to launch Phase Two of a $45 million, four-phase Waukesha expansion.

Phase Two installs a state-of-the-art cooling system to support expanded fermentation and bottling. The multi-phase project follows Phase One, which doubled fermentation capacity, and aims to double total output by 2026 to meet rising global kefir demand while leveraging Wisconsin milk supplies.

Edward Smolyansky, a long‑term shareholder, criticized Lifeway Foods (NASDAQ: LWAY) after the board on Oct 29, 2025 amended its Shareholder Rights Agreement, extending the plan's expiration to Oct 29, 2026 without shareholder approval. Smolyansky and Ludmila Smolyansky together control about 26% of outstanding shares and say the extension occurred amid a board refreshment and leadership deadline.

The 8‑K cited "concentrated ownership" and possible share sales as justification; Smolyansky called for rescinding the extension, disclosure of director votes, a shareholder vote before any renewal, and genuine board refreshment. The release notes Danone holds about 23% of shares and that Lifeway will report Q3 results on Nov 12, 2025.

Edward and Ludmila Smolyansky, long‑term shareholders holding approximately 26% of Lifeway Foods (NASDAQ: LWAY), criticized the company's unilateral extension of its Shareholder Rights Agreement on Oct 29, 2025, which now expires Oct 29, 2026. The Smolyanskys say the extension was made without shareholder approval or explanation and occurred alongside an amended bylaw setting board size at 5–10 directors.

The statement notes no specific takeover bid prompted the move, highlights Danone's ~23% stake, and says Lifeway will report Q3 results on Nov 12, 2025. The Smolyanskys intend to nominate a director and seek a shareholder vote on the rights plan.

Lifeway Foods (Nasdaq: LWAY) will report third quarter results for the period ended September 30, 2025 on November 12, 2025 before market open. A pre-recorded conference call and webcast featuring Julie Smolyanksy, President and CEO, will be made available through the company Investor Relations webpage upon release of the results.

Investors can access the presentation and supplemental comments via https://lifewaykefir.com/webinars-reports/ after the results are posted on November 12, 2025 before market hours.

Lifeway Foods (Nasdaq: LWAY) announced on Nov 3, 2025 that it was named to TIME's America's Growth Leaders 2026 list, ranking 33rd overall and 2nd among Food & Beverage companies.

The recognition, compiled with Statista, highlights companies for exceptional growth performance, financial stability, and stock performance. Lifeway said the ranking reflects sustained market expansion, resilience through market fluctuations, and value delivered to shareholders.

Lifeway Foods (Nasdaq: LWAY) announced that its Board approved an amendment to extend the Company's existing Shareholder Rights Agreement for one year, moving the expiration to October 29, 2026. All other terms remain unchanged.

The Board said it extended the Rights Plan due to highly concentrated share ownership and the potential for a substantial number of shares to become available for sale, which it believes could enable acquisition of de facto control without a control premium. The extension is not in response to any specific takeover proposal. The company said further details will be filed on Form 8-K. Evercore and Sidley Austin are serving as advisor and counsel.

Lifeway Foods (Nasdaq: LWAY) announced a strategic collaboration with Joe & The Juice to launch a limited‑edition Trust Your Gut functional smoothie on October 27, 2025. The smoothie uses Lifeway kefir as the cornerstone ingredient and combines strawberries, banana, fiber powder, date purée, beetroot powder, and pea protein to provide a probiotic, protein‑rich option aimed at digestive wellness and on‑the‑go nutrition.

The partnership is positioned to expand Lifeway's foodservice and functional beverage presence nationwide and introduce kefir to Joe & The Juice's primarily Gen Z and millennial customer base; the product is available at all U.S. Joe & The Juice locations for a limited time.