Kefir-Leader Lifeway Foods Expects Record-Breaking 2025 Results and Announces Participation in the ICR Conference
Rhea-AI Summary
Lifeway Foods (Nasdaq: LWAY) said it expects a record year for 2025 and will participate in the ICR Conference on January 13, 2026 in Orlando.
The company projects net sales for the year ended December 31, 2025 to be in the range of $211.0 million to $212.5 million. Lifeway President and CEO Julie Smolyansky will host a fireside chat at 1:00 PM ET on January 13; the session will be webcast live and available for replay on the company's investor relations website under "Webinars & Reports."
Positive
- Projected record net sales of $211.0M–$212.5M for 2025
- CEO Julie Smolyansky to present at ICR Conference on Jan 13, 2026 with a live webcast
Negative
- Company provided net sales only; no EPS or profit guidance disclosed
News Market Reaction
On the day this news was published, LWAY gained 0.44%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
LWAY slipped 0.14% with peers mixed: WEST, OTLY, USNA, and MAMA down, while SENEA gained 0.64%. No coordinated sector momentum appeared ahead of this guidance update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 19 | Governance dispute update | Negative | -1.2% | Edward Smolyansky response during ongoing proxy and governance conflict. |
| Dec 18 | Proxy advisor support | Positive | -1.2% | ISS recommendation backing company director nominees over dissident slate. |
| Dec 15 | Dissident campaign update | Negative | +0.6% | Shareholder Edward Smolyansky urges withhold votes on legacy directors. |
| Dec 11 | Company letter on nominees | Positive | +0.7% | Company letter challenging dissident nominees’ track records and ethics. |
| Dec 11 | Dissident urges withhold | Negative | -0.9% | Campaign update from Edward Smolyansky urging withhold on key directors. |
Recent news centered on a contested proxy and governance dispute, with 3 events where price aligned with perceived sentiment and 2 divergences, indicating mixed investor reactions to governance headlines.
Over the last few months, Lifeway’s narrative focused on proxy contests and governance. Filings and news in November–December 2025 highlighted a contested slate, shareholder campaigns, and board communications. Despite this, the Q3 2025 10‑Q showed stronger operational results. Today’s 2025 net sales outlook of $211.0M–$212.5M and ICR Conference participation build on that operational momentum, while prior governance tensions remain an important backdrop.
Regulatory & Risk Context
An effective S-3 shelf filed on 2025-10-29 covers resale of up to 3,454,756 existing shares by Danone North America PBC and affiliates. The company receives no proceeds, but the registration facilitates potential secondary selling by that holder, which could add supply to the market if utilized.
Market Pulse Summary
This announcement highlights Lifeway’s expectation for record 2025 net sales of $211.0M–$212.5M and increased investor outreach via the ICR Conference. It follows stronger Q3 2025 results and a period of governance-related activity. Investors may focus on how actual 2025 performance compares to this outlook, the impact of capacity expansion plans, and any future use of the Danone resale shelf for 3,454,756 shares disclosed in prior filings.
AI-generated analysis. Not financial advice.
Ms. Smolyansky will be hosting a fireside chat at 1:00 PM ET on Tuesday, January 13 during the ICR Conference. The fireside chat will be webcast live and accessible for replay on the Company's investor relations website at https://lifewaykefir.com/investor-relations/ under the "Webinars & Reports" section.
About Lifeway Foods, Inc.
Lifeway Foods, Inc., which has been recognized as one of America's Growth Leaders by TIME, as Dairy Foods' Processor of the Year 2025 and one of Forbes' Best Small Companies, is America's leading supplier of the probiotic, fermented beverage known as kefir. In addition to its line of drinkable kefir, the Company also produces a variety of cheeses and a ProBugs® line for kids. Lifeway's tart and tangy fermented dairy products are now sold across
Media:
Derek Miller
Vice President of Communications, Lifeway Foods
Email: derekm@lifeway.net
Perceptual Advisors
Dan Tarman
Email: dtarman@perceptualadvisors.com
General inquiries:
Lifeway Foods, Inc.
Phone: 847-967-1010
Email: info@lifeway.net
Forward-Looking Statements
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, unaudited estimated net sales. These statements use words, and variations of words, such as "anticipate," "plan," "project," "estimate," "potential," "forecast," "will," "continue," "future," "increase," "believe," "outlook," "expect," and "predict." You are cautioned not to rely on these forward-looking statements. These forward-looking statements are made as of the date of this press release, are based on current expectations of future events and thus are inherently subject to a number of risks and uncertainties, many of which involve factors or circumstances beyond Lifeway's control. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from Lifeway's expectations and projections. These risks, uncertainties, and other factors include: price competition; the decisions of customers or consumers; the actions of competitors; changes in the pricing of commodities; the effects of government regulation; possible delays in the introduction of new products; and customer acceptance of products and services. A further list and description of these risks, uncertainties, and other factors can be found in Lifeway's Annual Report on Form 10-K for the fiscal year ended December 31, 2024 and Lifeway's Quarterly Reports on Form 10-Q for the fiscal quarters ended March 31, 2025 and June 30, 2025. Copies of these filings are available online at https://www.sec.gov, http://lifewaykefir.com/investor-relations/, or on request from Lifeway. Lifeway expressly disclaims any obligation to update any forward-looking statements (including, without limitation, to reflect changed assumptions, the occurrence of anticipated or unanticipated events or new information), except as required by law.
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SOURCE Lifeway Foods, Inc.
FAQ
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