BranchOut Food (NASDAQ: BOF) hits record Q2 revenue, sees Q4 and ingredient growth surge
Rhea-AI Filing Summary
BranchOut Food Inc. reported record second quarter 2026 revenue of approximately $4.5 million, described as an all-time quarterly high, driven by both its branded retail snacks and its rapidly growing ingredient business. Management emphasized that the quarter was an investment period, accepting near-term margin pressure to secure large, recurring customer programs.
The company’s Crunchy Fruit Chips with the nation’s second-largest warehouse club evolved from a one-time order into an approximately $8 million annual everyday program across 309 clubs, with shipments beginning in September, plus an additional estimated $2 million Tropical Mix order expected to ship starting in December. BranchOut also produced higher-cost strawberries to win larger recurring ingredient programs that management expects will carry approximately 40% gross margins when produced in-season under contracts.
Management expects the ingredient business, which generated about $2 million of revenue in 2025, to reach approximately $6–7 million in 2026 and potentially exceed $10 million in 2027. Monthly production is expected to rise from 35–40 to 70–80 metric tons in the second half of 2026, roughly doubling factory utilization. Based on booked orders, management estimates Q4 2026 revenue of approximately $6–7 million and believes this step-up could position the company for profitability.
Positive
- Management expects the ingredient business to grow from about $2 million in 2025 revenue to approximately $6–7 million in 2026, with potential to exceed $10 million in 2027, indicating strong anticipated multi-year growth.
- A major warehouse club converted BranchOut’s Crunchy Fruit Chips into an approximately $8 million annual everyday program across 309 clubs, plus an estimated $2 million Tropical Mix order, supporting higher recurring revenue visibility.
- Based on booked orders, management estimates Q4 2026 revenue of approximately $6–7 million and believes this step-up, driven by recurring programs and higher factory utilization, could position the company for profitability.
Negative
- None.
Filing Explained
The August 13 update is furnished rather than filed; June 30 records show $0 cash, equal to 0 days of reported quarterly operating cash use.
The August 13 Form 8-K furnishes selected second-quarter results and a business update under Item 2.02; the release is expressly not deemed filed under Section 18.
The operating ramp and deliveries described in the release remain expected or planned activity, not a disclosure that those future steps are complete.
Against that planned ramp, the latest quarterly record shows
Sources and calculations
- BranchOut Food Inc. Form 8-K and Exhibit 99.1 (2026-08-13)
- Form 8-K purpose (2026-07-17)
- BranchOut Food Inc. latest quarterly fundamentals (2026-06-30)
- Cash and equivalents vs quarterly operating cash outflow, in days of cash use $0 / ($2,788,251 / 90) = [object Object]
8-K Event Classification
Key Figures
Key Terms
GentleDry™ technology technical
everyday program financial
factory utilization financial
gross margins financial
recurring business financial
forward-looking statements regulatory
Earnings Snapshot
Management estimates Q4 2026 revenue of approximately $6–7 million and expects the ingredient business to generate approximately $6–7 million of revenue in 2026 with potential to exceed $10 million in 2027.
FAQ
What record revenue did BranchOut Food (BOF) report for Q2 2026?
How large is BranchOut Food’s new warehouse club program mentioned in the 8-K?
What production growth does BranchOut Food (BOF) project for the second half of 2026?
What revenue outlook did BranchOut Food give for Q4 2026?
How fast is BranchOut Food’s ingredient business expected to grow?
What margin improvements does BranchOut Food anticipate from new strawberry programs?
AI-generated analysis. How Rhea-AI works. Not financial advice.
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Item 2.02. Results of Operations and Financial Condition.
On August 13, 2026, BranchOut Food Inc. (the “Company”) issued a press release that included selected financial results for its quarterly period ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.
The information furnished herewith pursuant to this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section. The information in this Current Report on Form 8-K shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
| (d) | Exhibits. |
| Exhibit 99.1 | Press Release dated August 13, 2026 |
| Exhibit 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
| 1 |
SIGNATURES
Pursuant to the requirements of the Securities and Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| BranchOut Food Inc. | ||
| Date: August 13, 2026 | By: | /s/ Eric Healy |
| Eric Healy, Chief Executive Officer | ||
| 2 |
Exhibit 99.1
BranchOut Food Shareholder Update: Record Q2 Revenue and Major Retail Wins Position Company for Transformational Q4 and Beyond
Record customer wins, rapidly increasing factory utilization, and expanding recurring business create a clear path toward significantly higher revenue and margin expansion.
Key Highlights
| ● | Record Q2 revenue of approximately $4.5 million, representing another all-time high for the Company. |
| ● | Nation’s second-largest warehouse club transitions BranchOut’s Crunchy Fruit Chips to an approximately $8 million annual everyday program in 309 clubs beginning in September with an opportunity to expand store count next year. |
| ● | Production planned to nearly double to 70–80 metric tons per month as major customer programs begin ramping. |
| ● | Additional estimated $2 million Tropical Mix order secured with the same retailer, with shipments beginning in December and potential to become another everyday item. |
| ● | Five-product launch, hits the target, with a leading U.S. mass retailer beginning in September expands BranchOut’s branded platform into a major new retail customer. |
| ● | Ingredient business continues accelerating, with multiple new commercial wins and growing adoption by large CPG companies. |
| ● | Based on current booked orders, management estimates Q4 revenue of approximately $6-7 million. Factory utilization is expected to double by September, driving meaningful margin expansion through improved operating leverage. |
BEND, Ore., Aug 13th 2026 — BranchOut Food Inc. (NASDAQ: BOF), a food technology company pioneering next-generation fruit, vegetable, and dairy-based snacks through its proprietary GentleDry™ technology, today provided a business update following another record quarter and outlined management’s expectations for what it believes will be a transformational fourth quarter and beyond as major customer programs significantly ramp.
Record Q2 Summary
BranchOut generated record second quarter revenue of approximately $4.5 million, representing another all-time quarterly high for the Company. Growth was driven by continued execution across both its branded retail and rapidly expanding ingredient businesses while positioning the Company for substantially higher production volumes in the second half of 2026.
The second quarter represented an important investment period as the Company prioritized securing large, recurring customer programs over maximizing short-term profitability. To support the initial launch of its Crunchy Fruit Mix with the nation’s second-largest warehouse club retailer, BranchOut incurred one-time costs associated with first-time production scale-up, expedited freight, marketing support, and in-store demonstrations. While these investments temporarily pressured margins, they ultimately resulted in the product being accepted as an approximately $8 million annual everyday program, allowing the Company to transition to continuous production with significantly improved manufacturing efficiencies and margins.
Similarly, BranchOut produced significant volumes of strawberries for its ingredient business during the quarter at a time when raw material costs were nearly twice normal seasonal pricing. Although this reduced margins on those initial shipments, the Company secured substantially larger recurring strawberry programs that will be produced during season under planned purchasing contracts, which management expects will generate gross margins of approximately 40%.
Management believes these strategic investments have established a growing base of recurring business that positions the Company for significantly higher production volumes and stronger profitability beginning in the fourth quarter.
Nation’s Second-Largest Warehouse Club Expands Everyday Business
Following exceptional consumer response, BranchOut’s Crunchy Fruit Chips have transitioned from a one time order to an approximately $8 million annual program across 309 clubs, with shipments beginning in September.
Building on that success, the retailer also awarded BranchOut an additional estimated $2 million Tropical Mix order, with shipments expected to begin in December. Management believes the product has the potential to become another everyday offering following its initial launch.
Leading U.S. Mass Retailer Launch Begins in September
BranchOut will launch five branded products with a leading U.S. mass retailer beginning in September, significantly expanding the Company’s branded platform into a major new retail customer. The launch includes both fruit snacks and new vegetable- and dairy-based products, demonstrating the expanding capabilities of the GentleDry™ platform.
Ingredient Business Becoming a Major Growth Engine
The Company’s ingredient business continues to accelerate through multiple new commercial wins and growing ingredient integration by large CPG companies. After generating approximately $2 million in revenue during 2025, management expects this business to grow to approximately $6-7 million in 2026 and believes it has the potential to exceed $10 million in 2027. As customers continue expanding their use of BranchOut’s premium fruit and vegetable ingredients across multiple commercial applications, management expects the ingredient business to become an increasingly important driver of production volume, factory utilization, and profitability.
Production Expected to Nearly Double
To support these new customer programs, BranchOut expects monthly production to increase from approximately 35-40 metric tons to 70-80 metric tons as production ramps through the second half of 2026 based on booked orders.
Management believes this approximately 2X increase in factory utilization will significantly improve manufacturing efficiency, reduce fixed manufacturing overhead per pound by roughly half, lower unit costs, and create meaningful margin improvements.
Outlook for Q4 and Beyond
Based on current booked orders, management estimates Q4 revenue of approximately $6-7 million, delivery timing depended. The Company believes this represents a significant step function in revenue and positions BranchOut for profitability, with much of the expected growth driven by recurring everyday customer programs.
“We believe BranchOut is entering the most exciting period in the Company’s history,” said Eric Healy, Chief Executive Officer of BranchOut Food. “Over the past two years since opening our factory, we have focused on building customer relationships, expanding our manufacturing capabilities, and developing innovative products that differentiate us in the marketplace. Those investments are now translating into significantly higher production volumes, improving margins, and a growing base of recurring business. As we approximately double factory utilization over the coming months, we believe BranchOut is well positioned to deliver sustained profitable growth and create long-term value for our shareholders.”
About BranchOut Food Inc.
BranchOut Food is a leading international food technology company, specializing in the production of high-quality dehydrated fruit and vegetable-based products through its proprietary GentleDry Technology. This next-generation dehydration method preserves up to 95% of the original nutrition of fresh produce, offering superior quality and taste. Protected by over 17 patents, BranchOut’s technology enables it to stand out as a trusted brand, ingredient and a private-label supplier. For more information, visit www.branchoutfood.com or follow us on social media here.
For more information:
ir@branchoutfood.com
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to expectations or forecasts of future events. Forward-looking statements may be identified using words such as “forecast,” “intend,” “seek,” “target,” “anticipate,” “believe,” “expect,” “estimate”, “plan,” “position”, “outlook,” and “project” and other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements with respect to the operations of BranchOut Food, Inc., (the Company) strategies, prospects and other aspects of the business of the Company are based on current expectations that are subject to known and unknown risks and uncertainties, which could cause actual results or outcomes to differ materially from expectations expressed or implied by such forward-looking statements. You are cautioned not to place undue reliance upon any forward-looking statements, which speak only as of the date made. Although it may voluntarily do so from time to time, the Company undertakes no commitment to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable securities laws.