FRPT · Freshpet Q3 FY2026 earnings call record财报电话会记录

“We have several drivers identified to ensure we can overcome these headwinds and achieve our goals, including capturing, sustaining, and annualizing the operating gains we have seen in 2026, building on our 2026 performance and continuing to drive gains in throughput, yield, and quality, capturing substantially all of the annualized 100 basis points of adjusted gross margin improvement we expect from our new bag technology, newly launched productivity initiatives centered around sourcing, product formulation, and G&A expenses, and price increases that are targeted towards a small number of specific items in our product portfolio.”

“These include statements related to the size of the category in our TAM, our strategy and expectations for growth, the competitive advantage of our manufacturing on quality and cost, fridge expansion expectations, opportunities and capital efficiencies, expectations on margin improvement, capital spending, media spend, logistics costs, 2026 guidance, and 2027 targets.”