BRFH · NASDAQ · Beverages - Non-Alcoholic

Barfresh Food Group (BRFH)

Provides ready-to-drink and ready-to-blend frozen beverages for foodservice customers.

$1.10
vs last close−0.01 (−0.90%)
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Barfresh Food Group, Inc.BRFH
Consumer Staples

Sells frozen smoothies, shakes, frappes and juice pops in ready-to-drink and ready-to-blend formats. Portion-controlled, prepackaged ingredients support quick on-site preparation for foodservice customers, while the Arps Dairy acquisition added owned manufacturing capability.

Creates, manufactures and distributes frozen beverages and food in ready-to-drink and ready-to-blend formats. Smoothies, shakes, frappes and juice pops use portion-controlled, prepackaged ingredients designed for quick on-site preparation in foodservice. The system is intended to make freshly made beverages with controlled portions at service locations. It also includes a juice-pop extension within the core frozen beverage platform.

The Arps Dairy acquisition added owned dairy-processing capability, replacing an earlier profile without manufacturing capability. The business depends on integrating a geographically distant operation, completing the new dairy facility on time and budget, and managing product quality and safety.

Company facts

CEORiccardo Delle Coste
ListedJan 20, 2022
ExchangeNASDAQ
HeadquartersLos Angeles, CA
CountryUnited States
Employees32
CIK0001487197
ISINUS0675322004

Market cap$17.9M
EPS (ttm)−$0.2272
P/E (ttm)−4.89
ROE-295.1%
P/B
P/S0.8963
Dividend yieldDiv yield
Beta0.09vs XLP 0.62

Price target$6.00+440.5%Average of 2 analysts
ConsensusBuy2 of 2 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Nov 5, 26
in 44 days
EPS estimate
−$0.06
Revenue estimate
$6.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.06−$0.05−$0.06−$0.02−$0.05−$0.04−$0.12Pending
Estimate−$0.01−$0.05−$0.06−$0.01−$0.04−$0.08−$0.05−$0.06
Surprise−500.0%0.0%0.0%−100.0%−42.9%+50.0%−140.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.8M$2.9M$1.6M$4.2M$5.4M$5.6M$4.7MPending
Estimate$4.2M$2.1M$5.7M$4.4M$5.7M$5.1M$5.4M$6.6M
Surprise−33.1%+36.7%−71.3%−2.9%−4.3%+11.0%−12.1%
Estimate−$0.06
ReportedDue Nov 5, 2026
Estimate$6.6M
ReportedDue Nov 5, 2026
View details

Current ratio71.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$3.6M$2.8M$2.9M$1.6M$4.2M$5.4M$5.6M$4.7M
Net income−$513.0K−$852.0K−$761.0K−$880.0K−$290.0K−$763.0K−$661.0K−$1.9M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$500.0K−$824.0K−$738.0K−$868.0K−$260.0K−$1.0M−$414.0K−$1.5M
YoY growthLoss widenedLoss widenedLoss widenedLoss narrowedLoss narrowedLoss widenedLoss narrowedLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $324.0K · Total debt $8.4M · Total assets $12.7M · Shareholders' equity −$84.0K

Revenue
$4.7M
Operating income
−$1.5M
Net income
−$1.9M
View details

No dividends on record.

Institutions24.14%3.94M shares
18 holders · as of Jun 30, 2026
Insiders4.57%745.3K shares
7 holders · as of Sep 18, 2026
Other71.29%11.63M shares
remainder

16.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Ibex Investors LLCInstitution
8.84%1.44Mas of Jun 30, 2026
Bleichroeder LPInstitution
8.53%1.39Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.04%333,294as of Jun 30, 2026
Morgan StanleyInstitution
1.76%287,236as of Jun 30, 2026
Joseph M. CugineInsiderdirector
1.58%257,146filed Jul 2, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 17, 2026Lisa Rogerother: Former Chief Financial Officer−25,329$1.10
Sep 10, 2026Lisa Rogerother: Former Chief Financial Officer−6,127$1.22
Mar 23, 2026Coste Riccardo Delledirector, 10 percent owner, officer: Chief Executive Officer+9,375$3.20
Mar 6, 2026Joseph M. Cuginedirector+62,500$3.20
View details

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Compare

CompanyPriceChange
Barfresh Food Group$1.10−0.90%$17.9M0.9+189.7%
J&J Snack Foods$78.71+0.86%$1.46B30.118.91.0−6.2%
Campbell's$20.33+1.98%$5.94B15.211.80.6−7.9%
Simply Good Foods$10.06+0.95%$880.9M6.10.6−6.3%
Median22.611.80.6−6.3%