Freshpet Inc. Reports Strong Q3 Results, Updates Full-Year Outlook

Freshpet, Inc. (FRPT) announced its financial results for the third quarter of 2025, revealing significant growth in revenue and net income. The company also provided an updated outlook for the full year, reflecting a cautious but optimistic approach. Key highlights from the quarter include a 14% increase in net sales to $288.8 million compared to the previous year, exceeding market expectations of $284.22 million, driven by increased volume and a favorable price/mix combination. Despite a slight decline in gross margin to 39.5% from 40.4%, Freshpet’s adjusted gross margin remained strong at 46.0%. This was partially offset by reduced leverage on plant expenses, which were mitigated by lower input costs. Net income surged to $101.7 million, a notable jump compared to $11.9 million in the previous year, mainly due to tax benefits from sustained profitability. EBITDA for the quarter also increased significantly to $54.6 million from $43.5 million in the prior year. This growth was driven by higher adjusted gross profit, although partially offset by increased adjusted SG&A expenses. The company attributes its success to adapting to changing consumer behaviors and economic conditions. Looking ahead, Freshpet has updated its full-year guidance, projecting net sales growth of approximately 13%, slightly lower than the previous range of 13% to 16%. This cautious approach reflects current economic conditions and a commitment to maintaining financial discipline, while aiming for positive free cash flow throughout 2025. Further investment in strategic areas will ensure long-term market share expansion. The company anticipates spending around $140 million on capital expenditures this year compared to the previous estimate of $175 million. Freshpet remains committed to capturing growing demand for fresh pet food, particularly through its efforts to increase household penetration and secure a larger share of new pet parents.