Lifeway Foods (LWAY)
Market Price (4/23/2026): $26.4 | Market Cap: $402.1 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Lifeway Foods (LWAY)
Market Price (4/23/2026): $26.4Market Cap: $402.1 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% Low stock price volatilityVol 12M is 43% Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Organic & Natural Products. | Weak multi-year price returns2Y Excs Rtn is -10% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 37x Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.7% Key risksLWAY key risks include [1] significant governance scrutiny and internal disputes related to a prolonged proxy battle with the founding family and [2] a contentious takeover fight with major shareholder Danone. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% |
| Low stock price volatilityVol 12M is 43% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Organic & Natural Products. |
| Weak multi-year price returns2Y Excs Rtn is -10% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 37x |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.7% |
| Key risksLWAY key risks include [1] significant governance scrutiny and internal disputes related to a prolonged proxy battle with the founding family and [2] a contentious takeover fight with major shareholder Danone. |
Qualitative Assessment
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Lifeway Foods (LWAY) stock has gained about 10% since 12/31/2025 because of the following key factors:
1. Lifeway Foods provided a strong preliminary outlook for the first quarter of 2026.
The company projected net sales for the quarter ended March 31, 2026, to be in the range of $60.8 million to $62.3 million, representing a significant year-over-year increase of 32% to 35% compared to the first quarter of 2025. This preliminary announcement, released on April 1, 2026, signaled accelerating demand for its core kefir and farmer cheese products.
2. The company announced robust fourth-quarter and record-breaking full-year 2025 financial results.
For Q4 2025, Lifeway Foods reported net sales of $55.4 million, an 18.0% increase year-over-year, and a gross profit margin of 27.8%, up 250 basis points from the previous year. The company also achieved a net income of $2.5 million ($0.16 diluted EPS) for the quarter, a significant turnaround from a net loss of $0.2 million ($0.01 diluted EPS) in the prior year. Additionally, Lifeway Foods recorded its highest-ever full-year net sales of $212.5 million, marking a 13.7% increase year-over-year and its 25th consecutive quarter of year-over-year sales growth.
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1. Lifeway Foods provided a strong preliminary outlook for the first quarter of 2026.
The company projected net sales for the quarter ended March 31, 2026, to be in the range of $60.8 million to $62.3 million, representing a significant year-over-year increase of 32% to 35% compared to the first quarter of 2025. This preliminary announcement, released on April 1, 2026, signaled accelerating demand for its core kefir and farmer cheese products.
2. The company announced robust fourth-quarter and record-breaking full-year 2025 financial results.
For Q4 2025, Lifeway Foods reported net sales of $55.4 million, an 18.0% increase year-over-year, and a gross profit margin of 27.8%, up 250 basis points from the previous year. The company also achieved a net income of $2.5 million ($0.16 diluted EPS) for the quarter, a significant turnaround from a net loss of $0.2 million ($0.01 diluted EPS) in the prior year. Additionally, Lifeway Foods recorded its highest-ever full-year net sales of $212.5 million, marking a 13.7% increase year-over-year and its 25th consecutive quarter of year-over-year sales growth.
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Stock Movement Drivers
Fundamental Drivers
The 8.7% change in LWAY stock from 12/31/2025 to 4/22/2026 was primarily driven by a 19.3% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.23 | 26.34 | 8.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 204 | 212 | 4.1% |
| Net Income Margin (%) | 5.5% | 6.5% | 19.3% |
| P/E Multiple | 33.1 | 28.9 | -12.5% |
| Shares Outstanding (Mil) | 15 | 15 | 0.0% |
| Cumulative Contribution | 8.7% |
Market Drivers
12/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| LWAY | 8.7% | |
| Market (SPY) | -5.4% | 19.0% |
| Sector (XLP) | 5.7% | 6.8% |
Fundamental Drivers
The -5.1% change in LWAY stock from 9/30/2025 to 4/22/2026 was primarily driven by a -27.3% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.76 | 26.34 | -5.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 193 | 212 | 10.1% |
| Net Income Margin (%) | 5.5% | 6.5% | 18.7% |
| P/E Multiple | 39.8 | 28.9 | -27.3% |
| Shares Outstanding (Mil) | 15 | 15 | -0.2% |
| Cumulative Contribution | -5.1% |
Market Drivers
9/30/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| LWAY | -5.1% | |
| Market (SPY) | -2.9% | 22.4% |
| Sector (XLP) | 5.6% | 15.3% |
Fundamental Drivers
The 7.7% change in LWAY stock from 3/31/2025 to 4/22/2026 was primarily driven by a 35.0% change in the company's Net Income Margin (%).| (LTM values as of) | 3312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.45 | 26.34 | 7.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 187 | 212 | 13.7% |
| Net Income Margin (%) | 4.8% | 6.5% | 35.0% |
| P/E Multiple | 40.2 | 28.9 | -28.1% |
| Shares Outstanding (Mil) | 15 | 15 | -2.5% |
| Cumulative Contribution | 7.7% |
Market Drivers
3/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| LWAY | 7.7% | |
| Market (SPY) | 16.3% | 19.0% |
| Sector (XLP) | 2.7% | 23.8% |
Fundamental Drivers
The 336.1% change in LWAY stock from 3/31/2023 to 4/22/2026 was primarily driven by a 899.3% change in the company's Net Income Margin (%).| (LTM values as of) | 3312023 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.04 | 26.34 | 336.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 142 | 212 | 50.1% |
| Net Income Margin (%) | 0.7% | 6.5% | 899.3% |
| P/E Multiple | 99.3 | 28.9 | -70.9% |
| Shares Outstanding (Mil) | 15 | 15 | -0.2% |
| Cumulative Contribution | 336.1% |
Market Drivers
3/31/2023 to 4/22/2026| Return | Correlation | |
|---|---|---|
| LWAY | 336.1% | |
| Market (SPY) | 63.3% | 16.5% |
| Sector (XLP) | 18.6% | 9.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LWAY Return | -15% | 21% | 142% | 85% | -2% | 9% | 387% |
| Peers Return | 9% | -25% | -2% | -16% | -23% | 3% | -46% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 88% |
Monthly Win Rates [3] | |||||||
| LWAY Win Rate | 33% | 58% | 50% | 50% | 42% | 50% | |
| Peers Win Rate | 55% | 40% | 55% | 43% | 47% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| LWAY Max Drawdown | -16% | -1% | -4% | -22% | -19% | -27% | |
| Peers Max Drawdown | -9% | -37% | -20% | -24% | -33% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HAIN, BGS, KHC, PEP, DOLE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)
How Low Can It Go
| Event | LWAY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -45.8% | -25.4% |
| % Gain to Breakeven | 84.6% | 34.1% |
| Time to Breakeven | 428 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -43.4% | -33.9% |
| % Gain to Breakeven | 76.7% | 51.3% |
| Time to Breakeven | 37 days | 148 days |
| 2018 Correction | ||
| % Loss | -84.2% | -19.8% |
| % Gain to Breakeven | 534.3% | 24.7% |
| Time to Breakeven | 1,380 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -69.7% | -56.8% |
| % Gain to Breakeven | 230.0% | 131.3% |
| Time to Breakeven | 2,262 days | 1,480 days |
Compare to HAIN, BGS, KHC, PEP, DOLE
In The Past
Lifeway Foods's stock fell -45.8% during the 2022 Inflation Shock from a high on 3/21/2022. A -45.8% loss requires a 84.6% gain to breakeven.
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About Lifeway Foods (LWAY)
Lifeway Foods, Inc. produces and markets probiotic-based products in the United States and internationally. Its primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, flavors, and types, including low fat, non-fat, whole milk, protein, and BioKefir. The company also offers European-style soft cheeses; cream and other products; ProBugs, a line of kefir products designed for children; cupped kefir and Icelandic Skyr, a line of strained kefir and yogurt products; and frozen kefir in soft serve and pint-size containers. It sells its products under the Lifeway and Fresh Made brand names, as well as under private labels on behalf of customers primarily through direct sales force, brokers, and distributors. The company was founded in 1986 and is based in Morton Grove, Illinois.
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Here are 1-3 brief analogies for Lifeway Foods (LWAY):
- Like the Chobani or Fage of kefir.
- A smaller Dannon (Danone), but specializing in probiotic kefir.
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- Drinkable Kefir: A cultured dairy product offered in various organic and non-organic sizes, flavors, and types, including low fat, non-fat, whole milk, protein, and BioKefir.
- European-Style Soft Cheeses: A line of soft cheeses made in the European tradition.
- Cream: Dairy cream products.
- ProBugs: A specific line of kefir products tailored for children.
- Cupped Kefir and Icelandic Skyr: Strained kefir and yogurt products available in single-serving cups.
- Frozen Kefir: Kefir products offered in both soft-serve and pint-size frozen formats.
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Lifeway Foods (LWAY) Management Team:Julie Smolyansky
President, Chief Executive Officer, Secretary and DirectorJulie Smolyansky became the youngest female CEO of a publicly held firm when she took over Lifeway Foods at the age of 27 in 2002, following the passing of her father, Michael Smolyansky, who founded the company in 1986. Under her leadership, Lifeway's annual revenue has grown significantly, from $12 million in 2002 to a projected $185-$186.5 million in 2024, and reached $210 million in 2025. She has expanded the company's distribution across the United States, Mexico, France, Ireland, and parts of Central and South America and the Caribbean. Smolyansky is also a co-founder of Test400k, a non-profit dedicated to ending the backlog of untested rape kits in the U.S.
Eric Hanson
Chief Financial and Accounting Officer and TreasurerEric Hanson is Lifeway's Chief Financial and Accounting Officer and Treasurer. He joined Lifeway as Controller in July 2016 and was promoted to Chief Accounting Officer in May 2018. Prior to Lifeway, Eric was Director of External Reporting for CPG International from 2014 through 2016 and an Audit Manager for Deloitte and Touche from 2012 to 2014. He also held various audit positions with Crowe Horwath from 2003 through 2012, bringing over 20 years of accounting and financial reporting experience. He holds a Bachelor of Science in Finance from the University of Illinois.
Joe Walker
Executive Vice President and Chief Operating OfficerJoe Walker is the Executive Vice President and Chief Operating Officer of Lifeway. He previously served as Chief Financial Officer for seven years and has held various financial positions at Lifeway since 1986. He oversees all areas of operations and works with the executive leadership team. Walker is a CPA and holds a bachelor's degree with a major in accounting from the University of Tennessee, Martin.
Amy Feldman
Senior Executive Vice President of SalesAmy Feldman was appointed Lifeway's Senior Executive Vice President of Sales in October 2018. She has over 20 years of experience in the food industry, focusing on building businesses, brands, and teams, particularly in the Fresh and Natural Foods sector. Her background includes experience as a retailer, broker, distributor, and working with high-growth food brands across various sales channels.
Ludmila Smolyansky
Chairperson of the BoardLudmila Smolyansky co-founded Lifeway Foods in 1986 with her husband, Michael Smolyansky. They immigrated to the U.S. from the Soviet Union in 1976. After discovering kefir at a German food show in 1985, they were inspired to produce it in the United States, starting the company with an initial capital of $250,000. She currently serves as the Chairperson of the Board.
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The key risks to Lifeway Foods (LWAY) are:- Corporate Governance Issues and Internal Disputes: Lifeway Foods faces significant governance scrutiny, particularly regarding the CEO's spouse's role, executive compensation practices, and a prolonged proxy battle involving members of the founding family. The company has also been engaged in a contentious battle against a potential takeover by French dairy giant Danone, a major shareholder, with accusations that Danone has attempted to undermine Lifeway's business and control. This internal discord and external pressure from a large shareholder could lead to management distraction, instability, and impact strategic decision-making and investor confidence.
- Intense Market Competition: The cultured dairy and functional food sectors in which Lifeway operates are highly competitive. Lifeway faces strong competition from larger consumer packaged goods (CPG) companies such as Danone, General Mills, and Chobani, which possess extensive marketing budgets and distribution capabilities. This intense competition can challenge Lifeway's market share and pricing power.
- Volatility in Raw Material Prices: As a producer of dairy-based products, Lifeway Foods is susceptible to significant fluctuations in the prices of raw materials, particularly milk. Volatile commodity prices can directly impact the company's cost of goods sold, subsequently affecting its profitability and financial performance.
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The rapid and increasing consumer shift towards plant-based diets and alternatives, including fermented plant-based beverages, poses a threat to Lifeway Foods, whose primary products are dairy-based. As consumers seek non-dairy options for health, ethical, or environmental reasons, the market for traditional dairy kefir may shrink or grow more slowly than the plant-based segment, potentially eroding Lifeway's market share or growth opportunities if they do not adequately diversify their product offerings.AI Analysis | Feedback
Lifeway Foods (LWAY) operates within several addressable markets related to probiotic-based dairy products, including kefir, Icelandic Skyr, soft cheeses, and cream products. These markets show significant growth potential, particularly in the United States and globally.
Kefir Products (Drinkable, Cupped, ProBugs, Frozen Kefir)
- The global kefir market was valued at approximately USD 2.16 billion in 2024 and is projected to reach about USD 3.68 billion by 2033.
- In North America, the kefir market was valued at USD 275.61 million in 2024 and is expected to reach USD 435.32 million by 2033. The U.S. kefir market alone is projected to reach USD 296.13 million by 2032.
- More broadly, the U.S. yogurt and probiotic drink market was estimated at USD 8.43 billion in 2022 and is expected to continue growing through 2030. The global probiotic drinks market was valued at USD 24.85 billion in 2024 and is projected to grow to approximately USD 56.19 billion by 2034. North America was the dominant region in the probiotic drinks market in 2024.
Icelandic Skyr
- The global Skyr yogurt market size was valued at USD 2.1 billion in 2024 and is anticipated to reach USD 4.2 billion by 2033.
- North America represents a fast-growing regional market for Skyr yogurt, with sales reaching USD 650 million in 2024. Skyr is also a component of the broader U.S. yogurt market, which was estimated at USD 12.87 billion in 2026 and is projected to reach USD 16.08 billion by 2031.
European-Style Soft Cheeses
- The global soft cheese market was valued at USD 10.57 billion by the end of 2025 and is projected to reach USD 15.50 billion by 2033.
- North America accounts for approximately 28.25% of the global soft cheese market revenue in 2025. The U.S. cheese market overall is forecast to increase by USD 12.2 billion between 2024 and 2029.
Cream and Other Products
- The U.S. cream cheese market was valued at USD 5.8 billion in 2024 and is estimated to reach USD 12.6 billion by 2034.
- The broader U.S. dairy products market, which encompasses cream and other dairy items, was valued at USD 120.7 billion in 2024 and is projected to reach USD 167.9 billion by 2032.
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Lifeway Foods (LWAY) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Sustained Volume-Led Growth of Core Kefir Products: Lifeway Foods anticipates continued strong performance from its flagship Lifeway branded drinkable kefir. The company has consistently reported double-digit volume-led growth in this category, with 21 consecutive quarters of year-over-year net sales growth by the end of 2024, and continued strong volume-led growth into 2025.
- Expansion of Product Portfolio and Innovation: The company is actively diversifying its product offerings beyond traditional kefir. This includes the launch of new products such as kefir butter (expected in 2026), Muscle Mates, and collagen smoothies. Lifeway aims to generate 30% of its revenue from non-traditional products by the end of 2026.
- Increased Manufacturing Capacity: To support growing demand, Lifeway is investing in expanding its production capabilities. The Waukesha facility expansion is slated to double capacity by the end of 2026 and significantly increase bottling speeds.
- Strategic Sales and Marketing Investments: Lifeway plans to continue investing in sales and marketing initiatives to drive product trial, accelerate product velocities, and attract new customers. These efforts leverage the increasing consumer demand for health and wellness products, particularly those offering probiotics, high protein, and functional benefits. The company is also focusing on distribution by expanding products like its Lifeway Farmer Cheese line into major retail channels.
- Market Expansion through International Growth and Strategic Acquisitions: Lifeway Foods is pursuing growth in new markets. Its international expansion strategy targets a 25% year-over-year sales increase in the EMEA and APAC regions. Additionally, the company is open to strategic acquisitions, having recently acquired a plant-based yogurt maker and aiming to evaluate 3-5 acquisition targets annually through 2027 to further diversify its portfolio.
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Share Repurchases
- On June 28, 2025, Lifeway Foods' Board of Directors approved a new share repurchase program authorizing the company to repurchase up to 250,000 shares within a two-year period.
- This share repurchase program is intended to be funded using available cash generated through operations.
- No purchases of equity securities by the issuer were reported in fiscal years 2024 or 2023.
Share Issuance
- As of April 25, 2025, and March 14, 2025, Lifeway Foods had 15,203,241 shares of common stock outstanding.
- On March 20, 2023, the company reported 14,644,762 shares of common stock outstanding.
- As of December 31, 2022, shares outstanding were approximately 16 million.
Inbound Investments
- A Cooperation Agreement with Danone was detailed in an 8-K filing on September 30, 2025, which includes provisions for board refreshment, voting commitments, and registration rights for Danone's holdings.
- Lifeway Foods has 119 institutional owners and shareholders, including firms like Divisadero Street Capital Management, Cresset Asset Management, Renaissance Technologies, Vanguard Group, and BlackRock, holding a total of 4,956,013 shares.
Outbound Investments
- In August 2021, Lifeway Foods acquired the Glen Oaks Farms drinkable yogurt product line.
Capital Expenditures
- Lifeway Foods reported capital expenditures of $10.9 million for September 2025 and $5.1 million in Q3 2025.
- Annual capital expenditures were $6.7 million for fiscal year 2024.
- Year-to-date capital expenditures for 2025 were $9 million, primarily allocated to the expansion of its Waukesha facility to double capacity by the end of 2026 and triple bottling speeds.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Lifeway Foods Earnings Notes | 12/16/2025 | |
| Can Lifeway Foods Stock Hold Up When Markets Turn? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to LWAY.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03272026 | MZTI | Marzetti | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.9% | 0.9% | 0.0% |
| 03272026 | TAP | Molson Coors Beverage | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -0.8% | -0.8% | -1.1% |
| 03202026 | KHC | Kraft Heinz | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.3% | 4.3% | -1.7% |
| 03202026 | KMB | Kimberly-Clark | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -1.8% | -1.8% | -1.9% |
| 03202026 | MKC | McCormick | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.2% | -5.2% | -5.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.45 |
| Mkt Cap | 0.9 |
| Rev LTM | 5,501 |
| Op Inc LTM | 201 |
| FCF LTM | 38 |
| FCF 3Y Avg | 133 |
| CFO LTM | 112 |
| CFO 3Y Avg | 194 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.4% |
| Rev Chg 3Y Avg | 0.4% |
| Rev Chg Q | 3.2% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Inc Chg LTM | -11.8% |
| Op Inc Chg 3Y Avg | 3.8% |
| Op Mgn LTM | 8.8% |
| Op Mgn 3Y Avg | 9.7% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 5.3% |
| CFO/Rev 3Y Avg | 7.8% |
| FCF/Rev LTM | 2.1% |
| FCF/Rev 3Y Avg | 4.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 0.6 |
| P/Op Inc | 6.1 |
| P/EBIT | 5.2 |
| P/E | 12.0 |
| P/CFO | 8.7 |
| Total Yield | 3.7% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 8.8% |
| D/E | 0.8 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 9.6% |
| 3M Rtn | 2.8% |
| 6M Rtn | 0.1% |
| 12M Rtn | -1.4% |
| 3Y Rtn | -21.5% |
| 1M Excs Rtn | 1.2% |
| 3M Excs Rtn | -1.0% |
| 6M Excs Rtn | -6.5% |
| 12M Excs Rtn | -36.2% |
| 3Y Excs Rtn | -93.5% |
Price Behavior
Price Behavior
| Market Price | $26.34 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 08/18/1995 | |
| Distance from 52W High | -22.1% | |
| 50 Days | 200 Days | |
| DMA Price | $21.76 | $24.66 |
| DMA Trend | down | down |
| Distance from DMA | 21.0% | 6.8% |
| 3M | 1YR | |
| Volatility | 48.8% | 43.1% |
| Downside Capture | -0.26 | -0.01 |
| Upside Capture | 45.54 | 12.96 |
| Correlation (SPY) | 19.2% | 14.9% |
LWAY Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.95 | 0.80 | 0.46 | 0.59 | 0.39 | 0.81 |
| Up Beta | 5.08 | 1.39 | 1.82 | 1.60 | 0.39 | 1.10 |
| Down Beta | -0.26 | -0.18 | -0.11 | 0.55 | 0.34 | 0.29 |
| Up Capture | -8% | 63% | -16% | -14% | 14% | 101% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 5 | 15 | 25 | 52 | 114 | 350 |
| Down Capture | 158% | 127% | 97% | 83% | 69% | 88% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 16 | 26 | 37 | 73 | 133 | 381 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LWAY | |
|---|---|---|---|---|
| LWAY | 18.9% | 43.0% | 0.52 | - |
| Sector ETF (XLP) | 3.5% | 12.4% | -0.00 | 22.1% |
| Equity (SPY) | 26.7% | 12.5% | 1.77 | 17.0% |
| Gold (GLD) | 38.9% | 27.4% | 1.19 | 10.3% |
| Commodities (DBC) | 23.5% | 16.2% | 1.32 | -7.2% |
| Real Estate (VNQ) | 15.6% | 13.6% | 0.82 | 22.3% |
| Bitcoin (BTCUSD) | -12.8% | 42.6% | -0.21 | 6.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LWAY | |
|---|---|---|---|---|
| LWAY | 38.1% | 67.3% | 0.75 | - |
| Sector ETF (XLP) | 6.1% | 13.2% | 0.25 | 10.2% |
| Equity (SPY) | 10.5% | 17.1% | 0.48 | 19.0% |
| Gold (GLD) | 21.5% | 17.8% | 0.99 | 5.1% |
| Commodities (DBC) | 10.7% | 18.8% | 0.47 | -0.6% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 15.3% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 9.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LWAY | |
|---|---|---|---|---|
| LWAY | 10.9% | 68.4% | 0.44 | - |
| Sector ETF (XLP) | 7.3% | 14.7% | 0.36 | 9.9% |
| Equity (SPY) | 13.8% | 17.9% | 0.66 | 17.0% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 4.5% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 5.3% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 14.2% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 7.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/17/2026 | -7.2% | -9.7% | 18.7% |
| 11/12/2025 | -2.5% | -6.8% | -0.9% |
| 8/12/2025 | 6.8% | 10.5% | 16.9% |
| 1/6/2025 | -3.3% | -7.7% | -6.0% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 2 |
| # Negative | 3 | 3 | 2 |
| Median Positive | 6.8% | 10.5% | 17.8% |
| Median Negative | -3.3% | -7.7% | -3.4% |
| Max Positive | 6.8% | 10.5% | 18.7% |
| Max Negative | -7.2% | -9.7% | -6.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/17/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/14/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/20/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/27/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/26/2022 | 10-Q |
| 03/31/2022 | 08/26/2022 | 10-Q |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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