Barfresh Food Group (BRFH) Q2 FY26 earnings call

Barfresh Food Group is navigating a strategic transformation to in-house production, which significantly impacted Q2 FY26 results with lower-than-expected margins and adjusted EBITDA due to slower ramp-up and higher costs at the acquired Arps Dairy facility. Despite these production challenges and a revised full-year outlook, the company is rebuilding its legacy Barfresh business in the education channel and remains confident in the long-term opportunity once its new Defiance facility is operational.