Added to YB: 2026-08-19
Pitch date: 2026-06-03
LWAY [bullish]
Lifeway Foods, Inc.
Author Info
No bio for this author
Company Info
Lifeway Foods, Inc. produces and markets probiotic-based products in North America. The company’s primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, flavors, and milk types.
Market Cap
$390.1M
Pitch Price
N/A
Price Target
45.00
Dividend
N/A
EV/EBITDA
20.02
P/E
37.29
EV/Sales
1.67
Sector
Food Products
Category
growth
Lifeway Foods, Inc. - $LWAY
LWAY: Long. ~95% US kefir monopoly growing 20-37% YoY, on track for $250M 2026 sales, aided by gut-health/protein/GLP-1 trends. Trades 12x 2027 P/E, 10x FCF. $45M Waukesha capex ends 2026, FCF inflects 2027 (EBITDA target $45-50M). Danone 22% block sale at $19.50 suppressed shares ($22.50 now). Upside 2x+ to normal multiple, more toward COCO (40x). Risk: Danone entering category.
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