Jan. 28 at 3:14 PM
$BOF 2026 the year of moving past breakeven and into profitability.
New building: Adding 4th line with ability to add more. With 2 buildings can operate one with allergen products and one without allergen products. Ie expands product diversity.
Example: moving into dairy. Yes you heard that right. Has a
$2M order for cheesecake. Will allow shelf life expansion for dessert item while still soft and tasty.
2025 they were behind. Had to air freight. Cost about 8% hit. Now they are caught up. Goes to bottom line using boat. Tariffs are essentially gone, at least as of today. Another 5%. Four lines going, spreads fixed costs. Ie higher margins. Ran in teens in 2025. Expect mid 20’s to over 30% as incremental product likely near 50%.
Adding new product orders and if they stick (ie yr round orders) that can be
$15M incremental per item.
Dairy. Wow. First of its kind. Exciting
