Market Cap 411.39M
Revenue (ttm) 186.82M
Net Income (ttm) 9.03M
EPS (ttm) N/A
PE Ratio 41.79
Forward PE N/A
Profit Margin 4.83%
Debt to Equity Ratio 0.00
Volume 56,600
Avg Vol 48,638
Day's Range N/A - N/A
Shares Out 15.20M
Stochastic %K 64%
Beta 0.69
Analysts Strong Sell
Price Target $28.00

Company Profile

Lifeway Foods, Inc. produces and markets probiotic-based products in the United States and internationally. The company's primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, flavors, and types. It offers European-style soft cheeses, including farmer and white cheeses, and sweet kiss; cream and other products; drinkable yogurt; ProBugs, a kefir products designed for children; and butter and sour cream. The company sells its products under the Lif...

Industry: Packaged Foods
Sector: Consumer Defensive
Phone: 847 967 1010
Fax: 847 967 6558
Address:
6431 West Oakton Street, Morton Grove, United States
StockholderDemocracy
StockholderDemocracy Aug. 5 at 9:01 PM
Lifeway Foods $LWAY, a $409 million maker of probiotic-based products, is facing renewed boardroom turmoil as Danone (22.7% owner) signaled on August 1, 2025, that it may back Edward Smolyansky’s campaign to replace the board if acquisition talks don’t result in a deal by mid-September. The development caps nearly four years of escalating tension. Since 2021, Edward and Ludmila Smolyansky—together long-time insiders—have repeatedly pushed for governance reforms, CEO Julie Smolyansky’s removal, and a strategic review. Despite a 2022 settlement, disputes reignited in 2024, including legal battles, proxy fights, and criticism over rejected Danone offers, insider compensation, and governance practices. Danone, frustrated by Lifeway’s entrenchment and rejection of its offers—most recently a 72% premium bid—entered into a limited standstill agreement on August 1, 2025, after Lifeway reached out to "reset" the relationship.
0 · Reply
StockScanners
StockScanners Aug. 5 at 1:31 AM
$LWAY still on watch
0 · Reply
StockScanners
StockScanners Aug. 2 at 6:37 PM
$LWAY If we do not no break above 28, may drop back down to 24. needs to hold above 25.50
0 · Reply
kiwitc2000
kiwitc2000 Aug. 2 at 5:27 PM
$LWAY On watch for next week. Buy the rumor etc etc
0 · Reply
assisi
assisi Aug. 1 at 8:32 PM
$LWAY i think we will get a sale here. don’t think it’ll be much over $30 but see $30-32 in range for new offer and I expect a deal to go through
1 · Reply
topstockalerts
topstockalerts Aug. 1 at 7:53 PM
Danone Eyes Lifeway Foods Again in Third Acquisition Attempt. Danone is revisiting a potential acquisition of Lifeway Foods , which dominates the U.S. kefir market. A confidentiality agreement gives both parties until Sept. 15 to reach a deal. Previous all-cash offers of $25 and $27 per share were rejected. Danone already owns 23% of LWAY and may back a shareholder push—led by co-founders Ludmila and Edward Smolyansky—to replace the board if no deal is reached. Lifeway, valued at $186.8M in 2024 revenue, has seen internal power struggles and ongoing legal disputes with Danone over share issuance rights.. $BN $LWAY
0 · Reply
assisi
assisi Aug. 1 at 6:00 PM
$LWAY is sitting at the intersection of every consumer food CPG trend with a flawless balance sheet, no debt, increasing cash position, and category dominance with growing distribution. this company is right in the money and warrants its premium. they also make excellent products. gut health and protein are top of mind for consumers and kefir is at the intersection the same way yogurt and cottage cheese are, but with a tiny fraction of the household penetration - this means huge potential runway. the market knows this, Danone knows this, Julie knows this, the Board knows this, Evercore knows this — this explains the stock performance and valuation, not just the buyout offer. someone wrote in SeekingAlpha about the buyout offer being the reason for the price. i disagree. sure a buyout offer helps, but that is not nearly the reason. this asset is incredibly lucrative and better positioned than 99.9% of food companies out there. that is why. that said, i still support a sale.
0 · Reply
NVDAMillionaire
NVDAMillionaire Jul. 29 at 5:52 PM
$LWAY Outstanding article that hits the mark on LWAY's current state. So if you want to refresh your LWAY insights or learn about LWAY from scratch, this is a must read. https://beyondspx.com/article/lifeway-foods-culturing-growth-and-navigating-activism-in-the-probiotic-market-lway
0 · Reply
assisi
assisi Jul. 22 at 4:40 PM
$LWAY and another one - Health-Ade Kombucha sold for $500M. They are doing around $250M in revenue but I would be hard pressed to believe their financials are as strong as Lifeway’s (unlikely to ever get the full picture) Lifeway is on an increasingly small list of growing, profitable and category dominant better-for-you CPG products Current market cap is $377M A sale at $500M is a near 50% increase Julie needs to set aside feud and read the room. Now is the time to transact. They’ve built a fantastic business and have a lot to be proud of, but this is not a company to remain independent and publicly traded. I’m a massive supporter of their success and products and stock. Looking at the way the market is treating food M&A, this is a moment to seize. Danone, Evercore, and Lifeway need to do their jobs now. This is a great asset. Danone is the logical buyer. They own a significant amount and have done extremely well with their toe hold position. Take it to the next level.
1 · Reply
assisi
assisi Jul. 9 at 9:12 PM
$LWAY and another one with $KLG being taken private by Ferrero the only thing holding up a sale is a family feud and probably a little greed on the sale price, but Julie and the Board would be out of their minds to miss the food CPG M&A craze that’s happening Evercore better be working over time right now to get a deal done While I would love to see Lifeway go at it alone, the family feuding is not helping the brand. Sell the business; everyone walks away happy; shareholders get their return; Lifeway legacy continues to grow.
3 · Reply
Latest News on LWAY
Lifeway Foods Celebrates June 18 as National Kefir Day

Jun 16, 2025, 1:15 PM EDT - 7 weeks ago

Lifeway Foods Celebrates June 18 as National Kefir Day


Lifeway Foods, Inc. (LWAY) Q1 2025 Earnings Call Transcript

May 14, 2025, 7:16 PM EDT - 3 months ago

Lifeway Foods, Inc. (LWAY) Q1 2025 Earnings Call Transcript


LIFEWAY FOODS REJECTS REVISED UNSOLICITED PROPOSAL FROM DANONE

Nov 20, 2024, 7:30 AM EST - 9 months ago

LIFEWAY FOODS REJECTS REVISED UNSOLICITED PROPOSAL FROM DANONE


Lifeway Foods, Inc. (LWAY) Q3 2024 Earnings Call Transcript

Nov 14, 2024, 1:09 PM EST - 9 months ago

Lifeway Foods, Inc. (LWAY) Q3 2024 Earnings Call Transcript


Rate Cut Winners: Top 5 Small-Caps Ready For A Rally

Sep 25, 2024, 5:00 AM EDT - 11 months ago

Rate Cut Winners: Top 5 Small-Caps Ready For A Rally

AGX ESQ NECB VIRC


Lifeway Foods® Announces New Kefir Distribution in South Africa

Sep 11, 2024, 11:57 AM EDT - 11 months ago

Lifeway Foods® Announces New Kefir Distribution in South Africa


Lifeway Foods® Sponsors Charity Miles to Support Mental Health

Sep 9, 2024, 5:00 PM EDT - 11 months ago

Lifeway Foods® Sponsors Charity Miles to Support Mental Health


Lifeway Foods, Inc. (LWAY) Q2 2024 Earnings Call Transcript

Aug 14, 2024, 1:42 PM EDT - 1 year ago

Lifeway Foods, Inc. (LWAY) Q2 2024 Earnings Call Transcript


StockholderDemocracy
StockholderDemocracy Aug. 5 at 9:01 PM
Lifeway Foods $LWAY, a $409 million maker of probiotic-based products, is facing renewed boardroom turmoil as Danone (22.7% owner) signaled on August 1, 2025, that it may back Edward Smolyansky’s campaign to replace the board if acquisition talks don’t result in a deal by mid-September. The development caps nearly four years of escalating tension. Since 2021, Edward and Ludmila Smolyansky—together long-time insiders—have repeatedly pushed for governance reforms, CEO Julie Smolyansky’s removal, and a strategic review. Despite a 2022 settlement, disputes reignited in 2024, including legal battles, proxy fights, and criticism over rejected Danone offers, insider compensation, and governance practices. Danone, frustrated by Lifeway’s entrenchment and rejection of its offers—most recently a 72% premium bid—entered into a limited standstill agreement on August 1, 2025, after Lifeway reached out to "reset" the relationship.
0 · Reply
StockScanners
StockScanners Aug. 5 at 1:31 AM
$LWAY still on watch
0 · Reply
StockScanners
StockScanners Aug. 2 at 6:37 PM
$LWAY If we do not no break above 28, may drop back down to 24. needs to hold above 25.50
0 · Reply
kiwitc2000
kiwitc2000 Aug. 2 at 5:27 PM
$LWAY On watch for next week. Buy the rumor etc etc
0 · Reply
assisi
assisi Aug. 1 at 8:32 PM
$LWAY i think we will get a sale here. don’t think it’ll be much over $30 but see $30-32 in range for new offer and I expect a deal to go through
1 · Reply
topstockalerts
topstockalerts Aug. 1 at 7:53 PM
Danone Eyes Lifeway Foods Again in Third Acquisition Attempt. Danone is revisiting a potential acquisition of Lifeway Foods , which dominates the U.S. kefir market. A confidentiality agreement gives both parties until Sept. 15 to reach a deal. Previous all-cash offers of $25 and $27 per share were rejected. Danone already owns 23% of LWAY and may back a shareholder push—led by co-founders Ludmila and Edward Smolyansky—to replace the board if no deal is reached. Lifeway, valued at $186.8M in 2024 revenue, has seen internal power struggles and ongoing legal disputes with Danone over share issuance rights.. $BN $LWAY
0 · Reply
assisi
assisi Aug. 1 at 6:00 PM
$LWAY is sitting at the intersection of every consumer food CPG trend with a flawless balance sheet, no debt, increasing cash position, and category dominance with growing distribution. this company is right in the money and warrants its premium. they also make excellent products. gut health and protein are top of mind for consumers and kefir is at the intersection the same way yogurt and cottage cheese are, but with a tiny fraction of the household penetration - this means huge potential runway. the market knows this, Danone knows this, Julie knows this, the Board knows this, Evercore knows this — this explains the stock performance and valuation, not just the buyout offer. someone wrote in SeekingAlpha about the buyout offer being the reason for the price. i disagree. sure a buyout offer helps, but that is not nearly the reason. this asset is incredibly lucrative and better positioned than 99.9% of food companies out there. that is why. that said, i still support a sale.
0 · Reply
NVDAMillionaire
NVDAMillionaire Jul. 29 at 5:52 PM
$LWAY Outstanding article that hits the mark on LWAY's current state. So if you want to refresh your LWAY insights or learn about LWAY from scratch, this is a must read. https://beyondspx.com/article/lifeway-foods-culturing-growth-and-navigating-activism-in-the-probiotic-market-lway
0 · Reply
assisi
assisi Jul. 22 at 4:40 PM
$LWAY and another one - Health-Ade Kombucha sold for $500M. They are doing around $250M in revenue but I would be hard pressed to believe their financials are as strong as Lifeway’s (unlikely to ever get the full picture) Lifeway is on an increasingly small list of growing, profitable and category dominant better-for-you CPG products Current market cap is $377M A sale at $500M is a near 50% increase Julie needs to set aside feud and read the room. Now is the time to transact. They’ve built a fantastic business and have a lot to be proud of, but this is not a company to remain independent and publicly traded. I’m a massive supporter of their success and products and stock. Looking at the way the market is treating food M&A, this is a moment to seize. Danone, Evercore, and Lifeway need to do their jobs now. This is a great asset. Danone is the logical buyer. They own a significant amount and have done extremely well with their toe hold position. Take it to the next level.
1 · Reply
assisi
assisi Jul. 9 at 9:12 PM
$LWAY and another one with $KLG being taken private by Ferrero the only thing holding up a sale is a family feud and probably a little greed on the sale price, but Julie and the Board would be out of their minds to miss the food CPG M&A craze that’s happening Evercore better be working over time right now to get a deal done While I would love to see Lifeway go at it alone, the family feuding is not helping the brand. Sell the business; everyone walks away happy; shareholders get their return; Lifeway legacy continues to grow.
3 · Reply
assisi
assisi Jun. 30 at 9:45 PM
$LWAY director Jason Scher sold all but one share — interesting evolution. imagine he’ll be off the Board soon. Lifeway needs a more professional Board with stronger competencies. I don’t mind how they’ve run the business as they run a clean balance sheet, have improved cash flow, and make good products, but becoming a billion dollar brand requires a different playbook. my view remains that rather than do it alone they tuck-in to a corporate or sell to a strategic. this is a lucrative asset to both sets of buyers but clearly price has been the mismatch (julie wants more). they engaged Evercore earlier this year and I haven’t seen anything about them not being in there anymore. if Evercore is doing their job well this business should be sold soon. FMCG M&A is on fire right now and Lifeway stands head and shoulders above the rest for its size, distribution, cash flow, and history
0 · Reply
SilverEagle
SilverEagle Jun. 19 at 3:00 PM
$LWAY close your 🩳
1 · Reply
3Dudes
3Dudes Jun. 17 at 6:41 PM
$LWAY She is one bad hombre- hoping against hope mommy and bro save us from her clutches
0 · Reply
NotaTraitor
NotaTraitor Jun. 9 at 8:14 AM
0 · Reply
Doozio
Doozio Jun. 7 at 8:50 PM
$LWAY out of da tightness bahhhtom of da base with da huckleberries below a YUGE $$$$ pattern during 🐒🍌🧠⏰♾️
1 · Reply
assisi
assisi May. 19 at 3:46 PM
$LWAY Chobani buying Daily Harvest is an interesting strategic addition. I would love if they bought Lifeway because they are an excellent business. Between La Colombe and Daily Harvest + new US manufacturing not sure how much more M&A they will do. That said, buying Lifeway is immediately accretive and adds debt free domestic US manufacturing capacity so it could work well
4 · Reply
assisi
assisi May. 14 at 3:39 PM
$LWAY my thinking remains the same that a deal will get done. expanded distribution is great, branded volume growth is great. continue growth and strong increase on quarterly net income. they continue to reiterate that 2027 adjusted EBITDA figure of $47-50M because that is very likely where the want the deal priced. I don’t think they’ll get that high of a valuation but do think they will reach a sale price. A lot of noise continuing from Edward and I have to imagine it’s getting exhausting for all of them. Growth is not as explosive as it could be under the fold of a larger organization. They’ll get better pricing negotiation power for packaging, milk, distribution etc if folded into a strategic or merged with a larger business. A very solid target sale price per share here is $32 IMO. Nearly 50% above current share price and equivalent to around $500M market cap just my thinking, could be way off base here given management stubbornness
2 · Reply
Rage_Against_The_Machine
Rage_Against_The_Machine May. 2 at 4:54 PM
$LWAY's boardroom battle escalates as Edward Smolyansky accuses leadership of delaying the 2025 Annual Meeting. Earnings fell 20.6% in 2024, yet Julie Smolyansky pocketed $8.5M in bonuses/equity. Over $1M wasted on failed lawsuits against shareholders. Priorities seem clear: enrich insiders, ignore governance. https://www.prnewswire.com/news-releases/edward-smolyansky-rebukes-lifeway-foods-nasdaq-lway-2024-amended-10-k-filing-302445177.html
0 · Reply
smartkarma
smartkarma May. 2 at 2:20 AM
$LWAY | Strategic Reviews, Company Sales, and Litigation: Analyzing Active Portfolio Ideas "Lifeway Foods is likely to be sold to Danone, with a potential 14%+ upside, following board changes. Sage Therapeutics rejected Biogen's offer..." - Special Situation Investments (Special Situation Investments) Read more: https://www.smartkarma.com/insights/strategic-reviews-company-sales-and-litigation-analyzing-active-portfolio-ideas
0 · Reply
smartkarma
smartkarma Apr. 10 at 10:24 AM
$LWAY | Exploring Strategic Reviews: Key Opportunities in Biopharma and Food Sectors "Lifeway Foods (LWAY) faces a pending takeover by Danone, with a potential board overhaul and strategic acquisition synergies." - Special Situation Investments (Special Situation Investments) Read more: https://www.smartkarma.com/insights/exploring-strategic-reviews-key-opportunities-in-biopharma-and-food-sectors
0 · Reply
Rage_Against_The_Machine
Rage_Against_The_Machine Apr. 8 at 6:56 PM
Leadership turmoil at $LWAY deepens. Edward Smolyansky (28% holder) slams CEO's $6.5M stock award (94% of 2024 net income) and abrupt firing of key sales exec. Governance disputes escalate as Q1 prelims are demanded. Bears eye margin compression + boardroom chaos. https://www.prnewswire.com/news-releases/edward-smolyansky-denounces-firing-at-lifeway-foods-nasdaq-lway-urges-board-to-return-equity-to-employees-302423770.html
0 · Reply