HF Foods (HFFG)
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HF Foods Group Eyes 2026 Growth, M&A as CEO Flags 2025 Investments and Resilient Demand
Yahoo Finance· 2026-03-24 16:37
Asked about differences between independent restaurants and chains, Lin focused on margin structure. He said large chain accounts often negotiate aggressively and pressure distributor margins, which he suggested is one reason larger distributors have been trying to increase their exposure to independents. Lin said independent restaurants generally allow for higher margins than chains.Within that environment, Lin said HF Foods grew revenue in the “single digits” and that EBITDA increased by almost 7% year ov ...
HF Foods Group (NasdaqCM:HFFG) FY Conference Transcript
2026-03-24 16:02
HF Foods Group (NasdaqCM:HFFG) FY Conference March 24, 2026 11:00 AM ET Company ParticipantsFelix Lin - CEOConference Call ParticipantsBill Kirk - Food, Retail, Distribution, and Beverages AnalystNone - AnalystBill KirkGood morning, everybody. It's loud. Good morning, everybody. I am Bill Kirk, Roth's food, retail, distribution, and beverages analyst. You are here in the consumer track in the blue room, where we're about to hear from HF Foods CEO Felix Lin and CFO Paul McGarry. Before I get started, I'd lik ...
HF Foods to Participate in the 38th Annual Roth Conference
Globenewswire· 2026-03-17 20:05
LAS VEGAS, March 17, 2026 (GLOBE NEWSWIRE) -- HF Foods Group Inc. (NASDAQ: HFFG) (“HF Foods” or the “Company”), a leading distributor of international foodservice solutions to Asian restaurants and other businesses across the United States, today announced that the Company will participate in the 38th Annual Roth Conference in Dana Point, CA. The HF Foods executive management team is hosting a fireside chat that is scheduled to begin at 8:00 a.m. PT on Tuesday, March 24, 2026. The fireside chat will be webc ...
HF Foods outlines low single-digit 2026 growth as cross-selling and facility expansion ramp up (NASDAQ:HFFG)
Seeking Alpha· 2026-03-16 21:42
Earnings Call InsightsHF Foods outlines low single-digit 2026 growth as cross-selling and facility expansion ramp upMar. 16, 2026 5:42 PM ETHF Foods Group Inc. (HFFG) StockAI-Generated Earnings Calls InsightsCommentsEarnings Call Insights: HF Foods Group Inc. (HFFG) Q4 2025 Management View CEO Xi Lin reported, "Net revenue increased 2.2% year-over-year to $1.23 billion, and gross profit increased 1.2% to $207.6 million. Also notably, adjusted EBITDA increased 6.9% year-over-year." Lin highlighted the comple ...
HF Foods (HFFG) - 2025 Q4 - Earnings Call Transcript
2026-03-16 21:32
Financial Data and Key Metrics Changes - Net revenue increased by 2.2% year-over-year to $1.23 billion from $1.2 billion, primarily due to volume growth and pricing improvement in seafood and meat poultry [10][4] - Gross profit rose by 1.2% to $207.6 million, with gross profit margin slightly decreasing to 16.9% from 17.1% [10][11] - Adjusted EBITDA increased by 6.9% to $45 million compared to $42 million in the previous year [11][12] - Net loss attributable to HF Foods improved to $38.8 million from a loss of $48.5 million in 2024 [11][12] - Adjusted net income increased by 20.9% to $16.9 million compared to $14 million in the prior year [12] Business Line Data and Key Metrics Changes - Volume growth was noted in seafood and meat poultry, while other categories experienced volume decreases [10] - Distribution, selling, and administrative expenses increased by $3.7 million to $201.8 million, primarily due to increases in depreciation and non-recurring transformation expenses [11] Market Data and Key Metrics Changes - The company operates in a $50 billion addressable market, with HF Foods being the largest player in the Asian specialty space in the U.S. [9] - The company anticipates low single-digit growth in both top line and bottom line for 2026, similar to 2025 [7] Company Strategy and Development Direction - The company is focused on a long-term transformation plan that includes sales operations consolidation, digital infrastructure upgrades, and facility renovations [4][5] - M&A remains a core pillar of the growth strategy, with a focus on expanding geographic footprint and enhancing product capabilities [8][9] - The company aims to drive organic growth through cross-selling opportunities and operational efficiencies [8][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds in the food service industry due to tariff pressures and lower foot traffic but expressed confidence in the company's long-term growth strategy [4][8] - The company is optimistic about M&A opportunities and believes it is well-positioned to capture growth in the coming years [9][15] Other Important Information - The company completed the full ERP implementation across all distribution centers, which is expected to enhance operational efficiencies [5][14] - Renovations at the Charlotte location are nearing completion, with operations expected to begin in Q2 2026 [6] Q&A Session Summary Question: Opportunities for Incremental Organic Growth - Management highlighted cross-selling opportunities in the Southeast, particularly with the new facility in Atlanta, and noted ongoing ramp-up phases [18][19] Question: February Traffic Year-over-Year Change - Management indicated that promotional campaigns with strategic vendors have positively impacted traffic and volume in Q1 compared to 2025 [22][23] Question: IEEPA Tariffs and Refunds - Management stated it is too early to estimate potential refunds from tariffs and is assessing the situation closely [24][25]
HF Foods (HFFG) - 2025 Q4 - Earnings Call Transcript
2026-03-16 21:32
Financial Data and Key Metrics Changes - Net revenue increased by 2.2% year-over-year to $1.23 billion from $1.2 billion, driven by volume growth and pricing improvements in seafood and meat poultry [10] - Gross profit rose by 1.2% to $207.6 million, with gross profit margin slightly decreasing to 16.9% from 17.1% [10][11] - Adjusted EBITDA increased by 6.9% to $45 million compared to $42 million in the previous year [11] - Net loss attributable to HF Foods improved to $38.8 million from a net loss of $48.5 million in 2024 [11][12] - Adjusted net income attributable to HF Foods increased by 20.9% to $16.9 million [12] Business Line Data and Key Metrics Changes - Volume growth in seafood and meat poultry contributed positively, while other categories experienced volume decreases [10] - Distribution, Selling and Administrative (DS&A) expenses increased by $3.7 million to $201.8 million, primarily due to higher depreciation and transformation expenses [11] Market Data and Key Metrics Changes - The company operates in a $50 billion addressable market, with HF Foods being the largest player in the Asian specialty space in the U.S. [9] - The company anticipates low single-digit growth for 2026, similar to 2025, for both top and bottom lines [7] Company Strategy and Development Direction - The company is focused on a long-term transformation plan, including sales operations consolidation, digital infrastructure upgrades, and facility renovations [4][5] - M&A remains a core pillar of the growth strategy, with a focus on expanding geographic footprint and enhancing product capabilities [8][9] - The company aims to drive organic growth through cross-selling opportunities and operational efficiencies [8][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds in the food service industry due to tariff pressures and lower foot traffic but expressed confidence in the company's transformation initiatives [4][8] - The company is optimistic about M&A opportunities and believes it is well-positioned to capture growth in the coming years [9][15] Other Important Information - The company completed its ERP implementation across all distribution centers, which is expected to enhance operational efficiencies [5] - Renovations at the Charlotte location are nearing completion, with operations expected to begin in Q2 2026 [6] Q&A Session Summary Question: Opportunities for Incremental Organic Growth - Management highlighted cross-selling opportunities in the Southeast and the ramp-up phase in the new Atlanta facility [19] Question: February Traffic Year-over-Year Change - Management noted positive initiatives in place that have driven new product growth and volume increases in Q1 compared to 2025 [23] Question: IEEPA Tariffs and Refunds - Management stated it is too early to estimate potential refunds from tariffs and is assessing the situation closely [25][26]
HF Foods (HFFG) - 2025 Q4 - Earnings Call Transcript
2026-03-16 21:30
Financial Data and Key Metrics Changes - Net revenue increased by 2.2% year-over-year to $1.23 billion from $1.2 billion, driven by volume growth and pricing improvement in seafood and meat poultry [5][12] - Gross profit rose by 1.2% to $207.6 million, with gross profit margin slightly decreasing to 16.9% from 17.1% [12][14] - Adjusted EBITDA increased by 6.9% to $45 million compared to $42 million in the previous year [13][14] - Net loss attributable to HF Foods improved to $38.8 million from a loss of $48.5 million in 2024 [14] Business Line Data and Key Metrics Changes - Volume growth was noted in seafood and meat poultry, while other categories experienced volume decreases [12] - Distribution, selling, and administrative expenses increased by $3.7 million to $201.8 million, primarily due to higher depreciation and transformation expenses [13] Market Data and Key Metrics Changes - The company operates in a $50 billion addressable market, with HF Foods being the largest player in the Asian specialty space in the U.S. [11] - The company anticipates low single-digit growth for 2026, similar to 2025, for both adjusted EBITDA and gross profit [9] Company Strategy and Development Direction - The company is focused on a long-term transformation plan that includes sales operations consolidation, digital infrastructure upgrades, and facility renovations [5][6] - M&A remains a core pillar of the growth strategy, with a focus on expanding geographic footprint and enhancing product capabilities [10][11] - The company aims to leverage cross-selling opportunities and improve operational efficiency to drive organic growth [10][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds in the food service industry due to tariff pressures and lower foot traffic but expressed confidence in the long-term growth strategy [5][10] - The company is committed to disciplined execution and maintaining prudent capital deployment while pursuing tuck-in M&A opportunities [16][17] Other Important Information - The company completed its ERP implementation across all distribution centers, which is expected to enhance operational efficiencies [6][15] - Renovation of the Charlotte location is nearing completion, with operations expected to begin in Q2 2026 [7] Q&A Session Summary Question: Opportunities for Incremental Organic Growth - Management highlighted cross-selling opportunities in the Southeast, particularly with the new facility in Atlanta, and noted a ramp-up phase for volume [20][21] Question: February Traffic Year-over-Year Change - Management indicated that promotional campaigns initiated in late 2025 have positively impacted traffic and volume in Q1 2026 compared to 2025 [24][25] Question: IEEPA Tariffs and Refunds - Management stated it is too early to estimate potential refunds from tariffs and is assessing the situation closely [26][27]
HF Foods (HFFG) - 2025 Q4 - Annual Report
2026-03-16 20:29
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-38180 _________________________________________ HF Foods Group Inc. (Exact name of registrant as specified in its charter) _________________________________________ Delaware (Sta ...
HF Foods (HFFG) - 2025 Q4 - Annual Results
2026-03-16 20:09
Exhibit 99.1 HF Foods Reports Full Year 2025 and Fourth Quarter Results Net Revenue increased 2.2% to $1,228.3 million for the Full Year 2025 GAAP Net Loss decreased 18.3% to $39.3 million for the Full Year 2025 Adjusted Net Income increased 20.9% to $16.9 million for the Full Year 2025 Adjusted EBITDA increased 6.9% to $ $45.0 million for Full Year 2025 Full Year and Fourth Quarter 2025 Financial Results | (In thousands, except per | | Year Ended December | | Change over Prior | | Three Months Ended | | Ch ...
HF Foods Reports Full Year 2025 and Fourth Quarter Results
Globenewswire· 2026-03-16 20:05
Net Revenue increased 2.2% to $1,228.3 million for the Full Year 2025 GAAP Net Loss decreased 18.3% to $39.3 million for the Full Year 2025 Adjusted Net Income increased 20.9% to $16.9 million for the Full Year 2025 Adjusted EBITDA increased 6.9% to $ $45.0 million for Full Year 2025 LAS VEGAS, March 16, 2026 (GLOBE NEWSWIRE) -- HF Foods Group Inc. (NASDAQ: HFFG) (“HF Foods” or the “Company”), a leading distributor of international foodservice solutions to Asian restaurants and other businesses across the ...