Core Insights - Laird Superfood has launched a new Protein Coffee with Lion's Mane Mushroom, incorporating whey protein from dairy to meet consumer demand for clean, dairy-based protein [1][2][3] Product Details - The new Protein Coffee offers all nine essential amino acids, combining fast-absorbing whey protein for muscle recovery with milk protein for slower digestion, promoting longer-lasting satiety and sustained energy [2][3] - Each serving contains 10 grams of high-quality protein, free from soy, gums, seed oils, or sunflower lecithin, and includes functional mushrooms for cognitive support [3][4] - The product is available in three flavors: Sweet & Creamy, Vanilla, and Unsweetened, and retails for $19.99 for a 5.3-oz. bag [4] Market Positioning - The introduction of dairy products represents a natural evolution for Laird Superfood, allowing the brand to maintain its ingredient-first philosophy while expanding its audience [3] - The company continues to offer a full lineup of plant-based products, ensuring consumers have options that fit their dietary preferences [4][6] Company Background - Laird Superfood was co-founded by Laird Hamilton and Gabby Reece in 2015, focusing on minimally processed superfood products that support active lifestyles [6] - The brand has expanded its product range from superfood creamers to include instant lattes, coffees, and other health-focused items [6]

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2 ICR Conference Presentation BUILDING A SCALABLE, MULTI-BRAND SUPERFOOD PLATFORM January 13, 2026 Important Disclosures Cautionary "Safe Harbor" Statement Under the Private Securities Litigation Reform Act of 1995: This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on Laird Superfood, Inc.'s (the "Company", "Laird Superfood", "Laird" or "LSF") current expectations or forecasts of future events and are not guarantees of future performance. Forward-lo ...

Core Viewpoint - LSF12 Helix Parent, LLC, an affiliate of Lone Star Funds, has initiated Change of Control Offers to purchase all 6.2500% Senior Notes due 2029 and 3.7500% Senior Notes due 2031 of Hillenbrand, Inc. at a repurchase price of 101% of the principal amount plus accrued interest [1][2]. Group 1: Change of Control Offers - The Change of Control Offers are linked to a previously announced Merger Agreement, where Merger Sub will merge with Hillenbrand, making it a wholly owned subsidiary of Parent [2]. - The consummation of the Merger will trigger a Change of Control under the indentures governing the Notes, requiring the Change of Control Offers [2]. - The Offers will expire at 5:00 p.m. New York City time on February 9, 2026, or one business day prior to the Merger consummation, whichever is later [4]. Group 2: Purchase Price and Payment - The Purchase Price will be paid only to holders who validly tender their Notes before the Expiration Date [5]. - Payment will be made through U.S. Bank Trust Company, which will act as the Depositary for the transaction [6]. Group 3: Financial Performance and Metrics - Hillenbrand reported a Consolidated EBITDA of $230.6 million for 2025, up from $142.3 million in 2024 [17]. - Adjusted EBITDA for 2025 was $382.2 million, compared to $454.9 million in 2024 [17]. - Pro Forma Adjusted EBITDA for 2025 is projected at $442.6 million, indicating a slight decrease from $454.9 million in 2024 [17]. Group 4: Operational and Commercial Initiatives - The Company aims to achieve $218 to $332 million of Consolidated EBITDA uplift over five years through operational initiatives, with a conservative estimate of $158 million [33]. - Commercial initiatives are expected to generate an additional $47 to $85 million of Consolidated EBITDA uplift, with a conservative estimate of $39 million [35]. - Key operational strategies include procurement optimization, factory productivity improvements, and SG&A cost reductions [32][33].

Core Viewpoint - Laird Superfood has announced the acquisition of Navitas LLC for $38.5 million, aiming to enhance its position in the functional nutrition market [2][3]. Group 1: Acquisition Details - The acquisition is valued at $38.5 million in cash and is part of Laird Superfood's strategy to create a diversified platform in the functional nutrition space [3]. - Funding for the acquisition will come from a $50 million convertible preferred equity instrument from Nexus Capital Management, with an option to draw an additional $60 million for future strategic opportunities [3]. - The acquisition and related investments are expected to close in the first quarter of 2026, pending customary approvals, including from shareholders [4]. Group 2: About Navitas Organics - Navitas Organics, founded in 2003, is recognized as a pioneer in the superfoods category, specializing in high-quality organic nutrient-dense products [4]. - The product range includes items such as cacao powder, chia seeds, and goji berries, targeting health-conscious consumers [4]. - Navitas has reported annual revenues of nearly $36.4 million [5].

Summary of Laird Superfood Acquisition Announcement Company and Industry - **Company**: Laird Superfood (NYSEAM: LSF) - **Acquisition Target**: Navitas LLC, known for Navitas Organics brand - **Industry**: Functional nutrition and superfoods Core Points and Arguments 1. **Acquisition Details**: Laird Superfood announced the acquisition of Navitas LLC for $38.5 million in cash, funded through a $50 million convertible preferred equity from Nexus Capital Management, with an option for an additional $60 million for future opportunities [2][3] 2. **Navitas Overview**: Founded in 2003, Navitas specializes in organic superfoods with annual revenues of nearly $36.4 million in 2024, aligning with Laird's mission for clean nutrition [3][4] 3. **Financial Performance**: Laird Superfood reported over $43 million in net sales for fiscal year 2024, with a projected growth of 15% in 2025 [3][4] 4. **Strategic Fit**: The acquisition is expected to create a combined pro forma annual revenue of approximately $80 million in 2024, enhancing Laird's position in the superfoods market [4][5] 5. **Synergies**: The merger is anticipated to yield operational synergies through complementary supply chains and distribution channels, enhancing cost efficiency and product accessibility [4][5][16] 6. **Innovation Opportunities**: The combination of Laird's performance-enhancing products and Navitas' raw organic superfoods is expected to foster new product development [5][12] 7. **Market Trends**: The demand for functional, nutrient-dense foods is increasing, particularly post-COVID, as consumers prioritize health and wellness [11][12] 8. **Future M&A Strategy**: Laird plans to actively pursue additional acquisitions in the superfood space, leveraging the partnership with Nexus Capital to build a portfolio of health and wellness brands [11][32][33] Additional Important Content 1. **Channel Mix**: Navitas has a more established wholesale business compared to Laird, while Laird has a stronger direct-to-consumer (DTC) presence, indicating significant cross-selling opportunities [25][26] 2. **Customer Sentiment**: Initial conversations with customers about the merger have been positive, with expectations for continued innovation and support [44][45] 3. **Integration Timeline**: The integration of Navitas into Laird's operations is expected to be straightforward due to the similar size and operational dynamics of both companies [39][40] 4. **Product Portfolio**: Navitas has fewer SKUs but is present in more stores than Laird, suggesting a strong revenue per SKU mix that Laird aims to leverage [42] This summary encapsulates the key points from the Laird Superfood acquisition announcement, highlighting the strategic rationale, financial implications, and future growth opportunities within the functional nutrition industry.

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Laird Superfood, Inc. (NYSE: LSF) and Navitas LLC is fair to Laird shareholders. Halper Sadeh encourages Laird shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Laird and its board violated the federal securities laws and ...

Core Insights - Laird Superfood has expanded its Hydrate product line with two new flavors: Wild Berry and Tropical Punch, both containing zero added sugar and real-food ingredients [1][2] - The Hydrate powders include Aquamin™, a red marine algae that provides essential minerals, and are lightly sweetened with monk fruit [2][3] - The full Hydrate lineup now consists of five flavors, including Original, and is available in single-serve sticks and a Variety Pack [4] Product Details - The new Wild Berry flavor features antioxidant-rich berries from Patagonia, while Tropical Punch combines various fruits and real orange oil [1][2] - Each Hydrate product contains electrolytes like sodium and potassium to naturally replenish the body [3] - The Original flavor is made from only two ingredients: coconut water and Aquamin [2] Company Background - Laird Superfood was co-founded by Laird Hamilton and Gabby Reece in 2015, focusing on minimally processed superfood products that support active lifestyles [6] - The brand has expanded its offerings from superfood creamers to include instant lattes, coffees, bars, and prebiotic daily greens [6] - The company's mission is to provide simple ingredients that fuel energy, endurance, and overall well-being [6]

Core Insights - Laird Superfood has launched a new liquid creamer made from USDA Certified Organic ingredients, emphasizing its commitment to clean, minimally processed products [1][2] - The new creamer includes adaptogens and MCTs, and is free from artificial additives, positioning it as a leading option in the market [2] - The product is packaged in a 22-ounce bottle made from post-consumer recycled plastic, reducing its environmental impact [3] Product Details - The new Laird Superfood Creamer with Lion's Mane is available in various flavors, including a new caramel option, catering to diverse consumer preferences [2] - The suggested retail price for the new creamer is $6.49, making it accessible to a wide range of consumers [3] Company Background - Laird Superfood was co-founded by Laird Hamilton and Gabby Reece in 2015, focusing on superfood products that support active lifestyles [5] - The brand has expanded its product line from creamers to include instant lattes, coffees, bars, and prebiotic daily greens, maintaining a commitment to simple and minimally processed ingredients [5]

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