Freshpet, Inc. Q4 2025 Earnings Call Summary

Management attributed the 2025 growth deceleration from 27% to 13% to a dramatic shift in consumer sentiment and macroeconomic headwinds affecting the pet food category. The company pivoted its commercial framework to 'super-serve' Most Valuable Players (MVPs), who now represent 71% of net sales, by shifting toward digital-forward media and streaming. Operational agility was demonstrated through controlled capacity expansion and the successful startup of a breakthrough manufacturing technology designe ...