FRESHPET $FRPT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $317.8M (Est. $312M) 🟢; +10% YoY 🔹 EPS: $0.58 (Est. $0.42) 🟢 🔹 Adjusted EBITDA: $64.5M (Est. $58.2M) 🟢 🔹 Gross Margin: 44.5% (Est. 43.9%) 🟢; +500 bps YoY Raises FY26 Guide: 🔹 Net Sales Growth: +12% to +13% (Est. +11.4%) 🟢 🔹 Adjusted EBITDA: $215M-$220M (Est. $214M) 🟢 🔹 Capital Expenditures: $125M-$150M; from ~$150M 🔹 Free Cash Flow: Positive Other Q3 Metrics: 🔹 Adjusted Gross Margin: 50.0%; +400 bps YoY 🔹 Net Income: $29.7M 🔹 Free Cash Flow: $65.3M FY27 Guide: 🔹 Net Sales: Well in excess of category growth rate 🔹 Adjusted Gross Margin: At least 49% 🔹 Adjusted EBITDA Margin: 20% to 22% Comments: 🔸 “we delivered double-digit net sales growth, expanded margins and achieved our strongest Adjusted Gross Margin in more than seven years, while continuing to grow market share.” 🔸 “We are executing well against the priorities within our control and strengthening the competitive advantages that differentiate Freshpet”

FRESHWORKS $FRSH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $245.4M (Est. $245M) 🟡; +14% YoY 🔹 Adj. EPS: $0.22 (Est. $0.18) 🟢; +38% YoY FY26 Guide: 🔹 Revenue: $965.0M-$966.0M (Est. $965M) 🟡 🔹 Adj. EPS: ~$0.71 (Est. $0.67) 🟢 🔹 Non-GAAP Oper Income: $238.0M-$240.0M (Est. $224M) 🟢 Q4 Guide: 🔹 Revenue: $253.5M-$254.5M (Est. $254M) 🟡 🔹 Adj. EPS: ~$0.21 (Est. $0.21) 🟡 🔹 Non-GAAP Oper Income: $68.0M-$70.0M (Est. $67.6M) 🟢 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $73.2M (Est. $60.1M) 🟢 🔹 Adjusted FCF: $73.9M (Est. $72.1M) 🟢; +29% YoY 🔹 Customers >$100K ARR: 1,821; +25% YoY 🔹 Net Dollar Retention: 104%; -100 bps YoY 🔹 ARR Milestone: Over $1B following Q3 Comments: 🔸 “We delivered a 30% non-GAAP operating margin and grew adjusted free cash flow by 29%.” 🔸 “Our momentum upmarket accelerated, with new multi-product EX deals increasing over 35% and partners participating in more than half of our new business.”

FRESHMAN HOMECOMING HAS PARTY BUSES NOW?? Harmless fun, or have parents lost the plot? A mom says her oldest's freshman homecoming came with a pre-pre-party, bouquet swaps, a taco truck, a party bus to the dance and another one to the after-party. The kids are 14. I'm all for kids making memories. But if this is freshman year, what's left for senior prom, a helicopter? A lot of it looks like parents trying to outdo other parents, and that puts real pressure on families who can't or don't want to spend like that. Mine are still little, but I already know what their first homecoming looks like: a nice shirt, a picture on the front steps, and Dad driving. Save the party bus for graduation.