文章核心观点 - 公司的未来盈利能力改善,体现在盈利预测的上调,这是影响股价走势的最强大力量 [5] - 公司盈利预测上调和评级提升,意味着公司基本面有所改善,投资者对此的认可将推动股价上涨 [6] - 跟踪盈利预测修正是一种有效的投资决策方法,扎克斯评级体系就是利用这一原理 [7][8] 公司情况 - 公司是一家农业生物技术公司,预计2024财年每股收益为-2.29美元,同比增长79.2% [9] - 过去3个月内,公司的扎克斯共识预测已上调54.3% [10] 扎克斯评级体系 - 扎克斯评级体系将公司划分为5个等级,强烈买入评级的公司过去平均年收益为25% [8] - 获得强烈买入评级的公司,其盈利预测修正处于行业前20%,是未来表现优秀的候选 [11][12]

Arcadia Biosciences (RKDA) announced that it inked a deal with Above Food Corp. to sell its GoodWheat brand for $4 million. This move will allow Arcadia to scale its wheat IP by leveraging Above Food's vertically integrated farm-to-fork supply network.GoodWheat, which was launched in 2018, uses Arcadia's unique, patented and healthier wheat grain, which is naturally higher in fiber and protein. In June 2022, the company launched five variations of GoodWheat pasta, followed by six varieties of pancake mixes ...

Arcadia Biosciences (RKDA) shares have gained 39% since it reported first-quarter 2024 earnings on May 9. This uptick was driven by the company's sequential and year-over-year revenue growth. Even though it reported a loss from continuing operations, it is at its lowest level in six years. Operating expenses decreased significantly from the previous year, resulting in the fifth consecutive quarter of gross profit margins above 30%.The company reported an adjusted loss of $1.78 per share in the first quarter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37383 Arcadia Biosciences, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 81-0571538 (State or other jurisd ...

财务数据和关键指标变化 - 收入约为1.3百万美元,环比增长7%,同比增长2% [7][19][20] - 毛利润为435,000美元,环比略有下降,但毛利率仍保持在35%,连续5个季度超过30% [21] - 研发费用下降18%环比和24%同比,主要是创新项目的时间性 [22] - 销售、一般及管理费用下降7%环比和22%同比,主要是精简组织和营销投入 [22][23] - 持续经营亏损3.1百万美元,为6年来最低水平 [23] - 现金及短期投资8.5百万美元,较上季度下降3.1百万美元,预计全年现金使用将在个位数百万美元 [24] - 存货5百万美元,其中84%为GoodWheat [25] GoodWheat业务 - GoodWheat品牌继续扩张,Q1新增了几百家分销点 [8] - 重点是培养现有分销点,通过日常定价、促销价格、货架位置、SKU扩展和针对性营销来实现品牌规模化和保卫货架份额 [8] - GoodWheat三种口味的Mac & Cheese在亚马逊获得"亚马逊之选"新品推荐 [9] - 公司正在与小麦供应链合作伙伴进行最终谈判,以建立可扩展的身份保护小麦供应 [11] - 同时也在与大型食品制造商合作,开发使用公司小麦技术的新产品 [12] Zola椰子水业务 - 椰子水品类Q1整体销量和销售额同比增长10% [13] - Zola最近4周销售额和销量分别增长15%和14%,重新获得市场份额 [13] - Q2将推出新口味创新,并新增1,300家门店分销,将总店数提升至3,300家 [14][15] - 公司预计Zola将成为未来收入和毛利的主要增长动力 [15] 战略评估 - 公司宣布进行战略评估,包括资产出售、收购、兼并或其他交易 [16] - 正在与多家潜在交易伙伴进行讨论和尽职调查,以加快实现知识产权价值并实现现金流正值 [16] - 但目前还无法确定是否会完成任何交易,也未设定时间表 [16] 管理层对前景的评论 - 公司预计2024年净亏损将首次降至1000万美元以下 [17] - 将通过增加收入、优化毛利率和降低运营费用来实现这一目标 [17][28] - 公司相信Zola将成为未来主要的收入和毛利增长动力 [39][43] - 公司正专注于实现知识产权价值和现金流正值 [16][44]

Exhibit 99.2 Arcadia Biosciences, Inc. Consolidated Balance Sheets (Unaudited) (In thousands, except share data) December 31, March 31, 2024 2023 Assets Current assets: Cash and cash equivalents $ 3,317 $ 6,518 Short-term investments 5,184 5,124 Accounts receivable and other receivables, net of allowance for doubtful accounts of $0 as of March 31, 2024 and December 31, 2023 760 514 Inventories — current 1,831 1,958 Assets held for sale 15 51 Prepaid expenses and other current assets 535 807 Total current as ...

Arcadia Biosciences, Inc. (NASDAQ:RKDA) Q4 2023 Earnings Conference Call March 28, 2024 4:30 PM ET Company Participants T.J. Schaefer – Chief Financial Officer Stan Jacot – President and Chief Executive Officer Conference Call Participants Ben Klieve – Lake Street Capital Markets Dipesh Patel – H.C. Wainwright Operator Good afternoon and welcome to the Arcadia Biosciences Fourth Quarter and Full Year 2023 Financial Results and Business Highlights Conference Call. At this time all participants are in a liste ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) (cid:0) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR (cid:0) TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-37383 Arcadia Biosciences, Inc. (Exact name of Registrant as specified in its Charter) Delaware 81-0571 ...

Exhibit 99.2 Arcadia Biosciences, Inc. Consolidated Balance Sheets (Unaudited) (In thousands, except share data) As of December 31, 2023 2022 Assets Current assets: Cash and cash equivalents $ 6,518 $ 20,644 Short-term investments 5,124 — Accounts receivable and other receivables, net of allowance for doubtful accounts of $0 and $3 as of December 31, 2023 and 2022, respectively 514 1,221 Inventories, net — current 1,958 2,321 Assets held for sale 51 87 Prepaid expenses and other current assets 807 795 Curre ...

Arcadia Biosciences, Inc. (NASDAQ:RKDA) Q3 2023 Earnings Conference Call November 9, 2023 4:30 PM ET Company Participants T.J. Schaefer - Chief Financial Officer Stan Jacot - President and Chief Executive Officer Conference Call Participants Dipesh Patel - H.C. Wainwright & Co Ben Klieve - Lake Street Capital Markets Operator Good afternoon and welcome to Arcadia Biosciences Third Quarter 2023 Financial Results and Business Highlights Conference Call. [Operator Instructions] Please be advised that today’s c ...