LWAY
INSIDER BUYINSIDER SELLLIFEWAY FOODS, INC.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeLifeway delivered record Q2 2026 sales of $66.9M (+24.1% YoY), marking its 27th consecutive quarter of growth and reaching 61% of full-year 2025 revenues in just six months. However, despite the revenue beat, net income collapsed to $0.13M with EPS falling to $0.01 YoY, driven by gross margin compression to 19.5% from elevated milk and packaging costs, triggering a 14.4% premarket stock decline and ongoing insider selling by the Smolyansky family.
Red flags
- •Gross margin compressed to 19.5% despite record revenues, signaling profitability deterioration amid cost pressures
- •Net income declined 93% to $0.13M and EPS fell to $0.01 despite 24% revenue growth, indicating earnings quality concerns
- •Significant insider selling: Edward Smolyansky sold 66,916 shares (~$2.1M) in mid-July; Ludmila Smolyansky sold 100,000 shares in late July, suggesting confidence concerns within the founding family
- •14.4% stock selloff immediately post-earnings despite revenue beat, reflecting investor skepticism about margin recovery trajectory
- •SG&A at 18.4% of sales with continued investments, limiting near-term profitability improvement despite scale
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| SMOLYANSKY JULIE | CEO, President and Secretary | BUY | 2K | $25.26 | $0.05M | 2026-08-19 | ↗ |
| Divisadero Street Capital Management, LP | — | BUY | 36K | $24.78 | $0.89M | 2026-08-17 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 45K | $25.82 | $1.16M | 2026-08-14 | ↗ |
| Divisadero Street Capital Management, LP | — | BUY | 15K | $24.69 | $0.37M | 2026-08-14 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 31 | $26.50 | $0.00M | 2026-08-14 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 30K | $24.89 | $0.74M | 2026-08-14 | ↗ |
| Divisadero Street Capital Management, LP | — | BUY | 196K | $24.87 | $4.87M | 2026-08-13 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 35K | $28.74 | $1.01M | 2026-08-12 | ↗ |
| SMOLYANSKY LUDMILA | — | SELL | 60K | $30.55 | $1.83M | 2026-07-22 | ↗ |
| SMOLYANSKY LUDMILA | — | SELL | 40K | $29.46 | $1.18M | 2026-07-22 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 42K | $32.32 | $1.37M | 2026-07-15 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 25K | $31.51 | $0.78M | 2026-07-15 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 39K | $29.41 | $1.15M | 2026-07-07 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 8K | $29.79 | $0.24M | 2026-07-06 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 50K | $29.56 | $1.48M | 2026-06-30 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 50K | $29.56 | $1.48M | 2026-06-30 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 15K | $30.12 | $0.44M | 2026-06-29 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 15K | $30.12 | $0.44M | 2026-06-29 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 56K | $28.64 | $1.60M | 2026-06-26 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 56K | $28.64 | $1.60M | 2026-06-26 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 56K | $29.87 | $1.67M | 2026-06-26 | ↗ |
| SMOLYANSKY EDWARD | — | SELL | 56K | $29.87 | $1.67M | 2026-06-26 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G | NEW | 5.8% | +5.6% vs SPY +7.5% abs | 2026-05-27 | ↗ |