8-K: Edible Garden Reports 26.4% Holiday Sales Surge

Edible Garden AG Incorporated announced a 26.4% year-over-year increase in preliminary sales during its key 2025 holiday selling period.

Summary

• Edible Garden AG Incorporated reported a preliminary 26.4% year-over-year increase in sales during its key holiday selling period, from December 14-31, 2025, compared to December 15-31, 2024.
• Sales growth was broad-based across the core product portfolio, with cut herbs increasing approximately 26.7% and potted herbs increasing approximately 25.0%.
• Hydroponic basil sales posted solid growth of approximately 16.4%, and wheatgrass sales nearly doubled compared to the prior-year period.
• Condiments and specialty products also contributed to the strong performance, reflecting increased demand and continued growth.
• The company's distribution network now reaches over 5,000 retail locations nationwide, including major partners like Walmart, Wakefern/ShopRite, Target, Hannaford, Meijer, H Mart, and Tops Friendly Markets, as well as online platforms such as Amazon and PriceSmart.
• The reported data is preliminary and unaudited, based on management estimates, and does not reflect the impact from vitamins and supplements revenue during this period.

Sentiment

Score: 8

Explanation: The filing reports strong preliminary sales growth across multiple product categories and expanded distribution, indicating positive operational momentum. While the data is unaudited and preliminary, the magnitude of the growth is highly positive.

Positives

• Significant preliminary sales growth of 26.4% year-over-year during a critical holiday selling period.
• Broad-based growth across core product categories, including cut herbs (+26.7%), potted herbs (+25.0%), hydroponic basil (+16.4%), and nearly doubled wheatgrass sales.
• Expanded distribution to over 5,000 retail locations nationwide and increased online availability, enhancing market reach.
• Demonstrated strong consumer demand and disciplined operational execution, ensuring consistent supply of fresh, high-quality products during peak demand.
• Maintained industry-leading fulfillment rates, supporting reliable delivery of products.
• Leveraging Zero-Waste Inspired growing platform and proprietary GreenThumb software for sustainable and efficient operations.

Risks

• The reported financial data is preliminary and unaudited, based on management estimates, and is subject to further internal review and compilation of actual results.
• Preliminary sales data does not reflect the impact from vitamins and supplements revenue, and may not be reflective of year-over-year trends in consolidated revenue for the full quarter ended December 31, 2025 (Q4) or the quarter ending March 31, 2026 (Q1).
• Actual results may differ materially from these preliminary estimates due to the completion of financial closing procedures, final adjustments, and other developments.
• Forward-looking statements are subject to risks, uncertainties, and assumptions, including market and other conditions, and the company's ability to achieve its growth objectives.
• The company's independent public accounting firm has not audited, reviewed, compiled, or performed any procedures with respect to these preliminary sales or fulfillment rate data.

Future Outlook

The company remains focused on expanding and strengthening its retail relationships, maintaining consistent execution across operations, and continuing to deliver flavorful, sustainable, better-for-you solutions to consumers as it moves into 2026. Management believes it is well-positioned to meet consumers wherever they choose to shop.

Management Comments

• "We are pleased with our holiday season results, which demonstrate strong consumer demand and disciplined execution across our operations during a critical selling period."
• "Our teams ability to consistently supply fresh, high-quality products during peak demand periods reflects the operational focus and reliability that continue to support our growth and are increasingly synonymous with the Edible Garden brand."
• "With distribution now reaching more than 5,000 retail locations nationwide, supported by expanded online availability through platforms such as Amazon and PriceSmart, and partnerships with leading retailers including Walmart, Wakefern/ShopRite, Target, Hannaford, Meijer, H Mart, and Tops Friendly Markets, we believe we are well positioned to meet consumers wherever they choose to shop."
• "Our brand is built on the reliable delivery of fresh herbs and specialty offerings such as Pulp fermented sauces and Pickle Party, supported by fulfillment rates that are among the best in the industry, and our Zero-Waste Inspired growing platform."

Industry Context

Edible Garden operates in the controlled environment agriculture (CEA) and sustainable produce sector, which is experiencing growing consumer demand for locally grown, organic, and environmentally friendly products. The company's focus on Zero-Waste Inspired farming, proprietary software (GreenThumb), and sustainable packaging aligns with broader industry trends towards efficiency, reduced environmental impact, and supply chain resilience. Its expanded distribution and high fulfillment rates position it competitively within this evolving market.

Comparison to Industry Standards

• The company states its fulfillment rates are "among the best in the industry," indicating strong operational efficiency in meeting customer orders.
• No specific comparable companies, projects, or results were detailed in the filing to provide a direct benchmark against industry peers.

Stakeholder Impact

• Shareholders: Positive preliminary sales results could lead to increased investor confidence and potential share price appreciation.
• Customers: Expanded distribution and high fulfillment rates ensure greater access to fresh, high-quality organic produce and specialty products.
• Employees: Strong operational execution and growth may indicate job stability and potential for expansion.
• Suppliers: Increased demand and production could lead to stronger relationships and higher volume for suppliers.

Next Steps

• Expand and strengthen retail relationships.
• Maintain consistent execution across operations.
• Continue to deliver flavorful, sustainable, better-for-you solutions to consumers.
• Complete financial closing procedures for the fourth quarter and year ended December 31, 2025.

Key Dates

Recommendation

The reported 26.4% year-over-year preliminary sales surge during a critical holiday period, coupled with broad-based growth across key product categories and expanded retail distribution, indicates strong operational performance and increasing market penetration. While the data is preliminary and unaudited, the significant growth figures suggest positive momentum for the company in a growing market segment (CEA and sustainable produce). This performance, if sustained and confirmed in audited results, positions Edible Garden for continued growth and makes it an attractive investment.

Keywords

Edible Garden, EDBL, Holiday Sales, Preliminary Results, Controlled Environment Agriculture, CEA, Organic Produce, Sustainable Farming, Retail Distribution, Herbs, Specialty Products