Company prepares for a weekend of Big Game activity, culminating in an in-person event supporting student nutrition initiatives nationwide MORTON GROVE, Ill., Feb. 5, 2026 /PRNewswire/ -- Lifeway Foods, Inc. (Nasdaq: LWAY) ("Lifeway" or "the Company"), the leading U.S. supplier of kefir and fermented probiotic foods, today announced it plans to premiere a new video on its social media channels starring Chicago superstars Colston Loveland and D'Andre Swift to kick off the weekend of the Big Game. "Game day i ...

MORTON GROVE, Ill., Jan. 30, 2026 /PRNewswire/ -- Lifeway Foods, Inc. (Nasdaq: LWAY) ("Lifeway" or "the Company"), the leading U.S. supplier of kefir and fermented probiotic products, is partnering with Barry's, the global leader in boutique fitness, for its Find Your Strength challenge, fueling participants with the newly launched, kefir-packed Power Play shake available at Barry's Fuel Bar locations nationwide. Lifeway Foods, Inc., which has been recognized as one of America's Growth Leaders by TIME, as D ...

Core Insights - Fairfax Financial's latest 13F indicates a strong commitment to real assets, energy, and restructuring platforms with minimal portfolio turnover, reflecting satisfaction with current holdings rather than tactical changes [1] Company Summaries - **Orla Mining (ORLA)**: Maintained a position of 56.8 million shares valued at $610.5 million, representing approximately 29.6% of the portfolio, indicating confidence in asset durability and inflation hedging [2] - **Occidental Petroleum (OXY)**: Held 6.05 million shares worth $285.9 million, about 13.9% of the portfolio, with no changes made, suggesting satisfaction with risk/reward dynamics as the company focuses on deleveraging [3] - **BlackBerry (BB)**: Reduced position by 5,389,380 shares to 35.4 million shares valued at $172.3 million, approximately 8.4% of the portfolio, reflecting a pragmatic de-risking approach amid ongoing restructuring [4] - **Kraft Heinz (KHC)**: Increased position by 235,000 shares to 5.12 million shares valued at $133.2 million, around 6.5% of the portfolio, consistent with a strategy of accumulating cash flow at discounted valuations [5] - **Molson Coors (TAP)**: Added 71,571 shares for a total of 1.29 million shares valued at $58.4 million, approximately 2.8% of the portfolio, indicating a preference for staples with pricing power [6] - **Vanguard S&P 500 ETF (VOO)**: Trimmed position by 14,652 shares to 58,248 shares valued at $35.7 million, about 1.7% of the portfolio, reflecting a strategy to reduce passive index exposure [7] - **Helmrich & Payne (HP)**: Increased position by 200,000 shares to 1.17 million shares valued at $25.9 million, approximately 1.3% of the portfolio, indicating a thematic bet on energy services and capital discipline [8] - **Full Exits**: Autohome (ATHM) and Lifeway Foods (LWAY) were fully exited, reflecting a cleanup of non-core positions [9] Portfolio Themes - **Low Turnover = High Conviction**: The stability of the portfolio suggests that Fairfax is already positioned for the macro environment anticipated last year [11] - **Hard Asset & Energy Bias**: The focus on ORLA, OXY, and HP highlights a preference for inflation hedging and real asset valuations [12] - **Restructuring Optionality**: BlackBerry is viewed as a multi-year operational value unlock rather than a growth investment [13] - **Cash Flow Defensives**: KHC and TAP are seen as providing income stability and potential for margin recovery [14] Takeaway - Fairfax remains committed to a strategy focused on value and optionality rather than momentum or AI trends, emphasizing hard assets and cash-flow consumers to realize intrinsic value [15]

Core Thesis - Lifeway Foods (LWAY) is considered undervalued relative to its growth potential in the kefir manufacturing sector [1] Company Insights - The CEO of Lifeway Foods, Julie Smolyanski, has family members involved in the business, which may influence investor interest [1] Investment Perspective - The analysis focuses on long-term investment opportunities, particularly in the food manufacturing industry, emphasizing the importance of growth opportunities and valuation metrics [1]

Group 1 - The core thesis is that Lifeway Foods (LWAY), a kefir manufacturing company, is undervalued relative to its growth potential [1] - The interest from other investors in Lifeway Foods is not solely based on its valuation but also on the involvement of its CEO, Julie Smolyanski, and her family members [1]

Core Insights - Lifeway Foods, Inc. is launching Probiotic Kefir Butter™, a new cultured butter product available in three varieties: Unsalted, Sea Salt, and Honey Butter [1][6] Company Overview - Lifeway Foods is recognized as a leading supplier of kefir and fermented probiotic foods in the U.S. and has been awarded titles such as America's Growth Leaders by TIME and Dairy Foods' Processor of the Year 2025 [7][8] - The company has extensive experience in cultured dairy and butter production through its subsidiary Fresh Made, which supports the launch of the new product [2] Industry Trends - The Butter and Butter Blends category is valued at $6 billion, with premium and European-style formats driving growth as consumers seek better flavor, texture, and versatility [3] - There is a cultural shift towards butter, with it becoming a centerpiece in culinary practices, as seen in trends like butter boards and viral recipes [4] - Retailers are capitalizing on the premiumization of butter, creating opportunities for differentiation in the refrigerated dairy section [4] Product Details - Probiotic Kefir Butter™ will be marketed for various uses, including cooking, baking, and as a spread, appealing to consumers' growing comfort with high-quality dairy fats [5] - The product is expected to be available in select retail and foodservice channels starting in 2026, with further details on distribution and promotion to be announced [6]

Financial Outlook - Lifeway Foods, Inc. expects net sales for the year ended December 31, 2025, to be in the range of $211.0 to $212.5 million[6] - Future outlook includes potential risks such as price competition and customer acceptance of products[9] Product Development and Market Strategy - The company has indicated that it may face delays in the introduction of new products[9] - Lifeway Foods, Inc. has not disclosed any new product or technology developments in this report[9] - There are no mentions of market expansion or acquisitions in the current report[9] Reporting and Compliance - The company has expressed a commitment to updating forward-looking statements as required by law[9] - The report includes a disclaimer regarding the reliance on forward-looking statements due to inherent risks and uncertainties[9] - The financial statements and exhibits are available for review on the SEC website and the company's investor relations page[9] - The report was signed by Eric Hanson, Chief Financial Officer, on January 8, 2026[14] User Data and Customer Metrics - The company has not provided specific details on user data or customer metrics in the current report[9]

Core Insights - Lifeway Foods, Inc. is set to participate in the ICR Conference on January 13, 2026, where President and CEO Julie Smolyansky will discuss the company's significant growth and its leading position in the U.S. kefir market [1] - The company projects net sales for the year ending December 31, 2025, to be between $211.0 million and $212.5 million, indicating a strong performance and expectations for record-breaking revenue [1] Company Overview - Lifeway Foods, Inc. is recognized as a leading supplier of probiotic fermented beverages, specifically kefir, and has received accolades such as being named one of America's Growth Leaders by TIME and Dairy Foods' Processor of the Year 2025 [3] - The company offers a variety of products, including drinkable kefir, cheeses, and a ProBugs® line for children, with distribution across the United States and several international markets including Mexico, Ireland, South Africa, the UAE, and France [3]

Core Insights - Lifeway Foods, Inc. welcomes the 2025–2030 Dietary Guidelines for Americans, which endorse full-fat dairy and highlight fermented foods like kefir for their role in supporting a healthy microbiome [1][2] - The new guidelines emphasize nutrient density and high-quality protein as essential components of meals, aligning with Lifeway's commitment to minimally processed foods [2][3] Company Positioning - Lifeway's CEO, Julie Smolyansky, states that the recognition of kefir for gut health validates the company's mission and positions fermented dairy as central to the American diet [3] - The company aims to expand education and retail partnerships to help consumers incorporate the new guidelines into their daily choices, particularly in the dairy aisle [3][4] Market Opportunities - The Dietary Guidelines create favorable conditions for both institutional and retail growth, as they influence nutrition standards across schools and federal food programs [2] - Lifeway plans to invest in innovation that supports protein-forward and gut-healthy lifestyles, aligning with federal nutrition guidance [3]

Highlights ISS concerns around Lifeway's governance, board practices and composition CHICAGO, Dec. 19, 2025 /PRNewswire/ -- Edward Smolyansky, largest individual shareholder of Lifeway Foods, Inc. (Nasdaq: LWAY), today drew attention to critical governance concerns identified by Institutional Shareholder Services ("ISS") in its recent proxy analysis. Mr. Smolyansky's full letter to the shareholders can be accessed here. In its report, ISS questioned Lifeway's approach to shareholder and proxy advisor engage ...