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Lifeway Foods Issues Statement in Response to Danone

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Lifeway Foods (Nasdaq: LWAY), a leading U.S. kefir and fermented probiotic products supplier, has responded to Danone's withdrawal of its acquisition proposal. The company reaffirmed its commitment to executing its strategic plan independently.

Lifeway reported strong performance metrics, including record Q2 2025 net sales of $53.9 million, representing an 18% year-over-year increase. The company's momentum continued into Q3, with unaudited net sales of $39.1 million in the first two months, showing a 20% year-over-year growth. Notably, Lifeway has achieved 22 consecutive quarters of growth.

Lifeway Foods (Nasdaq: LWAY), fornitore leader di kefir e di prodotti probiotici fermentati negli Stati Uniti, ha risposto al ritiro da parte di Danone della proposta di acquisizione. L'azienda ha riaffermato il proprio impegno a eseguire autonomamente il piano strategico.

Lifeway ha registrato metriche di performance molto solide, tra cui un fatturato netto record nel 2° trimestre 2025 di 53,9 milioni di dollari, con un incremento del 18% su base annua. La propulsione si è protratta anche nel 3° trimestre, con vendite nette non auditate di 39,1 milioni di dollari nei primi due mesi, in crescita del 20% anno su anno. Da segnalare che Lifeway ha 22 trimestri consecutivi di crescita.

Lifeway Foods (Nasdaq: LWAY), proveedor líder de kéfir y de productos probióticos fermentados en Estados Unidos, ha respondido a la retirada por parte de Danone de su propuesta de adquisición. La empresa reafirmó su compromiso de ejecutar de forma independiente su plan estratégico.

Lifeway presentó métricas de rendimiento sólidas, incluyendo un récord de ventas netas en el 2T 2025 de 53,9 millones de dólares, con un aumento del 18% interanual. La dinámica continuó en el 3T, con ventas netas no auditadas de 39,1 millones de dólares en los dos primeros meses, un crecimiento interanual del 20%. Cabe señalar que Lifeway ha logrado 22 trimestres consecutivos de crecimiento.

Lifeway Foods (나스닥: LWAY), 미국의 선도적인 케피어 및 발효 프로바이오틱스 제품 공급업체로서, 다논의 인수 제안 철회에 대해 입장을 밝혔습니다. 회사는 전략 계획을 독립적으로 실행하겠다는 약속을 재확인했습니다.

Lifeway는 2025년 2분기 순매출이 5390만 달러로 기록적 실적을 달성하는 등 강력한 성과 지표를 발표했고, 연간 대비 18%의 증가를 보였습니다. 모멘텀은 3분기로 이어졌으며, 처음 두 달간 감사되지 않은 순매출 3910만 달러를 기록하여 연간 대비 20% 증가를 보였습니다. 특히 Lifeway는 연속 22분기 성장을 달성했습니다.

Lifeway Foods (Nasdaq : LWAY), fournisseur leader de kéfir et de produits probiotiques fermentés aux États‑Unis, a répondu au retrait par Danone de sa proposition d'acquisition. L'entreprise a réaffirmé son engagement à exécuter son plan stratégique de manière indépendante.

Lifeway a affiché des indicateurs de performance solides, notamment un chiffre d'affaires net record du 2e trimestre 2025 s'élevant à 53,9 millions de dollars, en hausse de 18% sur un an. La dynamique s'est poursuivie au 3e trimestre, avec des ventes nettes non auditées de 39,1 millions de dollars sur les deux premiers mois, soit une croissance de 20% d'une année sur l'autre. À noter que Lifeway a réalisé 22 trimestres consécutifs de croissance.

Lifeway Foods (Nasdaq: LWAY), ein führender Anbieter von Kefir- und fermentierten Probiotika-Produkten in den USA, hat auf Danones Rücknahme seines Übernahmeangebots reagiert. Das Unternehmen bekräftigte sein Engagement, seinen strategischen Plan eigenständig umzusetzen.

Lifeway meldete starke Leistungskennzahlen, darunter einen Rekordumsatz im Q2 2025 von 53,9 Millionen USD, ein Anstieg von 18% gegenüber dem Vorjahr. Die Dynamik setzte sich im Q3 fort, mit ungeprüften Nettoumsätzen von 39,1 Millionen USD in den ersten beiden Monaten, was einem YoY-Wachstum von 20% entspricht. Bemerkenswert ist, dass Lifeway 22 aufeinanderfolgende Quartale des Wachstums erreicht hat.

Lifeway Foods (بورصة ناسداك: LWAY)، مزود رائد للكيفير ومنتجات البروبيوتيك المخمرة في الولايات المتحدة، قد استجاب لسحب دانون لعرض الاستحواذ. أكّدت الشركة التزامها بتنفيذ خطتها الاستراتيجية بشكل مستقل.

أعلنت Lifeway عن مؤشرات أداء قوية، منها إيرادات صافية قياسية للربع الثاني من 2025 بلغت 53.9 مليون دولار، بزيادة قدرها 18% على أساس سنوي. وتواصل الزخم في الربع الثالث، مع إيرادات صافية غير مدققة قدرها 39.1 مليون دولار في أول شهرين، بنمو سنوي قدره 20%. من الجدير بالذكر أن Lifeway حققت لـ 22 ربعاً متتاليًا من النمو.

Lifeway Foods(纳斯达克: LWAY),是美国领先的开菲尔及发酵益生菌产品供应商,已就丹麦撤回其收购提议作出回应。公司重申将独立执行其战略计划。

Lifeway 公布了强劲的业绩指标,包括 2025年第二季度创纪录的净销售额为5390万美元,同比增长18%。这一势头延续至第三季度,前两个月的 未经审计净销售额为3910万美元,同比增长20%。值得注意的是,Lifeway 已实现 连续22个季度的增长

Positive
  • Record Q2 2025 net sales of $53.9 million, up 18% year-over-year
  • Strong Q3 performance with $39.1 million in net sales through August, up 20% year-over-year
  • 22 consecutive quarters of growth demonstrating consistent performance
  • Independent Strategic Review Committee formed to explore value-enhancing opportunities
Negative
  • Loss of potential strategic benefits from Danone acquisition
  • Uncertainty following withdrawal of acquisition proposal

MORTON GROVE, Ill., Sept. 18, 2025 /PRNewswire/ -- Lifeway Foods, Inc. (Nasdaq: LWAY) ("Lifeway" or "the Company"), a leading U.S. supplier of kefir and fermented probiotic products that support the microbiome, today issued the following statement following Danone's withdrawal of its proposal to acquire Lifeway:

We remain firmly committed to driving value for Lifeway shareholders by executing our strategic plan and continuing to explore value enhancing opportunities.

As part of the exploration of all opportunities to maximize shareholder value, the Board formed a Strategic Review Committee, comprised solely of independent directors, to oversee the process, and the Company engaged extensively with Danone. With the distraction of Danone's unsolicited proposal now behind us, we will continue to focus on executing our growth strategy to create value for all our shareholders, employees, partners and customers.

The Company is delivering results, with record-breaking sales in both Q1 and Q2 2025 and continued momentum into Q3. Recent performance highlights include:

  • Q2 2025 hit new highs: Lifeway achieved a record $53.9 million in net sales, an 18% year-over-year increase on a comparable basis.
  • Category leadership continued into Q3: In the first two months of Q3 (through August 31), Lifeway recorded $39.1 million in unaudited net sales, a 20% year-over-year increase.
  • Track record of performance: Lifeway has delivered 22 consecutive quarters of growth, cementing its reputation as a retail dairy innovator.

Evercore Group LLC is serving as financial advisor and Sidley Austin LLP is serving as legal advisor to Lifeway.

About Lifeway Foods, Inc. 

Lifeway Foods, Inc., which has been recognized as one of Forbes' Best Small Companies, is America's leading supplier of the probiotic, fermented beverage known as kefir. In addition to its line of drinkable kefir, the Company also produces a variety of cheeses and a ProBugs® line for kids. Lifeway's tart and tangy fermented dairy products are now sold across the United States, Mexico, Ireland, South Africa, United Arab Emirates, and France. Learn how Lifeway is good for more than just you at lifewayfoods.com.

Forward-Looking Statements

This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, Lifeway's focus on its growth strategy. These statements use words, and variations of words, such as "will," "continue," "build," "future," "increase," "drive," "believe," "look," "ahead," "confident," "deliver," "outlook," "expect," and "predict." You are cautioned not to rely on these forward-looking statements. These forward-looking statements are made as of the date of this press release, are based on current expectations of future events and thus are inherently subject to a number of risks and uncertainties, many of which involve factors or circumstances beyond Lifeway's control. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from Lifeway's expectations and projections. These risks, uncertainties, and other factors include: price competition; the decisions of customers or consumers; the actions of competitors; changes in the pricing of commodities; the effects of government regulation; possible delays in the introduction of new products; the distraction and other adverse effects of a proxy contest on the business; and customer acceptance of products and services. A further list and description of these risks, uncertainties, and other factors can be found in Lifeway's Annual Report on Form 10-K for the fiscal year ended December 31, 2024. Copies of these filings are available online at https://www.sec.govhttp://lifewaykefir.com/investor-relations/ or on request from Lifeway. Lifeway expressly disclaims any obligation to update any forward-looking statements (including, without limitation, to reflect changed assumptions, the occurrence of anticipated or unanticipated events or new information), except as required by law.

Contacts:
Edelman Smithfield
LifewayES@edelmansmithfield.com

Derek Miller
Vice President of Communications, Lifeway Foods
derekm@lifeway.net

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/lifeway-foods-issues-statement-in-response-to-danone-302560490.html

SOURCE Lifeway Foods, Inc.

FAQ

What happened to Danone's proposal to acquire Lifeway Foods (LWAY)?

Danone has withdrawn its unsolicited proposal to acquire Lifeway Foods. In response, Lifeway stated it will continue executing its strategic plan independently.

How much revenue did Lifeway Foods (LWAY) report for Q2 2025?

Lifeway Foods reported record net sales of $53.9 million in Q2 2025, representing an 18% increase year-over-year.

What is Lifeway Foods' (LWAY) recent growth track record?

Lifeway Foods has achieved 22 consecutive quarters of growth, with Q2 2025 sales up 18% and early Q3 2025 sales up 20% year-over-year.

Who are Lifeway Foods' (LWAY) advisors for the strategic review?

Evercore Group LLC is serving as financial advisor and Sidley Austin LLP is serving as legal advisor to Lifeway Foods.

What steps has Lifeway Foods (LWAY) taken to maximize shareholder value?

Lifeway formed a Strategic Review Committee of independent directors to oversee value enhancement opportunities and engaged with Danone during their proposal period.
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