OFRM → $7.35 by Aug 6, 2026.

I think OFRM is still being priced like a clean premium growth story, when the core business looks a lot weaker under the surface. The company’s whole pitch is that it can keep expanding distribution, sell more premium organic baby/kids food, and eventually get operating leverage. The issue is that a lot of the growth looks like door expansion and shelf-fill, while actual product velocity seems to be getting worse. As they move beyond Whole Foods / Target / higher-income …