FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation
Published . Updated .
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Q3 sales grew 10% and adjusted gross margin reached 50%, prompting higher 2026 sales and EBITDA guidance. Growth spans retail, e-commerce, MVP households, and product innovation, while inflation and logistics costs remain key margin risks.Based on Freshpet, Inc. [FRPT] Q3 2026
Directly affected
- FRPT Freshpet+12.0% 16d
Named in this report.
Indirectly affected
- TIP iShares TIPS Bond ETF-0.1% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLP Consumer Staples Select Sector SPDR-2.8% 14d
Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “logistics” (transport and logistics) in this story.
- WMT Walmart+12.9% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+12.7% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- PG The Procter & Gamble+9.2% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- KO The Coca-Cola+7.6% 30d
The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRPT | -6.30% | -2.81% | base | +0.65% | after close | after close | after close |
| TIP | +0.16% | +0.57% | base | +0.00% | after close | after close | after close |
| XLP | -2.35% | +0.52% | base | +3.55% | after close | after close | after close |
| XRT | -2.30% | -0.06% | base | +5.15% | after close | after close | after close |
| IYT | -2.21% | -1.20% | base | +2.61% | after close | after close | after close |
| WMT | -4.79% | -1.04% | base | +4.51% | after close | after close | after close |
| COST | -3.61% | -0.67% | base | +3.14% | after close | after close | after close |
| PG | -2.31% | -0.30% | base | +3.14% | after close | after close | after close |
| KO | -3.14% | -0.70% | base | +1.25% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation TradingView
Source: TradingView
Price since this story was published: Ishares Tr (TIP)
| Company | When | Move | Status |
|---|---|---|---|
| Costco Wholesale (COST) | that day | +3.14% | still updating |
| Costco Wholesale (COST) | three days earlier | -0.67% | final price |
| Costco Wholesale (COST) | five days earlier | -3.61% | final price |
| FRPT | that day | +0.65% | still updating |
| FRPT | three days earlier | -2.81% | final price |
| FRPT | five days earlier | -6.30% | final price |
| IYT | that day | +2.61% | still updating |
| IYT | three days earlier | -1.20% | final price |
| IYT | five days earlier | -2.21% | final price |
| Coca Cola (KO) | that day | +1.25% | still updating |
| Coca Cola (KO) | three days earlier | -0.70% | final price |
| Coca Cola (KO) | five days earlier | -3.14% | final price |
| Procter & Gamble (PG) | that day | +3.14% | still updating |
| Procter & Gamble (PG) | three days earlier | -0.30% | final price |
| Procter & Gamble (PG) | five days earlier | -2.31% | final price |
| Ishares Tr (TIP) | that day | 0.00% | still updating |
| Ishares Tr (TIP) | three days earlier | +0.57% | final price |
| Ishares Tr (TIP) | five days earlier | +0.16% | final price |
| Walmart (WMT) | that day | +4.51% | still updating |
| Walmart (WMT) | three days earlier | -1.04% | final price |
| Walmart (WMT) | five days earlier | -4.79% | final price |
| Select Sector Spdr Tr (XLP) | that day | +3.55% | still updating |
| Select Sector Spdr Tr (XLP) | three days earlier | +0.52% | final price |
| Select Sector Spdr Tr (XLP) | five days earlier | -2.35% | final price |
| XRT | that day | +5.15% | still updating |
| XRT | three days earlier | -0.06% | final price |
| XRT | five days earlier | -2.30% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 37 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 22 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 23 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 27 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Procter & Gamble (PG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern bought Coca Cola (KO) (jointly held), worth $1,001 - $15,000 on 31 Aug 2026. That is 65 days before publication. Filed 25 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TIP)
Companies tied to this story
- TIP Ishares Tr
In “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLP Select Sector Spdr Tr
For “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation,” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- WMT Walmart
In “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PG Procter & Gamble
In “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- KO Coca Cola
In “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
Ishares Tr (TIP)
The 4 Nov 2026 story “FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation” names Ishares Tr (TIP) because of this story.
For Ishares Tr (TIP), the reason on file says iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
A second company, Select Sector Spdr Tr (XLP), is listed for a different reason: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Dates and price levels for Ishares Tr (TIP)
TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. WMT traded between 107.44 and 127.91 across 20 sessions. The latest close on file is 124.81. XLP traded between 80.10 and 83.07 across 11 sessions. The latest close on file is 81.02.
A simple score for Ishares Tr (TIP)
46 out of 100Price not final
“FRPT: Q3 margin hit 50% as guidance rose, despite persistent cost inflation” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.