Once Upon a Farm, PBC — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 72/100
What the filing says
Once Upon a Farm voluntarily recalled its entire Tractor Wheels product line following three FDA-reported choking incidents (one consumer complaint, two direct to FDA). The product line represents approximately 18% of year-to-date net sales. The company has not yet identified a root cause and is still assessing total financial impact, including product costs, retailer support, and recall expenses; however, management stated the company has $106.4M cash, no debt, and $95M available credit to manage through the period.
Why this rating
18% of YTD revenue off-market is material to a $202.6M asset company; significant operational and brand disruption, but strong balance sheet ($106.4M cash, no debt) and management confidence in recovery reduce catastrophic risk.
Tradability signal
NO TRADE
No trade: only ~$0k traded in the last 30 min — too illiquid to enter and exit. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it negative)
before filing · preread $13.25 ▲ 15.02% | at our read · unknown $11.52 | +10 min · unknown $11.20 ▼ 2.78% | +30 min · unknown $10.97 ▼ 4.73% | +1 hr pending | +4 hrs pending |
The stock had already moved -13.06% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from November 2, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.