Will SunOpta's (STKL) Upbeat Revenue Outlook Sustain Its Growth Story in Plant-Based Foods?

• SunOpta Inc. recently reported improved third quarter results, turning a profit, and raised its revenue guidance for 2025 to US$812 million–US$816 million, while also providing a 2026 revenue outlook of US$865 million–US$880 million.
• This upward revision in guidance, combined with year-over-year sales growth and positive earnings, highlights strengthened operations and management’s confidence in future performance despite a third quarter impairment charge.
• We’ll assess how SunOpta’s increased revenue projections reinforce its long-term growth narrative in the context of rising demand for plant-based products.

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SunOpta Investment Narrative Recap

To be a SunOpta shareholder, you need to believe in the sustained demand for plant-based and healthier food choices, as well as SunOpta’s ability to execute expansion at scale. The latest raised 2025–2026 revenue outlook and positive earnings are positive for the short-term growth story, but do not fundamentally reduce the company’s risk from shifting consumer preferences in core categories or capital intensity of expansion; the impact on these key risks and catalysts is not material at this stage.

The most relevant recent announcement is SunOpta’s updated 2026 revenue guidance to US$865 million–US$880 million, which supports management’s optimism about continued top-line growth. This outlook is meaningful in the context of the company’s ongoing manufacturing expansions and investments designed to capture growth in plant-based beverages and fruit snacks, areas driving current momentum and supporting future earnings potential.

Yet, even with higher sales projections, investors should also consider how customer concentration and private label exposure could intensify if...

Read the full narrative on SunOpta (it's free!)

SunOpta's narrative projects $1.0 billion in revenue and $141.9 million in earnings by 2028. This requires 9.4% yearly revenue growth and a $144 million increase in earnings from the current level of -$2.1 million.

Uncover how SunOpta's forecasts yield a $8.80 fair value, a 122% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community assessed SunOpta’s fair value using independent growth forecasts, yielding estimates from US$7.80 to US$20.95 per share. While healthy demand for plant-based offerings is helping fuel guidance increases, wide opinion gaps reinforce why it’s important to compare a diverse set of market expectations and insights before making decisions.

Explore 4 other fair value estimates on SunOpta - why the stock might be worth just $7.80!

Build Your Own SunOpta Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SunOpta research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free SunOpta research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SunOpta's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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