Monitor the ramp schedule and OTIF performance in coming quarters — the agreement's value depends on Caney Fork's ability to meet the committed volumes and quality standards. The right of first offer on herb opportunities could expand Edible Garden's product line if exercised.
Price Chart
Executive Summary
Edible Garden AG entered into a 2-year produce supply agreement with Caney Fork Farms, LLC for year-round supply of fresh herbs and produce, with fixed pricing through January 2027 and a right of first offer on the supplier's future herb opportunities. This is a routine supply chain agreement that secures committed capacity without minimum purchase obligations beyond specific notice-period protections.
Key Facts
- 2-year initial term through October 15, 2028, with automatic 1-year renewals
- Fixed pricing through January 31, 2027; annual increases capped at lesser of PPI or 10%
- No minimum purchase, take-or-pay, or volume commitment except for crops planted in reliance on committed volumes with <90 days notice
- Right of first offer on any supplier opportunity to commercialize fresh-cut herbs, potted herbs, or hydro basil
- Supplier must maintain 95% OTIF score; failure triggers corrective action and potential immediate termination
- Company can terminate immediately for food safety failures or sustained OTIF underperformance
Financial Impact
No financial terms disclosed — Exhibit A pricing and volume schedules were omitted from the filing
Risk Factors
- Supplier performance risk — OTIF penalties and termination rights exist but enforcement depends on documentation
- Volume reduction risk — if demand falls, Edible Garden may still owe for crops planted in reliance on committed volumes
- Pricing risk — annual price increases up to 10% could compress margins if not passed through to customers
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001477932-26-006391 |
| Document: edbl_8k.htm | 0001477932-26-006391 |
| Document: 0001477932-26-006391-index-headers.html | 0001477932-26-006391 |
| Document: 0001477932-26-006391-index.html | 0001477932-26-006391 |
| Document: 0001477932-26-006391.txt | 0001477932-26-006391 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 8-K | $0.8511 | awaiting T+20 | — | $0.7801 (−8.34%) |
Oct 6, 2026 21d ago | Press Release | $1.14 | awaiting T+20 | — | $0.7801 (−31.57%) |
Oct 1, 2026 25d ago | 8-K | $1.14 | awaiting T+20 | — | $0.7801 (−31.57%) |
Sep 2, 2026 7w ago | 8-K | $1.49 $1.19 | ▼ −20.13% | ▼ −19.80% | $0.7801 (−47.64%) |
Aug 24, 2026 9w ago | 8-K | $1.41 $1.27 | ▼ −9.93% | ▼ −11.24% | $0.7801 (−44.67%) |
Aug 17, 2026 10w ago | 8-K | $1.56 $1.41 | ▼ −9.62% | ▼ −7.64% | $0.7801 (−49.99%) |
Aug 14, 2026 10w ago | 8-K | $1.67 $1.45 | ▼ −13.17% | ▼ −11.18% | $0.7801 (−53.29%) |
Aug 10, 2026 11w ago | EFFECT | $1.83 $1.42 | ▲ +22.40% | ▲ +21.49% | $0.7801 (+57.37%) |
Aug 7, 2026 11w ago | Press Release | $1.88 $1.39 | ▼ −26.06% | ▼ −25.67% | $0.7801 (−58.51%) |
Aug 3, 2026 12w ago | 8-K | $2.28 $1.46 | ▲ +35.96% | ▲ +37.20% | $0.7801 (+65.79%) |
US Market Status
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