Nara Organics

nara.com →

-87%

est. 2Y upside i

Series A

The only USDA organic certified whole milk baby formula with no skim milk.

Rank

#3673

Sector

Food & Beverages / Consumer Goods

Est. Liquidity

~5Y

Data Quality

Data: Low

Extreme caution: the June 2026 recall and lawsuit have likely destroyed equity value.

Last updated: July 3, 2026

Bull (10%)-50%

Company survives recall through cost-cutting and regains FDA trust; revenue recovers to ~$2M by 2028. Exit multiple 2x revenue due to niche positioning, implying $4M value, -50% from entry.

Base (40%)-80%

Prolonged legal and regulatory challenges; revenue stays below $1M. Exit multiple 1x revenue, implying $1M, -80% from $75M entry.

Bear (50%)-100%

Class-action lawsuit leads to insolvency; common stock worthless due to $75M preference stack. Zero recovery.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

10000%

Total funding of $75M likely exceeds any reasonable exit value, making common stock worthless in most scenarios.

Dilution Risk

high

Need for significant additional capital to survive, likely diluting common by >50% if recovery occurs.

Secondary Liquidity

none

No secondary market observed; private shares are illiquid.

Questions to Ask at the Interview

Strategic questions based on Nara Organics's data — designed to show you've done your homework.

1
“How does the management plan to restore consumer trust after the botulism recall?”
2
“What is the current revenue run rate and how has it changed since the recall?”
3
“Given the capital intensity, what is the expected timeline to Series B and what valuation do you anticipate?”

Community

Valuation Sentiment

Our model estimates -87% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.