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Luke Maloney

Research Analyst at Piper Sandler

Luke Maloney is an Equity Research Analyst at Piper Sandler, specializing in Consumer Staples, Beverages, and Cannabis sectors. He covers companies within these areas, though specific performance metrics such as success rates or rankings on platforms like TipRanks are not publicly detailed in available sources. Maloney joined Piper Sandler in January 2023 after completing his Bachelor's degree in Actuarial & Financial Mathematics from University College Dublin in September 2022, with prior experience as a six-month intern on the Risk Management Team at SCOR. No specific professional credentials like FINRA registrations or securities licenses are listed in public profiles.

Luke Maloney's questions to Vita Coco Company (COCO) leadership

Question · Q4 2025

Luke Maloney inquired about the company's expectations for its $195 million cash balance, particularly regarding M&A opportunities and cash allocation. He also asked about innovation plans for 2026 and expectations for marketing spend.

Answer

Executive Chairman Mike Kirban reiterated that the priority is core brand and category growth, with M&A playing a role at some point, remaining active but disciplined. He noted that cash has been returned to shareholders through repurchases, with no overall change in approach. CEO Martin Roper discussed innovation, mentioning continued pushes for Treats (with an additional flavor expected) and multi-packs, emphasizing the need for a pipeline of pack innovation. He stated that marketing spend would increase, potentially faster than net sales on the branded side, to push the hydration message and protect the brand against private label price gaps, balancing increased marketing with promotional investments.

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Question · Q4 2025

Luke Maloney asked about the company's expectations for its $195 million cash balance, specifically regarding M&A opportunities and share repurchases. He also inquired about the innovation pipeline for 2026 and the expectations for marketing spend during the year.

Answer

Executive Chairman Mike Kirban reiterated that the priority is core brand and category growth, with M&A playing a role at some point, though they remain active but disciplined. He confirmed that cash has been returned to shareholders through repurchases and they will continue to look for opportunities and work with the board on repurchases. Regarding innovation, CEO Martin Roper mentioned that Treats is performing well and getting additional distribution, with an expectation to add another flavor soon. He also noted ongoing efforts in multi-packs and different pack formats to drive new news and build shelf space. For marketing, he stated they plan to increase marketing, potentially faster than net sales on the branded side, to push the hydration message and protect the brand against private label price gaps, balancing increased marketing with potential promotional investments.

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