Earnings summaries and quarterly performance for Vita Coco Company.
Executive leadership at Vita Coco Company.
Board of directors at Vita Coco Company.
Research analysts who have asked questions during Vita Coco Company earnings calls.
Eric Des Lauriers
Craig-Hallum Capital Group LLC
6 questions for COCO
Also covers: AGFY, CURLF, FARM +17 more
ML
Michael Lavery
Piper Sandler & Co.
6 questions for COCO
Also covers: BGS, BYND, CELH +22 more
Eric Serotta
Morgan Stanley
4 questions for COCO
Also covers: CCEP, CELH, MO +5 more
James Salera
Stephens Inc.
4 questions for COCO
Also covers: BRBR, CAKE, CELH +20 more
RO
Robert Ottenstein
Evercore ISI
4 questions for COCO
Also covers: ABEV, BUD, CCEP +14 more
Christian Junquera
Bank of America
3 questions for COCO
Bonnie Herzog
Goldman Sachs
2 questions for COCO
Also covers: CASY, CCEP, CELH +21 more
BL
Bonnie Lee Herzog
Goldman Sachs Group Inc.
2 questions for COCO
Chris Carey
Wells Fargo Securities
2 questions for COCO
Also covers: CAG, CLX, CPB +10 more
Christopher Carey
Wells Fargo & Company
2 questions for COCO
Also covers: CAG, CHD, CL +21 more
Ethan Huntley
Goldman Sachs
2 questions for COCO
Also covers: ZVIA
Gerald Pascarelli
Needham & Company
2 questions for COCO
Also covers: AGFY, CELH, CRLBF +8 more
JA
Jon Anderson
William Blair
2 questions for COCO
Kaumil Gajrawala
Jefferies
2 questions for COCO
Also covers: BARK, BRBR, BTMD +22 more
Bryan Spillane
Bank of America
1 question for COCO
Also covers: BRBR, CCEP, CL +7 more
GW
Glenn West
William Blair & Company
1 question for COCO
Also covers: BRCC, PBH
Gregory Porter
Evercore ISI
1 question for COCO
Jim Salera
Stephens Inc.
1 question for COCO
Also covers: BRBR, CAKE, CELH +20 more
JA
Jon Andersen
William Blair & Company
1 question for COCO
Also covers: BRBR, BRCC, CELH +11 more
Recent press releases and 8-K filings for COCO.
FDA Recognizes Kava as Food, Benefiting The Calmer Co
COCO
New Projects/Investments
Revenue Acceleration/Inflection
- The U.S. Food and Drug Administration (FDA) has confirmed that kava, when traditionally prepared, qualifies as a conventional food under federal law, providing significant regulatory clarity. This decision is expected to ease export barriers and support market expansion for Pacific exporters, with U.S. exports valued at roughly $26–45 million in 2024.
- This regulatory clarification de-risks commercial plans for companies like The Calmer Co., enabling them to accelerate U.S. retail, e-commerce, and B2B distribution, especially for those with FDA-registered, cGMP-compliant facilities.
- The Calmer Co. is well-positioned, as its Fiji manufacturing site is FDA-registered, cGMP-compliant, and FDA-audited. The company also reports strong Amazon USA momentum, with Fiji Kava 150g Instant Kava being the #1 branded instant kava on Amazon US.
- Despite the positive regulatory news and market positioning, an analyst note highlighted on TipRanks lists The Calmer Co (AU:CCO) with a 'Sell' rating and an A$0.01 price target, indicating investor caution.
3 days ago
Vita Coco Company Reports Strong Q3 2025 Results and Raises Full-Year Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported Q3 2025 net sales of $182 million, a 37% increase year-over-year, driven by 42% growth in Vita Coco Coconut Water sales and 48% growth in the international segment.
- Gross profit was $69 million, with gross margins at 38% for the quarter, down 110 basis points from Q3 2024, primarily due to higher finished goods costs and tariffs, partially offset by pricing actions and lower ocean freight.
- Net income attributable to shareholders was $24 million, or $0.40 per diluted share, and adjusted EBITDA reached $32 million.
- The company raised its full-year 2025 net sales guidance to between $580 million and $595 million and its adjusted EBITDA guidance to $90 million to $95 million.
- Tariffs impacted Q3 by $6 million, with a full-year expected impact of $14 million to $16 million, and the company is implementing mitigation strategies including potential pricing actions and supply chain adjustments.
Oct 29, 2025, 12:30 PM
Vita Coco Company Reports Strong Q3 2025 Results and Raises Full-Year Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported strong Q3 2025 financial results, with net sales increasing 37% year-over-year to $182 million and Adjusted EBITDA reaching $32 million.
- The company raised its full-year 2025 guidance, now projecting net sales between $580 million and $595 million and Adjusted EBITDA between $90 million and $95 million.
- The coconut water category continues to show robust growth, with 22% year-to-date growth in the U.S. and 32% in the U.K., while the international segment delivered exceptionally strong results in Q3 2025, with net sales up 48%.
- Tariffs had a $6 million impact on Q3 2025 gross margin and are expected to increase full-year cost of goods by $14 million to $16 million, with the average tariff rate on imported U.S. goods anticipated to peak at 23% in Q4. The company is actively pursuing mitigation strategies and evaluating potential pricing adjustments for 2026.
Oct 29, 2025, 12:30 PM
Vita Coco Company Announces Strong Q3 2025 Results and Updates Full Year Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported net sales of $182.3 million for Q3 2025, marking a 37.2% increase compared to the prior year.
- Net income for Q3 2025 was $24.0 million, leading to $0.40 per diluted share.
- Adjusted EBITDA reached $32.4 million in Q3 2025, with a 17.8% margin.
- For the full year 2025, the company updated its guidance, projecting net sales between $580 million and $595 million, a gross margin of approximately 36%, and Adjusted EBITDA between $90 million and $95 million.
Oct 29, 2025, 12:30 PM
The Vita Coco Company Reports Strong Q3 2025 Results and Raises Full-Year Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported strong Q3 2025 financial results, with net sales increasing 37% year-over-year to $182 million and net income attributable to shareholders reaching $24 million, or $0.40 per diluted share. Adjusted EBITDA was $32 million, or 18% of net sales.
- The company raised its full-year 2025 guidance, now expecting net sales between $580 million and $595 million and adjusted EBITDA between $90 million and $95 million.
- Growth was primarily driven by the accelerating coconut water category, with Vita Coco Coconut Water sales up 42% in the quarter. The U.S. market saw two price increases this year, and international net sales grew 48%.
- Gross margins for Q3 2025 were 38%, down 110 basis points from Q3 2024, mainly due to higher finished goods product costs and import tariffs, which had a $6 million impact in the quarter. For the full year, the company expects an increase in cost of goods of $14 million to $16 million due to tariffs, with the average tariff rate on imported U.S. goods expected to peak at 23%.
- The company maintains a strong balance sheet with $204 million cash on hand and no debt as of September 30, 2025.
Oct 29, 2025, 12:30 PM
Vita Coco Company Reports Strong Q3 2025 Results and Raises Full Year Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported net sales of $182 million for the third quarter ended September 30, 2025, representing a 37% increase compared to the prior year period.
- Net income for Q3 2025 was $24 million, up from $19 million in the prior year, and Non-GAAP Adjusted EBITDA increased to $32 million from $23 million.
- The company raised its full-year 2025 guidance, now projecting net sales between $580 million and $595 million and Adjusted EBITDA in the range of $90 million to $95 million.
- This strong performance was primarily driven by 42% growth in Vita Coco Coconut Water net sales in Q3 and the U.S. rollout of Vita Coco Treats.
- As of September 30, 2025, the company maintained a strong financial position with no debt and cash and cash equivalents of $204 million.
Oct 29, 2025, 12:00 PM
Vita Coco Company Reports Strong Q3 2025 Financial Results and Raises Full Year Guidance
COCO
Earnings
Guidance Update
Share Buyback
- The Vita Coco Company reported net sales of $182 million in the third quarter ended September 30, 2025, marking a 37% increase compared to the prior year period, with year-to-date net sales reaching $482 million, a 24% increase.
- Net income for Q3 2025 increased to $24 million (up from $19 million), resulting in diluted earnings per share of $0.40. Non-GAAP Adjusted EBITDA for the quarter also rose to $32 million from $23 million in the prior year period.
- The company raised its full-year 2025 guidance, now projecting net sales between $580 million and $595 million and Adjusted EBITDA in the range of $90 million to $95 million.
- As of September 30, 2025, the company maintained a strong financial position with $204 million in cash and cash equivalents and no debt. Additionally, the company repurchased $10.2 million of common stock during the nine months ended September 30, 2025, with $42.0 million remaining on its share repurchase program.
Oct 29, 2025, 11:00 AM
The Vita Coco Company Reports Record 2024 Financials and Provides 2025 Outlook
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported record full-year 2024 net sales of $516 million, a 5% increase year-over-year, with net income of $56 million ($0.94 per diluted share) and Adjusted EBITDA of $84 million. Gross margins for the year were 39%.
- For full-year 2025, the company expects net sales between $555 million and $570 million, gross margins of 35%-37%, and Adjusted EBITDA between $86 million and $92 million.
- The coconut water category continues to show strong growth, with the Vita Coco brand growing 9% in U.S. retail dollars and 21% in the U.K. in 2024. However, the company anticipates losing some private-label regions in 2025, which will partially offset branded growth.
- The company is addressing past supply chain issues by securing new production capacity coming online in 2025 and entering the year with healthy inventory levels and $165 million in cash. Elevated ocean freight rates are expected to impact gross margins in the first half of 2025.
- Strategic initiatives include a marketing shift to emphasize active hydration , continued growth of Vita Coco Juice (U.S. scans up 42% in 2024) , and the national rollout of Vita Coco Treats. The company also extended its Keurig Dr Pepper distribution agreement.
Feb 26, 2025, 1:30 PM
Quarterly earnings call transcripts for Vita Coco Company.
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