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
8 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 +26 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
Jim Salera
Stephens Inc.
3 questions for COCO
Also covers: BRBR, CAKE, CELH +21 more
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, CHD, CL +17 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 +9 more
JA
Jon Anderson
William Blair
2 questions for COCO
Also covers: PBH
Kaumil Gajrawala
Jefferies
2 questions for COCO
Also covers: BARK, BRBR, BTMD +22 more
LM
Luke Maloney
Piper Sandler
2 questions for COCO
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
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.
Vita Coco Company Presents Strong 2025 Results and Optimistic 2026 Outlook at CAGNY
COCO
Guidance Update
Share Buyback
Revenue Acceleration/Inflection
- Vita Coco reported 18% overall net sales growth and 27% EPS growth for 2025, reaching nearly $100 million in EBITDA, and projects low- to mid-teens net sales growth and approximately $125 million EBITDA for 2026.
- The company maintains strong market leadership with 42% share in the U.S. and 80% in the U.K., operating in a $125 billion global category with significant room for household penetration growth, expecting the U.S. business to double in the next 5-7 years.
- Vita Coco leverages an advantaged supply chain across 16 factories in 6 countries, providing a competitive moat, and ended 2025 with $197 million in cash and no debt, while also authorizing a $65 million share repurchase program.
7 days ago
Vita Coco Company Details Strong 2025 Results and Positive 2026 Outlook at CAGNY
COCO
Guidance Update
Share Buyback
Revenue Acceleration/Inflection
- Vita Coco reported 18% overall net sales growth and 26% global branded growth in 2025, with the international business growing almost 40% and contributing 25% of overall growth.
- For 2026, the company guides for low- to mid-teens net sales growth and adjusted EBITDA of around $125 million at the midpoint, expecting gross margins to return to high 30s% approaching 40s% as tariffs subside.
- Vita Coco ended 2025 with a strong financial position, holding $197 million in cash and no debt, and has authorized $65 million for share repurchases, having executed $24 million to date.
- The company maintains market leadership with 42% share in the U.S., 80% in the U.K., and 40% in Germany, supported by a diversified supply chain of 16 factories in 6 countries processing 4 million coconuts a day, which is considered a competitive moat.
7 days ago
Vita Coco Company Reports Strong 2025 Performance and Provides Optimistic 2026 Guidance
COCO
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- Vita Coco reported strong 2025 financial results, including 18% overall net sales growth and 27% EPS growth, with EBITDA just under $100 million despite $14 million in tariffs.
- The company issued 2026 guidance forecasting low- to mid-teens net sales growth and EBITDA around $125 million at the midpoint, anticipating gross margins to return to high 30s% approaching 40s%.
- Vita Coco maintains a robust balance sheet with $197 million in cash and no debt, and has initiated share repurchases, executing $24 million of an authorized $65 million.
- The company emphasizes its market leadership (e.g., 42% U.S. share, 80% U.K. share) and a highly diversified supply chain with 16 factories in 6 countries, processing 4 million coconuts daily, as key competitive advantages.
- Management projects significant long-term growth, aiming to double the U.S. business in 5-7 years and expand international markets, supported by innovation and potential M&A.
7 days ago
Vita Coco Company Announces Q4 and Full Year 2025 Results and 2026 Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported Q4 2025 net sales of $128 million, representing 0.4% growth year-over-year, with a gross margin of 34.9% and Adjusted EBITDA of $14 million.
- For the full year 2025, the company achieved net sales of $610 million, an 18.2% increase from 2024, a gross margin of 36.5%, and Adjusted EBITDA of $98 million.
- The company ended 2025 with a strong balance sheet, reporting $197 million in cash-on-hand and $0 million in debt.
- For fiscal year 2026, The Vita Coco Company provided guidance projecting net sales between $680 million and $700 million, a gross margin of approximately 38%, and Adjusted EBITDA between $122 million and $128 million.
Feb 18, 2026, 1:30 PM
Vita Coco Company Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported full year 2025 net sales of $610 million, an 18% increase year-over-year, driven by 26% growth in Vita Coco Coconut Water net sales, partially offset by a 19% decline in private label sales.
- For the full year 2025, net income attributable to shareholders was $71 million, or $1.19 per diluted share, and Adjusted EBITDA reached $98 million, representing 16% of net sales.
- Gross margins for 2025 were 37%, a decrease from 39% in 2024, but are expected to improve to approximately 38% in 2026 due to tariff exemptions and favorable ocean freight rates.
- The company provided a 2026 net sales outlook between $680 million and $700 million, with Adjusted EBITDA projected to be $122 million to $128 million.
- International net sales grew 37% in 2025, contributing 29% of total company net sales growth, with expectations for continued strong growth rates.
Feb 18, 2026, 1:30 PM
Vita Coco Company Reports Record 2025 Performance and Provides Strong 2026 Outlook
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company achieved record performance in 2025, with net sales increasing 18% to $610 million, primarily driven by 26% growth in Vita Coco Coconut Water net sales, despite a 19% decline in private label sales.
- For the full year 2025, net income attributable to shareholders rose 27% to $71 million or $1.19 per diluted share, and Adjusted EBITDA reached $98 million. Gross margins decreased by 200 basis points to 37%, impacted by higher product costs and tariffs.
- Looking ahead to 2026, the company projects net sales between $680 million and $700 million, with anticipated gross margins of approximately 38%, and Adjusted EBITDA in the range of $122 million to $128 million.
- Expected growth in 2026 includes low to mid-teens for Vita Coco Coconut Water and 20-25% for private label in the U.S., supported by tariff exemptions and improved distribution at Walmart.
- The company concluded 2025 with a robust balance sheet, reporting $197 million in cash on hand and no debt under its revolving credit facility.
Feb 18, 2026, 1:30 PM
The Vita Coco Company Reports Strong Full-Year 2025 Results and Provides Optimistic 2026 Outlook
COCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Vita Coco Company reported record full-year 2025 financial results, with net sales increasing 18% to $610 million, net income attributable to shareholders of $71 million ($1.19 per diluted share), and Adjusted EBITDA of $98 million.
- For 2026, the company expects net sales between $680 million and $700 million, with gross margins of approximately 38% and Adjusted EBITDA between $122 million and $128 million.
- Growth in 2025 was driven by Vita Coco Coconut Water net sales growth of 26% and international net sales increasing 37%, which contributed 29% of total company net sales growth.
- The company anticipates strong private label net sales growth of 20%-25% in the U.S. in 2026 due to regained regions and new business, particularly after the first quarter.
- The balance sheet remains strong with $197 million in cash and no debt as of December 31, 2025, and the company generated $32 million in cash in 2025, including $11 million in share repurchases.
Feb 18, 2026, 1:30 PM
The Vita Coco Company Reports Q4 and Full Year 2025 Financial Results, Provides 2026 Guidance
COCO
Earnings
Guidance Update
Share Buyback
- The Vita Coco Company reported full year 2025 net sales of $610 million, an 18% increase, with net income of $71 million and Adjusted EBITDA of $98 million.
- For the fourth quarter of 2025, net sales were $128 million and net income per diluted share was $0.09.
- The company projects Fiscal Year 2026 net sales between $680 million and $700 million and Adjusted EBITDA between $122 million and $128 million.
- As of December 31, 2025, the company maintained a strong financial position with $197 million in cash and cash equivalents and no debt.
- The company repurchased $11.3 million of common stock in 2025, with $40.9 million remaining on its share repurchase program as of December 31, 2025.
Feb 18, 2026, 12:19 PM
Vita Coco Company Reports Q4 and Full Year 2025 Financial Results and Provides 2026 Outlook
COCO
Earnings
Guidance Update
Share Buyback
- Full Year 2025 net sales increased 18% to $610 million, with net income rising to $71 million and diluted EPS at $1.19.
- Adjusted EBITDA for Full Year 2025 grew $14 million to $98 million.
- The company ended 2025 with $197 million in cash and cash equivalents and no debt.
- For Fiscal Year 2026, Vita Coco Company forecasts net sales between $680 million and $700 million and Adjusted EBITDA between $122 million and $128 million.
Feb 18, 2026, 12:00 PM
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.
Dec 22, 2025, 2:13 PM
Quarterly earnings call transcripts for Vita Coco Company.
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