Earnings summaries and quarterly performance for Vital Farms.
Executive leadership at Vital Farms.
Russell Diez-Canseco
Detailed
President and Chief Executive Officer
CEO
MO
Matthew O’Hayer
Detailed
Executive Chairperson
JB
Joanne Bal
General Counsel, Corporate Secretary and Head of Impact
JH
Joseph Holland
Chief Supply Chain Officer
KM
Kathryn McKeon
Chief Marketing Officer and General Manager, Butter
PP
Peter Pappas
Chief Sales Officer and President, Eggs
RV
Reena Van Hoven
Chief People Officer
SC
Stephanie Coon
Senior Vice President, Strategy
TW
Thilo Wrede
Chief Financial Officer
Board of directors at Vital Farms.
Research analysts who have asked questions during Vital Farms earnings calls.
JA
Jon Andersen
William Blair & Company
7 questions for VITL
Also covers: BRBR, BRCC, CELH +11 more
Matthew Smith
Analyst
7 questions for VITL
Also covers: BRBR, E, GIS +14 more
Eric Des Lauriers
Craig-Hallum Capital Group LLC
6 questions for VITL
Also covers: AGFY, COCO, CURLF +17 more
Robert Moskow
TD Cowen
5 questions for VITL
Also covers: BGS, BRBR, BYND +28 more
Benjamin Klieve
Lake Street Capital Markets
4 questions for VITL
Also covers: ANDE, AVD, AVO +10 more
Brian Holland
D.A. Davidson
4 questions for VITL
Also covers: BRBR, FRPT, LANC +6 more
Benjamin Mayhew
BMO Capital Markets
3 questions for VITL
Also covers: ANDE, CALM, INGR
Ben Klieve
Lake Street Capital Markets
3 questions for VITL
Also covers: ANDE, AVD, AVO +13 more
John Baumgartner
Mizuho Securities
3 questions for VITL
Also covers: BRBR, BYND, GIS +16 more
Megan Clapp
Morgan Stanley
3 questions for VITL
Also covers: BRBR, CAG, CPB +14 more
Scott Marks
Jefferies
3 questions for VITL
Also covers: BGS, CAG, FLO +14 more
BT
Benjamin Theurer
Barclays Corporate & Investment Bank
2 questions for VITL
Also covers: ADM, BG, BYND +17 more
JH
Jacob Henry
TD Cowen
2 questions for VITL
Also covers: BRBR, LW
Robert Dickerson
Jefferies
2 questions for VITL
Also covers: BGS, JJSF, K +11 more
Sarang Vora
Telsey Advisory Group
2 questions for VITL
Also covers: BRCC, COUR, WEST +2 more
Gerald Pascarelli
Needham & Company
1 question for VITL
Also covers: AGFY, CELH, COCO +9 more
Megan Alexander
Morgan Stanley
1 question for VITL
Also covers: BC, GOLF, HAS +7 more
Megan Christine Alexander
Morgan Stanley
1 question for VITL
Also covers: BC, CAG, COOK +15 more
Recent press releases and 8-K filings for VITL.
Vital Farms Announces Record Q4 and Full Year 2025 Results, Leadership Change, and 2026 Guidance
VITL
Earnings
CEO Change
Guidance Update
- Vital Farms achieved record full-year 2025 net revenue of $759.4 million, a 25.3% increase year-over-year, and Adjusted EBITDA of $114 million, up 31.6%.
- Russell Diez-Canseco was appointed Executive Chairperson and CEO following founder Matt O'Hayer's retirement, and the company successfully remediated its previously disclosed material weakness in internal controls.
- For fiscal year 2026, the company provided net revenue guidance of $900 million-$920 million and Adjusted EBITDA guidance of $105 million-$115 million, while also authorizing a $100 million 2-year share repurchase program.
- The company reaffirmed its long-term target of $2 billion in net revenue by 2030 with an Adjusted EBITDA margin between 15% and 17%.
2 days ago
Vital Farms Reports Q4 and Full Year 2025 Results, Updates 2026 Guidance, and Authorizes Share Repurchase
VITL
Earnings
Guidance Update
Share Buyback
- Vital Farms reported full year 2025 net revenue of $759.4 million, a 25.3% increase year-over-year, and Adjusted EBITDA of $114 million, up 31.6%.
- For Q4 2025, net revenue was $213.6 million and Adjusted EBITDA was $29.2 million.
- The company introduced fiscal year 2026 net revenue guidance of $900 million-$920 million and Adjusted EBITDA guidance of $105 million-$115 million, with CapEx projected at $140 million-$150 million.
- Russell Diez-Canseco was appointed Executive Chairperson and CEO, effective February 24th, following the retirement of founder Matt O'Hayer.
- The board authorized a $100 million 2-year share repurchase program.
2 days ago
Vital Farms Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance, and Authorizes Share Repurchase
VITL
Earnings
Guidance Update
Share Buyback
- Vital Farms reported full-year 2025 net revenue of $759.4 million, a 25.3% increase year-over-year, and Adjusted EBITDA of $114 million, up 31.6%.
- For 2026, the company issued net revenue guidance of $900 million to $920 million and Adjusted EBITDA guidance of $105 million to $115 million.
- Founder Matt O'Hayer retired as Executive Chairperson, with Russell Diez-Canseco appointed Executive Chairperson and CEO.
- The board authorized a $100 million 2-year share repurchase program.
- Vital Farms reaffirmed its long-term target of $2 billion in net revenue by 2030 with an Adjusted EBITDA margin between 15% and 17%.
2 days ago
Vital Farms Reports Strong Q4 and Full-Year 2025 Financial Results and Provides 2026 Guidance
VITL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Vital Farms reported a 28.7% increase in Net Revenue to $213.6 million for Q4 2025, and a 25.3% increase to $759.4 million for fiscal year 2025, primarily driven by volume-related revenue growth and price/mix benefits.
- Adjusted EBITDA for Q4 2025 grew 53.2% to $29.2 million, representing 13.7% of net revenue, while full-year 2025 Adjusted EBITDA increased 31.6% to $114.0 million, or 15.0% of net revenue.
- Gross profit margin for Q4 2025 was 35.8%, a slight decrease from 36.1% in Q4 2024, mainly due to increased labor and overhead costs, partially offset by favorable price/mix benefits.
- The company provided 2026 guidance, projecting Net Revenue between $900 million and $920 million and Adjusted EBITDA between $105 million and $115 million.
2 days ago
Vital Farms Reports Q4 and FY 2025 Results, Issues FY 2026 Guidance, and Announces Leadership Changes
VITL
Earnings
Guidance Update
Board Change
- Vital Farms reported fiscal year 2025 net revenue of $759.4 million, a 25.3% increase from fiscal year 2024, with net income of $66.3 million and Adjusted EBITDA of $114.0 million.
- For fiscal year 2026, the company expects net revenue between $900 million and $920 million and Adjusted EBITDA between $105 million and $115 million.
- The Board of Directors authorized a $100 million 2-year stock repurchase program.
- Russell Diez-Canseco, Vital Farms' President and CEO, was appointed Executive Chairperson of the Board, succeeding founder Matt O’Hayer who retired effective February 24, 2026.
2 days ago
Vital Farms Discusses Financial Performance, Capacity Expansion, and Future Targets
VITL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Vital Farms reported strong historical growth, with net revenue and adjusted EBITDA growing at a 34% and 50% CAGR, respectively, from 2018 through 2024, and 2025 year-to-date revenues up 24% and EBITDA up 25%.
- The company revised its FY 2025 revenue guidance to $755-$765 million due to temporary shipment disruptions in Q4 2025 following an ERP implementation, but reaffirmed its FY 2026 top-line guidance of $930-$950 million.
- Vital Farms successfully opened a third production line at its Egg Central Station (ECS) facility a few months prior to the conference and plans a second ECS facility in Indiana (Seymour) to begin operations in 2027, which will integrate cold storage for improved efficiency.
- The company established long-term 2030 targets including $2 billion net revenue, 35% gross margin, and 15%-17% EBITDA margins, citing strong brand awareness and consumer demand for ethically produced food.
Jan 12, 2026, 7:30 PM
Vital Farms Revises FY 2025 Revenue Guidance and Reaffirms 2026 Outlook Amid Capacity Expansion
VITL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Vital Farms (VITL) revised its FY 2025 net revenue guidance lower to $755-$765 million due to temporary shipment disruptions in October 2025 following an ERP system implementation.
- The company reaffirmed its FY 2026 top-line guidance of $930-$950 million, implying approximately 24% growth at the midpoint, with EBITDA guidance to be provided in late February.
- To support future growth, Vital Farms successfully opened a third production line at Egg Central Station in FY 2025, adding over $300 million in revenue capacity, and a second facility in Indiana is scheduled to begin operations in 2027.
- Long-term targets for 2030 include $2 billion in net revenue and EBITDA margins of 15%-17%, driven by converting 33% brand awareness into higher household penetration (currently 15%) and continued capacity expansion.
Jan 12, 2026, 7:30 PM
Vital Farms Updates FY 2025 Revenue Guidance and Reaffirms FY 2026 Outlook
VITL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Vital Farms updated its FY 2025 net revenue guidance to $755-$765 million, a revision attributed to temporary shipment disruptions in October 2025 following an ERP system implementation.
- The company reaffirmed its FY 2026 top-line guidance in the range of $930 million-$950 million, implying approximately 24% growth at the midpoint.
- Capacity expansion in 2025 included the successful opening of a third production line at Egg Central Station and the addition of about 150 farms.
- A second Egg Central Station facility in Indiana is scheduled to begin operations in 2027, designed with integrated cold storage.
- Vital Farms established 2030 targets of $2 billion net revenue, 35% gross margin, and 15%-17% EBITDA margins.
Jan 12, 2026, 7:30 PM
Vital Farms Sets $2 Billion Revenue Target by 2030 and Outlines Growth Strategy
VITL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Vital Farms projects $2 billion in net revenue by 2030 , representing a 21% compound annual growth rate (CAGR) over the next five years , building on a 29% revenue CAGR since its IPO. The company also targets 15%-17% Adjusted EBITDA by 2030 and aims to maintain a gross margin of at least 35% for the next five years.
- To support this growth, Vital Farms is significantly expanding its operational capacity, including growing its farm network from approximately 300 farms and 5 million birds to 600 farms and almost 10 million birds as of 2025. A new facility, Vital Crossroads, is under construction in Seymour, Indiana, expected to commence operations in 2027 , which is critical for achieving the $2 billion revenue target by 2030.
- The company emphasizes its strong brand and market position, having doubled its brand awareness and household penetration, and increased its buy rate by 70% over the last five years. Vital Farms has demonstrated superior competitive performance, achieving over 30% compounded annual growth with Kroger and 45% with Publix over the past six to seven years.
- Vital Farms successfully implemented an ERP system at the beginning of Q4 (September 29th). Following an initial period of slow shipments and production, retail volume and growth rates have recovered to the mid-to-high 20s , and the company has exited the hypercare phase of the ERP implementation.
Dec 16, 2025, 2:30 PM
Vital Farms Sets Long-Term Financial Targets and Updates 2025/2026 Outlook
VITL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Vital Farms (VITL) has set new long-term financial targets for 2030, including $2 billion in annual Net Revenue, 15% to 17% Adjusted EBITDA margins, and 35+% Gross Margins between 2025 and 2030.
- For fiscal year 2025, the company updated its Net Revenue outlook to $755 million to $765 million and maintained its Adjusted EBITDA expectation of more than $115 million.
- The initial outlook for 2026 Net Revenue is projected to be $930 million to $950 million.
- The new Vital Crossroads (VXR) processing facility is anticipated to be operational in 2027, supporting the company's long-term targets.
Dec 16, 2025, 12:05 PM
Quarterly earnings call transcripts for Vital Farms.
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