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
5 questions for VITL
Also covers: BRBR, BRCC, CELH +11 more
Matthew Smith
Analyst
5 questions for VITL
Also covers: BRBR, E, GIS +14 more
Robert Moskow
TD Cowen
5 questions for VITL
Also covers: BGS, BRBR, BYND +27 more
Benjamin Klieve
Lake Street Capital Markets
4 questions for VITL
Also covers: ANDE, AVD, AVO +10 more
Eric Des Lauriers
Craig-Hallum Capital Group LLC
4 questions for VITL
Also covers: AGFY, COCO, CURLF +17 more
Benjamin Mayhew
BMO Capital Markets
3 questions for VITL
Also covers: ANDE, CALM, INGR
Brian Holland
D.A. Davidson
2 questions for VITL
Also covers: BRBR, FRPT, LANC +5 more
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
Ben Klieve
Lake Street Capital Markets
1 question for VITL
Also covers: ANDE, AVD, AVO +13 more
John Baumgartner
Mizuho Securities
1 question for VITL
Also covers: BRBR, BYND, GIS +15 more
Megan Alexander
Morgan Stanley
1 question for VITL
Also covers: BC, GOLF, HOG +5 more
Megan Christine Alexander
Morgan Stanley
1 question for VITL
Also covers: BC, CAG, COOK +15 more
Megan Clapp
Morgan Stanley
1 question for VITL
Also covers: BRBR, CAG, CPB +14 more
Scott Marks
Jefferies
1 question for VITL
Also covers: BGS, CAG, FLO +13 more
Recent press releases and 8-K filings for VITL.
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
Vital Farms Discusses Strong Growth, Capacity Expansion, and 2026 Outlook at Morgan Stanley Conference
VITL
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Vital Farms, a leading U.S. supplier of pasture-raised eggs, has consistently delivered 20-30% hyper growth year after year since its 2020 IPO, driven by strong EBITDA and ROIC.
- The company is expanding its operational capacity, having added 150 farms in 2025 to reach over 575, and opened a third production line in Springfield that provides over $1.2 billion in revenue capacity for 2026. A second packing facility in Indiana is planned to open in early 2027.
- Despite being the most expensive egg brand, Vital Farms maintains strong consumer loyalty due to its trusted brand, transparency, and unique network of small family farms, which competitors have struggled to replicate. Aided brand awareness increased from 25% to 33%.
- Gross margin, currently above the long-term target of 35-37%, is expected to face downward pressure in 2026 as the company increases promotions to convert brand awareness into household penetration.
Dec 3, 2025, 1:00 PM
Vital Farms Discusses Growth Strategy, Capacity Expansion, and Margin Outlook at Morgan Stanley Conference
VITL
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Vital Farms is the biggest brand of pasture-raised eggs in America and the second biggest brand of eggs overall. The company has consistently delivered strong growth (20s and 30s year after year), strong EBITDA, and a strong return on invested capital (ROIC starting with a two).
- The company is significantly expanding its supply chain, having added over 150 farms this year (now over 575 total) and opened a third production line at its Springfield plant, which provides over $1.2 billion of revenue capacity in Springfield in 2026. A second packing plant in Indiana (Seymour) is on track to open in early 2027, and combined, the facilities will represent around $2 billion in annual egg revenue capacity.
- Vital Farms targets a long-term gross margin of 35% to 37%. While current margins are higher, margin pressure is expected in 2026 due to increased promotions. Despite widening price gaps, the company has seen accelerated market share and household penetration, driven by its value proposition.
Dec 3, 2025, 1:00 PM
Vital Farms Discusses Strong Growth and Future Capacity Expansion
VITL
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Vital Farms, a leading premium pasture-raised egg brand, has maintained a 29-30% CAGR since its 2020 IPO and is now the second biggest egg brand in America.
- The company is significantly expanding its operational capacity, with a third production line in Springfield enabling over $1.2 billion in revenue capacity by 2026, and a new facility in Seymour, Indiana, projected to open in early 2027 with $2 billion capacity.
- Vital Farms is currently ahead of schedule on its 2027 targets of $1 billion net sales, 35%+ gross margin, and 12-14% EBITDA margin.
- Despite being ahead of schedule on margin targets, the company anticipates some gross margin pressure in 2026 as it increases promotions to convert higher brand awareness (up from 25% to 33%) into household penetration.
- The company differentiates itself through a trusted brand, transparency, and a network of over 575 small family farms, which has allowed it to maintain growth despite widening price gaps and competitive relaunches.
Dec 3, 2025, 1:00 PM
Vital Farms Reports Record Q3 2025 Results and Raises Full-Year Guidance
VITL
Earnings
Guidance Update
New Projects/Investments
- Vital Farms reported record Q3 2025 net revenue of $198.9 million, a 37.2% increase year-over-year, and adjusted EBITDA of $27.4 million, up 81.3% compared to the prior year period.
- Net income for Q3 2025 increased 121% to $16.4 million, or $0.36 per diluted share, compared to $7.4 million or $0.16 per diluted share for Q3 2024.
- The company raised its full-year 2025 net revenue guidance to at least $775 million, representing growth of at least 28% versus 2024, and adjusted EBITDA guidance to at least $115 million.
- Operational highlights include adding approximately 75 new family farms in the quarter, bringing the total to 575, and bringing a third production line online at Egg Central Station in October, expanding annual egg revenue capacity to $1.2 billion.
- The new Seymour facility remains on track to open in early 2027, projected to add $900 million in annual revenue capacity, and the digital transformation project (ERP system) went live at the beginning of Q4.
Nov 4, 2025, 1:30 PM
Vital Farms (VITL) Reports Strong Q3 2025 Results and Updates Full-Year Guidance
VITL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Vital Farms (VITL) reported Q3 2025 net revenue of $198.9 million, a 37.2% increase from Q3 2024, driven by volume-related revenue growth and price/mix benefits. The company also achieved Adjusted EBITDA of $27.4 million, up 79.7% year-over-year, and net income of $16.4 million, a 120.5% increase.
- For fiscal year 2025, Vital Farms updated its guidance, now expecting net revenue of at least $775 million and Adjusted EBITDA of at least $115 million.
- The company is aiming to deliver $1 billion in net sales by 2027, with a gross margin of approximately 35% and an Adjusted EBITDA Margin of 12% to 14% of net revenue.
Nov 4, 2025, 1:30 PM
Quarterly earnings call transcripts for Vital Farms.
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