Earnings summaries and quarterly performance for Vital Farms.
Executive leadership at Vital Farms.
Russell Diez-Canseco
Detailed
President and Chief Executive Officer
CEO
Matthew O’Hayer
Detailed
Executive Chairperson
Joanne Bal
General Counsel, Corporate Secretary and Head of Impact
Joseph Holland
Chief Supply Chain Officer
Kathryn McKeon
Chief Marketing Officer and General Manager, Butter
Peter Pappas
Chief Sales Officer and President, Eggs
Reena Van Hoven
Chief People Officer
Stephanie Coon
Senior Vice President, Strategy
Thilo Wrede
Chief Financial Officer
Board of directors at Vital Farms.
Research analysts who have asked questions during Vital Farms earnings calls.
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, INGR
Brian Holland
D.A. Davidson
2 questions for VITL
Also covers: BRBR, FRPT, LANC +4 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 +12 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, CPB, GIS +13 more
Scott Marks
Jefferies
1 question for VITL
Also covers: BGS, FLO, GIS +12 more
Recent press releases and 8-K filings for VITL.
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.
3 days ago
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.
3 days ago
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.
3 days ago
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
Vital Farms Reports Record Q3 2025 Results and Raises Full-Year Guidance
VITL
Earnings
Guidance Update
New Projects/Investments
- Vital Farms (VITL) reported record net revenue of $198.9 million for Q3 2025, a 37.2% increase year-over-year, with Adjusted EBITDA growing 81.3% to $27.4 million and net income increasing 121% to $16.4 million or $0.36 per diluted share.
- The company raised its full-year 2025 net revenue guidance to at least $775 million, projecting growth of at least 28% over 2024.
- Operational expansions include adding 75 new family farms in Q3 2025, bringing the total to 575 farms, and bringing a third production line online at Egg Central Station in October, which expands annual egg revenue capacity to $1.2 billion.
- Vital Farms went live with its digital transformation project (ERP system) at the beginning of Q4 and is on track to complete remediation of a material weakness in its revenue recognition process by year-end.
- Aided brand awareness increased by two percentage points in Q3, reaching 33%, an eight percentage point increase since Q3 of last year.
Nov 4, 2025, 1:30 PM
Vital Farms Reports Q3 2025 Financial Results and Raises Fiscal Year Guidance
VITL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Vital Farms reported record Net Revenue of $198.9 million for the third quarter ended September 28, 2025, marking a 37.2% increase compared to the prior year period.
- Net Income for Q3 2025 was $16.4 million, with Net Income per Diluted Share of $0.36.
- Adjusted EBITDA for the third quarter of 2025 reached $27.4 million.
- The company raised its fiscal year 2025 Net Revenue outlook to at least $775 million, representing at least 28% growth versus fiscal year 2024, and increased its Adjusted EBITDA guidance to at least $115 million.
- Vital Farms also added approximately 75 family farms during the quarter, expanding its network to 575 family farms, and remains on track to achieve its $1 billion net revenue target by 2027.
Nov 4, 2025, 12:25 PM
Vital Farms Provides 2025 Outlook and Details on Capacity Expansion and Growth Strategies
VITL
Guidance Update
New Projects/Investments
- Vital Farms projects 2025 revenue growth of at least 27% to approximately $770 million, with profitable EBITDA of at least $110 million.
- The company is significantly expanding its egg processing capacity, with a third production line in Springfield coming online in Q4 2025 to reach $1.2 billion in revenue capacity, and a new facility in Seymour, Indiana, expected by early 2027 to boost total capacity to approximately $2.1 billion.
- Supply chain growth continues with over 500 family farms by Q2 2025, up from over 300 at the end of 2023, and expects to recruit 30-35 farms per quarter. The company is also shifting its product mix towards organic eggs, which now represent over a third of its volume and offer higher revenue per unit.
- Vital Farms implemented a price increase in mid-Q2 2025 to offset tariff impacts, expecting these impacts to be visible in Q4 2025, while maintaining a year-to-date gross margin of around 39% against a long-term target of 35%+. Promotions resumed in Q3 2025 and will increase in Q4 2025 to drive trial.
Oct 8, 2025, 2:35 PM
Quarterly earnings call transcripts for Vital Farms.
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