The Vita Coco Company (COCO) investor relations material

Company background and market positioning

• Global leader in the coconut water market, pioneering the packaged coconut water category in the U.S. and scaling it internationally.

• Built a strong brand by fusing functional benefits with authentic, better-for-you ingredients, targeting young, health-oriented, multicultural consumers.

• Category leader in developed markets: 42% share in the U.S., 80% in the U.K., and 40% in Germany, with significant growth in household penetration and velocity.

• Consistent double-digit growth for 20 of the past 22 years, with a focus on education and distribution expansion.

• Committed to sustainability and community impact through partnerships and the Vita Coco Project.

Growth strategy and innovation

• Doubling down on the core brand while building a multi-brand beverage platform through innovation and targeted M&A.

• Expanding household penetration and usage occasions, improving visibility and availability, and driving innovation in pack sizes and product formats.

• Walmart’s recent category reset increased shelf space and inventory capacity, expected to influence other retailers.

• International business is a key growth driver, with teams in the U.S., Canada, U.K., Germany, and Spain, and plans to expand further.

• Open to M&A and innovation beyond coconut water, leveraging supply chain and organizational strengths.

Supply chain and competitive advantage

• Developed a unique, scalable, and diversified supply chain sourcing from thousands of small family farms across six countries, processing over four million coconuts daily.

• Built long-term, often exclusive, partnerships with coconut processors, sharing best practices and securing multi-decade supply agreements.

• Asset-light but control-heavy model, with 70 supply chain professionals ensuring quality and flexibility across 16 factories.

• Diversification allows for risk mitigation and cost competitiveness, providing a significant barrier to entry for competitors.

• Only 20% of available coconuts are currently processed, leaving ample runway for future growth.