)
The Vita Coco Company (COCO) investor relations material
The Vita Coco Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q3 2025 rose 37% year-over-year to $182 million, driven by 42% growth in branded coconut water and strong international gains, with net income increasing to $24 million and EPS at $0.40.
Year-to-date net sales reached $482 million, up 24%, with net income of $65.8 million and EPS of $1.10.
International business accelerated, especially in Europe, with net sales up 48% and coconut water up 47%.
The company operates an asset-lite supply chain, sourcing from about 20 factories globally and distributing in over 35 countries.
Financial highlights
Q3 gross profit was $69 million, up $17 million year-over-year, with a gross margin of 38% (down from 39%); adjusted EBITDA reached $32.4 million (17.8% margin), up 41.2%.
Net income for Q3 was $24 million ($0.40 per diluted share), up from $19 million ($0.32 per share) last year.
Cash and cash equivalents at quarter-end were $204 million, with no debt.
SG&A expenses increased to $41 million in Q3, mainly due to higher personnel and marketing costs.
Outlook and guidance
Full-year 2025 net sales guidance raised to $580–$595 million, with gross margin expected at ~36% and adjusted EBITDA at $90–$95 million.
Full-year SG&A to increase high single digits; tariff impact on cost of goods expected to be $14–$16 million, with average tariff rate on U.S. imports peaking at 23% in Q4.
Ongoing uncertainty from tariffs, inflation, and global supply chain disruptions, with mitigation strategies in place.
Next The Vita Coco Company earnings date
Next The Vita Coco Company earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage