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Vital Farms
Vital Farms (VITL) investor relations material
Vital Farms Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Founder Matt O'Hayer retired as executive chairperson; Russell Diez-Canseco appointed Executive Chairperson and CEO, unifying leadership to drive 2026 initiatives and long-term targets.
Achieved strong volume-led growth in Q4 and FY 2025, with continued brand strength and broad-based retail performance.
Major operational milestones included adding a third production line, implementing a new ERP system, and expanding the farm network to over 600 small farms.
Consumer engagement metrics, including brand awareness and household penetration, continued to rise, with brand awareness up 8 percentage points to 34%.
A $100 million two-year stock repurchase program was authorized, reflecting confidence in long-term growth.
Financial highlights
FY 2025 net revenue rose 25.3% year-over-year to $759.4 million; Q4 net revenue was $213.6 million.
Adjusted EBITDA for FY 2025 was $114 million (15.0% margin), up 31.6%; Q4 Adjusted EBITDA was $29.2 million (13.7% margin), up 53.2%.
Net income for 2025 was $66.3 million, or $1.44 per diluted share, up 24% year-over-year.
Gross profit was $285.7 million (37.6% of net revenue), with a slight margin contraction due to higher labor and overhead.
SG&A expenses were $159.4 million (21% of net revenue), showing operating leverage and increased marketing investment.
Ended 2025 with $113.4 million in cash and equivalents, down $46.9 million due to capacity investments; no debt outstanding.
Outlook and guidance
2026 net revenue guidance is $900–$920 million, representing up to 22% growth, mainly volume-driven.
Adjusted EBITDA guidance for 2026 is $105–$115 million, with a margin of 12% at the midpoint.
CapEx expected at $140–$150 million in 2026, focused on capacity and infrastructure expansion.
Long-term targets reaffirmed: $2 billion net revenue by 2030, gross margin ≥35%, EBITDA margin 15–17%.
Guidance assumes no major supply chain or macroeconomic disruptions.
Impact of macro on 2026 revenue guidance
Reconcile FY25 operating cash flow decline
How will market expansion affect gross margin?
Share repurchase program rationale and use?
Detail 2026 revenue guidance adjustment drivers
How does 2026 promotional strategy drive penetration?
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Next Vital Farms earnings date
Q1 20267 May, 2026
Vital Farms
Next Vital Farms earnings date
Q1 20267 May, 2026
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Frequently asked questions
Vital Farms Inc produces and markets pasture-raised food products, including eggs, butter, and ghee. The company partners with a network of family farms to supply products that focus on animal welfare and sustainable farming practices. It distributes its products through retail and foodservice channels in the United States. The company is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
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