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Vital Farms
Vital Farms (VITL) investor relations material
Vital Farms 28th Annual ICR Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2025 summary12 Jan, 2026
Business overview and growth drivers
Focuses on ethically produced, pasture-raised eggs and butter, aiming to improve lives of people, animals, and the planet.
Achieved 34% CAGR in net revenue and 50% CAGR in Adjusted EBITDA from 2018–2024; 2025 YTD revenues up 24%, EBITDA up 25%.
Operates a distributed supply chain with over 575 small family farms, mainly in the Pasture Belt.
High gross margins attributed to brand strength, transparency, and animal welfare focus.
Brand built on consumer trust and transparency, leading to premium pricing and strong loyalty.
Supply chain, capacity, and expansion
Grows supply by adding new small family farms, with about 150 added in 2025.
Third production line at Egg Central Station opened in 2025, increasing capacity.
Seymour, Indiana facility to open in 2027 with integrated cold storage, improving efficiency and quality.
Strong balance sheet and reliable payments make it an attractive partner for farmers and their lenders.
No significant constraints in farmer recruitment; most farmers renew contracts despite competition.
Market dynamics and brand positioning
Not impacted by avian influenza due to distributed supply chain and strong biosecurity.
Maintains pricing independent of commodity egg market fluctuations.
Focuses on increasing shelf depth (more items per store) rather than just expanding store count.
Top four products account for over 80% of egg revenue; opportunity lies in expanding these in existing stores.
Brand awareness at 33%, household penetration at 15%, indicating significant growth potential.
Why didn't retailers make up lost Q4 orders?
Beyond pay, what drives farmer loyalty?
What efficiency gains from Seymour facility design?
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Next Vital Farms earnings date
Q4 202526 Feb, 2026
Vital Farms
Next Vital Farms earnings date
Q4 202526 Feb, 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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