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Vital Farms Inc
NASDAQ:VITL

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Vital Farms Inc Logo
Vital Farms Inc
NASDAQ:VITL
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Price: 14.12 USD 6.97% Market Closed
Market Cap: $632.6m

Vital Farms Inc
Investor Relations

Vital Farms Inc. began its journey in 2007 with a simple proposition: advancing ethical food production and shaking up the egg industry from its roots. Nestled in the heart of Austin, Texas, the company was founded by Matthew O'Hayer, who envisioned a system where hens could thrive freely on pasture-raising farms. By focusing on this pasture-raised model, where hens are provided with more space and natural environments compared to conventional cage systems, Vital Farms builds its brand on an unwavering commitment to animal welfare and sustainable farming practices. This business ethos of keeping it ethical and transparent with consumers not only nurtures trust but also strengthens their premium product positioning in a crowded marketplace.

Vital Farms has expanded beyond its initial offering of pasture-raised eggs, venturing into other ethically produced goods like butter and hard-boiled eggs, further diversifying its portfolio while staying true to its values. The company operates on a scalable model that collaborates with a network of small family farmers, providing them with the support and resources to maintain high welfare and quality standards under the Vital Farms' brand umbrella. This approach not only fortifies their supply chain but also empowers local farming communities. By marketing these premium products through major retail chains and direct-to-consumer channels, Vital Farms derives its revenue by tapping into conscientious consumers who are willing to pay a little extra for transparency and quality, effectively converting ethical business practices into a profitable venture.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 26, 2026
AI Summary
Q4 2025

Record Results: Vital Farms delivered record 2025 results, with net revenue of $759.4 million (up 25%) and adjusted EBITDA exceeding $100 million for the first time.

Guidance Initiated: The company introduced 2026 revenue guidance of $900–920 million, representing over 20% growth, and adjusted EBITDA guidance of $105–115 million.

Margin Update: EBITDA margin is expected around 12% in 2026, reflecting increased promotions and volume-driven growth, but management remains confident in reaching long-term margin targets.

Capacity & Investments: Major operational milestones in 2025 included adding a third production line and new cold storage, positioning the company for further growth.

Share Repurchase: Vital Farms announced its first-ever $100 million, two-year share repurchase authorization, citing balance sheet strength.

Market Share Gains: The company continued to gain volume share in premium shell eggs, expanding its farm network to over 600 small farms.

Brand Strength: Brand awareness rose 8 percentage points to 34% in 2025, with marketing focused on converting this to household trial.

Key Financials
Net Revenue
$759.4 million
Adjusted EBITDA
$114 million
Gross Profit
$285.7 million
Gross Margin
37.6%
SG&A Expenses
$159.4 million
SG&A as % of Net Revenue
21%
Net Income
$66.3 million
EPS (Diluted)
$1.44
CapEx
$82 million
Cash, Cash Equivalents, and Marketable Securities
$113.4 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Matthew O'Hayer
Founder & Executive Chairman
No Bio Available
Mr. Russell Diez-Canseco
President, CEO & Director
No Bio Available
Mr. Thilo Wrede
CFO, Chief Accounting Officer & principal accounting officer
No Bio Available
Mr. Jason Dale
Advisor
No Bio Available
Ms. Joanne Bal Esq.
General Counsel, Corporate Secretary & Head of Impact
No Bio Available
Mr. Peter Nicholas Pappas
Chief Sales Officer
No Bio Available
Ms. Kathryn McKeon
Chief Marketing Officer
No Bio Available
Ms. Reena Van Hoven
Chief People Officer
No Bio Available
Ms. Stephanie Coon
Senior Vice President of Strategy
No Bio Available
Mr. Joe Holland
Chief Supply Chain Officer
No Bio Available

Contacts

Address
TEXAS
Austin
3601 South Congress Avenue, Suite C100
Contacts
+18774553063.0
vitalfarms.com
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