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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: 26.81 USD 2.37% Market Closed
Market Cap: $1.2B

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
Q3 2025
Call Date
Nov 4, 2025
AI Summary
Q3 2025

Record Quarter: Vital Farms delivered record net revenue of $198.9 million in Q3, up 37.2% year-over-year, driven by strong supply ramp and demand.

Profitability Soars: Net income grew 121% to $16.4 million, and gross margin stayed strong at 37.7%, above the company’s long-term target.

Guidance Raised: Management raised full-year 2025 guidance for net revenue to at least $775 million and adjusted EBITDA to at least $115 million.

Supply Expansion: The company added 75 new family farms in the quarter (575 total) and brought a third production line online, boosting capacity.

Brand Momentum: Aided brand awareness rose to 33%, up 8 percentage points from last year, reflecting successful marketing and consumer engagement.

Strong Cash Position: Ended the quarter with $145.1 million in cash and no debt, funding investments from operating cash flow.

Future Investments: CapEx guidance for 2025 was reduced by $10 million due to timing, but investments in new facilities and systems continue.

Key Financials
Revenue
$198.9 million
Gross Margin
37.7%
Gross Profit
$75.0 million
Net Income
$16.4 million
EPS (Diluted)
$0.36
Adjusted EBITDA
$27.4 million
SG&A
$44.4 million
Shipping and Distribution Expenses
$9.2 million
Operating Cash Flow
$27.9 million
Cash, Cash Equivalents and Marketable Securities
$145.1 million
Capital Expenditures
$80–100 million (expected for 2025)
Aided Brand Awareness
33%
Number of Family Farms
575
Hens Under Contract
more than 10 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