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Jun 30, 2025
Vita Coco Q2 2025 Earnings Report
Vita Coco reported strong second quarter 2025 financial results, with significant growth in net sales and Vita Coco Coconut Water sales.
Key Takeaways
The Vita Coco Company delivered a solid second quarter in 2025, with net sales increasing by 17% to $169 million, primarily driven by a 25% growth in Vita Coco Coconut Water sales. Net income rose by $4 million to $23 million, while Non-GAAP Adjusted EBITDA decreased by $3 million to $29 million. The company also raised its full-year net sales guidance.
Net sales increased 17% to $169 million in Q2 2025, up from $144 million in the prior year period.
Vita Coco Coconut Water net sales grew 25% globally, with Americas growing 22% and International growing 43%.
Net income increased to $23 million ($0.38 per diluted share) from $19 million ($0.32 per diluted share) in Q2 2024.
Non-GAAP Adjusted EBITDA decreased to $29.2 million from $32.2 million in the prior year period, mainly due to higher SG&A spending.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company updated its full-year 2025 guidance, expecting net sales between $565 million and $580 million and Adjusted EBITDA between $86 million and $92 million.
Positive Outlook
- Net sales expected to be between $565 million and $580 million.
- Projected high teens growth for Vita Coco Coconut Water.
- Planned benefit from the national rollout of Vita Coco Treats in the U.S.
- Branded price increases contributing to net sales.
- Expected higher mix of branded volumes versus private label.
Challenges Ahead
- Increased promotional activity expected.
- Softness anticipated in private label sales.
- Gross margin expected to be approximately 36% due to higher transportation and finished goods costs.
- Impact of 10% baseline tariffs on gross margin.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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