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Sep 30, 2025
Vita Coco Q3 2025 Earnings Report
Vita Coco reported strong third quarter 2025 financial results, raising full-year guidance.
Key Takeaways
The Vita Coco Company delivered an exceptionally strong third quarter, with net sales increasing 37% to $182 million, primarily driven by a 42% growth in Vita Coco Coconut Water. Net income rose to $24 million, and Non-GAAP Adjusted EBITDA increased to $32 million, leading the company to raise its full-year net sales and adjusted EBITDA guidance.
Net sales surged by 37% to $182 million, significantly exceeding the prior year's $133 million.
Vita Coco Coconut Water sales grew by an impressive 42%, highlighting its strong market demand.
Net income increased by $5 million to $24 million, demonstrating improved profitability.
Non-GAAP Adjusted EBITDA rose by $9 million to $32 million, reflecting strong operational execution.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The Vita Coco Company is raising its full-year 2025 guidance, anticipating strong net sales and adjusted EBITDA, despite increased tariff rates.
Positive Outlook
- Net sales are expected to be between $580 million and $595 million, an increase from previous guidance.
- Growth will be driven by projected high-teens growth for Vita Coco Coconut Water.
- The rollout of Vita Coco Treats is expected to contribute positively to sales.
- Adjusted EBITDA is expected to be in the range of $90 million to $95 million, also an increase.
- Net pricing and slightly lower logistics costs are expected to partially offset increased finished goods costs and tariffs.
Challenges Ahead
- Gross margin is expected to be approximately 36%, impacted by increased finished goods costs versus 2024.
- The impact of current tariffs will negatively affect gross margin.
- SG&A expenses are expected to increase high-single digits versus 2024.
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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