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Dec 31, 2025
Vita Coco Q4 2025 Earnings Report
The Vita Coco Company reported its fourth quarter and full year 2025 financial results, with net sales increasing by $0.5 million to $128 million in Q4 2025.
Key Takeaways
The Vita Coco Company reported a strong fourth quarter and full year 2025, with Q4 net sales reaching $128 million and full year net sales increasing by 18% to $610 million. Net income for Q4 was $6 million, and full year net income increased to $71 million. Adjusted EBITDA for Q4 was $14 million, and full year Adjusted EBITDA reached $98 million.
Fourth quarter net sales increased by $0.5 million to $128 million, driven by strong Vita Coco Coconut Water growth.
Full year net sales grew 18% to $610 million, with Vita Coco Coconut Water growth of 26%.
Fourth quarter net income was $6 million, up from $3 million in the prior year period.
Full year Adjusted EBITDA increased by $14 million to $98 million, reflecting strong gross profit improvement.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal year 2026, The Vita Coco Company expects net sales between $680 million and $700 million and Adjusted EBITDA between $122 million and $128 million.
Positive Outlook
- Net sales expected to grow between $680 million and $700 million, driven by projected Vita Coco Coconut Water growth of low teens.
- Improvements in Private Label trends due to expected new and regained business.
- Gross margin expected to be approximately 38%, benefiting from lower cost of goods due to a reduction in tariffs and higher pricing.
- Adjusted EBITDA expected to be in the range of $122 million to $128 million.
- Cost outlook is stable, enabling growth in adjusted EBITDA ahead of net sales growth rate.
Challenges Ahead
- Adverse product mix and increased branded promotion and incentives partially offsetting gross margin benefits.
- SG&A expenses expected to increase mid to high single digits versus 2025.
- Uncertainty and instability of the current operating environment.
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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