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Dec 28, 2025
Vital Farms Q4 2025 Earnings Report
Vital Farms reported strong fourth quarter 2025 results with accelerating revenue growth and higher profitability year-over-year.
Key Takeaways
Net revenue increased 28.7% year-over-year to 213552000, while net income rose to 16324000 and adjusted EBITDA improved to 29242000, reflecting strong volume growth and price/mix benefits.
Net revenue grew 28.7% year-over-year to 213552000.
Gross profit increased to 76425000 with gross margin of 35.8%.
Net income rose to 16324000 from 10582000 last year.
Adjusted EBITDA increased to 29242000 with margin expansion to 13.7%.
Forward Guidance
For fiscal year 2026, the company expects net revenue between 900000000 and 920000000 and adjusted EBITDA between 105000000 and 115000000.
Positive Outlook
- Fiscal 2026 net revenue guidance of 900000000 to 920000000.
- Adjusted EBITDA guidance of 105000000 to 115000000.
- Transition from infrastructure build to market expansion.
- Healthy consumer demand supported by panel data.
- Strong balance sheet with no outstanding debt.
Challenges Ahead
- Macroeconomic environment impacting near-term order patterns.
- Gross margin slightly declined year-over-year.
- Higher promotional spending expected in 2026.
- Capital expenditures expected between 140000000 and 150000000.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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