Coconut water retailer Vita Coco beats Q3 sales expectations, ups FY sales guidance

The Vita Coco

29/10/2025 11:18

Overview

Vita Coco Q3 net sales rise 37% to $182 mln, beating analyst expectations

Net income for Q3 increases to $24 mln from $19 mln

Adjusted EBITDA for Q3 rises to $32 mln from $23 mln

Outlook

Company raises full-year 2025 net sales guidance to $580 mln-$595 mln

Vita Coco expects 2025 adjusted EBITDA between $90 mln and $95 mln

Gross margin for 2025 expected to be approximately 36%

Result Drivers

COCONUT WATER GROWTH - Vita Coco Coconut Water net sales grew 42% in Q3, driven by strong demand and execution in key markets

TARIFF AND COST IMPACT - Increased finished goods and tariff costs affected gross margin, partially offset by increased pricing

NEW PRODUCT ROLLOUT - U.S. rollout of Vita Coco Treats contributed to growth in the 'Other' category

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$182 mln
$155.36 mln (9 Analysts)
Q3 Net Income
$24 mln
Q3 Gross Margin
38%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-alcoholic beverages peer group is "buy"

Wall Street's median 12-month price target for Vita Coco Company Inc is $45.00, about 6.1% above its October 28 closing price of $42.24

The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nGNX7YVJ5C

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)