Vita Coco beaats Q2 sales estimates, raises FY sales forecast

The Vita Coco

30/07/2025 12:28

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    Overview
  
    * Vita Coco Q2 net sales rise 17% to $169 mln, beating estimates
    * Adjusted EBITDA for Q2 beats analyst expectations, despite higher SG&A expenses
    * Company raises full-year net sales guidance

    
    Outlook
  
    * Company raises full-year net sales guidance to $565 mln-$580 mln
    * Vita Coco Coconut Water growth expected in high teens for full year
    * Company anticipates full-year gross margin of approximately 36%
    * Adjusted EBITDA forecasted between $86 mln and $92 mln for full year

    
    Result Drivers
  
    * COCONUT WATER GROWTH - Vita Coco Coconut Water sales increased 25% globally, with 22% growth in the Americas and 43% internationally, driving overall net sales growth
    * GROSS MARGIN DECLINE - Gross margin fell to 36% from 41% due to higher ocean freight rates, finished goods costs, and import tariffs, despite favorable product mix and pricing
    * SG&A EXPENSES - Higher SG&A expenses, driven by increased marketing investment and personnel costs, impacted adjusted EBITDA

    
    Key Details
  
                               
                               
 Metric    Beat/Mis  Actual    Consensu
           s                   s
                               Estimate
                               
                               
 Q2 Sales  Beat      $169 mln  $161 mln
                               (8
                               Analysts
                               )
 Q2 EPS              $0.38      
 Q2 Net              $23 mln    
 Income                        
 Q2        Beat      $29 mln   $28.50
 Adjusted                      mln (7
 EBITDA                        Analysts
                               )
 Q2 Gross            36.0%      
 Margin                        
 Q2 Gross            $61 mln    
 Profit                        
    
    Analyst Coverage
  
    * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $40.00, about 8.1% above its July 29 closing price of $36.77
    * The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 27 three months ago

    Press Release:  ID:nGNX4TsMMj 

(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.)