Eggs retailer Vital Farms beats Q2 revenue view; lifts FY outlook

Vital Farms

07/08/2025 12:28

Overview

Vital Farms Q2 revenue rises 25.4% yr/yr, beating analyst expectations

Adjusted EBITDA for Q2 beats estimates, reflecting strategic pricing actions

Co raises FY 2025 revenue outlook to at least $770 mln, up 27% from 2024

Outlook

Vital Farms raises fiscal 2025 net revenue outlook to at least $770 mln

Company expects fiscal 2025 adjusted EBITDA of at least $110 mln

Vital Farms increases capital expenditure outlook to $90-110 mln

Company anticipates margin pressure from tariffs and promotions in H2 2025

Result Drivers

STRATEGIC PRICING - Price/mix benefits contributed $15.7 mln to revenue growth, per CEO Russell Diez-Canseco

SUPPLY CHAIN EXPANSION - Expansion to 500 family farms and new production facilities supports increased revenue

CONSUMER DEMAND - Accelerated demand for existing products and new offerings drove volume-related revenue growth of $21.7 mln

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$184.77 mln
$170.50 mln (10 Analysts)
Q2 EPS
$0.36
Q2 Net Income
$16.64 mln
Q2 Adjusted EBITDA
Beat
$29.90 mln
$22.70 mln (9 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food retail & distribution peer group is "buy"

Wall Street's median 12-month price target for Vital Farms Inc is $45.50, about 18% above its August 6 closing price of $37.30

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nBw7CHyBTa

(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.)