secwatch.observer — SEC 8-K summary
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Issuer:     Vita Coco Company, Inc. (COCO)
CIK:        0001482981
Form:       8-K
Filed at:   2026-10-22T11:32:07+00:00
Accession:  0001482981-26-000183
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Vita Coco Q3 net sales rise 34% to $244M; raises FY2026 sales and EBITDA guidance
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- Q3 net sales $244M, up 34% YoY; organic growth 18%, Vita Coco Coconut Water +15%, Private Label +152% with July 2026 Copra acquisition.
- Q3 net income $35M ($0.58 diluted) vs $24M ($0.40); Adjusted EBITDA $53M vs $32M; gross margin 38%, flat YoY.
- FY2026 guidance raised: net sales $810-820M (prior $790-805M); Adjusted EBITDA $170-175M (prior $154-161M); gross margin ~40% unchanged.
- Q4 gross margin expected ~33% on higher COGS with no price actions until early 2027; FY SG&A leverage seen ~1.5 points of net sales.
- No debt and $152M cash at Sept 30; $139M cash used for Copra; $94M repurchased as of Oct 22, $11M left on $105M authorization.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1482981/000148298126000183/0001482981-26-000183-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1482981/000148298126000183/coco-20261022.htm
  HTML page:      https://secwatch.observer/filing/0001482981-26-000183

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