earnings
confidence high
sentiment positive
materiality 0.80
Vita Coco Q2 net sales $216M (+28% YoY), EPS $0.82; raises FY guidance
Vita Coco Company, Inc.
- Net sales $216M (+28% YoY); net income $49M ($0.82 diluted EPS) vs $23M ($0.38) prior year.
- Non-GAAP Adjusted EBITDA $67M, up from $29M; gross margin 49% (incl. 700bps tariff refund benefit).
- Raises FY2026 guidance: net sales $790-805M (prior $720-735M), Adj. EBITDA $154-161M (prior $132-138M).
- Acquired Copra, Inc. (super-premium Thai Nam Hom coconut water) on July 22, 2026; no deal value disclosed.
- Board approved additional $40M share repurchase authorization; $279M cash, no debt.