Vital Farms, Inc.
34.89+0.01 (+0.03%)
Oct 29, 4:00:01 PM EDT · NasdaqGM · VITL · USD
Key Stats
Market Cap
1.56BP/E (TTM)
31.15Basic EPS (TTM)
1.12Dividend Yield
0%Recent Filings
8-K
Vital Farms boosts Q2 revenue 25%
Vital Farms reported Q2 2025 net revenue of $184.8 million, up 25.4% from last year, fueled by volume growth and pricing actions, while gross margin dipped slightly to 38.9% amid scaling investments. The company raised its full-year outlook to at least $770 million in revenue and $110 million in Adjusted EBITDA, on track for $1 billion by 2027. Supply chain expansions added 50 farms, hitting over 500. Tariffs may pressure margins later.
10-Q
Q2 FY2025 results
Vital Farms posted solid Q2 FY2025 results, with net revenue climbing 25% year-over-year to $184.8 million, fueled by volume gains and price/mix tailwinds in eggs, which make up 97% of sales. Gross margin held steady at 39%, while operating income rose 39% to $23.8 million, reflecting efficient scaling despite higher labor costs; diluted EPS dipped slightly to $0.36 from $0.36, reconciling cleanly with 45.8 million shares. Cash from operations slowed to $4.5 million year-to-date amid inventory builds, leaving $108.2 million in cash and $46.8 million in investments, backed by a $60 million undrawn revolver under the JPMorgan facility. The company advanced its Indiana packing plant and Missouri line expansion, but HPAI and EDS outbreaks on farms pose supply risks.
8-K
Vital Farms appoints Cyr to board
Vital Farms expanded its board to nine members by appointing William Cyr, a seasoned consumer packaged goods executive and Freshpet CEO, effective July 1, 2025; he joins the Audit Committee as an independent director with a term ending in 2027. Cyr's 40-plus years in CPG, including stints at Procter & Gamble and Sunny Delight, bring deep brand-building expertise to bolster Vital Farms' mission-driven growth. No family ties or related transactions disclosed. This addition sharpens oversight amid expansion.
8-K
Officer liability amendment approved
Vital Farms stockholders approved an amendment to the company's certificate of incorporation at the June 11, 2025 annual meeting, limiting officer liability for certain breaches to the fullest extent under Delaware law—yet excluding duty of loyalty violations or bad faith acts. The board had pre-approved it, and it was filed that day. This shields officers from personal suits in derivative claims. Directors elected: Flanagan with strong support, while Post and Ruiz faced more withheld votes.
10-Q
Q1 FY2025 results
Vital Farms posted solid Q1 FY2025 results, with net revenue climbing 10% year-over-year to $162.2 million, fueled by price/mix gains and steady volume growth in eggs, which make up 96% of sales. Gross margin dipped to 38.5% from 39.8% amid higher labor and overhead, yet operating income held at $21.8 million (13.4% of revenue), down from $24.2 million, while diluted EPS fell to $0.37 from $0.43 on expanded shares. Cash swelled to $156.3 million, bolstered by $5.3 million in operating cash flow, with free cash flow at $2.1 million after $3.1 million in capex; the $60 million JPMorgan revolver remains untapped and covenant-compliant. No major M&A, but accelerator farm sales of 408 acres are slated for 2025. Still, avian disease outbreaks loom as a supply risk.
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