Vita Coco sees FY25 revenue $565M-$580M, consensus $575.98M

The Company is updating its full year 2025 guidance, which includes the expected impact of the current applicable tariff rates and the Company’s anticipated mitigation actions. However, it does not include the potential impact of additional tariffs beyond the 10% baseline level, that have been announced but not yet been implemented. Net sales expected to be between $565 million and $580 million, with projected Vita Coco (COCO) Coconut Water growth of high teens and the planned benefit of Vita Coco Treats rollout, and branded price increases, partially offset by increased promotional activity and softness in private label. Gross margin expected to be approximately 36% with expected higher average transportation costs and increased finished goods costs versus 2024, and the impact of 10% baseline tariffs, partially offset by planned net pricing increases and a higher mix of branded volumes versus private label. SG&A expenses expected to increase low to mid-single digits versus 2024. Adjusted EBITDAexpected to be in the range of $86 million to $92 million.