Vita Coco sees FY26 revenue $680M-$700M, consensus $683.64M

The Company is providing the following full year 2026 guidance: Net sales expected to be between $680 million and $700 million, with growth driven by projected Vita Coco (COCO) Coconut Water growth of low teens and improvements in Private Label trends due to new and regained business. Gross margin expected to be approximately 38% with benefit from lower cost of goods due to a reduction in tariffs and higher pricing partially offset by adverse product mix and increased branded promotion and incentives. SG&A expenses expected to increase mid to high single digits versus 2025. Adjusted EBITDA expected to be in the range of $122 million to $128 million.