Vital Farms raises FY25 revenue view to $770M from $740M, consensus $745.42M

Raises FY25 adjusted EBITDA view to $110M from $100M. Thilo Wrede, Vital Farms (VITL)’ Chief Financial Officer, commented: “We are raising our net revenue and Adjusted EBITDA guidance for fiscal 2025, reflecting the strong performance of our core business and successful implementation of strategic pricing actions. Our increased outlook is supported by robust consumer demand and improving supply dynamics as our expanded network of family farms ramps up production. We are increasing our capital expenditure outlook to accelerate the buildout of our Seymour facility, a strategic decision that we believe will better position us to meet growing demand and optimize our long-term returns. We anticipate some margin pressure in the second half of the year from tariff impacts and planned promotional activities, but these factors are fully incorporated into our guidance. With our strong balance sheet, growing operational capabilities, and proven ability to execute, we remain confident in achieving our $1 billion net revenue target by 2027.”