Vital Farms sees FY26 revenue $900M-$920M, consensus $938.63M

Sees FY26 adjusted EBITDA $105M-$115M. Sees FY26 capital expenditures $140M-$150M. The company said, “As we enter 2026, we’re transitioning from capacity building to market expansion – capitalizing on our strengthened operations to grow our customer base and increase household penetration and buy rate as we progress toward our $2 billion revenue target by 2030. We remain committed to a disciplined capital allocation strategy that reinvests in our future while returning value to our shareholders, all while staying true to our purpose of improving the lives of people, animals, and the planet through food.”