The call highlighted strong sales growth and financial performance, especially in international markets, but was tempered by challenges such as increased tariffs and their impact on costs and private label sales. Despite these challenges, the company raised its sales guidance, indicating confidence in continued growth.
Company Guidance
During The Vita Coco Company's third-quarter 2025 earnings call, the company provided guidance indicating strong performance metrics and optimistic future expectations despite some challenges. The coconut water category is experiencing significant growth, with year-to-date increases of 22% in the U.S., 32% in the U.K., and over 100% in Germany. Vita Coco's retail growth is robust, with retail dollar growth of 21% in the U.S., 32% in the U.K., and over 200% in Germany. The company's net sales increased by 37% in the quarter, driven by a 42% growth in Vita Coco Coconut Water sales. The gross margin for the quarter was 38%, slightly down from the previous year's 39%, primarily due to higher product costs and tariffs. Despite these challenges, net income attributable to shareholders rose to $24 million, or $0.40 per diluted share, up from $19 million, or $0.32 per diluted share, in the previous year. The company raised its full-year net sales guidance to between $580 million and $595 million and anticipates an adjusted EBITDA of $90 million to $95 million. Looking ahead, the company is focused on mitigating tariff impacts while maintaining strong growth trends and investing in category development in priority markets.
Strong Net Sales Growth
Net sales increased by 37% year-over-year to $182 million in Q3, with Vita Coco Coconut Water growing by 42%.
Record International Performance
International segment saw net sales up 48%, driven by strong growth in Europe, particularly in the U.K. and Germany.
Increased Guidance
The company raised its full-year net sales guidance to between $580 million and $595 million.
Healthy Cash Position
Total cash on hand of $204 million with no debt under the revolving credit facility.
Adjusted EBITDA Improvement
Adjusted EBITDA was $32 million, up from $23 million in 2024, driven by higher net sales and gross profit.
Vita Coco Company (COCO) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COCO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$42.24
$45.28
+7.20%
Jul 30, 2025
$36.77
$36.78
+0.03%
Apr 30, 2025
$31.55
$33.05
+4.75%
Feb 26, 2025
$38.16
$33.70
-11.69%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Vita Coco Company (COCO) report earnings?
Vita Coco Company (COCO) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).
What is Vita Coco Company (COCO) earnings time?
Vita Coco Company (COCO) earnings time is at Mar 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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