Vita Coco Company (COCO)
NASDAQ:COCO
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.55Last Year’s EPS
0.38Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a clearly positive operational and financial momentum: strong, broad-based revenue growth (37% YoY), margin expansion (gross margin +320 bps to 40%), improved profitability (net income and adjusted EBITDA growth), a clean balance sheet ($202M cash, no debt), and raised full-year guidance. Management acknowledged material cost headwinds (packaging, energy, fuel surcharges), higher SG&A investments, capacity utilization moving toward 85%–90%, timing-driven comparability from promotion shifts, and uncertainty around tariff refunds. On balance, the strength of top-line outperformance, international acceleration, margin improvement and balance sheet flexibility substantially outweigh the risks and near-term headwinds detailed on the call.Company Guidance
Strong Top-Line Growth
Net sales increased 37% year-over-year to $180.0M in Q1 2026 (up $49M), driven by branded and private label momentum and retail scan acceleration.
Vita Coco Coconut Water Outperformance
Vita Coco Coconut Water net sales rose 42% (brand net sales growth of 42%), U.S. retail dollars for coconut water (ex. coconut-milk treats) grew ~40%, U.S. retail scan volume up 36% for the 13 weeks through March 29, 2026, and U.S. branded shipments showed a 29% volume increase with a 6% net price/mix benefit.
Exceptional International Growth
International segment net sales increased 72% year-over-year; Vita Coco Coconut Water net sales in International rose 71% and private label increased 86%. Measured European markets saw ~57% retail dollar growth and the category grew ~63% in Europe.
Improved Profitability and Margins
Consolidated gross profit was $72M (up $24M) and gross margin expanded to 40% in Q1 (approximately +320 basis points vs Q1 2025). Net income attributable to shareholders was $30M ($0.50 diluted) vs $19M ($0.31) prior year. Adjusted EBITDA was $39M (22% of net sales) vs $23M (17%).
Raised Full-Year Guidance
Management raised FY2026 guidance to net sales of $720M–$735M, expected gross margin of ~38%, and adjusted EBITDA of $132M–$138M, reflecting confidence in demand and supply positioning.
Balance Sheet Strength and Cash Generation
Cash on hand of $202M as of March 31, 2026 with no debt under the revolver. Q1 generated $5M of cash from operations; inventory reduced by $25M; company executed share repurchases (approximately $12M in the quarter, $20M year-to-date).
Private Label Recovery and Growth Opportunity
Private label net sales grew 28% in Q1 with Americas private label up 15% to $24M and international private label up 86%. Management now expects U.S. private label net sales growth of 35%–40% in 2026 as regained business ramps.
Category Momentum & Strategic Positioning
Coconut water cited as one of the fastest-growing beverage categories (U.S. category +31% in Q1), company positioning on hydration (3.5x electrolytes vs leading sports drinks) and marketing investments aimed at recruiting new consumers and increasing usage frequency.
COCO Earnings History
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 |
|---|---|---|---|
Apr 29, 2026 | $51.63 | $66.95 | +29.67% |
Feb 18, 2026 | $56.52 | $50.06 | -11.43% |
Oct 29, 2025 | $42.24 | $45.28 | +7.20% |
Jul 30, 2025 | $36.77 | $36.78 | +0.03% |
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 Aug 05, 2026, After Close (Confirmed).
What is Vita Coco Company (COCO) earnings time?
Vita Coco Company (COCO) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COCO EPS forecast?
COCO EPS forecast for the fiscal quarter 2026 (Q2) is 0.55.