The call highlighted significant revenue growth, expansion efforts, and strong brand loyalty, raising full-year guidance for 2025. However, challenges such as a slight decline in gross profit margin, tariff uncertainties, increased capital expenditures, and a material weakness in internal controls were noted.

Company Guidance

During the Vital Farms Second Quarter 2025 Earnings Conference Call, the company reported robust financial performance and provided updated guidance for the fiscal year. They announced a 25.4% year-over-year increase in net revenue to $184.8 million, driven by both volume growth and strategic pricing actions. Adjusted EBITDA reached a record $29.9 million, translating to 16.2% of net revenue. The company raised its full-year 2025 net revenue guidance to at least $770 million, reflecting a growth of 27% from 2024, up from the previous guidance of $740 million. Additionally, adjusted EBITDA guidance was increased to at least $110 million, from the prior $100 million. Vital Farms highlighted its ongoing expansion, with plans to increase production capacity by installing two lines simultaneously at the new Seymour, Indiana facility, expecting $900 million in revenue capacity by early 2027. Capital expenditures for 2025 are projected between $90 million and $110 million, up from the previous $50 million to $60 million, emphasizing the company's commitment to meeting future demand through strategic investments.

Record Revenue Growth

Net revenue for the second quarter of 2025 grew to $184.8 million, up 25.4% year-over-year, driven by both volume growth and strategic pricing actions.

Adjusted EBITDA Milestone

Adjusted EBITDA of $29.9 million represents a new quarterly record, reflecting higher revenue and scale benefits.

Expansion of Supply Chain

Vital Farms expanded its network by adding 50 farms, now working with more than 500 family farms, and started construction on the Seymour, Indiana facility, expecting $900 million of revenue capacity by 2027.

Increased Guidance for 2025

Vital Farms raised its full-year 2025 guidance, expecting net revenue of at least $770 million, representing growth of at least 27% versus 2024. Adjusted EBITDA guidance was also increased to at least $110 million.

Strong Brand Loyalty and Awareness

Vital Farms continued to see record high aided brand awareness of 31% and increased loyalty, especially among higher income households.

Vital Farms (VITL) 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

Daily Earnings Calendar >

VITL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.29 / -	0.16	―	―	―
Aug 07, 2025	2025 (Q2)	0.28 / 0.36	0.36	0.00% (0.00)
May 08, 2025	2025 (Q1)	0.26 / 0.37	0.43	-13.95% (-0.06)
Feb 27, 2025	2024 (Q4)	0.17 / 0.23	0.17	35.29% (+0.06)
Nov 07, 2024	2024 (Q3)	0.12 / 0.16	0.1	60.00% (+0.06)
Aug 08, 2024	2024 (Q2)	0.20 / 0.36	0.15	140.00% (+0.21)
May 09, 2024	2024 (Q1)	0.21 / 0.43	0.16	168.75% (+0.27)
Mar 07, 2024	2023 (Q4)	0.09 / 0.17	0.04	325.00% (+0.13)
Nov 02, 2023	2023 (Q3)	0.05 / 0.10	0.02	400.00% (+0.08)
Aug 03, 2023	2023 (Q2)	0.07 / 0.15	0	―

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

VITL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$37.30	$43.86	+17.59%
May 08, 2025	$35.92	$32.57	-9.33%
Feb 27, 2025	$33.88	$30.79	-9.12%
Nov 07, 2024	$36.87	$31.38	-14.89%

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 Vital Farms (VITL) report earnings?

Vital Farms (VITL) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Vital Farms (VITL) earnings time?

Vital Farms (VITL) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VITL EPS forecast?

VITL EPS forecast for the fiscal quarter 2025 (Q3) is 0.29.

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