Vital Farms (VITL) Misses Q4 EPS by 4c, Offers Guidance

February 26, 2026 8:05 AM EST

Vital Farms (NASDAQ: VITL) reported Q4 EPS of $0.35, $0.04 worse than the analyst estimate of $0.39. Revenue for the quarter came in at $213.6 million versus the consensus estimate of $214.81 million.

GUIDANCE:

Vital Farms sees FY2026 revenue of $900-920 million, versus the consensus of $938.7 million.

  • Net revenue of $900 million to $920 million, which represents 19% to 22% growth versus fiscal year 2025. This net revenue guidance is lower than the initial outlook at the Investor Day in December due to the current macroeconomic environment and volatility in order patterns so far in January and February. The company believes these fluctuations are more reflective of short-term market disruptions and sees continued healthy consumer demand, which is supported by consumer panel data.
  • Adjusted EBITDA of $105 million to $115 million, reflecting normal promotional spending to convert growing consumer awareness into increased household penetration.
  • Capital expenditures in the range of $140 million to $150 million, mainly driven by the construction of Vital Crossroads, the company’s planned facility in Seymour, Indiana, which will provide ample long-term capacity to reach its $2 billion net revenue target by 2030.

For earnings history and earnings-related data on Vital Farms (VITL) click here.



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