Vita Coco Q4 Revenue Tops Estimates at $128M, Guides $680–700M Sales
Vita Coco reported Q4 revenue of $128 million, topping the $119.2 million consensus by 7.4% on strong U.S. and international retail sales. It projects fiscal 2026 net sales of $680–700 million, a 38% gross margin and $122–128 million in EBITDA while SG&A climbs mid–high single digits.
1. Q4 Financial Results
Vita Coco delivered fourth-quarter net sales of $128 million, exceeding the $119.2 million consensus by 7.4%. Retail growth rates accelerated in the United States and core international markets, supported by category leadership investments and supply chain improvements.
2. Fiscal 2026 Guidance
The company forecasts full-year net sales between $680 million and $700 million, with gross margin near 38% aided by lower tariffs and price increases. Adjusted EBITDA is expected at $122 million to $128 million, while SG&A expenses rise mid to high single digits versus 2025.
3. Growth Drivers
Management cited increased household penetration and new consumption occasions for coconut water as key growth vectors. Ongoing investments in marketing and distribution aim to reinforce Vita Coco’s position as the leading branded coconut water provider globally.