Vita Coco Taps Shelley Broader and Raises FY2025 Guidance to $595M Sales

COCOCOCO

Vita Coco added Shelley Broader to its board, tapping her 25-year global leadership track record and experience overseeing $65 billion in P&L. The company raised FY2025 guidance to roughly $595 million in net sales and $90–95 million in adjusted EBITDA after its stock surged 27% since October.

1. Board Expansion Strengthens Leadership

The Vita Coco Company has appointed retail and consumer goods veteran Shelley Broader to its Board of Directors as a Class II member. With over 25 years of global leadership experience, Ms. Broader has led organizations with up to $65 billion in annual P&L responsibility, including Walmart Canada, Walmart’s EMEA division and Chico’s FAS. Her track record spans digital innovation, operational excellence and transformational growth across mass and specialty retail, grocery and consumer services sectors. Vita Coco’s executive chairman Mike Kirban highlighted her expertise in strategy, risk oversight and ESG leadership as key assets for the board’s oversight of the company’s continued expansion in healthy beverage categories.

2. Upward Revision of Full-Year Guidance Reflects Robust Growth

Vita Coco raised its full-year sales forecast to approximately $595 million and increased its adjusted EBITDA projection to a range of $90 million–$95 million, driven by a 27 percent increase in share performance since October and sustained double-digit unit volume growth in its flagship coconut water brand. U.S. sales momentum remains strong, while international markets have accelerated distribution in key territories such as Western Europe and Southeast Asia. The company’s PEG ratio of roughly 2.04, below peer averages, underscores investor confidence in its ability to maintain consistent margin expansion, backed by a healthy balance sheet and steady cash flow generation.

Sources

SG