Vita Coco Names Retail Veteran and Raises FY2025 Guidance to $595M Sales, $90–95M EBITDA
Vita Coco raised FY2025 guidance to ~$595M in net sales and $90–$95M adjusted EBITDA after reporting sustained double-digit branded coconut water growth and 27% stock gain since October. The company also appointed veteran executive Shelley Broader, who oversaw up to $65B P&L organizations, to its Board of Directors.
1. Company Appoints Shelley Broader to Board of Directors
On January 8, 2026, The Vita Coco Company announced the appointment of Shelley Broader as a Class II member of its Board of Directors. Broader brings more than 25 years of global leadership experience in retail and consumer sectors, having served as President and CEO of Chico’s FAS, Inc., Walmart EMEA, Walmart Canada and Sweetbay Supermarkets, and as President and COO of Michaels Stores. She has overseen organizations with up to $65 billion in P&L responsibility, driving growth initiatives, digital innovation and operational excellence. Broader’s current board roles include Loblaw Companies Limited, IFCO Systems GmbH, Inspire Medical Systems, Inc. and Luke’s Lobster, and her expertise in strategy, risk oversight, executive development and ESG leadership is expected to bolster Vita Coco’s governance as the company pursues further market expansion. Co-Founder and Executive Chairman Mike Kirban noted that her track record in transforming iconic consumer brands will be invaluable for delivering shareholder value.
2. Stock Momentum and Upward Guidance
Since October 2025, Vita Coco shares have appreciated by more than 27%, reflecting sustained demand for its core coconut water products and new protein-infused offerings under the PWR LIFT brand. The company has consistently reported double-digit organic net sales growth across U.S. and international markets. In light of this performance, Vita Coco raised its full-year 2025 guidance, projecting approximately $595 million in net sales and adjusted EBITDA between $90 million and $95 million. Despite trading at a premium valuation relative to the broader beverage sector, its PEG ratio of 2.04 remains below peer averages, supported by a track record of margin expansion, efficient working capital management and a debt-free balance sheet that provides flexibility for continued brand investment and geographic rollout.