Overview

* Vital Farms Q3 2025 revenue grows 37.2% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q3 2025 beats estimates, driven by higher sales and gross margin

* Company added ~75 family farms, expanding network to 575 farms

Outlook

* Vital Farms ( VITL ) raises 2025 net revenue guidance to at least $775 mln

* Company increases 2025 adjusted EBITDA guidance to at least $115 mln

* Capital expenditures for 2025 expected between $80 mln and $100 mln

Result Drivers

* VOLUME GROWTH - Driven by accelerated demand for existing products and expanded offerings at existing customers

* FARM NETWORK EXPANSION - Added ~75 family farms, expanding network to 575 farms

* OPERATIONAL IMPROVEMENTS - New ERP system and third production line added, enhancing scalability

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $198.94 $191.72

Revenue mln mln (10

Analysts

)

Q3 EPS $0.36

Q3 Net $16.41

Income mln

Q3 Beat $27.40 $24.19

Adjusted mln mln (9

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the food retail & distribution peer group is "buy"

* Wall Street's median 12-month price target for Vital Farms Inc ( VITL ) is $52.50, about 38.7% above its November 3 closing price of $32.18

* The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 26 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)