Vita Coco Co Inc (NASDAQ:COCO) Beats Q2 Earnings Estimates but Offers Cautious Full-Year Revenue Guidance

The Vita Coco Company Inc (NASDAQ:COCO) reported second-quarter 2025 earnings that surpassed analyst expectations on revenue and earnings per share (EPS), though its full-year revenue guidance fell slightly short of estimates. The market reaction has been mixed, with pre-market trading showing a 3.6% uptick, while the stock has declined marginally over the past week and month.

Key Earnings Highlights

• Revenue Beat: Q2 sales reached $168.8 million, up 17.1% year-over-year, exceeding the consensus estimate of $164.3 million. Growth was primarily driven by a 25% increase in Vita Coco Coconut Water sales.
• EPS Surprise: GAAP earnings per share came in at $0.38, 7.3% above the $0.37 analyst forecast. Net income rose by $4 million to $23 million compared to the prior year.
• EBITDA Decline: Non-GAAP adjusted EBITDA decreased by $3 million to $29 million, reflecting higher operating expenses or investments in growth initiatives.

Market Reaction & Outlook

Despite the strong quarterly performance, the company’s full-year revenue guidance of $572.5 million (midpoint) was slightly below the $575.8 million analyst consensus, which may explain the muted stock movement in recent weeks. However, the pre-market rally suggests some investors are optimistic about the company’s ability to sustain growth.

• Pre-Market Movement: +3.6%
• Recent Performance:
  • Last week: -0.06%
  • Last month: +1.86%

Forward Estimates & Analyst Sentiment

Analysts expect Q3 2025 revenue of $157.7 million and full-year sales of $587.3 million. The company’s ability to maintain its strong coconut water growth while expanding into other categories (like Runa energy drinks and PWR LIFT protein water) will be key to meeting or exceeding these projections.

For more detailed earnings estimates and historical performance, see Vita Coco’s earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.