Vita Coco Co Inc (NASDAQ:COCO) Surpasses Q3 2025 Earnings and Revenue Estimates

The Vita Coco Company (NASDAQ:COCO) delivered a robust financial performance for the third quarter of 2025, significantly surpassing analyst expectations on the top and bottom lines. The company's strong results, coupled with a raised full-year outlook, were met with a positive market reaction, as shares climbed in pre-market trading following the announcement.

Earnings and Revenue Performance

The company's third-quarter results handily exceeded the forecasts set by Wall Street analysts. The standout performance was driven by exceptional growth in its core coconut water brand.

• Revenue: Net sales reached $182.3 million, a 37% increase compared to the same quarter last year. This figure substantially outpaced the analyst consensus estimate of $158.5 million.
• Earnings Per Share (EPS): GAAP net income per diluted share was $0.40, well above the estimated $0.31 per share.

This impressive beat was primarily fueled by the flagship Vita Coco Coconut Water line, which saw net sales grow 42% during the quarter. The company also noted contributions from the ongoing U.S. rollout of its Vita Coco Treats product line.

Market Reaction and Price Action

The market responded favorably to the earnings surprise and the company's upwardly revised guidance. In pre-market trading, the stock experienced a significant uptick, reflecting investor confidence in the company's current trajectory and future prospects. This positive momentum indicates that the market views the company's ability to exceed expectations and maintain strong growth as a key value driver.

Updated Full-Year 2025 Outlook

Bolstered by its third-quarter momentum, The Vita Coco Company raised its financial guidance for the full fiscal year 2025. The company's new projections now sit comfortably at or above the prevailing analyst estimates.

• Net Sales Guidance: The company expects net sales between $580 million and $595 million. This range surpasses the analyst sales estimate of $593.7 million for the full year.
• Adjusted EBITDA Guidance: Management anticipates Adjusted EBITDA in the range of $90 million to $95 million.
• Gross Margin: The company expects a gross margin of approximately 36%, acknowledging pressures from increased finished goods costs and tariff impacts.

Press Release Highlights

Beyond the headline earnings figures, the company's earnings release underscored several key strengths in its operational and financial position.

• Strong Balance Sheet: The company ended the quarter with a formidable cash position of $204 million and no debt, providing significant financial flexibility.
• Share Repurchase Program: During the first nine months of the year, the company repurchased $10.2 million of its common stock, with approximately $42 million remaining under the current authorization.
• Profitability Growth: Net income for the quarter rose to $24 million, up from $19 million in the prior year period, while Non-GAAP Adjusted EBITDA increased to $32 million from $23 million.

Looking Ahead

With its core brand demonstrating vigorous growth and a solid financial foundation, The Vita Coco Company appears well-positioned as it moves into the final quarter of 2025 and beyond. The raised guidance signals management's confidence in sustaining this momentum.

For a detailed look at historical earnings, future estimates, and analyst projections for The Vita Coco Company, you can review the data here.

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