Vita Cocoa Company reported third-quarter net sales up 34%, raised full-year net sales guidance to between $810 and $820 million and adjusted EBITDA guidance to $170 to $175 million dollars, while supply constraints reduced service levels and pricing adjustments are planned for early 2027.
COCO · Vita Coco Company, Inc.
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Vita Coco Company completed the Copra Inc. acquisition on July 22, 2026, and consolidated net sales increased 32.7% for the nine months ended September 30, 2026. Tariff refunds totaling approximately $15.6 million provided a one-time benefit to results.
Vita Coco reported third-quarter net sales of $244 million, up 34%, and Adjusted EBITDA of $53 million, and raised Fiscal Year 2026 guidance to between $810 million and $820 million in net sales and $170 million and $175 million in Adjusted EBITDA.
Metrics snapshot
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 22, 2026TL;DR. Vita Coco raised fiscal 2026 net sales and adjusted EBITDA guidance after third-quarter net sales increased 34% and organic growth reached 18%. Fourth-quarter gross margin is expected to fall to approximately 33%, while supply constraints have reduced service levels and left shipments below retail demand.
- + Raised full-year net sales guidance to $810 million-$820 million from $790 million-$805 million.
- + Raised full-year adjusted EBITDA guidance to $170 million-$175 million from $154 million-$161 million.
- + The category maintained strong growth through the fall, with Vita Coco growth supported by household penetration and consumption per household.
- + Copra contributed to third-quarter growth and is expected to support the company's super-premium segment.
- + The balance sheet remained strong with $152 million of cash and no debt.
- − Fourth-quarter gross margin is expected to decline to approximately 33%.
- − Ocean freight, transportation and packaging cost increases pressured margins and are expected to weigh on fourth-quarter gross margin.
- − Supply constraints reduced service levels and caused shipments to lag retail scan growth.
- − Private-label growth and Copra's mix diluted gross margin.
- − Capacity is expected to remain tight in the first half of 2027, limiting sales upside.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
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Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 159.07M | Nine Months Ended September 30, 2026 | — |
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| Organic net sales growth non-GAAP | 26.7% | Nine Months Ended September 30, 2026 | — |
| EBITDA non-GAAP | 62.36M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 49.45M
+489K Depreciation and amortization
-2.48M Interest income, net
+14.91M Income tax expense
= EBITDA 62.36M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Beverages - Non-Alcoholic — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
COCO
this stock
Vita Coco Company, Inc.
|
$3.60B | +19.1% | +18.2% | 31.6 | 12.4% |
|
KO
Coca Cola Co
|
$426.96B | +42.0% | +1.9% | 29.2 | 1.1% |
|
PEP
Pepsico Inc
|
$198.20B | +1.3% | +2.3% | 18.3 | 2.0% |
|
MNST
Monster Beverage Corp
|
$90.95B | — | +10.7% | 41.9 | 2.4% |
|
NNFSF
Nongfu Spring Co. Ltd.
|
$59.16B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 22, 2026
- This year
- 20
Vita Coco Company completed the Copra Inc. acquisition on July 22, 2026, and consolidated net sales increased 32.7% for the nine months ended September 30, 2026. Tariff refunds totaling approximately $15.6 million provided a one-time benefit to results.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| COCO | +1.1% | +7.6% | -17.5% | +7.9% | +19.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.5% | +8.7% | -18.0% | +8.1% | +8.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.