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Vital Farms cut 2026 net sales guidance to about $730 million and adjusted EBITDA guidance to about negative $15 million, citing weaker demand, delayed distribution and market pricing. It also withdrew its 2030 financial targets.
Vital Farms expects $8.0 million to $13.0 million of non-cash inventory obsolescence charges from winding down butter offerings, substantially completed by the end of fiscal 2026; no material other costs or future cash expenditures are expected.
Vital Farms reported net revenue of $182.2 million, down 8%, and a net loss of $6.5 million for the 13-week period ended September 27, 2026.
Vital Farms reported net revenue of $182.2 million and a $6.5 million net loss for third-quarter results. It updated fiscal 2026 revenue outlook to around $730 million, expects an Adjusted EBITDA loss of around $(15) million, and withdrew 2030 targets.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 showed sequential improvement in revenue, adjusted EBITDA and gross margin, while distribution expanded, category share reached records, costs were reduced and the balance sheet was protected; management also expects Q4 to improve sequentially. Year-over-year revenue, margins and profitability declined, year-to-date operating cash flow was negative, full-year guidance was cut, distribution velocity assumptions weakened and fiscal 2030 targets were withdrawn.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | -21.59M | 26-Weeks Ended | — |
|
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| Adjusted EBITDA margin non-GAAP | -6.1% | 26-Weeks Ended | — |
| Adjusted net (loss) income per share — Basic non-GAAP | -$0.5 | 26-Weeks Ended | — |
| Adjusted net (loss) income per share — Diluted non-GAAP | -$0.5 | 26-Weeks Ended | — |
| Adjusted Net Loss non-GAAP | $20M | Q2 2026 | — |
| Adjusted Net Loss per Diluted Share non-GAAP | $0.47 | Q2 2026 | — |
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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VITL
this stock
Vital Farms, Inc.
|
$389.43M | -71.6% | +25.3% | — | 22.4% |
|
ADM
Archer-Daniels-Midland Co
|
$34.69B | +26.8% | -6.2% | 14.2 | 2.6% |
|
TSN
Tyson Foods, Inc.
|
$20.69B | +0.3% | +2.1% | 36.3 | 3.1% |
|
BG
Bunge Global SA
|
$19.53B | +14.1% | +32.4% | 17.1 | 4.0% |
|
CALM
Cal-Maine Foods Inc
|
$3.10B | -16.5% | -31.7% | — | 13.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Vital Farms reported net revenue of $182.2 million and a $6.5 million net loss for third-quarter results. It updated fiscal 2026 revenue outlook to around $730 million, expects an Adjusted EBITDA loss of around $(15) million, and withdrew 2030 targets.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VITL | -4.7% | +8.0% | -8.1% | +4.6% | -71.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -7.3% | +9.1% | -8.6% | +4.8% | -82.2% |
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.
