Vital Farms (NASDAQ:VITL) Announces Earnings Results

Vital Farms (NASDAQ:VITL) issued its quarterly earnings results on Thursday. The company reported ($0.47) earnings per share for the quarter, hitting analysts’ consensus estimates of ($0.47), FiscalAI reports. Vital Farms had a return on equity of 3.46% and a net margin of 0.02%.The firm had revenue of $166.03 million during the quarter, compared to the consensus estimate of $160.24 million. During the same period last year, the business posted $0.36 EPS. The business’s revenue was down 10.2% compared to the same quarter last year.

Here are the key takeaways from Vital Farms’ conference call:

• Q2 results deteriorated sharply: net revenue fell 10.1% to $166 million and adjusted EBITDA was a $26.6 million loss, driven by excess egg supply, $19.5 million in breaker-sale impacts, and other discrete costs.
• Management said the turnaround is gaining traction, citing price-gap reductions, a more than 200-basis-point year-over-year increase in retail dollar share, and a 12.5% sequential rise in shell-egg units per store per week by mid-July.
• Distribution expansion remains a major growth driver, with 2026 average TDPs expected at 150–160 and fourth-quarter TDPs projected at 170–175, supported by new placements across mass, grocery, and natural channels.
• Vital Farms reaffirmed full-year guidance of $775 million–$800 million in net revenue and $0 million–$10 million in adjusted EBITDA, expecting second-half improvement from lower breaker costs, increased retail volume, and $6 million–$7 million in annualized SG&A savings.
• The company strengthened liquidity with a new $125 million term loan and $60 million asset-based lending facility, but terminated its share-repurchase program and paused Vital Crossroads construction to prioritize cash preservation.

Vital Farms Stock Performance

Shares of VITL opened at $12.24 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.10 and a quick ratio of 1.00. The stock has a 50-day moving average of $11.88 and a 200-day moving average of $15.58. The company has a market cap of $524.48 million, a PE ratio of -306.00 and a beta of 1.07. Vital Farms has a one year low of $7.95 and a one year high of $53.13.

Insider Transactions at Vital Farms

In other news, Director Glenda J. Flanagan purchased 6,100 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were acquired at an average cost of $8.33 per share, with a total value of $50,813.00. Following the purchase, the director owned 37,498 shares in the company, valued at $312,358.34. This represents a 19.43% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Peter Nicholas Pappas purchased 3,500 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was purchased at an average price of $8.51 per share, for a total transaction of $29,785.00. Following the acquisition, the insider owned 85,169 shares of the company’s stock, valued at approximately $724,788.19. This represents a 4.29% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders acquired 38,700 shares of company stock valued at $320,864. 3.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Vital Farms

A number of large investors have recently modified their holdings of VITL. Advisors Asset Management Inc. increased its holdings in shares of Vital Farms by 1.4% in the 4th quarter. Advisors Asset Management Inc. now owns 34,072 shares of the company’s stock worth $1,088,000 after buying an additional 479 shares during the last quarter. Van ECK Associates Corp lifted its holdings in shares of Vital Farms by 7.7% during the 4th quarter. Van ECK Associates Corp now owns 6,912 shares of the company’s stock worth $221,000 after acquiring an additional 495 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its position in Vital Farms by 47.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,957 shares of the company’s stock worth $63,000 after acquiring an additional 629 shares in the last quarter. Triumph Capital Management purchased a new position in Vital Farms in the fourth quarter worth $25,000. Finally, Quarry LP bought a new position in Vital Farms in the fourth quarter valued at $27,000. 98.59% of the stock is currently owned by institutional investors.

More Vital Farms News

Here are the key news stories impacting Vital Farms this week:

• Positive Sentiment: Analyst sentiment improved: Needham raised its price target from $13 to $14 and assigned a “Buy” rating, implying approximately 14.4% upside. Benchmark also upgraded Vital Farms from “Hold” to “Buy.” Needham price target update Benchmark upgrade
• Positive Sentiment: Revenue exceeded expectations: Second-quarter revenue was $166.03 million, ahead of the $160.24 million analyst estimate. Management’s fiscal 2026 revenue outlook of $775 million to $800 million was described as optimistic and is broadly aligned with the $778.3 million consensus forecast. Vital Farms second-quarter results
• Neutral Sentiment: Earnings were roughly in line: Vital Farms reported a second-quarter loss of $0.47 per share, approximately matching consensus estimates, although estimates varied slightly among data providers. The company’s earnings call transcript provides additional management commentary on the results and outlook. Q2 2026 earnings call transcript
• Negative Sentiment: Profitability weakened: Revenue declined 10.2% year over year, and the quarterly result compares with earnings of $0.36 per share in the same period last year, highlighting significant year-over-year earnings pressure. Vital Farms Q2 earnings report
• Negative Sentiment: New borrowing adds financial risk: Silver Point Capital led a $125 million term-loan financing for Vital Farms. The funding may support operations or growth, but it also increases leverage and future interest obligations. Vital Farms term loan financing

Analyst Upgrades and Downgrades

Several research firms recently commented on VITL. Jefferies Financial Group set a $13.00 target price on Vital Farms in a research note on Tuesday, June 30th. Needham & Company LLC boosted their price target on Vital Farms from $13.00 to $14.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings upgraded Vital Farms from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 7th. Morgan Stanley set a $10.00 price objective on shares of Vital Farms in a research report on Friday, May 8th. Finally, Wall Street Zen lowered shares of Vital Farms from a “hold” rating to a “strong sell” rating in a research note on Saturday, May 9th. Five equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $17.18.

Vital Farms Company Profile

Vital Farms, traded on the NASDAQ under the symbol VITL, is a U.S.-based food company specializing in pasture-raised egg and dairy products. The company partners with a network of family farms across the United States to produce eggs, butter and related items under a certified humane, pasture-centric farming model. Vital Farms’ supply chain emphasizes animal welfare, environmental stewardship and transparent sourcing, appealing to consumers seeking ethically produced, high-quality ingredients.

Founded in 2007 and headquartered in Austin, Texas, Vital Farms began by marketing pasture-raised eggs to health- and ethically minded shoppers.