Vita Coco Q3 Sales Up 34%, Raises FY26 Guidance on Strong Demand
COCO sits 57% above its 52-week low of $39.46 on elevated volume (2.0× avg).
Summary
Vita Coco posted 34% Q3 sales growth to $244 million and $0.58 in diluted EPS, then raised full-year sales and Adjusted EBITDA guidance. Q4 gross margin is guided down to about 33% on higher costs.
Key Events · Earnings and Guidance · COCO
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Q3 Sales Jump 34% to $244M
Net sales rose $62 million to $244 million, with organic growth of 18% excluding Copra; Vita Coco Coconut Water grew 15% and Private Label grew 152%.
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Adjusted EBITDA Nearly Doubles
Adjusted EBITDA was $53 million versus $32 million a year ago, and net income rose $11 million to $35 million, or $0.58 per diluted share.
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Full-Year Guidance Raised
FY26 net sales guidance lifted to $810-820 million from $790-805 million, and Adjusted EBITDA to $170-175 million from $154-161 million.
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Q4 Margin Squeeze Flagged
Fourth-quarter gross margin is guided to approximately 33% due to higher cost of goods, with no offsetting price actions expected until early 2027.
Analysis · COCO · Manufacturing
Vita Coco beat its own expectations and raised full-year guidance for both sales and Adjusted EBITDA. Net sales rose 34% to $244 million, with 18% organic growth excluding the July Copra acquisition, and Adjusted EBITDA jumped to $53 million from $32 million. Management now expects $810-820 million in net sales and $170-175 million in Adjusted EBITDA, up from $790-805 million and $154-161 million. The one soft spot is the fourth quarter: gross margin is guided to roughly 33% as input costs rise with no price increases until early 2027, so the earnings beat comes with a near-term margin squeeze.
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In the 30 days to Oct 22, 2026, 36.8% of the 1026 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.78%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, COCO was trading at $62.05 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $3.6B. The 52-week trading range was $39.46 to $85.83. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.