Vita Coco
Sells branded and private-label coconut water across retail and on-premise channels.
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Profile
Sells branded and private-label coconut water, coconut oil and smaller functional-beverage lines through retail, e-commerce and on-premise channels. The Americas anchor the business, while the Copra acquisition adds chilled Thai Nam Hom coconut water and owned production to a supply chain still centered on outside manufacturers.
Builds a beverage business around Vita Coco Coconut Water, retailer-branded coconut water and coconut oil, with smaller Vita Coco juice, coconut milk, Treats and PWR LIFT lines. Products move through club, grocery, mass, convenience, e-commerce and on-premise channels. North America is the commercial center; the international segment is anchored by the U.K.
Combines brand management, retailer access and supplier coordination with private-label programs that add scale. The recent Copra acquisition brings chilled Thai Nam Hom coconut water, the Copra brand and a Thailand factory to a network otherwise built around contract manufacturers and co-packers.
Results remain tied to coconut-water demand, suitable coconuts and packaging, global freight, and major distributor and retail customers. As a Delaware public benefit corporation, directors must balance stockholder interests, its stated public benefit and the interests of affected stakeholders.
Company facts
Categories
Key statistics
Year to date +15.5% · Average volume (30d) 999.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 28, 2026 | Morgan Stanley | Target | $65 | $68 | |
| Jul 24, 2026 | Piper Sandler | Target | $74 | $89 | |
| Jul 23, 2026 | Goldman Sachs | Reiterate | Buy | $71 | $90 |
| Jul 9, 2026 | Piper Sandler | Reiterate | Overweight | $70 | $74 |
| Apr 30, 2026 | Jefferies | Target | $58 | $78 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $0.56 | $0.82 | +47.5% | $210.6M | $216.2M | +2.6% | −4.90% |
| Apr 29, 2026Q1 FY26 | $0.34 | $0.50 | +47.1% | $148.4M | $179.8M | +21.1% | −1.43% |
| Feb 18, 2026Q4 FY25 | $0.13 | $0.09 | −30.8% | $119.2M | $127.8M | +7.2% | +3.40% |
| Oct 29, 2025Q3 FY25 | $0.32 | $0.40 | +25.0% | $117.8M | $182.3M | +54.8% | −5.90% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $130.9M | $168.8M | $182.3M | $127.8M | $179.8M | $216.2M | |
| Gross profit | $47.9M | $61.1M | $68.4M | $44.1M | $71.3M | $105.3M | |
| Operating income | $19.3M | $25.1M | $27.9M | $10.2M | $33.6M | $63.1M | |
| Net income | $18.9M | $22.9M | $24.0M | $5.5M | $30.5M | $49.5M | |
| Diluted EPS | $0.31 | $0.38 | $0.40 | $0.09 | $0.50 | $0.82 | |
| Gross margin | 36.6% | 36.2% | 37.5% | 34.5% | 39.7% | 48.7% | |
| Operating margin | 14.7% | 14.9% | 15.3% | 8.0% | 18.7% | 29.2% |
Fiscal years (4-quarter sums)FY21 $379.5M · FY22 $427.8M · FY23 $493.6M · FY24 $516.0M · FY25 $609.8M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $278.6M · Total debt $14.1M · Total assets $572.9M · Shareholders' equity $400.9M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 57.40M · Float 49.49M · 86.2% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Eric Melloul · director | 7.10M | 12.37% | Form 4 | Jun 5, 2026 |
| BlackRock, Inc. | 7.01M | 12.21% | 13F | Aug 7, 2026 |
| Michael Kirban | 3.27M | 5.60% | 13G | May 15, 2026 |
| FMR LLC | 3.21M | 5.60% | 13F | Aug 13, 2026 |
| Fenelon Opportunity Fund Inc. | 3.18M | 5.50% | 13G | Aug 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 17, 2026 | Kenneth Sadowsky | director | −3,900 | $82.92 |
| Jun 12, 2026 | Ira Liran | director | −148,074 | $80.31 |
| Jun 11, 2026 | Jonathan Burth | officer: Chief Operating Officer | −30,000 | $80.00 |
| Jun 11, 2026 | Ira Liran | director | −191,926 | $79.14 |
| Jun 1, 2026 | Charles van Es | officer: Chief Commercial Officer | −8,045 | $75.05 |
Peers
- PepsiCo
Scaled hydration and beverage portfolio across the same retail channels
- Coca-Cola
Global beverage system across water, sports, juice and plant-based drinks
- Keurig Dr Pepper
North American refreshment platform with water, juice, tea and energy reach
- Primo Brands
Healthy hydration portfolio across bottled, flavored and enhanced water
- Celsius
Functional beverage portfolio spanning energy, wellness and hydration
- National Beverage
Health-conscious refreshment portfolio led by LaCroix and juices
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vita Coco | $61.71 | −0.06% | $3.54B | 34.1 | 30.8 | 5.0 | +28.1% |
| PepsiCo | $141.75 | +0.48% | $192.70B | 18.5 | 16.2 | 2.0 | +6.4% |
| Coca-Cola | $89.75 | +0.11% | $385.77B | 26.9 | 26.5 | 7.7 | +6.7% |
| Keurig Dr Pepper | $32.50 | +1.03% | $43.78B | 32.4 | 13.1 | 2.2 | +75.6% |
| Primo Brands | $23.00 | +0.04% | $8.35B | 83.9 | 16.1 | 1.2 | +3.8% |
| Celsius | $32.98 | −0.03% | $8.43B | 157.0 | 21.4 | 2.8 | +10.6% |
| National Beverage | $32.58 | −0.03% | $3.05B | 16.6 | 16.7 | 2.6 | −5.3% |
| Median | 29.6 | 16.4 | 2.4 | +6.5% |