Vital Farms
Markets pasture-raised eggs, butter, and related egg products across U.S. retail channels.
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Profile
Sells shell eggs, butter, hard-boiled eggs, and liquid whole eggs through U.S. retail and foodservice channels. The business reports one Eggs and Butter segment, with shell eggs providing most revenue and a distributed small-farm network supplying the flagship line.
Packages, markets, and distributes pasture-raised shell eggs, butter, hard-boiled eggs, and liquid whole eggs through retail and foodservice channels in the United States. The company reports one operating segment, Eggs and Butter, and long-lived assets and customers are located in the United States.
A distributed network of small farms supplies the shell-egg line, with processing centered on Egg Central Station in Missouri and a second washing and packing facility planned in Indiana. Brand execution leans on ethical-food positioning, public-benefit governance, and store-level availability rather than a company-owned-farm model.
Shell eggs remain the core economic line, so access to healthy flocks, farmer supply, processing capacity, and retailer shelf position shape the business.
Company facts
Categories
Key statistics
Year to date −63.8% · Average volume (30d) 1.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Needham | Reiterate | Buy | $13 | $14 |
| Aug 7, 2026 | DA Davidson | Reiterate | Neutral | $16 | $14 |
| Aug 7, 2026 | Stifel Nicolaus | Target | $10 | $11 | |
| Aug 7, 2026 | BMO Capital | Reiterate | Outperform | $50 | $15 |
| Jun 30, 2026 | Jefferies | Target | $52 | $13 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.47 | −$0.47 | +0.4% | $160.2M | $166.0M | +3.6% | +2.21% |
| May 7, 2026Q1 FY26 | $0.09 | −$0.03 | −133.3% | $182.4M | $187.2M | +2.6% | −6.09% |
| Feb 26, 2026Q4 FY25 | $0.38 | $0.35 | −7.9% | $214.4M | $213.6M | −0.4% | −4.61% |
| Nov 4, 2025Q3 FY25 | $0.30 | $0.36 | +20.0% | $212.8M | $198.9M | −6.5% | −4.55% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $162.2M | $184.8M | $198.9M | $213.6M | $187.2M | $166.0M | |
| Gross profit | $62.5M | $71.8M | $75.0M | $76.4M | $53.0M | $10.9M | |
| Operating income | $21.8M | $23.8M | $21.4M | $21.4M | −$2.3M | −$40.1M | |
| Net income | $16.9M | $16.6M | $16.4M | $16.3M | −$1.5M | −$31.1M | |
| Diluted EPS | $0.37 | $0.36 | $0.36 | $0.35 | −$0.03 | −$0.72 | |
| Gross margin | 38.5% | 38.9% | 37.7% | 35.8% | 28.3% | 6.6% | |
| Operating margin | 13.4% | 12.9% | 10.8% | 10.0% | -1.2% | -24.2% |
Fiscal years (4-quarter sums)FY21 $260.9M · FY22 $362.0M · FY23 $471.9M · FY24 $606.3M · FY25 $759.4M
Revenue by product · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $21.2M · Total debt $108.2M · Total assets $502.1M · Shareholders' equity $283.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 42.85M · Float 35.05M · 81.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Matthew O'Hayer | 7.19M | 16.05% | 13G | Nov 13, 2025 |
| Ohayer Matthew · 10 percent owner | 6.33M | 14.76% | Form 4 | Mar 13, 2026 |
| BlackRock, Inc. | 5.17M | 12.07% | 13F | Aug 7, 2026 |
| Divisadero Street Capital Management, LP | 2.00M | 4.68% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.53M | 3.56% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 19, 2026 | Reena Chauhan van Hoven | officer: Chief People Officer | +2,242 | $8.92 |
| May 18, 2026 | Glenda J. Flanagan | director | +6,100 | $8.33 |
| May 15, 2026 | Kofi Owusu Amoo-Gottfried | director | +2,375 | $8.45 |
| May 13, 2026 | Gisel Ruiz | director | +6,151 | $8.13 |
| May 15, 2026 | Stephanie Coon | officer: Chief Strategy Officer | +5,895 | $8.42 |
Peers
- Cal-Maine Foods
Scale shell-egg rival across conventional and specialty eggs
- Post
Egg-products platform in foodservice and refrigerated retail
- Walmart
Mass retail private label sets value egg shelf alternatives
- Kroger
Grocery private label overlaps in premium and value eggs
- Costco
Club private label pressures premium eggs in bulk packs
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vital Farms | $10.82 | +0.23% | $462.3M | — | 7,358.6 | 0.6 | −10.1% |
| Cal-Maine Foods | $80.21 | −0.07% | $3.76B | 12.2 | 51.0 | 1.3 | −49.9% |
| Post | $84.16 | −1.37% | $3.87B | 15.7 | 12.1 | 0.5 | −1.8% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Kroger | $57.69 | −0.06% | $35.36B | 33.8 | 11.1 | 0.2 | +2.2% |
| Costco | $945.47 | −0.03% | $419.30B | 47.6 | 43.0 | 1.4 | +11.6% |
| Median | 33.8 | 34.5 | 1.1 | +2.2% |