Vital Farms, INC

Market Movers (8-K)

NASDAQ
Vital Farms, Inc. announced the results of its annual meeting of stockholders held on June 10, 2026, including the election of directors and ratification of its independent auditor.
NASDAQ
Vital Farms reported a 15.4% increase in Q1 2026 net revenue to $187.2 million, but a significant drop in gross margin and a net loss, alongside the strategic decision to discontinue its butter product line.
Worse than expected
NASDAQ
Vital Farms reported robust fiscal year 2025 financial results, initiated a $100 million stock repurchase program, and announced founder Matt OHayer's resignation with CEO Russell Diez-Canseco taking on Executive Chairperson role.
NASDAQ
Vital Farms sets ambitious long-term financial targets, aiming for $2 billion in net revenue and 15-17% adjusted EBITDA margins by 2030, despite a temporary ERP-related disruption to 2025 net revenue.
Worse than expected
NASDAQ
Vital Farms reported record third-quarter 2025 net revenue of $198.9 million, up 37.2% year-over-year, and raised its full-year 2025 net revenue and Adjusted EBITDA guidance.
Better than expected
NASDAQ
Vital Farms, Inc. announced its decision to hold non-binding advisory votes on executive compensation annually, aligning with stockholder preference.

Quarterly Earnings (10-Q)

NASDAQ
Vital Farms reports a 15% increase in Q1 2026 revenue to $187.2 million, driven by volume, but net income fell to a loss of $1.5 million due to increased costs and unfavorable sales mix.
Delay expected
Worse than expected
NASDAQ
Vital Farms reports significant revenue and net income growth for Q3 and the first 39 weeks of fiscal 2025, driven by volume and pricing, despite ongoing operational challenges and a material weakness in internal controls.
Better than expected
Capital raise
NASDAQ
Vital Farms, Inc. announced significant revenue and Adjusted EBITDA growth for Q2 2025, driven by increased demand and strategic expansion, despite a notable decrease in operating cash flow and a material weakness in internal controls.
Capital raise
Worse than expected
NASDAQ
Vital Farms saw a 10% increase in net revenue for the first quarter of 2025, but net income decreased compared to the same period last year.
Worse than expected
NASDAQ
Vital Farms reports a significant increase in net revenue and net income for the third quarter of 2024, driven by both volume and price increases.
Better than expected
NASDAQ
Vital Farms, Inc. reports a significant increase in net revenue and net income for the second quarter of 2024, driven by volume and price increases.
Better than expected

Annual Reports (10-K)

NASDAQ
Vital Farms reported a 25% increase in net revenue to $759.4 million for fiscal year 2025, alongside significant investments in infrastructure and a new stock repurchase program.
Delay expected
NASDAQ
Vital Farms' 10-K filing highlights a successful fiscal year with significant revenue growth and strategic investments in infrastructure.
Delay expected
Better than expected
NASDAQ
Vital Farms' 2023 annual report highlights significant revenue growth and profitability, fueled by consumer demand for ethically produced food.
Better than expected

Insider Trading (Form 4)

NASDAQ
Director Kelly J. Kennedy was granted 10,436 restricted stock units in Vital Farms, Inc. as part of an equity compensation award.
NASDAQ
Director Kofi Owusu Amoo-Gottfried was granted 10,436 restricted stock units in Vital Farms, Inc.
NASDAQ
Vital Farms Director Gisel Ruiz was granted 10,436 restricted stock units as part of annual equity compensation.
NASDAQ
Director Denny Marie Post was granted 10,436 restricted stock units in Vital Farms, Inc. as part of an equity compensation award.
NASDAQ
Director Glenda J. Flanagan was granted 10,436 restricted stock units in Vital Farms, Inc. as part of equity compensation.
NASDAQ
Director William B. Cyr was granted 10,436 restricted stock units in Vital Farms, Inc.

Proxy Statements (Def-14A)

NASDAQ
Vital Farms, Inc. announced its 2026 Annual Meeting of Stockholders will be held virtually on June 10, 2026, detailing director nominations, auditor ratification, and executive compensation.
NASDAQ
Vital Farms will hold its annual stockholders meeting on June 11, 2025, featuring proposals including director elections, auditor ratification, executive compensation, and an amendment to the company's certificate of incorporation.
NASDAQ
Vital Farms releases its annual proxy statement, highlighting financial achievements, community investments, and sustainable practices, while setting a goal to reach $1 billion in net revenue by 2027.
Better than expected
NASDAQ
Vital Farms will hold its annual stockholders meeting on June 12, 2024, to elect directors and ratify the selection of KPMG LLP as its independent auditor.
NASDAQ
Vital Farms' proxy statement outlines the company's strategic goals, including reaching $1 billion in net revenue by 2027, while emphasizing its commitment to ethical food production and stakeholder impact.
Better than expected

Schedule 13G - Passive Investments

NASDAQ
BlackRock, Inc. has disclosed a beneficial ownership of 6.9% in Vital Farms, Inc. as of June 30, 2026, holding 2,964,518 shares.
NASDAQ
Van Berkom & Associates Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 55,837 shares of Vital Farms, Inc. common stock, representing 0.13% of the class.
NASDAQ
Investment firm Van Berkom & Associates Inc. has reported a 5.44% beneficial ownership stake in Vital Farms, Inc. as of March 31, 2026.
NASDAQ
Wasatch Advisors LP reports a 4.3% stake in Vital Farms Inc. as of March 31, 2026, holding 1,933,119 shares.
NASDAQ
The Vanguard Group reports zero beneficial ownership in Vital Farms Inc. following an internal realignment.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, disclosing its beneficial ownership of 6.35% of Vital Farms Inc. common stock.