Vital Farms, Inc. (VITL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Vital Farms remains a Buy despite a 30% stock decline, as fundamentals and growth prospects remain strong. VITL reported accelerating revenue growth, margin expansion, and consistent earnings beats, with operational investments supporting future capacity and sales targets. Valuation has become more attractive, with lower P/E multiples, due to the stock price drop and continued outperformance on earnings estimates.
Vital Farms targets higher-income consumers with premium pasture-raised eggs, driving robust demand and pricing power. VITL posted strong Q3 2025 results, expanding production capacity ahead of schedule and raising full-year guidance to $775M revenue and $115M adjusted EBITDA. The network of small farm suppliers is growing rapidly, though expansion bonuses increase costs; new facilities will double revenue capacity by 2027.
Vital Farms (VITL) possesses solid growth attributes, which could help it handily outperform the market.
Vital Farms, Inc. ( VITL ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Brian S. Shipman Russell Diez-Canseco - President, CEO & Director Thilo Wrede - CFO, Chief Accounting Officer & principal accounting officer Conference Call Participants Robert Moskow - TD Cowen, Research Division Jon Andersen - William Blair & Company L.L.C.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Vital Farms (VITL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The heavy selling pressure might have exhausted for Vital Farms (VITL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Vital Farms (VITL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Vital Farms (VITL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
In the most recent trading session, Vital Farms (VITL) closed at $39.3, indicating a -6.38% shift from the previous trading day.
Vital Farms leads the premium pasture-raised egg market, targeting health-conscious and ethically-minded consumers. VITL is expanding production capacity and farm partnerships, aiming for $1 billion in annual revenue by 2027, amid rapid market growth. Despite strong fundamentals and growth prospects, VITL trades at a premium valuation, with a projected fiscal 2027 target price of $45 per share.