Vita Coco reported third‑quarter 2025 revenue of $182 million, up 37 % from $133 million in Q3 2024. Adjusted earnings per share were $0.40, beating the consensus estimate of $0.31. Net income rose to $24 million, an increase of 26 % from $19 million a year earlier, while adjusted EBITDA climbed to $32 million, up 39 % from $23 million in the prior year.
Segment performance highlighted a 41 % growth in the Americas net sales of Vita Coco Coconut Water to $132 million, and a 182 % increase in the “other product category” driven by the launch of Vita Coco Treats. International net sales grew 48 %, with Germany and the U.K. showing particularly strong gains of over 100 % and 32 % respectively.
Tariff pressures remained a headwind, with a $6 million impact in Q3 2025 from a 23 % weighted average tariff rate on U.S. imports. The company implemented two U.S. price increases in 2025—mid‑May for cost inflation and mid‑July for tariffs—to offset these costs and maintain gross margins near 36 %.
Management raised its full‑year 2025 guidance, projecting net sales of $580 million to $595 million and adjusted EBITDA of $90 million to $95 million, reflecting continued momentum in its core product line and a strong outlook for the remainder of the year.
Vita Coco maintains a strong financial position, reporting no debt and a cash balance of $204 million as of September 30 2025.
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