Every material Form 8-K The Vita Coco has filed with the SEC since May 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Vita Coco reported third-quarter 2026 net sales of $244 million, up 34% from a year earlier, and net income of $35 million, or $0.58 per diluted share, compared with $24 million, or $0.40, a year earlier. The company raised its full-year 2026 net sales guidance to $810 million to $820 million and adjusted EBITDA guidance to $170 million to $175 million, with growth partly driven by the Copra acquisition completed in July 2026.
Q3 2026 net sales of $244 million, up $62 million or 34%; organic net sales growth was 18%
Q3 net income of $35 million ($0.58 per diluted share) versus $24 million ($0.40) a year earlier
Full-year 2026 net sales guidance raised to $810 million to $820 million from $790 million to $805 million; adjusted EBITDA guidance raised to $170 million to $175 million from $154 million to $161 million
Fourth-quarter gross margin is expected to be approximately 33%, and cash fell to $152 million at September 30, 2026 after the $139 million Copra payment
Vita Coco reported second-quarter 2026 net sales of $216 million, up 28%, and net income of $49 million, or $0.82 per diluted share, compared with $23 million, or $0.38 per diluted share, a year earlier. The company raised its full-year 2026 net sales and Adjusted EBITDA guidance, and the filing states that the outlook includes the Copra, Inc. acquisition completed on July 22, 2026.
Second-quarter gross margin was 49% versus 36%, with tariff refunds providing a 700 basis point benefit to gross margin in the quarter.
Full-year 2026 net sales guidance is $790 million to $805 million, up from $720 million to $735 million; Adjusted EBITDA guidance is $154 million to $161 million, up from $132 million to $138 million.
On July 21, 2026, the Board approved an additional $40 million share repurchase authorization, bringing the total to $105 million.
The Company acquired Copra, Inc., a producer of super-premium Thai Nam Hom coconut water, on July 22, 2026.
Vita Coco completed its acquisition of Copra, Inc. on July 22, 2026, with Copra becoming a wholly-owned subsidiary. Closing consideration was $175 million, paid partly in cash and partly in Vita Coco common stock, with up to $100 million more tied to Copra's 2028 results. The filing states that the acquisition does not materially affect Vita Coco's long-term Adjusted EBITDA margin target.
Closed July 22, 2026; Copra survives as a wholly-owned subsidiary of Vita Coco.
Closing consideration of $175 million: $140,000,210.59 in cash and 467,071 shares of Vita Coco common stock.
Earnout of at least $45 million and at most $100 million, based on Copra's 2028 Gross Profit, payable in cash, stock or both at Vita Coco's discretion.
Copra expects full-year 2026 Net Sales greater than $100 million; Vita Coco reports no change to its long-term financial targets.
Vita Coco reported first-quarter 2026 net sales of $180 million, up 37%, and net income of $30 million, up $12 million from a year earlier. The company raised its full-year 2026 net sales and adjusted EBITDA guidance, but the filing says the outlook could be affected by tariffs, geopolitical conditions and the military conflict in Iran.
Net sales were $180 million, up from $131 million; Vita Coco Coconut Water net sales grew 42%.
Net income was $30 million, or $0.50 per diluted share, compared with $0.31 a year earlier.
2026 net sales guidance was raised to $720 million to $735 million from $680 million to $700 million; adjusted EBITDA guidance was raised to $132 million to $138 million from $122 million to $128 million.
The company repurchased $12 million of stock in the first quarter and had $21 million remaining under its $65 million repurchase program as of April 28, 2026.
Director John Leahy has decided to retire from the Vita Coco board and will not stand for reelection at the June 3, 2026 annual meeting. The filing says the decision was personal and not due to any disagreement with the company, and the board will shrink from ten members to nine.
John Leahy, a director since 2019, will leave the board when his term ends at the June 3, 2026 annual meeting.
He sits on the Audit Committee and the Compensation Committee and will continue in those roles until his term ends.
The board size will drop from ten members to nine after his retirement.
The filing states the decision was made solely for personal reasons and did not result from any disagreement.
Vita Coco reported fourth-quarter and full-year 2025 results on February 18, 2026. Full-year net sales rose 18% to $610 million and net income rose to $71 million from $56 million, although gross margin fell to 37% from 39%. The company expects 2026 net sales of $680 million to $700 million and adjusted EBITDA of $122 million to $128 million, which shareholders can compare with the 2025 results.
Full-year 2025 net sales were $610 million, up 18%, with Vita Coco Coconut Water net sales up 26%.
Full-year 2025 net income was $71 million, or $1.19 per diluted share, compared with $56 million, or $0.94, in 2024.
Fourth-quarter 2025 net sales were $128 million, up 0.4%, and net income was $6 million compared with $3 million.
2026 guidance calls for net sales of $680 million to $700 million and adjusted EBITDA of $122 million to $128 million.
Vita Coco's board increased its size from nine to ten directors and appointed Shelley Broader as a Class II director on January 7, 2026. The Board also appointed Charles van Es as Chief Commercial Officer, effective January 1, 2026, with no change to his compensation. The filing contains no financial results or guidance, so the changes are governance and management updates rather than a direct measure of business performance.
Shelley Broader appointed to the Board on January 7, 2026, filling a newly created seat, which expanded the Board from nine to ten directors
Charles van Es named Chief Commercial Officer effective January 1, 2026; he will lead global commercial strategy and market development while continuing to oversee the US market
Committee assignments for Ms. Broader have not been determined; the company will file an 8-K amendment once they are set
Vita Coco reported third-quarter 2025 results on October 29, 2025, with net sales up 37% to $182 million and net income of $24 million, or $0.40 per diluted share, compared with $19 million and $0.32 a year earlier. The company raised its full-year 2025 net sales guidance to $580 million to $595 million and its adjusted EBITDA guidance to $90 million to $95 million, although gross margin fell to 38% from 39%.
Q3 net sales were $182 million, up 37%, with Vita Coco Coconut Water net sales up 42%.
Q3 net income was $24 million ($0.40 diluted EPS) versus $19 million ($0.32); adjusted EBITDA was $32 million versus $23 million.
Full-year 2025 guidance: net sales of $580 million to $595 million and adjusted EBITDA of $90 million to $95 million.
Gross margin was 38% versus 39%, reflecting higher finished goods and tariff costs; the company reported no debt and $204 million in cash as of September 30, 2025.
Vita Coco reported second quarter 2025 net sales of $169 million, up 17% from a year earlier, and net income of $23 million, or $0.38 per diluted share, compared with $0.32 a year earlier. The company raised its full year 2025 net sales outlook to $565 million to $580 million, but gross margin fell to 36% from 41% and Non-GAAP Adjusted EBITDA declined to $29.2 million from $32.2 million.
Q2 2025 net sales rose 17% to $169 million; Vita Coco Coconut Water net sales grew 25%.
Net income was $23 million, or $0.38 per diluted share, versus $19 million, or $0.32, in Q2 2024.
Gross margin was 36% versus 41%; Non-GAAP Adjusted EBITDA was $29.2 million versus $32.2 million.
Full year 2025 net sales are now expected at $565 million to $580 million; Adjusted EBITDA at $86 million to $92 million.
Vita Coco's subsidiary signed a third amendment with supplier Century Pacific Agricultural Ventures, extending their manufacturing and purchasing agreement by five years to December 31, 2030. The amendment also changes pricing, annual volume and minimum volume commitments, which the filing does not quantify.
Agreement signed June 12, 2025 by All Market Singapore PTE Ltd. with Century Pacific Agricultural Ventures, Inc.
Term extended five years, to December 31, 2030, from the original September 17, 2012 agreement.
Amendment changes price, annual volume and minimum volume commitments; filing gives no figures.
Full text to be filed with the Form 10-Q for the quarter ending June 30, 2025.
Vita Coco reported first-quarter 2025 net sales up 17% to $131 million and net income of $19 million, up from $14 million a year earlier, with diluted EPS of $0.31 versus $0.24. Gross margin fell to 37% from 42%, and the company reaffirmed its full-year 2025 outlook, including net sales of $555 million to $570 million.
Net sales rose 17% to $131 million from $112 million; Vita Coco Coconut Water net sales grew 25%.
Gross margin declined to 37% from 42%, which the company attributed to higher ocean freight rates and finished goods costs.
Full-year 2025 outlook reaffirmed: net sales of $555 million to $570 million and adjusted EBITDA of $86 million to $92 million.
On April 28, 2025, the board raised the share repurchase authorization by $25.0 million to $65.0 million; about $42.1 million remained as of April 29, 2025.
Vita Coco reported fourth-quarter and full-year 2024 results, with net sales up 5% for the year to $516 million and net income up to $56 million. The company guided 2025 net sales to $555-570 million and Adjusted EBITDA to $86-92 million, which points to continued growth if met, though fourth-quarter net income fell from the prior year.
Q4 2024 net sales rose 20% to $127 million, but Q4 net income fell to $3 million ($0.06 per diluted share) from $7 million ($0.11).
Full-year 2024 net income rose to $56 million ($0.94 per diluted share) from $47 million ($0.79), and Adjusted EBITDA rose to $84 million from $68 million.
2025 outlook: net sales of $555-570 million, gross margin of 35-37%, and Adjusted EBITDA of $86-92 million; the outlook excludes any impact from potential tariffs.
Cash and cash equivalents were $165 million at December 31, 2024, with no debt outstanding.
Vita Coco reported third-quarter 2024 net sales of $133 million, down 4% from the prior year, while net income rose to $19 million from $15 million. The company raised its full-year 2024 guidance for net sales and adjusted EBITDA, citing improving inventory flow after supply constraints that limited sales in the quarter. Shareholders get a mixed picture: lower sales and adjusted EBITDA, offset by higher profit and a higher outlook.
Q3 2024 net sales were $133 million, down 4% from $138 million; year-to-date net sales were flat at $389 million.
Q3 diluted EPS was $0.32 versus $0.26; net income was $19 million, partly helped by a $2.6 million unrealized derivative gain.
Q3 adjusted EBITDA fell to $23 million from $27 million; gross margin was 39% versus 41%.
2024 guidance raised to net sales of $505 million to $515 million and adjusted EBITDA of $80 million to $84 million.
Vita Coco said its Chief Accounting Officer and principal accounting officer, Rowena Ricalde, resigned to pursue another opportunity, effective August 16, 2024, and that the departure is not due to any disagreement on financial statements, internal controls, operations, policies or practices. CFO Corey Baker is expected to serve as interim principal accounting officer from that date until a replacement is named, with no additional compensation.
Rowena Ricalde notified the company of her resignation on July 30, 2024; it takes effect August 16, 2024, and she serves until then.
Corey Baker, CFO since March 2023, is expected to act as interim principal accounting officer effective August 16, 2024.
The filing states no disagreement with the company on financial statements, internal control, operations, policies or practices.
Mr. Baker receives no additional compensation for the interim role.
Vita Coco reported second-quarter 2024 results on July 31, 2024, with net sales up 3% to $144 million and net income of $19 million, compared with $18 million a year earlier. Adjusted EBITDA rose to $32 million from $24 million, and the company reaffirmed its full-year 2024 guidance of $500 million to $510 million in net sales and $76 million to $82 million in adjusted EBITDA. For shareholders, the quarter showed higher sales and profit, while the company said gross margin is expected to be pressured in the second half by higher ocean freight costs on certain routes.
Q2 2024 net sales rose 3% to $144 million; Vita Coco Coconut Water net sales grew 4%.
Q2 net income was $19 million, or $0.32 per diluted share, versus $18 million, or $0.31, a year earlier.
Q2 gross margin was 41%, up from 37%, driven mainly by lower finished goods and transportation costs.
Full-year 2024 guidance was reaffirmed: net sales of $500 million to $510 million and adjusted EBITDA of $76 million to $82 million.
Vita Coco reported first quarter 2024 net sales up 2% to $112 million, with net income of $14 million, or $0.24 per diluted share, compared with $7 million, or $0.12, a year earlier. The company raised its full-year 2024 guidance to net sales of $500 million to $510 million and Adjusted EBITDA of $76 million to $82 million, but said higher ocean freight costs will weigh on gross margins starting in the second quarter.
Q1 2024 net sales rose 2% to $112 million, and gross margin rose to 42.2% from 30.7%.
Q1 2024 Adjusted EBITDA was $21 million, compared with $9 million in the same period of 2023.
2024 guidance: net sales of $500 million to $510 million, Adjusted EBITDA of $76 million to $82 million, and full-year gross margin of 37% to 39%.
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