Every material Form 8-K The Vita Coco filed with the SEC in 2026, 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
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