Every material Form 8-K Vital Farms, Inc. has filed with the SEC since May 07, 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.
Vital Farms reported a third-quarter net loss of $6.5 million, compared with net income of $16.4 million a year earlier, as net revenue fell 8.4% to $182.2 million. The company cut its fiscal 2026 net revenue outlook to around $730 million from $775 million to $800 million, moved its adjusted EBITDA outlook to a loss of around $15 million from a prior gain of $0 to $10 million, and withdrew its fiscal 2030 targets, which weighs on the outlook for shareholders.
Q3 net revenue of $182.2 million, down 8.4% year over year and up 9.7% from Q2 2026
Q3 net loss of $6.5 million, or $0.15 per diluted share, versus net income of $0.36 per diluted share a year earlier
Gross margin fell to 23.1% from 37.7%, driven by higher input and production costs and unfavorable sales mix
Fiscal 2026 outlook: net revenue around $730 million; adjusted EBITDA loss of around $15 million; capital expenditures of $70 million to $75 million reaffirmed
Vital Farms reported a second-quarter net loss of $31.1 million, or $0.72 per diluted share, compared with net income of $16.6 million a year earlier, as net revenue fell 10.1% to $166.0 million. The company also closed a new $60.0 million asset-based revolving credit facility and a $125.0 million term loan, replacing its 2024 facility, and cancelled its stock repurchase program, while reaffirming its fiscal 2026 guidance.
Q2 net revenue of $166.0 million, down from $184.8 million; gross margin of 6.6% versus 38.9% a year earlier
Net loss of $31.1 million ($0.72 per diluted share) versus net income of $16.6 million; adjusted EBITDA loss of $26.6 million
New $125.0 million term loan and $60.0 million revolving credit facility; the revolver had $0 drawn at closing on August 4, 2026
Stock repurchase program cancelled; fiscal 2026 guidance reaffirmed at $775 million to $800 million net revenue and $0 to $10 million adjusted EBITDA
Vital Farms reported a first-quarter 2026 net loss of $1.5 million, compared with net income of $16.9 million a year earlier, even though net revenue rose 15.4% to $187.2 million. The company lowered its fiscal 2026 Adjusted EBITDA outlook to $0 to $10 million and said it will wind down its butter business by the end of fiscal 2026, with costs not yet estimated, which adds uncertainty for shareholders.
Q1 net revenue rose 15.4% to $187.2 million, but gross margin fell to 28.3% from 38.5%.
Q1 net loss was $1.5 million, or $0.03 per diluted share, versus net income of $16.9 million, or $0.37 per diluted share.
Fiscal 2026 Adjusted EBITDA outlook is $0 to $10 million; net revenue outlook is $775 million to $800 million.
Butter wind-down is expected to be substantially completed by the end of fiscal 2026; the company cannot yet estimate the charges.
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