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AI brief of an SEC Form 8-K · Vital Farms, Inc. (VITL)

Vital Farms Cuts 2026 Revenue Outlook to $730 Million and Posts Q3 Net Loss

Negative Impact 4 of 5 guidance Written later

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.

Key points

  • 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

The filing

CompanyVital Farms, Inc. (VITL)
Form8-K, current report
Filed with the SECNov 3, 2026, 8:08 AM ET
Accession number0001193125-26-444348

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.