Expect a strong positive move on the earnings beat and guidance raise. The second consecutive raise confirms accelerating momentum in coconut water and private label. Watch for follow-through on Copra integration and any margin normalization from tariff refunds in H2.
Price Chart
Executive Summary
Vita Coco reported Q2 2026 net sales of $216M (+28% YoY) and diluted EPS of $0.82, beating consensus estimates of $210.6M and $0.55 by 2.6% and 49%, respectively. The company raised full-year 2026 guidance for net sales to $790-$805M (from $720-$735M) and Adjusted EBITDA to $154-$161M (from $132-$138M), citing strong branded retail growth, private label gains, and margin expansion aided by tariff refunds. The acquisition of Copra, Inc. (super-premium coconut water producer) adds incremental growth.
Key Financial Metrics
Key Facts
- Q2 2026 net sales: $216M, +28% YoY (vs $169M)
- GAAP diluted EPS: $0.82, +116% YoY (vs $0.38)
- EPS beat consensus by 49% ($0.82 actual vs $0.55 estimate)
- Revenue beat consensus by 2.6% ($216M actual vs $210.6M estimate)
- Gross margin 49% vs 36% YoY (700bps tariff refund benefit in Q2)
- FY2026 guidance raised: net sales $790-$805M, Adj. EBITDA $154-$161M
- Acquired Copra, Inc. (super-premium Thai coconut water) on July 22, 2026
- Share repurchase authorization increased by $40M to $105M total
- Cash and equivalents $279M, zero debt
- Operating cash flow $96.5M in H1 2026 (vs $12.0M in H1 2025)
Financial Impact
Q2 net sales $216M, EPS $0.82; guidance raised ~$70M at midpoint for revenue and ~$23M for Adj. EBITDA
Risk Factors
- Tariff refunds contributed 700bps to gross margin in Q2; this benefit may not recur
- Cost pressures (domestic logistics, inflation) could compress margins in H2
- Execution risk from Copra acquisition integration
- Competition from other beverage brands and private label
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-049279 |
| Document: coco-20260723.htm | 0001628280-26-049279 |
| Document: 0001628280-26-049279-index-headers.html | 0001628280-26-049279 |
| Document: 0001628280-26-049279-index.html | 0001628280-26-049279 |
| Document: 0001628280-26-049279.txt | 0001628280-26-049279 |
| 8-K Data (Synthetic) | 0001628280-26-049279 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | — | awaiting T+5 | — | — |
Oct 22, 2026 4d ago | 8-K | $59.00 | awaiting T+5 | — | $54.58 (−7.49%) |
Oct 22, 2026 4d ago | Press Release | $59.00 | awaiting T+5 | — | $54.58 (−7.49%) |
Jul 23, 2026 13w ago | 8-K | $69.37 $66.95 | ▼ −3.49% | ▼ −3.96% | $54.58 (−21.32%) |
Jun 15, 2026 18w ago | Insider Cluster | $83.87 $82.74 | ▼ −1.35% | ▲ +0.89% | $54.58 (−34.92%) |
May 8, 2026 24w ago | Insider Cluster | $71.60 $76.44 | ▲ +6.76% | ▲ +5.30% | $54.58 (−23.77%) |
May 5, 2026 24w ago | Press Release | $67.79 $72.46 | ▲ +6.89% | ▲ +4.90% | $54.58 (−19.49%) |
Apr 29, 2026 25w ago | 144 | $66.95 $67.79 | ▼ −1.25% | ▲ +1.86% | $54.58 (+18.48%) |
Apr 29, 2026 25w ago | 8-K | $66.95 $67.79 | ▲ +1.25% | ▼ −1.86% | $54.58 (−18.48%) |
Apr 29, 2026 25w ago | Insider Cluster | $66.95 $67.79 | ▼ −1.25% | ▲ +1.86% | $54.58 (+18.48%) |
US Market Status
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