Vital Farms — Third Quarter 2026 Earnings Summary

Vital Farms reported a third-quarter 2026 net revenue of $182.2 million, representing a 9.7% sequential increase but an 8.4% decline year-over-year. The company posted a net loss of $6.5 million and an adjusted EBITDA of $1.5 million, driven by higher input costs and an unfavorable sales mix caused by excess egg inventory. Management updated its full-year 2026 outlook to approximately $730 million in net revenue and a loss of around $15 million in adjusted EBITDA, while withdrawing its previously announced fiscal 2030 financial targets.