In Q2 2026, We Re-affirmed Our 2026 guidance

ir_statement / Sep 17, 2026 / receipt

Reflects higher promotional spending and price investments and estimated negative impact in the mid-$30 million range from costs to manage the current oversupply of eggs

ir_statement / Sep 17, 2026 / receipt

Gross profit decreased $9.5 million in Q1 2026 versus Q1 2025 and gross margin decreased to 28.3% in Q1 2026 versus 38.5% in Q1 2025, driven by higher input and production costs and unfavorable sales

ir_statement / Sep 16, 2026 / receipt

Selling, general, and administrative expenses increased by $12.5 million. As a percent of net revenue, SG&A was 23.7% in Q1 2026 versus 19.7% in Q1 2025.

ir_statement / Sep 16, 2026 / receipt

The increase in SG&A was in-line with expectations as Vital Farms continues to invest in marketing, people, and technology to support growth.

ir_statement / Sep 16, 2026 / receipt

Reflecting $32 million in estimated expenses to manage the oversupply of eggs

ir_statement / Sep 16, 2026 / receipt

Adj. EBITDA adds back $3.3 million of restructuring and severance expenses and $7.8 million of costs related to the exit of our butter products but does not add back certain other expenses including $

ir_statement / Sep 16, 2026 / receipt

Adj. EBITDA was a loss of $26.6 million, or -16.0% of net revenue, in Q2 2026; the decrease in Adj. EBITDA was driven by higher input and production costs as well as higher SG&A to support the growth

ir_statement / Sep 16, 2026 / receipt

Gross profit decreased to $10.9 million, or 6.6% of net revenue in Q2 2026. Gross profit and margin decreased compared to the prior year period reflecting higher input and production costs and unfavor

ir_statement / Sep 16, 2026 / receipt

Gross margin was impacted by a $7.8 million of costs related to the exit of our butter products

ir_statement / Sep 16, 2026 / receipt

SG&A includes $3.0 million from consulting fees associated with our feed cost reduction program

ir_statement / Sep 16, 2026 / receipt

Vital Farms continues to invest in marketing, people, and technology to support growth

ir_statement / Sep 16, 2026 / receipt