Record-Breaking Revenue and Growth
Vital Farms reported net revenue of $198.9 million for the third quarter of 2025, marking a 37.2% increase from the prior-year period. Gross margin was 37.7%, above the long-term target of 35%, and adjusted EBITDA was $27.4 million, an increase of 81.3% year-over-year.
Expansion of Supply and Processing Capacity
Vital Farms added approximately 75 new family farms in the last quarter, bringing the total to 575 family farms. The third production line at Egg Central Station expanded capacity significantly, supporting growth in consumer demand.
Increase in Brand Awareness and Successful Marketing Campaigns
Brand awareness increased by 8 percentage points year-over-year, reaching 33%. The 'Good Eggs, No Shortcuts' campaign and partnerships, such as with FX's 'The Bear', contributed to this growth. Limited edition dog treats launched in August generated over 550 million impressions.
Raised Full Year Guidance
Vital Farms raised its full year 2025 net revenue guidance to at least $775 million, representing growth of at least 28% versus 2024. Adjusted EBITDA guidance was also raised to at least $115 million.
Strong Financial Position
As of September 28, 2025, the company had total cash, cash equivalents, and marketable securities of $145.1 million with no debt outstanding.