Vital Farms cuts 2026 forecast after third-quarter revenue slightly misses estimates
Vital Farms reported slightly weaker third-quarter revenue than expected, cut its 2026 outlook and withdrew its 2030 financial targets.
- published on Newsmetry
- original source published
the same feed is available to bots and dashboards through the api. connect the api →
what happened
Vital Farms' third-quarter revenue dropped 8.4% year on year to $182.16 million, a touch below the $182.78 million consensus, according to Reuters, which cited LSEG and company data. Adjusted EBITDA, however, beat expectations at $1.50 million against $1.16 million. The company posted a net loss of $6.46 million, or $0.15 per share.
The egg seller lowered its 2026 guidance. It now expects net revenue of about $730 million, down from its earlier $775 million to $800 million range, and an adjusted EBITDA loss of roughly $15 million instead of a prior gain of up to $10 million. The company blamed later-than-expected timing of new distribution placements and no seasonal lift in demand or egg pricing. It also withdrew its fiscal 2030 financial targets.
why it matters
For investors the key signal is the outlook rather than the quarter: a shrinking top line and a swing to an annual EBITDA loss point to weak demand and oversupply in the egg market. Withdrawing long-term targets also tends to raise uncertainty about the business.
market impact
Vital Farms shares: the lower outlook and dropped 2030 targets weigh on the stock.
- Vital Farms shares pressure down — a lower 2026 outlook and an EBITDA loss weaken the business expectations
tags
instruments
sources
- Vital Farms Q3 revenue misses estimates; cuts FY forecast — Reuters, 3 November 2026 at 12:20 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
alerts on your topics, the morning digest and the api — in your account.
get stories in real time ↗