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Vital Farms (VITL) guidance and outlook

Vital Farms (VITL) withdrew its guidance on Nov 3, 2026: Revenue $730M for FY2026; EBITDA −$15.0M for FY2026; Capital expenditures $70.0M–$75.0M for FY2026; Revenue $730M for FY2026. Vital Farms' 10-Q filed Nov 3, 2026 makes 37 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 3, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 3, 2026

• We are fierce business competitors who believe that prioritizing the long-term viability of all stakeholders will produce stronger outcomes for everyone over time.
• We have a strong presence at The Kroger Co., or Kroger, Sprouts Farmers Market, Target Corporation and Whole Foods Market, Inc., or Whole Foods, and we also sell our products at Albertsons Companies, Inc., Publix Super Markets, Inc., Walmart, Inc. and other retailers.
• We expect such supply control measures to continue throughout 2026.
• We will continue to evaluate our supply needs relative to the planned timing for construction of Vital Crossroads.
• We previously purchased approximately 1,540 acres of farmland in Indiana, intended for the development of “accelerator farms.” In fiscal 2025, we placed laying hens at the first of these accelerator farms, and we have begun to source eggs from these farms, which we plan to continue to operate.
• We intend to continue to use our active accelerator farms to provide learning and development opportunities within our farm network while preserving the ability in the future to sell turnkey farms to interested farmers.
• We expect to complete the wind-down of the butter business by the end of fiscal 2026.
• In connection with the discontinuation plan, we expect to incur butter inventory-related charges, costs, and write-downs.
• We estimate that the total costs incurred related to the exit of our butter business will be between $8.0 million and $13.0 million, consisting of expenses relating to inventory write-downs, inclusive of the $7.8 million in inventory obsolescence we recorded in the 39-week period ended September 27, 2026.We may also incur additional costs not currently contemplated due to events that may occur as a result of, or…
• Throughout 2026, these conditions, together with industry-wide oversupply of shell eggs and increased price gaps with certain competing shell egg products, contributed to a decline in our financial performance and to our financial results falling short of our previously announced guidance.
• As discussed above, we have implemented certain supply control measures to address the oversupply of our shell eggs, and we expect such measures to continue throughout 2026.
• We expect that tariffs and restrictions on international trade will continue to impact the cost or availability of these items.

Vital Farms' latest quarter

Questions

Did Vital Farms raise or lower its guidance?

Vital Farms (VITL) withdrew its guidance on Nov 3, 2026: Revenue $730M for FY2026; EBITDA −$15.0M for FY2026; Capital expenditures $70.0M–$75.0M for FY2026; Revenue $730M for FY2026.

What does Vital Farms expect?

We are fierce business competitors who believe that prioritizing the long-term viability of all stakeholders will produce stronger outcomes for everyone over time. We have a strong presence at The Kroger Co., or Kroger, Sprouts Farmers Market, Target Corporation and Whole Foods Market, Inc., or Whole Foods, and we also sell our products at Albertsons Companies, Inc., Publix Super Markets, Inc., Walmart, Inc. and other retailers. We expect such supply control measures to continue throughout 2026.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.