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Vital Farms (VITL) investor relations material
Vital Farms Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary16 Dec, 2025
Strategic vision and growth targets
Aims to reach $2 billion in net revenue by 2030, with a 15–17% adjusted EBITDA margin and gross margins above 35%, reflecting a three-point EBITDA margin improvement over prior targets.
Revenue growth since IPO has compounded at nearly 30%, with a projected 21% CAGR over the next five years, and a 29% CAGR from 2020–2025.
Updated 2025 net sales guidance to $755–$765 million due to temporary ERP-related disruption, with 2026 outlook at $930–$950 million, and 2025 adjusted EBITDA above $115 million.
No debt on the balance sheet; all capacity investments are self-funded, with $145 million in cash and a nearly 20% ROIC.
Facility investments and automation, including the new Vital Crossroads plant in Indiana opening in 2027, support capacity for $2B+ in sales.
Brand, consumer, and marketing strategy
Brand differentiation is built on trust, transparency, and a purpose-driven ethos, resulting in high consumer loyalty and premium pricing power.
Awareness and household penetration have doubled in five years, with aided brand awareness up 16 points since 2020 and buy rate up 70%.
Marketing spend is focused on driving awareness, with integrated campaigns across paid, owned, and earned media.
Targeting high-value, health-focused consumers, with plans to expand beyond the current 34 million core segment.
Brand loyalty leads to new buyers doubling purchases within two years, and retained households growing at a 26.8% CAGR.
Supply chain, farm network, and capacity expansion
Farm network has nearly doubled in two years to 575–600 farms and 10 million birds, with a 95% farmer retention rate.
Less than 0.2% of eligible farms are currently contracted, ensuring ample supply for future expansion.
Investments in accelerator farms, pullet programs, and automation drive innovation, animal welfare, and productivity.
Capacity expansion includes new facilities like Cold Zone and Egg Central Station, with the Vital Crossroads plant in Indiana operational by 2027.
New cold storage and fulfillment centers improve operational efficiency and reduce travel miles.
What specific capacity does VXR add?
How quickly will ERP disruption normalize?
Key drivers for 2030 gross margin expansion
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Next Vital Farms earnings date
Q4 202526 Feb, 2026
Next Vital Farms earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Vital Farms Inc produces and markets pasture-raised food products, including eggs, butter, and ghee. The company partners with a network of family farms to supply products that focus on animal welfare and sustainable farming practices. It distributes its products through retail and foodservice channels in the United States. The company is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
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