Financial Performance Highlights - The Vita Coco Company's Q2 2025 net sales increased by 171% to $1688 million compared to Q2 2024[11] - The company's year-to-date net sales also grew by 171% to $300 million compared to the same period in 2024[14] - Gross margin for Q2 2025 was 363%, a decrease of 450 basis points compared to Q2 2024[11] - Adjusted EBITDA margin for Q2 2025 was 173%[11] - Net income for Q2 2025 was $23 million or $038 per share[11] - The company's cash-on-hand remains strong at $167 million with $0 debt[11] Strategic Growth and Market Position - Vita Coco's coconut water growth is outpacing other US beverage categories[21] - The company's coconut water retail scans reflect improved inventory and healthy category growth, with a 131% increase in the last 13 weeks through June 29, 2025, and a share of 445%[24] Future Outlook - The company projects full-year 2025 net sales to be between $565 million and $580 million[39] - The company anticipates an adjusted EBITDA between $86 million and $92 million[39] - The company aims for mid-teens branded net sales growth and high-teens adjusted EBITDA margin in the long term[39]

Exhibit 99.1 The Vita Coco Company Reports Second Quarter 2025 Financial Results Net Sales Increased 17% to $169 million driven by Vita Coco Coconut Water growth of 25% Net Income Increased $4 million to $23 million and Non-GAAP Adjusted EBITDA Decreased $3 million to $29 million 1 Company Raises Full Year Net Sales Guidance NEW YORK, NY – July 30, 2025 – The Vita Coco Company, Inc. (NASDAQ:COCO) ("Vita Coco" or "the Company"), a leading high-growth platform of better-for-you beverage brands, today announce ...

Net Sales Increased 17% to $169 million driven by Vita Coco Coconut Water growth of 25% Net Income Increased $4 million to $23 million and Non-GAAP Adjusted EBITDA Decreased $3 million to $29 million Company Raises Full Year Net Sales Guidance Gross profit increased to $61 million, from $59 million in the prior year period. The increase was driven by higher CE volume partially offset by the decreased gross margin. Gross margin was 36% compared to 41% in the prior year period. The decrease in gross margin re ...

Company Overview - Vita Coco Company (COCO) is experiencing significant attention from investors due to high implied volatility in the options market, particularly for the Oct 17, 2025 $50.00 Put option [1] - The company currently holds a Zacks Rank 2 (Buy) in the Beverages - Soft drinks Industry, which ranks in the top 16% of the Zacks Industry Rank [3] Analyst Sentiment - Over the past 60 days, no analysts have increased their earnings estimates for the current quarter, while two have revised their estimates downward, leading to a decrease in the Zacks Consensus Estimate from 38 cents to 36 cents [3] Options Market Insights - The high implied volatility suggests that options traders are anticipating a significant price movement for Vita Coco Company shares, which could indicate an upcoming event that may lead to a substantial rally or sell-off [2][4] - Options traders often seek to sell premium on options with high implied volatility, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected [4]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Vita Coco Company, Inc. (COCO) driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.36 per share, reflecting a +12.5% year-over-year change, and revenues of $162.57 million, which is a +12.8% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Vita Coco is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -16.67%, suggesting a bearish outlook from analysts [11]. Historical Performance - In the last reported quarter, Vita Coco exceeded the expected earnings of $0.22 per share by delivering $0.31, resulting in a surprise of +40.91%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Conclusion on Earnings Beat Potential - Despite a strong historical performance, the current combination of a negative Earnings ESP and a Zacks Rank of 2 makes it challenging to predict an earnings beat for Vita Coco [11][16].

Group 1 - Vita Coco is launching a new parody series titled "Mascot Love: Where Icons Catch Feelings," featuring iconic brand mascots in a summer-themed romantic setting [1][3] - The series will premiere on July 30th on TikTok and Instagram, with new episodes and behind-the-scenes content released weekly [3] - The show aims to engage with cultural trends while promoting Vita Coco's products, emphasizing their health benefits and taste [3][6] Group 2 - The Vita Coco Company is a public benefit corporation and Certified B Corporation, co-founded in 2004, focusing on delivering healthy and nutritious products [6] - Vita Coco is the leading coconut water brand in the U.S., known for its electrolytes and nutrients, making it a popular choice for hydration [6]

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Vita Coco Company, Inc. (COCO) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Vita Coco Company, Inc. is one of 178 companies in the Consumer Staples group. The Consumer Staples group currently sits at #11 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. T ...

Core Insights - The Vita Coco Company will report its financial results for Q2 2025 on July 30, 2025, before market open [1] - A conference call and webcast will be held at 8:30 a.m. ET on the same day to discuss the results [1] Company Overview - The Vita Coco Company is a leading platform of better-for-you beverage brands, including its flagship coconut water brand, Vita Coco, sustainably packaged water Ever & Ever, and protein-infused water PWR LIFT [3] - The company was co-founded in 2004 and operates as a public benefit corporation and Certified B Corporation [3] - Vita Coco is recognized as the leading coconut water brand in the U.S., appealing to consumers for its electrolytes, nutrients, and vitamins [3]

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Summary of The Vita Coco Company (COCO) FY Conference Company Overview - **Company**: The Vita Coco Company (COCO) - **Industry**: Beverage, specifically coconut water - **Market Position**: Clear leader in the coconut water category in the US, UK, and Germany, with a significant share of 42% in the US and over 80% in the UK [9][12] Core Points and Arguments - **Growth Potential**: The company has ample runway for growth due to increasing household adoption of coconut water and expanding use cases [3][12] - **Product Innovation**: Vita Coco has a proven track record of innovation, including flavored coconut waters and new product lines like treats, which cater to indulgent consumption occasions [2][7][41] - **Sustainability and Community Investment**: The company emphasizes its commitment to sustainability, sourcing coconut water from tropical regions and investing in local communities through education and environmental initiatives [10][11][12] - **Consumer Trends**: The brand aligns with health and wellness trends, appealing to a diverse consumer base, particularly younger demographics and non-white consumers [14][35][36] - **Market Growth**: The coconut water category has shown consistent growth, outpacing the total beverage category, with a market size of approximately $1.2 billion [37][38] Financial Performance - **Sales Growth**: The company has delivered strong double-digit growth from 2020 to 2025, with net sales guidance for the current year between $5.55 billion and $5.7 billion, reflecting a growth of 8% to 10% [50][51] - **Gross Profit and EBITDA**: Gross profit is expected to double from 2020 to 2025, with adjusted EBITDA nearly tripling, indicating strong financial health [50][51] - **International Growth**: The international segment is growing faster than the US market, with significant opportunities in the UK and Germany [55][56] Strategic Initiatives - **Route to Market**: The company utilizes a diversified distribution strategy, including direct store delivery and partnerships with major distributors like Keurig Dr Pepper [42][43] - **Consumer Education**: Ongoing efforts to educate consumers about the benefits of coconut water, particularly its hydration properties and versatility in various consumption occasions [31][34] - **M&A Opportunities**: The company is open to mergers and acquisitions that align with its culture and growth strategy, particularly in the better-for-you beverage space [56][61] Risks and Challenges - **Supply Chain Risks**: The company faces potential risks related to tariffs and international shipping challenges, which could impact costs and availability [25][50] - **Market Competition**: The beverage market is competitive, with the need to differentiate coconut water from other hydration products like sports drinks and juices [63] Additional Insights - **Cultural and Organizational Strength**: The company prides itself on a unique culture that emphasizes a human-first approach and a flat organizational structure, which fosters innovation and employee engagement [20][21] - **Diverse Consumer Base**: The brand has a strong presence among younger consumers and urban areas, with a focus on natural and organic products [36][37] This summary encapsulates the key points discussed during the conference, highlighting the company's market position, growth strategies, financial performance, and potential risks.