The Vita Coco Company, Inc. (COCO) Reports Q4 Revenue of $128M, Above Consensus

Core Insights - The Vita Coco Company, Inc. (NASDAQ:COCO) is recognized as one of the best high-growth consumer stocks to invest in currently [1] Financial Performance - For Q4 2026, Vita Coco reported revenue of $128 million, surpassing the consensus estimate of $119.21 million [2] - The company anticipates full-year 2026 net sales between $680 million and $700 million, driven by low teens growth in Vita Coco Coconut Water and improvements in Private Label trends [3] - Gross margin is projected to be approximately 38%, benefiting from lower costs due to reduced tariffs and higher pricing, though partially offset by adverse product mix and increased promotional expenses [3] - Adjusted EBITDA is expected to range from $122 million to $128 million for the year [3] Market Position and Growth Drivers - The coconut water category is identified as one of the fastest-growing beverage categories, with Vita Coco's retail sales experiencing healthy growth in the U.S. and core international markets [2] - Growth is supported by the company's investments as a category leader, increased household penetration, new consumption occasions, and effective supply chain performance [2]