Vital Farms (NasdaqGM:VITL) 2025 Earnings Call Presentation

Financial Targets and Performance - Vital Farms targets $2 billion in net revenue by 2030[26] - The company aims for an adjusted EBITDA margin between 15%-17% by 2030[26] - Updated 2025 net revenue guidance is $755-765 million[230] - The company projects at least $115 million in adjusted EBITDA for 2025[230] Brand and Consumer Metrics - Aided brand awareness has grown to 33% as of Q3 2025, a 16 percentage point increase since 2020[240] - Household penetration reached 119% as of Q3 2025, a 62 percentage point increase since 2020[240] - The buy rate has increased to $39, a 70% increase since 2020[240] Retail and Supply Chain - The company has nearly doubled its farm supply in two years, reaching 575 farms with 10 million birds by 2025[105] - The egg category is a $16 billion market and growing[96] - Outdoor access eggs represent 13% of the shell egg market in 2025[100]