Vita Coco

COCO

Market cap $2.95B

Vita Coco, Inc. (COCO) shares rise 107% since May 2023's first outlier inflow signal.

I maintain a Hold on The Vita Coco Company as valuation now fully reflects improved fundamentals. Core brand demand remains robust, with Vita Coco Coconut Water sales up ~10% and volume up 6.1% globally. Walmart has shifted from a distribution overhang to a growth driver, adding 27,000 new points of distribution.

The Vita Coco Company, Inc. (COCO) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

Vita Coco's Stock Is Still Too Expensive After The Pullback

About the Industry

Vita Coco beat on the top line but came up short on the bottom line. However, the company forecast strong growth and margin expansion in 2026.

Lower tariffs and higher prices are helping boost the company's margins.

The Vita Coco Company, Inc. (COCO) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for Vita Coco Company (COCO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Vita Coco Company, Inc. (COCO) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.12 per share a year ago.