NASDAQ$VITL
Vital Farms Inc · Q4 2024 earnings
Q4 2024 earnings · · Before market open · Investor relations
Briefing
Reported a strong fourth quarter and fiscal year, exceeding net revenue targets and expanding gross margins.
Vital Farms reported a 22.2% increase in net revenue for Q4 2024, reaching $166.0 million. Gross margin expanded to 36.1%, and net income increased by 46.8% to $10.6 million. The company's performance was driven by volume growth, price/mix benefits, and operational efficiencies.
- Net revenue increased by 22.2% to $166.0 million compared to Q4 2023.
- Gross margin expanded by 280 basis points to 36.1%.
- Net income increased by 46.8% to $10.6 million.
- Adjusted EBITDA was $19.1 million, representing 11.5% of net revenue.
Headline financials
Revenue & EPS history
Vital Farms · Revenue · Quarterly
$166M
Forward guidance
Vital Farms anticipates continued supply constraints early in 2025, with improvements expected in the second half of the year. The company projects net revenue of at least $740 million and adjusted EBITDA of at least $100 million for fiscal year 2025.
Tailwinds
- Net revenue of at least $740 million is expected.
- Adjusted EBITDA of at least $100 million is anticipated.
- New family farms coming online will increase supply.
- New washing and packing line at Egg Central Station becoming operational in Q4 2025.
- Continued investment in brands and supply chain capabilities.
Headwinds
- Supply constraints are expected to continue early in the year.
- Guidance assumes no significant disruptions to the supply chain.
- Guidance assumes no significant disruptions to customers or consumers.
- Guidance assumes no issues from adverse macroeconomic factors.
- Capital expenditure for the full year in the range of $50 million to $60 million.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2024
-1.7%
Avg return
Earnings day
-1.7%
Avg return
5 days after
+0.4%
Avg return
30 days after
41%
12 / 29 earnings
Positive
+21.7%
Q1 2024
Best reaction
-20.8%
Q1 2027
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | -20.8% | -28.2% | -16.3% | |
| Q4 2025 | -10.9% | -18.1% | -47.0% | |
| Q3 2025 | +16.6% | +7.8% | -2.2% | |
| Q1 2025 | -9.3% | -4.9% | -14.0% | |
| Q4 2024 | -9.1% | -8.1% | -12.3% | |
| Q3 2024 | -16.2% | -22.9% | -3.9% | |
| Q2 2024 | -12.2% | -12.0% | -15.7% | |
| Q1 2024 | +21.7% | +23.7% | +39.9% | |
| Q4 2023 | +7.9% | +10.5% | +33.8% | |
| Q3 2023 | +2.7% | +5.9% | +22.6% | |
| Q2 2023 | +17.6% | +15.6% | +12.5% | |
| Q1 2023 | +18.6% | +20.4% | +13.2% | |
| Q4 2022 | +1.0% | -3.9% | -5.1% | |
| Q3 2022 | +4.3% | +11.5% | +13.4% | |
| Q2 2022 | +12.3% | +15.1% | +5.3% | |
| Q1 2022 | +0.1% | -14.0% | -22.6% | |
| Q4 2021 | -6.9% | -0.3% | +5.2% | |
| Q3 2021 | +13.6% | +16.7% | +6.5% | |
| Q2 2021 | +2.5% | +2.5% | -4.7% | |
| Q1 2021 | -3.2% | +1.1% | +7.3% | |
| Q1 2020 | -3.2% | +1.1% | +7.3% | |
| Q4 2020 | -14.1% | -20.5% | +2.6% | |
| Q4 2018 | -14.1% | -20.5% | +2.6% | |
| Q3 2020 | -14.7% | -15.7% | -26.3% | |
| Q3 2019 | -14.7% | -15.7% | -26.3% | |
| Q2 2020 | -4.8% | +1.2% | +9.3% | |
| Q4 2019 | -4.8% | +1.2% | +9.3% | |
| Q2 2019 | -4.8% | +1.2% | +9.3% | |
| Q1 2019 | -4.8% | +1.2% | +9.3% |
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