What Happened?
Shares of coconut water company The Vita Coco Company (NASDAQ:COCO) jumped 5.6% in the afternoon session after the company presented at the Consumer Analyst Group of New York (CAGNY) conference, where it detailed strong 2025 performance and provided a positive outlook for 2026.
During the event, Vita Coco reported 18% net sales growth for 2025, driven by a 26% global expansion of its main brand. The company highlighted its dominant position, holding a 42% market share in the U.S. coconut water market. Its financial stability was also a key point, with a strong cash position of $197 million and no debt. Looking ahead, the company anticipated low- to mid-teens net sales growth in 2026 and an EBITDA of approximately $125 million, reinforcing investor confidence.
After the initial pop the shares cooled down to $53.95, up 4.2% from previous close.
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What Is The Market Telling Us
Vita Coco’s shares are quite volatile and have had 16 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 2 days ago when the stock dropped 9.7% on the news that the company reported fourth-quarter financial results that missed earnings expectations.
The beverage company posted earnings of $0.09 per share, falling 29.6% short of analyst estimates of $0.13. While revenue of $127.8 million beat expectations, it was flat compared to the previous year. More concerning for investors was a 3.7% year-on-year decline in sales volumes, a key indicator of consumer demand. The negative results seemed to overshadow a strong financial outlook for 2026, which included guidance for revenue and EBITDA that was ahead of Wall Street's forecasts, prompting a reassessment of the company's growth trajectory.
Vita Coco is flat since the beginning of the year, and at $53.95 per share, it is trading close to its 52-week high of $58.96 from February 2026. Investors who bought $1,000 worth of Vita Coco’s shares at the IPO in October 2021 would now be looking at an investment worth $3,990.
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