The Vita Coco Company (COCO)
NASDAQConsumer StaplesBeverages - Non-alcoholicSnapshot 2026-09-04
$55.13+0.09%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesBeverages - Non-alcoholicSnapshot 2026-09-04
QuarterlyIQ Insights · COCO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-09-04.
The screen ranks COCO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated strong grew net income 64% of the time over the next year (vs 53% for the rest of the cohort, n=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Grow market presence and revenue by integrating and leveraging the acquisition of Copra, a leading super-premium coconut water producer.
Newly stated in 2026-Q2 with the completion of the Copra acquisition on July 22, 2026. This strategic move aims to expand market share in the super-premium coconut water segment. Financials for 2026-Q2 show strong revenue growth, but the impact of Copra acquisition will be reflected in future periods. Trajectory is newly initiated with acquisition completion.
“On July 22, 2026, the Company completed its acquisition of Copra.”
Drive net sales growth primarily through increased volume and pricing of Vita Coco Coconut Water in major markets.
Stated in 4 of last 4 quarters. Revenue grew from $131 million in 2026-Q1 to $216 million in 2026-Q2 (+28%), driven by Vita Coco Coconut Water volume growth of 21% in Q2 and 42% in Q1. Full year 2026 net sales guidance was raised from $720-$735 million to $790-$805 million. Management is delivering strong revenue growth consistent with stated priorities.
“Net sales were $216 million, an increase of 28%, driven by Vita Coco Coconut Water growth of 21%.”
Enhance gross margins by leveraging pricing strategies, tariff refunds, and cost efficiencies despite inflationary pressures.
Stated in 4 of last 4 quarters. Gross margin improved significantly from 36% in 2025-Q2 to 49% in 2026-Q2, aided by tariff refunds contributing 700 basis points in Q2. Management's focus on pricing and cost management is reflected in improving margins, indicating delivery on this priority.
“Gross margin was 49% of net sales in Q2 2026 compared to 36% prior year, with tariff refunds delivering a 700 basis point benefit.”
Increase profitability through operating income growth and higher adjusted EBITDA driven by revenue growth and cost control.
Stated in 4 of last 4 quarters. Operating income rose from $25 million in 2025-Q2 to $63 million in 2026-Q2, while Adjusted EBITDA increased from $29 million to $67 million over the same period. This reflects strong profitability growth consistent with management's stated priority.
“Operating income was $63 million compared to $25 million prior year; Adjusted EBITDA was $67 million compared to $29 million.”
Continue executing share repurchases under authorized programs to return capital to shareholders.
Stated in 3 of last 4 quarters. The Company repurchased approximately $44 million of stock by 2026-Q2 and had $21 million remaining under the program. The Board increased authorization by $40 million in 2026-Q2, raising total to $105 million. Management is delivering consistent execution on share repurchases.
“Repurchased $20 million year to date; Board approved additional $40 million authorization.”
Over the trailing year it converted 0.61x of net income into operating cash flow. Historically, Consumer Staples names rated fragile grew net income 46% of the time over the next year (vs 58% for the rest of the cohort, n=1569).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated neutral grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=1251).
Not investment advice. As of 2026-09-04.
“Net sales were $180 million, up 37%, driven by Vita Coco Coconut Water growth of 42%.”
“Full year net sales were $610 million, up 18%, driven by Vita Coco Coconut Water growth of 26%.”
“The Company is raising its full year 2025 guidance based on high teens Vita Coco Coconut Water growth.”
“Gross margin was 40% compared to 37% prior year, driven by higher pricing and lower ocean freight rates.”
“Gross margin was 35% compared to 32% prior year, driven by higher pricing and favorable product mix.”
“Gross margin expected to be approximately 36% with increased finished goods costs versus 2024.”
“Operating income was $34 million compared to $19 million prior year; Adjusted EBITDA was $39 million compared to $23 million.”
“Operating income was $10 million compared to $4 million prior year; Adjusted EBITDA was $14 million compared to $8 million.”
“Adjusted EBITDA expected to grow driven by volume growth and gross margin improvement.”
“Year to date repurchases totaled $20 million with $21 million remaining under Repurchase Program.”
“Repurchased $11.3 million in 2025; $40.9 million remaining on authorized limit.”