Vita Coco reported Q2 2025 net sales of $169 million, up 17% YoY, driven by improved inventory levels, retail demand, and international expansion. The International segment grew 37%, with Vita Coco Coconut Water sales rising 43% in key markets like the U.K. and Germany. Private label sales declined 25% due to strategic shifts, while gross margins fell 450 basis points due to higher freight costs, inflation, and a 10% tariff.

Vita Coco reported Q2 CY2025 results exceeding market expectations, with revenue up 17.1% YoY to $168.8 million and GAAP profit of $0.38 per share beating analyst estimates. Full-year revenue guidance was slightly below forecasts, while EBITDA outperformed expectations. Sales volumes grew 14.1% YoY, and the company raised its full-year revenue guidance to $572.5 million.

The article discusses the projected growth of the global Instant Coconut Milk Powder market, forecasting an 8% CAGR from 2025 to 2032. It highlights key players like Aroy-D, Thai Agri Food, Kerry, Wilmar, and Olam, and segments the market by product type, application, and region. The report emphasizes drivers such as plant-based demand, convenience, and dehydration technology, while addressing challenges like organic sourcing and competition from liquid coconut milk.

InvestingPro's Fair Value model identified Vita Coco (NASDAQ:COCO) as undervalued in January 2024, leading to a 70% return for investors. The company's financials improved significantly, with revenue growing to $535.2 million and EBITDA expanding to $74.9 million. Analysts like Jefferies raised their price target to $43, validating the model's analysis of the company's strong market position and growth potential.

The article analyzes Q1 earnings performance of beverages, alcohol, and tobacco stocks, highlighting mixed results across companies like Altria, Zevia, Molson Coors, MGP Ingredients, and Vita Coco. Key factors include consumer trends, brand innovation, and market dynamics, with Altria reporting revenue declines and Zevia outperforming expectations.