Vita Coco Appoints Weston McKennie as Global Brand Ambassador
Vita Coco is continuing its partnership with U.S. Men's National Team star Weston McKennie, naming the elite midfielder a Global Brand Ambassador. The collaboration builds on an existing relationship between Vita Coco and McKennie, and reflects the brand's continued commitment to supporting athletes. "Weston represents everything we look for in a Vita Coco athlete. Authentic, hard-working, and committed to fueling his body the right way," said Jane Prior, Chief Marketing Officer of The Vita Coco Company. "We also love that he's often referred to as a 'Swiss Army knife' of players - versatile, reliable, and able to do it all. Weston mirrors how we think about Vita Coco -- a powerhouse beverage with functional benefits for many occasions, particularly sports."
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- Earnings Highlights: Vita Coco reported Q4 revenue of $128 million, reflecting a 0.5% year-over-year growth that exceeded expectations, while EPS of $0.09 missed by $0.04, indicating profit pressure amid high growth.
- Private Label Sales Decline: Despite overall revenue growth, U.S. private label sales plummeted by 52%, leading to overall growth weakness and highlighting the company's heavy reliance on demand from a single large customer.
- Strong Annual Performance: For the full year, Vita Coco achieved an 18% sales increase to $610 million, with adjusted EBITDA rising 32% to $98 million, showcasing the company's ongoing growth potential in branded and international markets.
- Outlook Forecast: Management forecasts 2026 revenue between $680 million and $700 million and adjusted EBITDA between $122 million and $128 million, but concerns over the stock's current 49 times earnings valuation have led to a pullback in share price.
- Winter Escape: Many Americans are longing for warm weather and tropical vibes during the winter months.
- Investment Opportunity: Buying shares of Vita Coco during its stock dip may be a favorable investment choice.
- Significant Revenue Growth: Vita Coco achieved net sales of $610 million for FY2025, reflecting an 18% year-over-year increase, with coconut water sales growing by 26%, indicating strong market demand and brand appeal.
- International Market Expansion: International sales rose by 37%, contributing 29% to the company's total sales growth, demonstrating significant returns on investments in European markets, particularly in the U.K. and Germany.
- Cost Control and Profit Outlook: The company expects net sales between $680 million and $700 million for FY2026, with a gross margin target of approximately 38%, as management expresses confidence in tariff exemptions and reduced logistics costs improving margins.
- Strategic Investment and Innovation: Plans to increase marketing expenditures to support brand positioning in sports and hydration are underway, with private label sales anticipated to grow by 20%-25%, further driving revenue growth.
- Sales Performance Growth: Vita Coco's Q4 net sales increased by 0.4% to $128 million, despite a 6.4% decline in the Americas, with international sales surging 42%, exceeding estimates by $9 million, showcasing the company's robust performance in global markets.
- Profitability Improvement: The company's gross profit rose by 8% to $44.6 million, while adjusted EBITDA soared 83% year-over-year to $14.1 million, beating market expectations by $4 million, reflecting successful cost control and operational efficiency.
- Optimistic Future Outlook: Vita Coco anticipates FY26 sales between $680 million and $700 million, with a midpoint of $690 million, surpassing market expectations of $684.4 million, indicating strong confidence in future growth.
- Strong Financial Position: The company remains debt-free with cash and cash equivalents of $197 million, up 19% year-over-year, while accounts receivable improved by 30% to $82 million, demonstrating robust financial management and liquidity.
- Earnings Performance: Vita Coco reported a Q4 GAAP EPS of $0.09, missing estimates by $0.04, while revenue reached $128 million, reflecting a 0.8% year-over-year increase and exceeding expectations by $8.79 million, demonstrating resilience in a competitive beverage market.
- Adjusted EBITDA Growth: The company achieved a non-GAAP adjusted EBITDA of $14 million in Q4, significantly up from $8 million year-over-year, with a full-year EBITDA of $98 million compared to $84 million, indicating improved operational efficiency.
- Fiscal Year 2026 Outlook: Vita Coco projects net sales for FY 2026 to be between $680 million and $700 million, slightly below the consensus of $683.64 million, driven by low double-digit growth in coconut water and improvements in private label trends, highlighting future growth potential.
- Gross Margin and Expense Expectations: The gross margin is expected to be around 38%, benefiting from lower tariffs and higher pricing, although impacted by adverse product mix and increased brand promotions; SG&A expenses are anticipated to rise in the mid to high single digits compared to 2025, reflecting ongoing investment in market promotion.









