Vital Farms Adjusts FY25 Revenue Forecast Due to ERP Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Should l Buy VITL?
Source: SeekingAlpha
Revenue Outlook Adjustment: Vital Farms has lowered its 2025 revenue forecast to between $755M and $765M due to disruptions from a new ordering system, down from a previous estimate of at least $775M.
Long-term Financial Goals: The company aims for annual net revenue of $2B by 2030, with a gross margin of over 35% and an adjusted EBITDA margin between 15% and 17% during the 2025-2030 period.
Operational Transition: Vital Farms has completed the "hypercare" phase of its new enterprise resource planning system and has returned to normal operations, utilizing the new IT capabilities.
Market Reaction: Shares of Vital Farms are expected to open lower following the revised revenue guidance for FY25, marking the first decline in six days.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy VITL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on VITL
Wall Street analysts forecast VITL stock price to rise
12 Analyst Rating
11 Buy
0 Hold
1 Sell
Strong Buy
Current: 13.650
Low
44.00
Averages
48.90
High
60.00
Current: 13.650
Low
44.00
Averages
48.90
High
60.00
About VITL
Vital Farms, Inc. offers a range of ethically produced foods nationwide. The Company is a national consumer brand that works with more than 575 family farms and is the United States brand of pasture-raised eggs. The Company focuses on the humane treatment of farm animals and sustainable farming practices. The Company packages, markets and distributes shell eggs, butter, and other products. Its products, including shell eggs, butter, hard-boiled eggs, and liquid whole eggs, are sold in approximately 23,500 stores nationwide. The retail varieties of its shell eggs are based on supplemental feed type, egg size, and pack size. Its egg packaging consists primarily of corrugated boxes and egg cartons. The Company offers unsalted and sea-salted varieties of its butter, which are sold in two-stick and four-stick packs. The Company’s products are principally sold under the name Vital Farms in addition to other trade names, primarily to retail and foodservice channels in the United States.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Legal Investigation Launched: Faruq & Faruqi, LLP is investigating potential claims against Vital Farms, focusing on investor losses incurred from May 8, 2025, to February 26, 2026, indicating significant legal risks for the company.
- Investor Rights Reminder: The firm reminds investors that May 26, 2026, is the deadline to seek the role of lead plaintiff in a federal securities class action, emphasizing the importance of investor participation in legal proceedings.
- Direct Contact Channels: Investors who have suffered losses are encouraged to contact Faruq & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330, ensuring timely access to legal support for affected parties.
- Securities Law Firm Role: As a leading national securities law firm, Faruq & Faruqi is actively providing legal consultation to Vital Farms investors, demonstrating its commitment to protecting investor rights and its professional responsibility in the legal landscape.
See More
- Class Action Reminder: The Schall Law Firm reminds investors of a class action lawsuit against Vital Farms for violations of securities laws, concerning securities purchases between May 8, 2025, and February 26, 2026, with a deadline to contact the firm by May 26, 2026.
- False Statement Allegations: The complaint alleges that Vital Farms misled investors by claiming that risks associated with its new ERP system were merely hypothetical, leading to significant investor losses once the truth was revealed, highlighting serious failures in the company's disclosure practices.
- Missed Earnings Expectations: As a result of delays caused by the ERP system, Vital Farms failed to meet consensus earnings per share expectations, which not only tarnished the company's reputation but also potentially eroded investor confidence, impacting stock performance.
- Potential Legal Consequences: Until the class action is certified, investors are not represented by an attorney, and those who choose not to act will remain absent class members, risking the loss of their claims, underscoring the importance of timely participation.
See More
- Class Action Filed: Pomerantz LLP has announced a class action lawsuit against Vital Farms, alleging securities fraud and other unlawful business practices, with investors having until May 26, 2026, to apply as Lead Plaintiff to protect their interests.
- Revenue Miss: Vital Farms reported annual revenue of $759.44 million for 2025 on February 26, 2026, falling short of its previous guidance of $775 million, while earnings per share were $0.35, below the consensus estimate of $0.39, indicating potential performance risks.
- ERP System Disruptions: The company disclosed in its annual report that the implementation of an enterprise resource planning (ERP) system caused
See More
- Class Action Notice: Rosen Law Firm reminds investors who purchased Vital Farms securities between May 8, 2025, and February 26, 2026, that they must apply to be lead plaintiff by May 26, 2026, or risk losing the opportunity to represent other investors in the class action lawsuit.
- Fee Arrangement: Investors participating in the class action will incur no out-of-pocket costs, as the law firm operates on a contingency fee basis, which minimizes financial risk for investors and encourages broader participation from affected parties.
- Lawsuit Background: The lawsuit alleges that Vital Farms failed to adequately disclose the risks associated with delays in rolling out its new ERP system, resulting in the company missing its 2025 earnings guidance, indicating significant deficiencies in the company's information disclosure practices that harmed investors.
- Law Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and resource advantages in handling such cases, which investors should consider carefully when selecting legal counsel.
See More
- Class Action Notice: Rosen Law Firm reminds investors who purchased Vital Farms securities between May 8, 2025, and February 26, 2026, that they must apply to be lead plaintiff by May 26, 2026, or risk losing the opportunity to represent other investors in the class action lawsuit.
- Potential Compensation Opportunity: Investors participating in the class action can receive compensation without any upfront costs through a contingency fee arrangement, providing a risk-free avenue for recovery, especially as Vital Farms failed to meet its 2025 full-year earnings guidance due to ERP system rollout delays.
- Lawsuit Background: The lawsuit alleges that Vital Farms made false and misleading statements throughout the class period, failing to disclose the true risks associated with the ERP system delays, which led to investor losses when the market became aware of the actual situation, highlighting significant deficiencies in the company's disclosure practices.
- Law Firm Advantages: Rosen Law Firm is renowned for its successful track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and recovering hundreds of millions for investors, emphasizing the importance of selecting experienced legal counsel for potential claimants.
See More
- Lawsuit Background: Bragar Eagel & Squire, P.C. has filed a class action lawsuit against Vital Farms in the U.S. District Court for the Western District of Texas on behalf of investors who purchased securities between May 8, 2025, and February 26, 2026, alleging false statements regarding delays in their new ERP system that led to investor losses.
- False Statement Allegations: The complaint claims that Vital Farms misled investors by asserting that the risk of ERP-related delays was hypothetical, but when actual delays occurred, the company downplayed their impact, resulting in missed earnings per share consensus and materially misleading public statements.
- Investor Rights Protection: Investors are encouraged to apply by May 26, 2026, to be appointed as lead plaintiff in the lawsuit, with Bragar Eagel & Squire offering free consultations to help affected investors understand their legal rights and potential claims.
- Law Firm Overview: Bragar Eagel & Squire, P.C. is a nationally recognized law firm specializing in representing individual and institutional investors in securities, derivative, and commercial litigation, with a broad nationwide practice and experience in both federal and state courts.
See More











