Vita Coco Company (COCO) Q3 FY26 earnings call

The Vita Coco Company delivered another robust quarter, driven by accelerated demand across all major markets and strong category growth. Despite significant supply chain tightness, increased ocean freight costs, and retail out-of-stocks, the company raised its full-year guidance for both net sales and adjusted EBITDA. Management plans to implement pricing adjustments in early 2027 to offset structural cost increases, while continuing to invest in supply chain expansion and innovation to capitalize on the long runway for coconut water growth.