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Vital Farms reported Q3 2026 net revenue of $182.2 million, down 8.4% year over year but up 10% from the prior quarter. The company missed estimates on earnings and revenue and slashed full-year guidance, as customers gained during the shortage returned to cheaper eggs.
Gross margin recovered to 23.1% and adjusted EBITDA turned positive at $1.5 million.
The guidance cut reflects weaker demand for premium eggs as supply normalizes, with limited direct effect on feed ingredient demand. The margin recovery is company-specific and does not change the broader feed price outlook.
investing.comNov 3, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
