# Vital Farms Q3 2026 slides: margin recovery offset by guidance cut

> 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.

- Date: 2026-11-03 · published 2026-11-03T15:42:45.483Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/78035-vital-farms-q3-2026-slides-margin-recovery-offset-by-guidance-cut
- Commodities: [Chicken](https://feedsoft.ai/c/CHICKEN.md)

## Why it matters

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.

## Sources

- investing.com: https://www.investing.com/news/company-news/vital-farms-q3-2026-slides-margin-recovery-offset-by-guidance-cut-93CH-4995545

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.