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Vital Farms cut its full-year revenue outlook, projected an adjusted earnings loss and withdrew its 2030 targets after egg oversupply and lower selling prices squeezed profitability. Third-quarter revenue fell 8.4% year over year to $182.2 million, gross margin dropped to 23.1% from 37.7%, and the company posted a $6.5 million net loss.
Surplus eggs being pushed into lower-value channels weakens pricing for the pasture-raised segment and signals softer demand for egg-related feed inputs; for feed buyers the effect is marginal since eggs are a small feed-consumption driver compared with major grains.
agrilinkage.comAgriLinkage FoodNov 4, 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.
