Short answer
Vital Farms, Inc. (VITL) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 28, 2026. Quarterly revenue was $166M (down 10.1% year over year) with net income of −$30M.
Q2 2026 key financials · XBRL
- Revenue
- $166M
- −10.1% YoY · −11.3% QoQ
- Net income
- −$30M
- −11133.1% YoY · −1841.1% QoQ
- Operating margin
- -24.2%
- Gross margin
- 6.6%
- EPS (diluted)
- −$0.73
- −302.8% YoY · −2333.3% QoQ
Source: XBRL data from the Vital Farms, Inc. (VITL) Q2 2026 10-Q on SEC EDGAR. USD.
Vital Farms, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $166.0M, down $18.8M YoY from $184.8M
- Gross margin 7% vs 39% YoY; operating margin (24)% vs 13%
- Eggs and egg-related products $160.4M, approximately 97% of quarterly revenue
- Net loss $31.1M vs net income $16.6M; Adjusted EBITDA $(26.6)M vs $29.9M
- Outlook: supply controls throughout 2026; financial results below previously announced guidance amid oversupply and lower velocities
Risk Factors
- Newly triggered capacity risk: May 2026 capital-expenditure reductions, including halting Vital Crossroads construction and pausing accelerator-farm development
- Profitability risk: Q2 net loss $31.1 million amid commodity-egg oversupply, wider price gaps, and declining shell-egg velocities
- Debt covenant risk: Fixed-charge coverage breach as of June 28, 2026 required a lender waiver under the JPMorgan facility
- Revenue concentration risk: Shell eggs represented 92% of quarterly net revenue, increasing sensitivity to category demand
- Litigation and compliance risk: Missed public guidance may expose Vital Farms to securities litigation, derivative claims, and regulatory inquiry
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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