Vita Coco (COCO) Q2 2025 Earnings Transcript

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Tue, April 21, 2026 astatine 11:34 AM CDT 43 min read

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Wednesday, July 30, 2025 astatine 8:30 a.m. ET

• Executive Chairman — Michael Kirban

• Chief Executive Officer — Martin F. Roper

• Chief Financial Officer — Corey Baker

Mike Kirban, Executive Chairman; Martin Roper, Chief Executive Officer; and Corey Baker, Chief Financial Officer. By now, everyone should person entree to the company's 2nd 4th net merchandise issued earlier today. This accusation is disposable connected the Investor Relations conception of The Vita Coco Company's website astatine investors.thevitacococompany.com. Also connected the website, determination is an accompanying presumption of our commercialized and fiscal show results. Certain comments made connected this telephone see forward-looking statements, which are taxable to the harmless harbor provisions of the Private Securities Litigation Reform Act of 1995.

These forward-looking statements are based connected management's existent expectations and beliefs concerning aboriginal events and are taxable to respective risks and uncertainties that could origin existent results to disagree materially from those described successful these forward-looking statements. Please notation to today's property merchandise and different filings with the SEC for a much elaborate treatment of the hazard factors that could origin existent results to disagree materially from those expressed oregon implied successful immoderate forward-looking statements made today. Also during the call, we volition usage immoderate non-GAAP fiscal measures arsenic we picture our concern performance.

Our SEC filings arsenic good arsenic the net property merchandise and supplementary net presumption supply reconciliations of the non-GAAP fiscal measures to the astir straight comparable GAAP measures and are disposable connected our website arsenic well. And with that, it is my pleasance to present crook the telephone implicit to Mr. Mike Kirban, our Co-Founder and Executive Chairman.

Michael Kirban: Thanks, John, and bully morning, everyone. Thank you for joining america contiguous to sermon our 2nd 4th fiscal results and our expectations for the equilibrium of 2025. I privation to commencement by thanking each of our colleagues crossed the globe for our continued beardown performance, peculiarly successful a dynamic situation and for their committedness to The Vita Coco Company and advancing our ngo of creating ethical, sustainable, better-for-you beverages that uplift our communities and bash close by our planet. In the 2nd quarter, we continued to spot beardown show against our cardinal initiatives. Coconut h2o remains 1 of the fastest-growing categories successful the beverage aisle, increasing 20% year-to-date successful the U.S. and 35% successful the U.K. based connected Circana data.