VITL is the ticker symbol for Vital Farms, Inc., a publicly traded Consumer Staples sector company listed on Nasdaq. 13F Pro tracks VITL with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is VITL a good stock to buy?

13F Pro's AI ranking engine scores VITL at 34.6/100, ranked #2,329 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for VITL is available at https://13fpro.ai/company/VITL. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source VITL data?

All Vital Farms, Inc. fundamentals and ownership data come directly from SEC EDGAR. Vital Farms, Inc. files with the SEC under CIK 1579733. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Vital Farms, Inc. VITL

NasdaqSmall CapConsumer Staples

13F Pro quality score

Rank #2,329 of 2,925

Why it scores 35 Consumer Staples peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$166.03M

Quarter to Jun 28

Net income

$-31.07M

Quarter to Jun 28

Free cash flow

$-44.06M

Quarter to Jun 28

Operating margin

-24.2%

Quarter to Jun 28

Top Institutional Holders

as of Q2 2026

$420.96M total

BlackRock, Inc.

$60.15M-10.0%

Divisadero Street Capital Management, LP

$23.30M+263.1%

VANGUARD CAPITAL MANAGEMENT LLC

$17.77M-3.6%

GOLDMAN SACHS GROUP INC

$17.06M-15.5%

NEEDHAM INVESTMENT MANAGEMENT LLC

$14.07M+5.2%

CIBC WORLD MARKET INC.

$12.97MNew

FEDERATED HERMES, INC.

$12.14M+163.1%

JPMORGAN CHASE & CO

$11.37M+129.7%

GEODE CAPITAL MANAGEMENT, LLC

$11.12M+7.3%

$11.01M+189.7%

$9.72M-38.3%

$9.46M-41.0%

$8.68M-18.8%

MILLENNIUM MANAGEMENT LLC

$8.60M-57.7%

BNP PARIBAS FINANCIAL MARKETS

$8.52M+176.4%

DIMENSIONAL FUND ADVISORS LP

$8.37M-48.7%

TWO SIGMA INVESTMENTS, LP

$8.17M-57.8%

BANK OF AMERICA CORP /DE/

$8.09M+34.9%

CITADEL ADVISORS LLC

$7.71M+579.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

$7.65M-36.6%

First Eagle Investment Management, LLC

$7.04M+13.7%

Invenomic Capital Management LP

$6.13MNew

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$6.03M+158.1%

JANE STREET GROUP, LLC

$4.98MNew

Voleon Capital Management LP

$4.61M+180.0%

See all 228 institutional holders →

What's Driving VITL's Business? Latest 10-Q Breakdown

25/25 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net revenue declined 10% YoY to $166.0M on volume weakness and oversupply, driving a net loss of $31.1M versus $16.6M profit in Q2 2025.

Biggest Revenue Drivers

Eggs and egg-related products$160.4M-10% YoY

Sales declined due to industry-wide shell egg oversupply, declining retail velocities, and increased sales to lower-margin breaker and wholesale channels.

Butter and butter-related products$5.6M-12% YoY

Butter business wind down announced May 2026; expected discontinuation by end of fiscal 2026.

Biggest Revenue Drivers

Total revenue: $166.0M-10% YoY

Eggs and egg-related products$160.4M-10% YoY

Sales declined due to industry-wide shell egg oversupply, declining retail velocities, and increased sales to lower-margin breaker and wholesale channels.

Butter and butter-related products$5.6M-12% YoY

Butter business wind down announced May 2026; expected discontinuation by end of fiscal 2026.

Largest Expense Items

Cost of goods sold$155.1M+37% YoY

Higher input and production costs, unfavorable sales mix from oversupply ($19.5M impact), and $7.8M butter inventory impairment charge.

Selling, general and administrative$40.4M+4% YoY

Increase driven by $2.7M professional services (feed cost program), $0.9M technology expenses, partially offset by $2.1M lower stock-based compensation.

Shipping and distribution$10.7M+19% YoY

Increase driven by higher fuel rates and unfavorable linehaul rates.

Margins: Gross margin collapsed to 7% from 39% YoY, driven by higher input costs, oversupply forcing sales to low-margin breaker/wholesale channels ($19.5M impact), and $7.8M butter inventory write-down. The filing states margin compression reflects industry-wide oversupply and inability to maintain premium pricing.

Watch Items from the Filing

Customer A represents 21% of net revenue; UNFI (Whole Foods distributor) accounted for ~21% of Q2 revenue. Combined customer concentration risk poses significant revenue volatility.
Covenant waiver obtained August 3, 2026 for fixed charge coverage ratio breach as of June 28, 2026. New financing includes $125M Silver Point Term Loan at 7.5%+ SOFR plus 1% floor, substantially higher cost than prior facility.
Halting Vital Crossroads construction by end of 2026 and pausing accelerator farm development; expects $55–80M capex next 12 months. Supply control initiatives expected to cost $35–45M.
Securities class action filed March 27, 2026; derivative lawsuit filed July 8, 2026. Company unable to estimate potential loss range given litigation stage and legal standards.
Adjusted EBITDA turned negative at $(26.6)M in Q2 2026 versus $29.9M in Q2 2025; $(21.6)M YTD versus $57.4M prior year, reflecting operational deterioration.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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Vital Farms, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$759.4M	$66.3M	11.6%
FY 2024	10-K	$606.3M	$53.4M	10.5%
FY 2023	10-K	$471.9M	$25.6M	7.0%
FY 2022	10-K	$362.1M	$1.3M	0.6%
FY 2021	10-K	$260.9M	$2.4M	0.0%
FY 2020	10-K	$214.3M	$8.8M	5.7%

About Vital Farms, Inc. (VITL): stock profile, AI score and financials

Vital Farms, Inc. (VITL) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores VITL at 34.6/100 on a composite quality score built from its SEC filings, placing it at rank #2,329 of 2,925 stocks — the bottom half of the AI-ranked universe. VITL scores in the top quartile across revenue growth (79.4). Areas of concern include earnings quality (0.4) and institutional flow (1.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 42.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Vital Farms, Inc. reports quarterly revenue of $166.0M, net income of $-31.1M, an operating margin of -24.2%. Top institutional holders of VITL by reported 13-F value include BlackRock, Divisadero Street Capital Management, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. VITL trades on the Nasdaq exchange and files with the SEC under CIK 1579733. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VITL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Vital Farms, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 28, 2026SEC EDGAR: CIK 1579733 →

Vital Farms, Inc. VITL

Top Institutional Holders

What's Driving VITL's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VITL key financials by period

VITL insiders

About Vital Farms, Inc. (VITL): stock profile, AI score and financials

Vital Farms, Inc. VITL

Top Institutional Holders

What's Driving VITL's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VITL key financials by period

Companies similar to VITL

VITL insiders

About Vital Farms, Inc. (VITL): stock profile, AI score and financials