Vita Coco

Q2 FY2026 EarningsQ2 FY2026 beat consensus across all key metrics: revenue of $216M vs. $211M expected (+2.6%), and GAAP EPS of $0.82 vs. $0.56 expected (+46.4%). Performance was driven by a massive gross margin expansion to 48.7%, significantly outperforming the 39.6% consensus due to 700bps of tariff refunds and favorable logistics. Full-year FY2026 revenue guidance was raised to $790M–$805M (previously $720M–$735M), materially ahead of the implied consensus trajectory.