Vital Farms

Q2 FY2026 EarningsQ2 FY26 results beat revenue expectations but saw a significant miss on profitability and margins due to industry-wide egg oversupply. Revenue of $166.0M (+3.6% vs. consensus) was offset by a severe gross margin contraction to 6.6% (vs. 17.2% expected) and a GAAP Net Loss of $31.1M. Despite these headwinds, management reiterated full-year guidance, betting on supply-control initiatives and a decisevely strengthened balance sheet through $185M in new credit facilities to drive a H2 recovery.