Beverages · SIC 2080

Vita Coco Company, Inc.

COCO

Watch

Latest revenue

$179.8M

as of 2026-03-31

Latest net income

$30.5M

as of 2026-03-31

Net margin

17.0%

as of 2026-03-31

Price · 5Y

+44.8% / yr 31.0 pts / yr vs S&P 500 445.1% total
Compare:

Live market

delayed ≤15 min
$76.04
3.54%
Market cap
$4.34B
Enterprise value
$4.34B
P/E (trailing)
60.9×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$79.70
52-wk low
$31.79
Beta
Shares out
57.1M

5-year trend

What this company does

AI

Item 1. Business. Overview The Vita Coco Company pioneered packaged coconut water in 2004 and we have extended our business into other categories. Our mission is to deliver great tasting, natural and nutritious products that we believe are better for consumers and better for the world. We are one of the largest brands globally in the coconut and other plant waters category, and a large supplier of Private Label coconut water. Our branded portfolio is led by our Vita Coco brand, which is the leader in the coconut water category in the United States, and also includes coconut oil, juice, and milk offerings. Our portfolio also includes PWR LIFT, a protein-infused fitness drink. We previously…

AI summary unavailable — showing raw filing excerpt

Generated from COCO's filing dated 2026-02-18

Key risks

AI

Item 1A. Risk Factors. Our business involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K. This section contains forward-looking statements. You should refer to the explanation of the qualifications and limitations on forward-looking statements set forth below the Summary Risk Factors of this Annual Report on Form 10-K. The risks and uncertainties described below are not the only ones we face. Additional risk and uncertainties not presently known to us or that we currently deem immaterial may also become important factors that adversely affect our business. The…

AI summary unavailable — showing raw filing excerpt

Generated from COCO's filing dated 2026-02-18

Profitability

Gross margin

36.5%

5.2%

Operating margin

13.5%

5.4%

Net margin

11.7%

7.9%

Return on equity

21.5%

22.2%

Return on assets

15.5%

0.2%

Leverage

Debt / equity

0.39×

50.5%

Long-term debt / equity

0.00×

100.0%

Debt / assets

28.1%

36.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$179.8M+37.3%$30.5M+61.4%17.0%

Q4 2025

2025-12-31

$127.8M+0.4%$5.5M+64.0%4.3%

Q3 2025

2025-09-30

$182.3M+37.2%$24.0M+24.7%13.2%

Q2 2025

2025-06-30

$168.8M+17.1%$22.9M+20.0%13.6%

Q1 2025

2025-03-31

$130.9M+17.2%$18.9M+32.6%14.4%

Q4 2024

2024-12-31

$127.3M$3.4M2.6%

Q3 2024

2024-09-30

$132.9M-3.7%$19.3M+27.0%14.5%

Q2 2024

2024-06-30

$144.1M+3.2%$19.1M+6.1%13.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Beverages · SIC 2080

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Insider activity

Insider buying

$0

Insider selling

$208.2M

Net activity

−$208.2M

Distinct insiders

12

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-20

Kenneth Sadowsky

Director

Sale3,900$77.47$302.2K
2026-05-12

Jonathan Burth

Chief Operating Officer

Sale30,000$75.00$2.3M
2026-05-08

Jonathan Burth

Chief Operating Officer

Sale20,000$70.00$1.4M
2026-05-08

Charles Van Es

Chief Commercial Officer

Sale8,561$70.00$599.3K
2026-05-01

Charles Van Es

Chief Commercial Officer

Sale2,000$66.87$133.7K
2026-04-30

Michael Kirban

Executive Chairman

Sale50,000$68.00$3.4M
2026-04-30

Jonathan Burth

Chief Operating Officer

Sale20,000$67.50$1.4M
2026-04-29

Jonathan Burth

Chief Operating Officer

Sale20,000$65.00$1.3M
2026-04-29

Jonathan Burth

Chief Operating Officer

Sale20,000$62.50$1.3M
2026-04-29

Roper Martin

Chief Executive Officer

Sale20,544$59.35$1.2M
2026-04-28

Roper Martin

Chief Executive Officer

Sale25,000$51.13$1.3M
2026-04-27

Roper Martin

Chief Executive Officer

Sale25,000$50.00$1.3M
2026-04-24

Roper Martin

Chief Executive Officer

Sale25,000$50.00$1.3M
2026-04-16

Roper Martin

Chief Executive Officer

Sale25,000$50.00$1.3M
2026-04-15

Roper Martin

Chief Executive Officer

Sale25,000$50.11$1.3M
2026-04-15

Kenneth Sadowsky

Director

Sale3,900$48.93$190.8K
2026-04-14

Roper Martin

Chief Executive Officer

Sale25,000$50.00$1.3M
2026-04-13

Roper Martin

Chief Executive Officer

Sale4,456$50.55$225.2K
2026-04-10

Roper Martin

Chief Executive Officer

Sale25,000$50.11$1.3M
2026-04-08

Roper Martin

Chief Executive Officer

Sale25,000$50.95$1.3M
2026-04-07

Roper Martin

Chief Executive Officer

Sale25,000$50.00$1.3M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns COCO

Institutional value

$1.12B

Total shares held

24.2M

Distinct holders

156

-100 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.8M$324.7M+3.1M (+84.3%)Added
2WASATCH ADVISORS LP3.7M$176.1M+1.6M (+80.3%)Added
3VANGUARD CAPITAL MANAGEMENT LLC2.1M$100.2MNew
4WESTFIELD CAPITAL MANAGEMENT CO LP1.2M$55.2M+78.3K (+7.3%)Added
5VANGUARD PORTFOLIO MANAGEMENT LLC1.1M$53.8MNew
6Artisan Partners Limited Partnership1.1M$51.8M-390.4K (-26.5%)Trimmed
7DIMENSIONAL FUND ADVISORS LP1.1M$51.4M+62.0K (+6.1%)Added
8PRINCIPAL FINANCIAL GROUP INC406.7K$19.5M+241.8K (+146.7%)Added
9JPMORGAN CHASE & CO405.1K$18.8M+244.9K (+152.8%)Added
10FIRST TRUST ADVISORS LP357.9K$17.1M+100.8K (+39.2%)Added
11Nuveen, LLC349.5K$16.7M+9.0K (+2.6%)Added
12UBS Group AG311.6K$14.9M+38 (+0.0%)Added
13VANGUARD FIDUCIARY TRUST CO311.4K$14.9MNew
14NEW YORK STATE COMMON RETIREMENT FUND308.1K$14.8M-98.0K (-24.1%)Trimmed
15abrdn plc298.2K$14.3M-127.4K (-29.9%)Trimmed
16FRANKLIN RESOURCES INC254.8K$12.2M-52.6K (-17.1%)Trimmed
17Bank of New York Mellon Corp253.4K$12.1M+107.7K (+73.9%)Added
18JW Asset Management, LLC218.6K$10.5M+0 (+0.0%)No change
19Russell Investments Group, Ltd.200.0K$9.6M-15.7K (-7.3%)Trimmed
20SEI INVESTMENTS CO163.1K$7.8M+88.5K (+118.6%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once COCO's latest filing finishes processing.