Coconut water company The Vita Coco Company (NASDAQ:COCO) will be reporting earnings tomorrow before market hours. Here’s what to look for.
Vita Coco beat analysts’ revenue expectations by 4.4% last quarter, reporting revenues of $127.3 million, up 19.9% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
Is Vita Coco a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Vita Coco’s revenue to grow 12.6% year on year to $125.8 million, improving from the 1.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.22 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Vita Coco has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Vita Coco’s peers in the beverages, alcohol, and tobacco segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Boston Beer delivered year-on-year revenue growth of 6.5%, beating analysts’ expectations by 4.1%, and Philip Morris reported revenues up 5.8%, topping estimates by 2.6%. Boston Beer traded up 2.8% following the results while Philip Morris was also up 3.7%.
Read our full analysis of Boston Beer’s results here and Philip Morris’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the beverages, alcohol, and tobacco stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.4% on average over the last month. Vita Coco is up 2.3% during the same time and is heading into earnings with an average analyst price target of $37 (compared to the current share price of $31.35).
Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.