Vita Coco (COCO)
Sells branded and private-label coconut water across retail and on-premise channels.
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Sells branded and private-label coconut water, coconut oil and smaller functional-beverage lines through retail, e-commerce and on-premise channels. The Americas anchor the business, while the Copra acquisition adds chilled Thai Nam Hom coconut water and owned production to a supply chain still centered on outside manufacturers.
Builds a beverage business around Vita Coco Coconut Water, retailer-branded coconut water and coconut oil, with smaller Vita Coco juice, coconut milk, Treats and PWR LIFT lines. Products move through club, grocery, mass, convenience, e-commerce and on-premise channels. North America is the commercial center; the international segment is anchored by the U.K.
Combines brand management, retailer access and supplier coordination with private-label programs that add scale. The recent Copra acquisition brings chilled Thai Nam Hom coconut water, the Copra brand and a Thailand factory to a network otherwise built around contract manufacturers and co-packers.
Results remain tied to coconut-water demand, suitable coconuts and packaging, global freight, and major distributor and retail customers. As a Delaware public benefit corporation, directors must balance stockholder interests, its stated public benefit and the interests of affected stakeholders.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | Target | Target: $89 | Target: $83 |
| Jul 28, 2026 | Morgan Stanley | Target | Target: $65 | Target: $68 |
| Jul 24, 2026 | Piper Sandler | Target | Target: $74 | Target: $89 |
| Jul 23, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $71 | Target: $90 |
| Jul 9, 2026 | Piper Sandler | Reiterate | Rating: —Target: $70 | Target: $74 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $278.6M · Total debt $14.1M · Total assets $572.9M · Shareholders' equity $400.9M
- Revenue
- $216.2M
- Operating income
- $63.1M
- Net income
- $49.5M
No dividends on record.
| Institutions | ≈ 85.45% | 49.04M shares | |
|---|---|---|---|
| 352 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.09% | 5.22M shares | |
| 14 holders · as of Aug 19, 2026 | |||
| Strategic holders | 46.83% | 26.88M shares | |
| 3 holders · as of Aug 17, 2026 | |||
| Adds to | 141.37% | ||
57.40M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 141.37%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Beverages SAStrategic | 35.89% | 20.60M | filed Feb 11, 2022 |
BlackRock, Inc.Institution | 12.21% | 7.01M | as of Jun 30, 2026 |
Michael Kirban1Insiderdirector, officer: Executive Chairman | 5.71% | 3.27M | filed May 15, 2026 |
FMR LLCInstitution | 5.60% | 3.21M | as of Jun 30, 2026 |
Fenelon Opportunity Fund Inc.Strategic | 5.54% | 3.18M | filed Aug 17, 2026 |
- Michael Kirban's transaction reports restate only vehicles that traded; the 2026 ownership statement (3.27M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 17, 2026 | Kenneth Sadowsky | director | −3,900 | $82.92 |
| Jun 12, 2026 | Ira Liran | director | −148,074 | $80.31 |
| Jun 11, 2026 | Jonathan Burth | officer: Chief Operating Officer | −30,000 | $80.00 |
| Jun 11, 2026 | Ira Liran | director | −191,926 | $79.14 |
| Jun 1, 2026 | Charles van Es | officer: Chief Commercial Officer | −8,045 | $75.05 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vita Coco | $59.33 | +3.63% | $3.29B | 31.6 | 29.9 | 4.7 | +28.1% |
| PepsiCo | $130.51 | +0.71% | $177.02B | 17.0 | 15.0 | 1.8 | +6.4% |
| Coca-Cola | $88.21 | +1.25% | $374.84B | 26.2 | 26.0 | 7.5 | +6.7% |
| Keurig Dr Pepper | $31.42 | +2.61% | $41.66B | 30.8 | 12.8 | 2.1 | +75.6% |
| Primo Brands | $20.68 | +0.98% | $7.43B | 74.7 | 14.5 | 1.1 | +3.8% |
| Celsius | $29.56 | +5.50% | $7.16B | 133.4 | 19.7 | 2.4 | +10.6% |
| National Beverage | $31.63 | +0.77% | $2.94B | 16.9 | 16.3 | 2.5 | +0.0% |
| Median | 28.5 | 15.7 | 2.2 | +6.5% |