PepsiCo Reports Higher-Than-Expected Q3 Earnings and Revenues, Year-Over-Year Sales Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 09 2025
0mins
Should l Buy VITL?
Source: NASDAQ.COM
PepsiCo's Q3 2025 Performance: PepsiCo reported strong third-quarter results with revenues of $23.94 billion, a 2.6% year-over-year increase, although EPS declined by 0.9% to $2.29, slightly above estimates. The company experienced growth in its North America beverage business and international markets, despite challenges from supply chain issues and inflation.
Future Outlook and Shareholder Returns: Looking ahead, PepsiCo aims for low-single-digit organic revenue growth in 2025 and plans to return $8.6 billion to shareholders through dividends and share buybacks. The company is focused on innovation and cost optimization to enhance profitability and shareholder value, while also anticipating currency headwinds to impact revenues and EPS.
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Analyst Views on VITL
Wall Street analysts forecast VITL stock price to rise
12 Analyst Rating
11 Buy
0 Hold
1 Sell
Strong Buy
Current: 27.710
Low
44.00
Averages
48.90
High
60.00
Current: 27.710
Low
44.00
Averages
48.90
High
60.00
About VITL
Vital Farms, Inc. offers a range of ethically produced foods nationwide. The Company is a national consumer brand that works with more than 575 family farms and is the United States brand of pasture-raised eggs. The Company focuses on the humane treatment of farm animals and sustainable farming practices. The Company packages, markets and distributes shell eggs, butter, and other products. Its products, including shell eggs, butter, hard-boiled eggs, and liquid whole eggs, are sold in approximately 23,500 stores nationwide. The retail varieties of its shell eggs are based on supplemental feed type, egg size, and pack size. Its egg packaging consists primarily of corrugated boxes and egg cartons. The Company offers unsalted and sea-salted varieties of its butter, which are sold in two-stick and four-stick packs. The Company’s products are principally sold under the name Vital Farms in addition to other trade names, primarily to retail and foodservice channels in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vital Farms to Report Q4 and FY 2025 Results on February 26, 2026
- Earnings Report Schedule: Vital Farms will release its financial results for the fourth quarter and fiscal year ended December 28, 2025, on February 26, 2026, before market open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call at 8:30 AM ET on the same day, with North American listeners dialing +1-800-715-9871 and international listeners +1-646-307-1963, using Conference ID 8674985 to provide direct financial insights and future outlook to investors.
- Webcast Access: Investors can access the live webcast on the Vital Farms Investor Relations website at https://investors.vitalfarms.com, with the session archived for 30 days to ensure that those unable to participate live can still obtain the information.
- Company Background: Founded in 2007, Vital Farms has become the leading U.S. brand of pasture-raised eggs, collaborating with 575 small farms and selling products in over 23,500 stores nationwide, demonstrating its commitment to sustainable farming and animal welfare.
See More
AMAZON: HOLDINGS UPDATE AS OF DECEMBER 31, 2025, COMPARED TO THE PREVIOUS QUARTER ENDING SEPTEMBER 30, 2025
- Change in Holdings: Amazon's holdings have undergone a change as of December 31, 2025, compared to the previous quarter ending September 30, 2025.
- Comparison of Quarters: The article highlights the differences in Amazon's financial standings between the two specified quarters.
See More
AMAZON SELLS OFF INVESTMENTS IN OWLET INC, SMARTRENT INC, AND VITAL FARMS INC - SEC FILING
- Amazon's Stake Dissolution: Amazon has dissolved its stake in three companies: Nowlet Inc., Smart Rent Inc., and Vital Farms Inc.
- Impact on Investments: This decision reflects Amazon's strategic shift and may influence its investment portfolio and future business directions.
See More
TD Cowen Maintains 'Buy' Rating and $44 Target on Vital Farms (VITL)
- Stock Volatility: Shares of Vital Farms (VITL) fell 6% during regular trading due to negative social media commentary but rebounded in after-hours trading, indicating a market reaction to the analyst's perspective.
- Analyst Perspective: TD Cowen analysts dismissed the criticisms regarding the company's nutritional value as 'highly unwarranted and misleading,' noting that most nutritionists view linoleic acid as a positive component, emphasizing its importance in daily diets.
- Revenue Goals: Vital Farms has set a target of achieving $2 billion in net revenue by 2030, with expectations of $755 million to $765 million in net revenue for 2025 and over $115 million in adjusted core profit, reflecting strong confidence in future growth.
- Market Sentiment Shift: On Stocktwits, retail sentiment around VITL stock shifted from 'neutral' to 'bearish' over the past 24 hours, while message volume increased from 'normal' to 'high,' indicating growing investor concern and attention towards the company's outlook.
See More
Retail IPOs Expected to Rise in 2026 as Quality Companies Increase
- Market Recovery Signal: After a stagnant first half of 2025 due to tariffs, industry executives predict a significant uptick in mergers and IPOs in the retail and consumer goods sectors for 2026, indicating a restoration of market confidence.
- Quality Companies Queued for IPOs: Ben Frost from Goldman Sachs noted that the number of high-quality companies waiting to go public in 2026 is the highest since 2021, and if successful, this could provide private investors with regular exit opportunities, stimulating private equity activity.
- Return of Mega Deals: The second half of last year saw several mega deals, including Kimberly-Clark's nearly $50 billion acquisition of Kenvue, reflecting an increased focus on growth and synergies, which is likely to drive larger transactions than in previous years.
- Increased Investor Activity: With activist investors taking stakes in companies like Lululemon and Target, more deals and corporate breakups are anticipated, highlighting a market shift towards health-focused brands and corporate restructuring, potentially leading to more carve-outs and acquisitions.
See More
Vital Farms Founder Sells 25,000 Shares for Approximately $771,300
- Transaction Overview: Vital Farms founder Matthew O'Hayer sold 25,000 shares for approximately $771,300 on January 2, 2026, reducing his direct holdings to 6,361,190 shares, indicating a consistent selling strategy.
- Ownership Proportion Change: This transaction decreased O'Hayer's direct ownership by 0.37%, aligning with his historical selling pattern of 0.31%-0.33%, reflecting a methodical approach to share disposition.
- Market Performance: Despite a drop from the 52-week high, Vital Farms achieved record revenue of $198.9 million in Q3, a 37% year-over-year increase, showcasing strong business growth potential.
- Financial Health: With $145.1 million in cash and no debt at the end of Q3, Vital Farms demonstrates solid financial health, making it an attractive investment opportunity at its current low valuation.
See More
Vital Farms to Report Q4 and FY 2025 Results on February 26, 2026
- Earnings Report Schedule: Vital Farms will release its financial results for the fourth quarter and fiscal year ended December 28, 2025, on February 26, 2026, before market open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call at 8:30 AM ET on the same day, with North American listeners dialing +1-800-715-9871 and international listeners +1-646-307-1963, using Conference ID 8674985 to provide direct financial insights and future outlook to investors.
- Webcast Access: Investors can access the live webcast on the Vital Farms Investor Relations website at https://investors.vitalfarms.com, with the session archived for 30 days to ensure that those unable to participate live can still obtain the information.
- Company Background: Founded in 2007, Vital Farms has become the leading U.S. brand of pasture-raised eggs, collaborating with 575 small farms and selling products in over 23,500 stores nationwide, demonstrating its commitment to sustainable farming and animal welfare.
See More
AMAZON: HOLDINGS UPDATE AS OF DECEMBER 31, 2025, COMPARED TO THE PREVIOUS QUARTER ENDING SEPTEMBER 30, 2025
- Change in Holdings: Amazon's holdings have undergone a change as of December 31, 2025, compared to the previous quarter ending September 30, 2025.
- Comparison of Quarters: The article highlights the differences in Amazon's financial standings between the two specified quarters.
See More
AMAZON SELLS OFF INVESTMENTS IN OWLET INC, SMARTRENT INC, AND VITAL FARMS INC - SEC FILING
- Amazon's Stake Dissolution: Amazon has dissolved its stake in three companies: Nowlet Inc., Smart Rent Inc., and Vital Farms Inc.
- Impact on Investments: This decision reflects Amazon's strategic shift and may influence its investment portfolio and future business directions.
See More
TD Cowen Maintains 'Buy' Rating and $44 Target on Vital Farms (VITL)
- Stock Volatility: Shares of Vital Farms (VITL) fell 6% during regular trading due to negative social media commentary but rebounded in after-hours trading, indicating a market reaction to the analyst's perspective.
- Analyst Perspective: TD Cowen analysts dismissed the criticisms regarding the company's nutritional value as 'highly unwarranted and misleading,' noting that most nutritionists view linoleic acid as a positive component, emphasizing its importance in daily diets.
- Revenue Goals: Vital Farms has set a target of achieving $2 billion in net revenue by 2030, with expectations of $755 million to $765 million in net revenue for 2025 and over $115 million in adjusted core profit, reflecting strong confidence in future growth.
- Market Sentiment Shift: On Stocktwits, retail sentiment around VITL stock shifted from 'neutral' to 'bearish' over the past 24 hours, while message volume increased from 'normal' to 'high,' indicating growing investor concern and attention towards the company's outlook.
See More
Retail IPOs Expected to Rise in 2026 as Quality Companies Increase
- Market Recovery Signal: After a stagnant first half of 2025 due to tariffs, industry executives predict a significant uptick in mergers and IPOs in the retail and consumer goods sectors for 2026, indicating a restoration of market confidence.
- Quality Companies Queued for IPOs: Ben Frost from Goldman Sachs noted that the number of high-quality companies waiting to go public in 2026 is the highest since 2021, and if successful, this could provide private investors with regular exit opportunities, stimulating private equity activity.
- Return of Mega Deals: The second half of last year saw several mega deals, including Kimberly-Clark's nearly $50 billion acquisition of Kenvue, reflecting an increased focus on growth and synergies, which is likely to drive larger transactions than in previous years.
- Increased Investor Activity: With activist investors taking stakes in companies like Lululemon and Target, more deals and corporate breakups are anticipated, highlighting a market shift towards health-focused brands and corporate restructuring, potentially leading to more carve-outs and acquisitions.
See More
Vital Farms Founder Sells 25,000 Shares for Approximately $771,300
- Transaction Overview: Vital Farms founder Matthew O'Hayer sold 25,000 shares for approximately $771,300 on January 2, 2026, reducing his direct holdings to 6,361,190 shares, indicating a consistent selling strategy.
- Ownership Proportion Change: This transaction decreased O'Hayer's direct ownership by 0.37%, aligning with his historical selling pattern of 0.31%-0.33%, reflecting a methodical approach to share disposition.
- Market Performance: Despite a drop from the 52-week high, Vital Farms achieved record revenue of $198.9 million in Q3, a 37% year-over-year increase, showcasing strong business growth potential.
- Financial Health: With $145.1 million in cash and no debt at the end of Q3, Vital Farms demonstrates solid financial health, making it an attractive investment opportunity at its current low valuation.
See More
