Shares of Vital Farms, Inc. (VITL) tumbled 5.54% in pre-market trading on Thursday, despite the company reporting robust first-quarter 2025 financial results. The egg and butter producer's stock decline appears to be driven by a slight revenue miss and concerns over near-term supply constraints, overshadowing otherwise strong performance metrics.

Vital Farms announced Q1 revenue of $162.189 million, falling just short of the $163 million estimated by analysts. However, the company's bottom line showed impressive strength, with net income reaching $16.901 million, translating to earnings per share of $0.37. Notably, adjusted EBITDA came in at $27.5 million, significantly surpassing the consensus estimate of $21.6 million.

Despite the overall positive financial results, investors seem to be focusing on the company's acknowledgment of near-term supply constraints. Vital Farms stated, "While we face near-term supply constraints, we expect these to ease moving forward." This cautionary note, combined with the slight revenue miss, appears to be driving the negative sentiment in early trading. However, it's worth noting that the company reaffirmed its full-year 2025 revenue outlook of $740 million, suggesting confidence in its ability to navigate these short-term challenges.