Vital Farms lowered its full-year revenue outlook, citing order disruptions following a company system transition.
The company now expects full-year net revenue of $755 million to $765 million, down from its previous forecast of at least $775 million. Vital Farms said the change reflects "a temporary disruption in returning to regular order patterns following the company's enterprise resource planning system transition at the beginning of the fourth quarter of 2025." Analysts expect full-year revenue of $776.7 million, according to FactSet.
The company guided for 2026 net revenue of $930 million to $950 million. Wall Street expects $933.7 million.
Shares fell 16% to $28.95 in premarket trading.