异动解读 | 业绩超预期并上调全年展望,Vital Farms盘中大涨13.27%

异动解读
Aug 07

鸡蛋零售商Vital Farms(股票代码:VITL)今日盘中股价大涨13.27%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第二季度财报以及上调的全年业绩展望。

根据公司公告,Vital Farms第二季度营收同比增长25.4%至1.8477亿美元,超过分析师预期的1.705亿美元。同时,公司第二季度调整后EBITDA达到2990万美元,同样超出市场预期。这一亮眼表现主要得益于公司的战略定价行动、供应链扩张以及强劲的消费者需求。

更令投资者振奋的是,Vital Farms大幅上调了2025财年的业绩指引。公司现预计2025财年净营收将达到至少7.7亿美元,较2024年增长27%,调整后EBITDA预期至少达到1.1亿美元。尽管公司预计2025年下半年关税和促销活动可能带来一些利润率压力,但整体业绩展望仍然十分乐观,这无疑为公司股价提供了强有力的支撑。

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