Why Vita Coco (COCO) Shares Are Falling Today

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Why Vita Coco (COCO) Shares Are Falling Today

Why Vita Coco (COCO) Shares Are Falling Today

Kayode Omotosho

Thu, February 19, 2026 at 5:56 AM GMT+9 2 min read

In this article:

COCO

-11.43%

What Happened?

Shares of coconut water company The Vita Coco Company (NASDAQ:COCO) fell 9.7% in the afternoon session after the company reported fourth-quarter financial results that missed earnings expectations.

The beverage company posted earnings of $0.09 per share, falling 29.6% short of analyst estimates of $0.13. While revenue of $127.8 million beat expectations, it was flat compared to the previous year. More concerning for investors was a 3.7% year-on-year decline in sales volumes, a key indicator of consumer demand. The negative results seemed to overshadow a strong financial outlook for 2026, which included guidance for revenue and EBITDA that was ahead of Wall Street’s forecasts, prompting a reassessment of the company’s growth trajectory.

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What Is The Market Telling Us

Vita Coco’s shares are quite volatile and have had 16 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 12 months ago when the stock dropped 12.7% on the news that the company reported weak fourth-quarter 2024 results with full-year revenue guidance that slightly missed expectations. On the other hand, revenue exceeded projections. Adjusted EBITDA also topped expectations, though earnings were in line. Overall, this quarter could have been better, as strong profit growth was overshadowed by a softer full-year revenue outlook​.

Vita Coco is down 6.5% since the beginning of the year, and at $50.00 per share, it is trading 15.2% below its 52-week high of $58.96 from February 2026. Investors who bought $1,000 worth of Vita Coco’s shares at the IPO in October 2021 would now be looking at an investment worth $3,698.

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