Financial Control IssuesShares performed poorly due to a disclosed material weakness in financial filings, though it is expected to be remediated in FY26 and not impact current or historical numbers.
Market Share DeclineVital Farms' 75% value share of the pasture-raised egg category is down 9 points compared to last year, including a 5 point sequential decline since December.
Price Premium ChallengesVital Farms is trying to persuade retailers to remove the price premiums they applied to Vital's brand on shelf, usually $1 or more per carton.