Very important Farms, Inc. (VITL) Analyst/Investor Day Transcript

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Vital Farms, Inc. (VITL) Analyst/Investor Day December 16, 2025 9:30 AM EST

Company Participants

Brian S. Shipman
Russell Diez-Canseco – President, CEO & Director
Kathryn McKeon – Chief Marketing Officer & GM of Butter
Peter Pappas – Chief Sales Officer and President of Eggs
Thilo Wrede – CFO, Chief Accounting Officer & principal accounting officer

Conference Call Participants

Matthew Smith – Stifel, Nicolaus & Company, Incorporated, Research Division
Scott Marks – Jefferies LLC, Research Division
Jon Andersen – William Blair & Company L.L.C., Research Division
Brian Holland – D.A. Davidson & Co., Research Division
Benjamin Klieve – The Benchmark Company, LLC, Research Division
Megan Christine Alexander – Morgan Stanley, Research Division
Joseph Feldman – Telsey Advisory Group LLC
Capital Group LLC, Division Research
Andrew Strelzik – BMO Capital Markets Equity Research
Jose Perez – Agave Holdings, LLC

Presentation

Brian S. Shipman

Good morning, everyone, and welcome. We’re really grateful you made the trip to Springfield to be with us today. Before we dive in, please take a moment to review our disclaimer. We got that out of the way. Let’s get started. Today, you’ll hear a compelling story of our unique brand, our growing farmer network, improving capacity, our trusted and growing retailer relationships and our attractive financial model.

We’ll begin today with our President and CEO, Russell Diez-Canseco; followed by other key members of our senior leadership team. After the presentation, we look forward to answering your questions. Then we’ll break for lunch before loading buses and touring ECS and our new ( Cold Zone ) facility in the afternoon. So with that, let’s hand it over to Russell.

Russell Diez-Canseco
President, CEO & Director

Thanks, Brian Thanks, everybody. I’m so thankful you could all be here with us in Springfield. We’ve called Springfield home since before 2017 when we grand opened — when we did the ribbon-cutting at ECS. And it

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