Vital Farms, Inc. (VITL) Analyst/Investor Day Transcript
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SA Transcripts157.38K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Vital Farms, Inc. (VITL) Analyst/Investor Day December 16, 2025 9:30 AM EST Company Participants Brian S. ShipmanRussell Diez-Canseco - President, CEO & DirectorKathryn McKeon - Chief Marketing Officer & GM of ButterPeter Pappas - Chief Sales Officer and President of EggsThilo Wrede - CFO, Chief Accounting Officer & principal accounting officer Conference Call Participants Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research DivisionScott Marks - Jefferies LLC, Research DivisionJon Andersen - William Blair & Company L.L.C., Research DivisionBrian Holland - D.A. Davidson & Co., Research DivisionBenjamin Klieve - The Benchmark Company, LLC, Research DivisionMegan Christine Alexander - Morgan Stanley, Research DivisionJoseph Feldman - Telsey Advisory Group LLCEric Des Lauriers - Craig-Hallum Capital Group LLC, Research DivisionAndrew Strelzik - BMO Capital Markets Equity ResearchJose 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-CansecoPresident, 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