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Upturn AI SWOT - About
Vita Coco Company Inc (COCO)
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Upturn Advisory Summary
04/01/2025: COCO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 19.25% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.75B USD | Price to earnings Ratio 31.6 | 1Y Target Price 37.44 |
Price to earnings Ratio 31.6 | 1Y Target Price 37.44 | ||
Volume (30-day avg) 841990 | Beta 0.33 | 52 Weeks Range 23.00 - 40.32 | Updated Date 04/1/2025 |
52 Weeks Range 23.00 - 40.32 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.84% | Operating Margin (TTM) 3.37% |
Management Effectiveness
Return on Assets (TTM) 14.24% | Return on Equity (TTM) 24.26% |
Valuation
Trailing PE 31.6 | Forward PE 28.82 | Enterprise Value 1581822953 | Price to Sales(TTM) 3.38 |
Enterprise Value 1581822953 | Price to Sales(TTM) 3.38 | ||
Enterprise Value to Revenue 3.07 | Enterprise Value to EBITDA 22.11 | Shares Outstanding 56986200 | Shares Floating 39756987 |
Shares Outstanding 56986200 | Shares Floating 39756987 | ||
Percent Insiders 12.79 | Percent Institutions 85.1 |
Analyst Ratings
Rating 4.1 | Target Price 35.67 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Vita Coco Company Inc
Company Overview
History and Background
Vita Coco was founded in 2004 by Michael Kirban and Ira Liran. They noticed people in Brazil drinking coconut water and recognized its potential in the US. Initially imported from Brazil, the company expanded its sourcing globally and broadened its product line.
Core Business Areas
- Coconut Water: Vita Coco's primary segment, focusing on the production, distribution, and sale of coconut water in various flavors and package sizes.
- Other Beverages: This segment includes other beverage offerings like coconut oil, coconut milk, and sparkling coconut water, expanding beyond their core coconut water business.
- Protein-Infused Beverages: Recently, Vita Coco has been venturing into protein-infused beverages, capitalizing on the demand for functional drinks.
Leadership and Structure
Michael Kirban serves as the Executive Chairman. Martin Roper serves as Chief Executive Officer. The company has a standard corporate structure with departments for marketing, sales, finance, and operations.
Top Products and Market Share
Key Offerings
- Vita Coco Coconut Water: The flagship product, pure coconut water, available in various sizes and flavors. Vita Coco holds a leading market share in the coconut water category, estimated at over 40% in the US. Competitors include Zico (Coca-Cola), Bai (Keurig Dr Pepper), and other private label brands. Revenue is the highest compared to the other products.
- Vita Coco Sparkling: Sparkling coconut water in various fruit flavors. Market share is smaller than the original coconut water, capturing a growing segment of the sparkling beverage market. Competitors include La Croix, Bubly, and other sparkling water brands. Revenue is lower compared to the original coconut water.
- Vita Coco Protein: Coconut water blended with protein for a refreshing and replenishing drink. Market share is still developing. Competitors include Gatorade, Powerade, and BodyArmor. Revenue is the lowest compared to the original coconut water.
Market Dynamics
Industry Overview
The beverage industry, particularly the functional and healthy beverage segments, is experiencing growth. Consumers are increasingly seeking natural, low-sugar, and hydrating options.
Positioning
Vita Coco is positioned as a premium, natural hydration brand. Its competitive advantage lies in its established brand recognition, distribution network, and consistent product quality. It aims to provide a more natural alternative to sugary sports drinks and artificial beverages.
Total Addressable Market (TAM)
The global coconut water market is estimated to be around $5 billion USD. Vita Coco is positioned to capture a significant share of this market through innovation, expansion into new geographies, and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Established distribution network
- Premium product positioning
- First-mover advantage in the coconut water category
- Focus on natural and healthy beverages
Weaknesses
- Dependence on a single key product category (coconut water)
- Vulnerability to commodity price fluctuations (coconuts)
- Competition from larger beverage companies
- Potential for negative publicity related to sourcing practices
Opportunities
- Expansion into new product categories (e.g., other plant-based beverages)
- Geographic expansion into emerging markets
- Partnerships with fitness and wellness brands
- Increased focus on sustainability and ethical sourcing
- Innovation in packaging and flavors
Threats
- Increased competition from new entrants
- Fluctuations in consumer preferences
- Economic downturns impacting discretionary spending
- Climate change affecting coconut production
- Changes in regulations related to beverage labeling and ingredients
Competitors and Market Share
Key Competitors
- COKE
- PEP
- KDP
Competitive Landscape
Vita Coco has a strong brand presence but faces competition from larger beverage companies with greater resources. Its advantage lies in its focus on coconut water and its established distribution network.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Vita Coco has experienced significant growth in the past due to the increasing popularity of coconut water and its successful branding and distribution strategies.
Future Projections: Analyst estimates project continued growth for Vita Coco, driven by expansion into new markets and product categories.
Recent Initiatives: Recent initiatives include expanding its product line with protein-infused beverages, strengthening its supply chain, and investing in marketing campaigns to reach new consumer segments.
Summary
Vita Coco is a leader in the coconut water market with strong brand recognition and distribution. While dependent on the coconut water category, it's expanding into related beverage segments. Increased competition and fluctuating commodity prices pose challenges, but growth opportunities exist through geographic expansion and product innovation. The company's fundamentals appear solid due to its strong brand and market position.
Similar Companies
- COKE
- MNST
- CELH
- FIZZ
- KDP
Sources and Disclaimers
Data Sources:
- Company filings, Market research reports, Industry publications
Disclaimers:
This analysis is based on available information and is not financial advice. Actual performance may vary. Market share data are estimates. Information is not guaranteed to be error free
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vita Coco Company Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2021-10-21 | CEO & Director Mr. Martin F. Roper | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 319 | Website https://thevitacococompany.com |
Full time employees 319 | Website https://thevitacococompany.com | ||
The Vita Coco Company, Inc. develops, markets, and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa, and the Asia Pacific. It offers coconut oil, coconut juice, and coconut milk; packaged water under the Ever & Ever brand name; and PWR LIFT, a protein-infused fitness drink. The company also supplies private label products to retailers. It distributes its products through club, food, drug, mass, convenience, e-commerce, and foodservice channels. The company was formerly known as All Market Inc. and changed its name to The Vita Coco Company, Inc. in September 2021. The Vita Coco Company, Inc. was incorporated in 2004 and is headquartered in New York, New York.
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