6. Revenue Recognition

The following table summarizes the Company’s net revenue by primary product for the periods presented:

 

 

Fiscal Year Ended

 

 

 

December 28,
2025

 

 

December 29,
2024

 

 

December 31,
2023

 

Net Revenue:

 

 

 

 

 

 

 

 

 

Eggs and egg-related products

 

$

733,176

 

 

$

580,954

 

 

$

449,045

 

Butter and butter-related products

 

 

26,268

 

 

 

25,353

 

 

 

22,812

 

Net Revenue

 

$

759,444

 

 

$

606,307

 

 

$

471,857

 

 

Net revenue is primarily generated from the sale of eggs and butter. The Company’s product offerings include shell eggs, hard-boiled eggs, liquid whole eggs, and stick butter. The Company’s ghee and spreadable tub butter offerings were discontinued during the fiscal year ended December 31, 2023. The revenues related to the discontinued product lines were immaterial.

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Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Mar 7, 2024
2022Mar 9, 2023
2021Mar 10, 2022
2020Mar 24, 2021

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.