Vital Farms, Inc.: insider trades · United States · SEC (Form 4)

About Vital Farms, Inc.

Vital Farms, Inc. (NASDAQ: VITL, United States) is a U.S.-listed food company focused on premium animal-based products with a differentiated brand built around ethics, traceability, and animal welfare. Founded in 2007 on a 27-acre plot in Austin, Texas, the company has grown from a small flock of hens into a nationally recognized brand while remaining anchored in a network of family farms. Its corporate headquarters are in Austin, Texas, and its common stock trades on Nasdaq in the United States. Vital Farms’ core business consists of packaging, marketing, and distributing shell eggs, butter, and a limited set of other food products. The company’s brand proposition is centered on pasture-raised production standards, which means hens have year-round access to open pastures. This positioning is the foundation of its commercial model and helps Vital Farms command a premium versus commodity eggs and private-label alternatives. The company sells primarily under the Vital Farms brand, serving retail and foodservice channels across the United States rather than relying on a broad international footprint. From a competitive standpoint, Vital Farms is best understood as a branded specialty food platform operating in a large, mainstream category. It aims to differentiate through quality perception, transparency, sustainable farming practices, and a strong animal-welfare narrative. Management presents the company as the leading U.S. pasture-raised egg brand, and its long-term opportunity is supported by relatively low household penetration versus the broader shell egg category. The business also benefits from a deepening supply-chain ecosystem, with more than 600 family farms in its network, reinforcing both supply resilience and brand authenticity. Recent developments suggest a company in a scaling phase. During 2025, Vital Farms expanded capacity at Egg Central Station in Springfield, Missouri with a third production line, continued construction at its future Vital Crossroads facility in Seymour, Indiana, and expanded its farm network materially. Management also outlined a long-term objective of $2 billion in net revenue by 2030, signaling confidence in the brand’s runway. For investors in France, Belgium, and Switzerland, Vital Farms stands out as a growth-oriented U.S. consumer staples name with a premium positioning, but one that remains sensitive to agricultural supply, logistics, commodity egg pricing, and execution risk as it scales.