Consumer staples looked dead in 2025—but a few operators delivered market-beating, semiconductor-level returns by executing relentlessly where others stagnated.

Vita Coco earnings show 37% sales growth and a guidance hike as coconut water demand surges globally and tariffs are mitigated through pricing and supply shifts.

Vita Coco earnings: Q2 net sales rose 17% with Coconut Water up 25%, prompting a full-year guidance raise despite gross margin compression.

Vita Coco’s Q4 earnings surge with 20% net sales growth, setting the stage for an exciting 2025.