Securities Class Action Filed Against Vital Farms Over ERP Rollout Disruptions

Overview

• Two investor-rights firms say a class action targets Vital Farms and certain officers for alleged false or misleading statements to shareholders.
• Robbins LLP alleges the company promoted a new enterprise resource planning system as critical to operations but failed to warn of likely shipment and production delays.
• The complaint says those delays caused lost retail shelf space, which could hurt sales and long-term placement for the brand’s eggs.
• Vital Farms later disclosed temporary order and fulfillment disruptions after the ERP launch, while reporting 2025 revenue of $759.4 million versus $775 million guidance and EPS of $0.35 versus a $0.39 consensus.
• Shares fell 10.8% to $22.11 after the disclosure, and the firms are soliciting investors on a contingency basis with the next step likely being the selection of a lead plaintiff.