Vita Coco (COCO) shares hit a new all-time high on Monday following an upgrade from Stephens. George Tsilis examines the beverage maker and provides his fundamental analysis on what's made the coconut water distributor a winner in 2025. He says one of the challenges for the company is scale as it takes on major beverage stocks like Coca-Cola (KO) and PepsiCo (PEP). Inside the recent sales figures, George says it's a margin story as COCO continues to grow at a reasonable profitability rate.
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24 Nov 2025
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