Why did VITL's Q3 earnings fall short of expectations?

Vital Farms' Q3 earnings fell short of expectations due to several factors:

1. **Supply Constraints and Avian Influenza**: The egg industry faced significant supply issues due to avian influenza, with nearly 40 million egg layers lost in 2024. These supply constraints likely impacted Vital Farms' ability to meet demand, despite its strategic expansions and new farm additions.
2. **Water Main Break and Maintenance**: Vital Farms experienced a water main break and maintenance issues at Egg Central Station, which led to production losses during the quarter. Such disruptions can significantly affect the company's ability to fulfill orders and maintain revenue growth.

In summary, Vital Farms' Q3 earnings were impacted by supply constraints, avian influenza, and production disruptions, leading to a fall short of expectations.