VTEX

VTEX

Market cap $599M

VTEX (VTEX), a Brazilian e-commerce platform, offers compelling value after a 40% share price decline and remains a Buy amid macro headwinds. VTEX combines blue-chip customers, international expansion, disciplined opex, and positive FCF margins, despite recent deceleration in revenue and GMV growth. Q3 results showed 6% y/y revenue growth and 13% y/y GMV growth, with guidance trimmed to 9.3–10.7% FX-neutral growth for the year.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, announced today that VTEX customers reached a GMV of US$1.0 billion over Black Friday-Cyber Monday week1. Compared to 2024, orders increased 10.2% and GMV grew 8.1% in FX-neutral and 18.2% in USD, reflecting the positive impact of foreign exchange dynamics. This year, across the 43 countries where VTEX operates, the top-performing verticals were Apparel & Accessories, Beauty & Health, and Home, Furniture.

VTEX ( VTEX ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Julia Fernandez - Vice President of Investor Relations Geraldo do Carmo Thomaz - Co-founder, Co-CEO, Co-Chairman & Chief Technology Officer Ricardo Sodre - Chief Financial Officer Mariano Gomide de Faria - Co-founder, Co-CEO & Co-Chairman Conference Call Participants Marcelo Santos - JPMorgan Chase & Co, Research Division Maria Infantozzi - Itaú Corretora de Valores S.A., Research Division Vitor Tomita - Goldman Sachs Group, Inc., Research Division Cesar Davanco - Santander Investment Securities Inc., Research Division Lucca Brendim - BofA Securities, Research Division Madison Schrage - KeyBanc Capital Markets Inc., Research Division Gustavo Farias - UBS Investment Bank, Research Division Presentation Julia Fernandez Vice President of Investor Relations Hello, everyone, and welcome to VTEX's Earnings Conference Call for the Third Quarter of 2025.

VTEX (VTEX) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, today announced results for the third quarter of 2025 ended September 30, 2025. VTEX results have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) as well as the rules and regulations of the Securities and Exchange Commission (“SEC”) regarding financial reporting. Geraldo Thomaz Jr., founder and co-CEO of VTEX, commented, “Over the past decade.

NEW YORK--(BUSINESS WIRE)--Gartner has recognized VTEX (NYSE: VTEX), the global commerce platform for enterprise brands, as a Challenger in the 2025 Magic Quadrant™ for Digital Commerce, acknowledging its ”Ability to Execute” and “Completeness of Vision” as enterprises move toward governed, AI-driven commerce. “For VTEX, the Challenger designation affirms our role as a critical force in digital commerce, advocating for the needs of enterprise operators,” said Mariano Gomide de Faria, Founder an.

NEW YORK--(BUSINESS WIRE)--VTEX (NYSE: VTEX), the backbone for connected commerce, will release the financial results for its third fiscal quarter ended September 30th, 2025, via conference call and audio webcast, on November 6th, 2025, at 4:30 pm Eastern Time. The conference call may be accessed by dialing +1-800-715-9871 (Conference ID –7842741 –) and requesting inclusion in the call for VTEX. The live conference call can be accessed via audio webcast at the investor relations section of the.

VTEX demonstrates strengthened growth prospects with rapid international expansion, especially in the U.S. and Europe, and robust new B2B and retail media initiatives. International traction is now a key growth catalyst, with major wins like KitchenAid and Road Runner Sports validating VTEX's platform in large, competitive markets. Profitability is inflecting higher, with margin expansion driven by AI automation, disciplined cost control, and strong unit economics in mature customer cohorts.

NEW YORK--(BUSINESS WIRE)--Nearly three-quarters (73%) of U.S. consumers say they plan to shop at discount retailers such as Dollar General, Dollar Tree, and Five Below this holiday season, according to new research from VTEX (NYSE: VTEX), the enterprise commerce platform. According to the research, Millennials showed the strongest intent, with 53% saying they are very likely to make discount stores part of their holiday shopping. Social media is also fueling purchase decisions: more than one-q.

VTEX, a Brazil-based e-commerce platform, offers global growth potential and attractive valuation, making it a compelling rebound play amid market highs. VTEX's strong customer base, local expertise in Latin America, and high subscription revenue provide competitive advantages and margin expansion opportunities despite FX and geopolitical risks. Recent efficiency measures and a maturing customer base have driven operating margin improvements, with FY25 guidance targeting $233–$239 million in revenue and high-teens FCF margin.