Vtex Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.2%projected annual EPS growth
Analyst Coverage
10analysts covering
FY Revenue (est.)
$267.8Mnext fiscal year
FY EPS (est.)
$0.20next fiscal year
Monitoring Framework
Key Performance Indicators
Gross Merchandise Volume (GMV) Quarterly5.1BTarget: mid-single-digit percentage rate on an FX-neutral year-over-year basis
Subscription Revenue Quarterly60MTarget: Mid-single-digit growth on an FX-neutral basis for FY 2026
Non-GAAP Subscription Gross Margin Quarterly81.5%Target: Maintain above 80%
Non-GAAP Operating Margin Quarterly17.4%Target: Low-20s percentage margin for FY 2026
Watch Items
- Brazil Same-Store Sales (SSS) GrowthTrigger: Deceleration below mid-single digits on an FX-neutral basisAction: Re-evaluate near-term subscription revenue guidance and adjust sales resource allocation to higher-growth global markets.
- Latin American Currency Volatility (Brazilian Real and Argentine Peso)Trigger: Significant double-digit devaluation against the USDAction: Assess the translational impact on reported USD revenues and monitor the effectiveness of local inflation-linked contract adjustments.
- Enterprise Market CompetitionTrigger: Aggressive upstream moves by Shopify Plus or downstream moves by Salesforce/AdobeAction: Analyze win/loss ratios in RFPs, track customer acquisition costs (CAC), and accelerate product rollouts for composable commerce features.
Research as of 19 Jun 2026