VTEX Stock Price, News & Analysis

VTEX (NYSE: VTEX) reported strong Q2 2025 financial results, with subscription revenue reaching US$57.2 million, up 11.2% FX neutral YoY. The company achieved non-GAAP income from operations of US$8.5 million with a 14.4% margin, representing a 3.3 percentage point increase YoY.

Key highlights include GMV of US$4.8 billion (13.6% growth FX neutral), non-GAAP subscription gross profit of US$45.7 million with a 79.9% margin, and free cash flow of US$7.1 million. The company completed its share repurchase program, buying 0.8 million shares at US$4.82 per share, and authorized a new US$40 million repurchase program.

VTEX welcomed notable new customers including KitchenAid and Road Runner Sports in the US, demonstrating global expansion. The company raised its 2025 guidance, targeting 9-12% FX neutral subscription revenue growth and high-teens margins for non-GAAP income from operations.

VTEX (NYSE: VTEX), a composable commerce platform provider, released a national survey revealing that 71% of U.S. consumers shop for groceries online, with 50% making purchases at least monthly. The study highlights consumer preferences for direct grocer channels (52%) over third-party apps (27%) and strong interest in digital loyalty programs.

Key findings show that 69% of consumers shop online for groceries occasionally, with 30% conducting up to a quarter of their grocery shopping online. However, challenges remain, with 54% citing service fees as a major deterrent and 65% expressing interest in personalized experiences. The survey, conducted by Dynata in July 2025, sampled 1,000 U.S. adults to evaluate online grocery shopping behaviors.

VTEX (NYSE: VTEX), a connected commerce platform company, has scheduled its Q2 2025 financial results announcement for August 7th, 2025 at 4:30 pm Eastern Time. The company will host a conference call accessible via phone at +1-800-715-9871 (Conference ID: 9262891).

Investors can also join through a live audio webcast available on the company's investor relations website. A replay of the webcast will be made available after the call.

VTEX (NYSE: VTEX) has achieved unprecedented success in the 2025 Paradigm B2B Combine Reports, securing medals in all 24 categories across Enterprise and Midmarket editions. The company earned 16 Gold medals, marking a 33% increase year-over-year, including rare Gold medals for Total Cost of Ownership in both segments.

In the Enterprise Edition, VTEX secured Gold medals in 8 of 12 categories, excelling in areas such as Ability to Execute, Customer Service, TCO, and Marketplace capabilities. Notable customer successes include Stanley Black & Decker's implementation of bulk ordering solutions, bisco industries' 4 million-SKU marketplace launch, and Whirlpool's successful multi-brand deployment.

VTEX (NYSE: VTEX) has secured two Bronze Lions Awards at the 2025 Cannes Lions International Festival for its innovative RE-COMMERCE ATACAMA initiative. The project, which earned recognition in the 'Media' and 'Direct' categories, transforms retail waste in the Atacama Desert into a sustainable commerce model.

The initiative successfully redistributed recovered fashion items to 10+ countries and generated 200,000 signups for future waste drops. The Atacama Desert currently receives over 40,000 tons of retail waste annually. The project, a collaboration between VTEX, Artplan, Desierto Vestido, and Fashion Revolution, sold out its inventory in under five hours without paid media.

The next phase involves partnership with the University of Chile to create paid work opportunities and formalize the recovery process, aiming to establish a sustainable environmental and economic model.

VTEX has been recognized as a Customers' Choice in the 2025 Gartner Voice of the Customer for Digital Commerce report, marking its second consecutive year receiving this distinction. The platform achieved an impressive 98% customer recommendation rate and maintains a 4.8/5 star rating based on 63 reviews as of January 2025. VTEX stands as the only digital commerce platform to receive this recognition for two consecutive years. The company serves major enterprise brands including Colgate, Sony, and Whirlpool, and has recently added notable clients such as Calvin Klein, Dior, and New Balance. Customer reviews highlight VTEX's ability to provide simple solutions for complex business problems and its robust B2B capabilities.

A new survey by VTEX (NYSE: VTEX) reveals that 82% of Americans prioritize clear pricing and no hidden fees when shopping. The study, conducted in April 2025 with 1,000 U.S. adults, found that over one-third of consumers feel frustrated by unexpected fees, with 20% abandoning their carts at checkout when encountering such charges.

The research highlights a growing trust crisis as retailers pass tariff costs to consumers through hidden fees. 73% of respondents reported switching brands or reducing purchases due to higher prices, while 26% cited emotional stress around spending as a reason for changing preferred brands. VTEX emphasizes that retailers must prioritize pricing transparency and unified commerce solutions to maintain customer trust and prevent conversion loss in the current high-friction economy.

VTEX (NYSE: VTEX) reported strong Q1 2025 financial results with notable growth across key metrics. The company achieved GMV of $4.3 billion (17.2% growth FXN) and total revenue of $54.2 million (13.2% growth FXN). Subscription revenue, representing 97.1% of total revenues, reached $52.6 million with 15% FXN growth. The company demonstrated improved profitability with non-GAAP operating income of $5.3 million (10% margin) and free cash flow of $6.6 million (12% margin). VTEX expanded its customer base with notable additions including Americanas, LG, and GS1 US. The company also reported progress in its share buyback program, repurchasing 2.7 million shares at an average price of $5.56. For Q2 2025, VTEX targets subscription revenue growth of 12.5% to 15.5% FXN, projecting $57.0-58.5 million in revenue.

VTEX (NYSE: VTEX) held its 2025 Annual General Meeting (AGM) on April 25, with 96.36% of voting power represented. The meeting approved three key proposals:

1. Re-election of Board members, including Geraldo do Carmo Thomaz Júnior (98.31% approval), Mariano Gomide de Faria (98.31%), Alejandro Raul Scannapieco (99.69%), Benoit Fouilland (99.69%), and Francisco Alvarez-Demalde (98.13%).

2. Transition from IFRS to U.S. GAAP financial reporting standards starting January 1, 2025, approved with nearly 100% votes in favor.

3. Ratification of financial statements and auditor's report for fiscal year 2024, approved with 99.88% of votes.