Vtex reports Q2 EPS 1.6c, consensus 2c

Reports Q2 revenue $58.8M, consensus $59.94M. Reports GMV of $4.8B in the second quarter of 2025, representing a year-over-year increase of 9.1% in USD and 13.6% on an FX neutral basis. Geraldo Thomaz Jr., founder and co-CEO of VTEX (VTEX), commented, “We continue to invest with conviction in the capabilities that define the future of enterprise commerce. From scalable B2B solutions to monetization engines like Retail Media, our platform is built not only to meet today’s demands but to anticipate what’s next. Despite a challenging market for our retailer base in Brazil and Argentina, our AI initiatives on support-cost efficiency combined with our disciplined execution delivered a quarter of resilient operational profitability. As a result, we have raised our non-GAAP income from operations and free cash flow guidance by over 10%. This combination of product leadership and financial discipline positions us exceptionally well for sustainable, long-term growth.”