VSCO Earnings

VSCO reported its FY2026Q3 earnings on 2025-12-05, showcasing a revenue of 1.00B against an estimate of 1.00B, resulting in a 4.43% surprise. The EPS was -0.27, surpassing the expected -0.6 by 55% . The stock experienced a 17.99% price change on the earnings day and a 25.11% change over the next five days, reflecting market reactions to the results.

Following VSCO's FY2026Q3 earnings announcement on 2025-12-05, the stock price moved by 17.99% on the day of the release. Over the subsequent five days, it saw a 25.11% change. Historically, VSCO's stock price tends to shift by an average of -1.45% in the 10 days leading up to earnings and -2.30% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate VSCO’s annual revenue to reach 2.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.54% and EPS estimates Revise Upward by 1.01% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between VSCO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.54%, while EPS estimates moved Revise Upward by 1.01% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VSCO's stock price typically moves by -1.45% in the 10 days before its earnings and -2.30% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 2.00B.

The earnings call highlights strong financial performance, with increased revenue guidance and a focus on growth categories like beauty and intimates. Management's strategic initiatives, such as reducing promotions and launching new products, are well-received. Despite challenges like tariffs, the company shows resilience with effective mitigation strategies. The Q&A section reveals optimism around future plans, particularly in marketing and innovation, although some lack of clarity remains. With a market cap of $1.4 billion, these positive developments are likely to result in a stock price increase of 2% to 8% over the next two weeks.