The 10-second takeaway
For the quarter ended Sep. 29 (Q3), Vitamin Shoppe beat slightly on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue grew and GAAP earnings per share grew significantly.
Margins increased across the board.
Vitamin Shoppe logged revenue of $239.0 million. The 12 analysts polled by S&P Capital IQ foresaw net sales of $234.7 million on the same basis. GAAP reported sales were 14% higher than the prior-year quarter's $208.9 million.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at $0.54. The 14 earnings estimates compiled by S&P Capital IQ averaged $0.46 per share. GAAP EPS of $0.54 for Q3 were 35% higher than the prior-year quarter's $0.40 per share.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 34.5%, 130 basis points better than the prior-year quarter. Operating margin was 10.4%, 200 basis points better than the prior-year quarter. Net margin was 6.8%, 110 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $223.3 million. On the bottom line, the average EPS estimate is $0.40.
Next year's average estimate for revenue is $953.8 million. The average EPS estimate is $2.05.
The stock has a two-star rating (out of five) at Motley Fool CAPS, with 47 members out of 59 rating the stock outperform, and 12 members rating it underperform. Among 23 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 14 give Vitamin Shoppe a green thumbs-up, and nine give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Vitamin Shoppe is outperform, with an average price target of $63.40.
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