Pre-Market Earnings Report for June 11, 2025 : CHWY, VSCO, JILL, VRA

Chewy (CHWY), Victoria's Secret & Co. (VSCO), J. Jill, Inc. (JILL), and Vera Bradley, Inc. (VRA) are set to report earnings before market open on June 11, 2025, for the quarter ending April 30, 2025; CHWY's EPS is expected to increase 6.67% year-over-year, while VSCO and JILL are expected to decrease 25.00% and 27.87% respectively, and VRA is expected to increase 38.10%. VSCO and JILL have consistently surpassed expectations in the past year, while CHWY missed EPS estimates in Q4 2024. The 2026 Price to Earnings ratios are 103.36 for CHWY, 9.92 for VSCO, 5.12 for JILL, and -17.20 for VRA.

Analysis

Four companies are scheduled to report earnings for the quarter ending April 30, 2025, prior to market open on June 11, 2025, presenting a mixed outlook. Chewy, Inc. (CHWY), an internet company, has a consensus EPS forecast of $0.16, representing a 6.67% year-over-year increase; however, CHWY notably missed consensus EPS by 80% in the fourth calendar quarter of 2024, and its 2026 Price to Earnings (P/E) ratio of 103.36 significantly exceeds the industry's 26.60, implying high growth expectations. Conversely, Victorias Secret & Co. (VSCO), a retail (shoe) company, anticipates an EPS of $0.09, a 25.00% decrease year-over-year, though it has consistently beaten expectations in the past year, with its 2026 P/E at 9.92 below the industry average of 20.70. Similarly, J. Jill, Inc. (JILL), also a retail (shoe) company, forecasts an EPS of $0.88, a 27.87% decline year-over-year, but it too has a track record of surpassing expectations, including a 45.45% beat in the first calendar quarter, and its 2026 P/E is a low 5.12. Vera Bradley, Inc. (VRA), another retail (shoe) company, expects an EPS of $-0.13, which, while still a loss, marks a 38.10% improvement year-over-year; its 2026 P/E is negative at -17.20, and the stock has a high "days to cover" exceeding 23 days, indicating significant short interest.

Key Decisions for Investors

• Investors should scrutinize Chewy's upcoming earnings closely, as its high P/E ratio necessitates strong performance to justify its valuation, especially following a significant prior miss.
• For Victorias Secret & Co. and J. Jill, Inc., their history of exceeding EPS expectations despite forecasted declines, coupled with P/E ratios below industry averages, may present a potential upside if this trend continues; however, the expected earnings contraction warrants careful monitoring.
• Vera Bradley, Inc. presents a high-risk, high-volatility scenario due to its negative P/E, ongoing losses (though improving), and substantial short interest; any earnings surprise could lead to significant price movement.