Marriott Vacations Worldwide(US:VAC) ZACKSยท2025-05-07 23:36Core Insights - Marriott Vacations Worldwide reported revenue of $1.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 0.4% [1] - The company's EPS was $1.66, down from $1.80 in the same quarter last year, but exceeded the consensus estimate of $1.56 by 6.41% [1] - The revenue fell short of the Zacks Consensus Estimate of $1.22 billion, resulting in a surprise of -1.93% [1] Revenue Breakdown - Cost reimbursements revenue was $373 million, below the average estimate of $402 million, marking a year-over-year decline of 4.6% [4] - Rental revenue reached $169 million, surpassing the average estimate of $162.88 million, with a year-over-year increase of 7% [4] - Management and exchange revenue was $215 million, slightly below the average estimate of $216.29 million, showing a year-over-year growth of 1.9% [4] - Sales of vacation ownership products generated $355 million, exceeding the average estimate of $347.95 million, with a year-over-year increase of 0.9% [4] - Financing revenue was $88 million, above the average estimate of $86 million, reflecting a year-over-year growth of 6% [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned +14.1% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]