Analysts Estimate Marriott Vacations Worldwide (VAC) to Report a Decline in Earnings: What to Look Out for

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Marriott Vacations Worldwide due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on February 25, with a consensus estimate of $1.72 per share, reflecting a year-over-year decrease of 7.5% [3]. - Revenues are projected to be $1.32 billion, down 0.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.94% higher in the last 30 days, indicating a reassessment by analysts [4]. - However, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.67%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but its predictive power is significant mainly for positive readings [9][10]. - The current Zacks Rank for Marriott Vacations Worldwide is 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, the company exceeded expectations with earnings of $1.69 per share against an estimate of $1.64, resulting in a surprise of +3.05% [13]. - Over the past four quarters, Marriott Vacations Worldwide has beaten consensus EPS estimates each time [14]. Industry Context - In the broader leisure and recreation services industry, Pursuit Attractions and Hospitality is expected to report a loss of $0.81 per share, with revenues projected to increase by 27.2% year-over-year [19]. - Pursuit Attractions and Hospitality has a negative Zacks Rank of 4, complicating predictions for an earnings beat despite a positive Earnings ESP of +4.94% [20].