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Feb 01, 2025
Vera Bradley Q4 2025 Earnings Report
Vera Bradley reported a significant decline in revenue and profitability as the company navigated its strategic transformation plan.
Key Takeaways
Vera Bradley posted Q4 2025 revenue of $100.0 million, down 25.0% year-over-year, driven by declines across all segments. The company reported a GAAP net loss of $47.0 million, or ($1.69) per share, with an adjusted net loss of $8.3 million, or ($0.30) per share. Comparable sales fell 17.5%, primarily due to lower traffic in outlet stores. Management remains focused on its turnaround plan, including cost-cutting and repositioning its product strategy.
Q4 revenue fell 25.0% year-over-year to $100.0 million.
Comparable sales declined 17.5% due to lower outlet store traffic.
GAAP net loss widened to $47.0 million, or ($1.69) per share.
Management continues strategic turnaround efforts, including cost reductions.
Revenue by Segment
Forward Guidance
Vera Bradley is focused on executing its strategic turnaround plan, including cost-cutting measures and repositioning its product strategy. Management anticipates further revenue declines in FY26 but expects profitability to improve through efficiency initiatives.
Positive Outlook
- Projected cost savings of $20 million in FY26.
- Increased focus on core product offerings to improve customer engagement.
- No outstanding debt, providing financial flexibility.
- Continued investments in digital and e-commerce channels.
- Revised pricing and product strategy to align with customer demand.
Challenges Ahead
- Continued revenue declines expected due to business transformation.
- Lower traffic in outlet stores impacting sales performance.
- Macroeconomic challenges affecting consumer spending.
- Higher costs related to restructuring and store realignments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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