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Feb 01
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.
Vera Bradley
Vera Bradley
Vera Bradley Revenue by Segment
Revenue by Segment
VB Direct Revenue
CapyFin.comVB Indirect Revenue
CapyFin.com 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.
- Potential risks in successfully executing the turnaround strategy.
Revenue & Expenses
Visualization of income flow from segment revenue to net income