Group 1 - The quarter shows no change in trend, with ongoing challenges on the topline, although there is a sequential improvement [1] - Operational losses are close to breakeven when adjusted, occurring in one of the company's strongest seasonal quarters [1] - The investment approach focuses on operational aspects and long-term earnings power, rather than market-driven dynamics [1] Group 2 - The company emphasizes a buy-and-hold perspective, indicating that most calls will be holds by design [1] - A very small fraction of companies are considered a buy at any point in time, highlighting a cautious investment strategy [1] - Hold articles are intended to provide important information for future investors and introduce skepticism in a bullish market [1]

Group 1 - The quarter shows no change in trend, with ongoing challenges on the topline, although there is a sequential improvement [1] - Operational losses are close to breakeven when adjusted, occurring in one of the company's strongest seasonal quarters [1] - The investment approach focuses on operational aspects and long-term earnings power rather than market-driven dynamics [1] Group 2 - The company emphasizes a buy-and-hold perspective, indicating that most calls will be holds by design [1] - A very small fraction of companies should be considered a buy at any point in time, highlighting a cautious investment strategy [1] - Hold articles are intended to provide important information for future investors and introduce skepticism in a bullish market [1]

Core Viewpoint - Vera Bradley, Inc. reported disappointing earnings, with a significant miss on EPS estimates, indicating ongoing profitability challenges despite a slight revenue beat for the quarter [2][3][6] Financial Performance - The company reported an EPS of -$0.30, which was significantly below the estimated EPS of -$0.11, marking a negative surprise of 172.73% [2][6] - Revenue for the quarter was $62.25 million, slightly exceeding the Zacks Consensus Estimate by 0.91%, but down from $80.58 million in the same period last year [3][6] - Over the past four quarters, the company has only surpassed consensus EPS and revenue estimates once, indicating inconsistent financial performance [3] Financial Ratios - The company has a negative price-to-earnings (P/E) ratio of approximately -0.48, reflecting ongoing losses [4][6] - The price-to-sales ratio stands at about 0.16, suggesting the stock is valued at 16 cents for every dollar of sales [4] - The enterprise value to sales ratio is approximately 0.43, indicating the company's valuation relative to its revenue [4] Liquidity and Debt Position - The liquidity position appears strong, with a current ratio of approximately 2.52, indicating more than twice the current assets compared to current liabilities [5] - The enterprise value to operating cash flow ratio is negative at around -5.06, indicating potential challenges in generating cash flow from operations [5] - The debt-to-equity ratio is about 0.67, suggesting a moderate level of debt relative to equity [5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-Q ___________________________ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended November 1, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-34918 VERA BRADLEY, INC. (Exact name of registrant as specified ...

Vera Bradley (VRA) came out with a quarterly loss of $0.3 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -172.73%. A quarter ago, it was expected that this handbag and accessories company would post a loss of $0.15 per share when it actually produced a loss of $0.02, delivering a surprise of +86.67%.Over the last four quarters, ...

The S&P 500 slipped 0.4 per cent in early trade, moving further away from its October record high. The Dow Jones Industrial Average rose 233 points, or 0.5 per cent, while the Nasdaq Composite fell 0.7 per cent, according to AP.Oracle was among the biggest drags on the market, sliding 14.5 per cent after its quarterly revenue growth of 14 per cent came in below expectations despite stronger-than-expected profit. Investors also questioned whether the company’s heavy spending on artificial intelligence (AI) w ...

Vera Bradley, Inc. (NASDAQ:VRA) stock fell Thursday after the retailer’s turnaround momentum was eclipsed by a steep margin collapse and deeper operating losses, signaling that its refreshed lineup and relaunch of iconic bags have yet to reignite demand across key channels.The company posted an adjusted third-quarter loss of 30 cents per share, wider than the Street’s expected 11-cent loss.Quarterly sales of $62.253 million beat the Street view of $61.686 million.Also Read: House Passes $900 Billion Defense ...

Vera Bradley (NasdaqGS:VRA) Q3 2026 Earnings Call December 11, 2025 08:30 AM ET Company ParticipantsMartin Layding - CFOMark Dely - Chief Administrative OfficerIan Bickley - Executive ChairmanConference Call ParticipantsEric Beder - AnalystMartin LaydingWelcome to Vera Bradley's third quarter fiscal 2026 earnings conference call. At this time, all participants are in listen-only mode. The question-and-answer session will follow the formal presentation. If anyone today should require operator assistance, ple ...

Vera Bradley (NasdaqGS:VRA) Q3 2026 Earnings Call December 11, 2025 08:30 AM ET Company ParticipantsMartin Layding - CFOMark Dely - Chief Administrative OfficerIan Bickley - Executive ChairmanConference Call ParticipantsEric Beder - AnalystOperatorWelcome to Vera Bradley's third quarter fiscal 2026 earnings conference call. At this time, all participants are in listen-only mode. The question-and-answer session will follow the formal presentation. If anyone today should require operator assistance, please pr ...

Financial Data and Key Metrics Changes - For Q3 2026, the company reported revenues of $62.3 million, an 11.7% decrease from the prior year, compared to a 24.6% decline in Q2 [8][26] - The net loss from continuing operations for Q3 totaled negative $8.3 million, or negative $0.30 per diluted share, compared to negative $3.7 million, or negative $0.13 per diluted share in the prior year [26][27] - Gross margin for Q3 was $26 million, or 41.7% of net revenues, down from 54.5% in the prior year, primarily due to a $5.9 million inventory write-down [29][30] Business Line Data and Key Metrics Changes - Direct segment revenues were $49.7 million, a 5.3% decrease from $52.5 million in the prior year, with comparable sales declining 5.8% [27][28] - Indirect segment revenues totaled $12.6 million, a 30.2% decrease from $18 million in the prior year, primarily due to a decline in specialty and key account orders [29] Market Data and Key Metrics Changes - The company experienced a sequential improvement in key metrics across nearly all direct segment channels, with positive comparable channel sales extending from back-to-school through Black Friday [8][28] - Inventory decreased year-over-year by 24.3% to $82.9 million, compared to $109.6 million at the end of the previous year [31][32] Company Strategy and Development Direction - The company is focused on five strategic pillars under "Project Sunshine," aimed at brand rejuvenation, operational excellence, and customer engagement [5][9] - The strategy includes sharpening brand focus, resetting the go-to-market approach, rewiring the digital ecosystem, implementing Outlet 2.0, and reimagining organizational structure for sustainable growth [5][6][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the transformation strategy, emphasizing the importance of product innovation and customer engagement to drive growth [3][39] - The company is committed to disciplined expense control and inventory management during the turnaround period, aiming for improved performance and shareholder value [32][24] Other Important Information - The company is in the process of searching for a new CEO, with a focus on finding the right leader to guide the transformation [25] - The recent appointment of a Chief Brand Officer is expected to enhance marketing and digital commerce efforts [54] Q&A Session Summary Question: What key signposts should be expected as Project Sunshine progresses into Q4 and 2026? - Management highlighted that product focus is crucial, with significant impacts expected from spring-summer 2026 product launches [38][39] Question: What has been the consumer response to Outlet 2.0 stores? - Early feedback has been positive regarding the store environment and customer journey, with performance in line with stores having more SKUs [44][45] Question: How should inventory opportunities be approached moving forward? - Management sees potential for improvement in inventory productivity, aiming to increase inventory turns from less than two to a range of two to three over the next 12-18 months [51] Question: How long will it take to attract a younger customer demographic? - Management acknowledged that it will take time but emphasized the importance of re-engaging loyal customers while also targeting younger demographics through effective marketing and product offerings [52][54]