Vera Bradley（VRA）株式概要ヴェラ・ブラッドリー社はその子会社とともに、米国で女性用ハンドバッグ、ラゲージ、旅行用品、ファッション・ホームアクセサリー、ギフトのデザイン・製造を行っている。 詳細VRA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析キャッシュランウェイが1年未満である 過去5年間で収益は年間49.7%減少しました。 意味のある時価総額がありません ( $96M )US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るVRA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN10.4% undervaluedAnalystConsensusTarget•1y agoProject Restoration Will Transform Business Model For Future Success7303Top Analyst NarrativesVera BradleyANAnalystConsensusTargetBased on Analyst Price TargetsProject Restoration Will Transform Business Model For Future SuccessKey Takeaways Shifting to e-commerce and strategic brand focus may enhance profit margins and revenue stability through reduced overhead and focus on core activities. Strategic initiatives like Project Restoration and partnerships aim to improve customer engagement, drive growth, and optimize earnings through operational efficiencies.View narrativeUS$3.83FV10.4% 割安 内在価値ディスカウントSet Fair ValueView73users have viewed this narrative0users have liked this narrative0users have commented on this narrative3users have followed this narrativeabout 1 year ago author updated this narrativeView all narrativesVera Bradley, Inc. 競合他社PlayboySymbol: NasdaqGM:PLBYMarket cap: US$152.4mLanvin Group HoldingsSymbol: NYSE:LANVMarket cap: US$203.5mTefronSymbol: OTCPK:TFRF.FMarket cap: US$81.7mJX Luxventure GroupSymbol: NasdaqCM:JXGMarket cap: US$67.1m価格と性能株価の高値、安値、推移の概要Vera Bradley過去の株価現在の株価US$3.4352週高値US$4.3952週安値US$1.39ベータ1.71ヶ月の変化-12.94%3ヶ月変化26.57%1年変化63.33%3年間の変化-26.87%5年間の変化-71.68%IPOからの変化-86.20%最新ニュースNew Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$99.2m market cap).New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$13m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Apr 27Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026. Location: vera bradley design center, 12420 stonebridge road, in 46783, roanoke United Statesお知らせ • Apr 24Vera Bradley, Inc. Announces Board Member Carrie Tharp Has Decides Not to Stand for Re-Election At the Upcoming 2026 Shareholder MeetingVera Bradley, Inc. announced that board member Carrie Tharp has decided not to stand for re-election at the upcoming 2026 Shareholder Meeting. Ms. Tharp joined the Company’s Board in 2020 and has served as a member of both the Talent and Compensation Committee, as well as the Audit Committee during her tenure. Recently, Ms. Tharp was promoted into a new role as Go To Market COO & VP Customer Experience of Google Cloud. The Company is served by six remaining Board members with a diverse set of skills and backgrounds and so the Company will be shrinking the size of the board and not filling the vacancy.Seeking Alpha • Apr 15Vera Bradley: A Colorful TurnaroundSummary Vera Bradley suffered from a failed brand transformation and mismanagement, leading to record-low stock prices and declining revenues. New leadership, including CEO Ian Bickley, is driving a turnaround via Project Sunshine, refocusing on core brand identity, product simplification, and cost control. Recent actions returned VRA to profitability after 1.5 years, mainly through $10.6M in corporate expense reductions, despite ongoing revenue declines. VRA trades near liquidation value, with no debt, $18.5M cash, $76M inventory, and owned real estate, making it attractive for turnaround or acquisition. However, I am looking for an adequate margin of safety and would rather stay on the sidelines and wait for a better entry point. Read the full article on Seeking AlphaReported Earnings • Mar 12Full year 2026 earnings released: US$1.17 loss per share (vs US$2.15 loss in FY 2025)Full year 2026 results: US$1.17 loss per share (improved from US$2.15 loss in FY 2025). Revenue: US$269.7m (down 28% from FY 2025). Net loss: US$32.7m (loss narrowed 48% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesNew Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$99.2m market cap).New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$13m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Apr 27Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026. Location: vera bradley design center, 12420 stonebridge road, in 46783, roanoke United Statesお知らせ • Apr 24Vera Bradley, Inc. Announces Board Member Carrie Tharp Has Decides Not to Stand for Re-Election At the Upcoming 2026 Shareholder MeetingVera Bradley, Inc. announced that board member Carrie Tharp has decided not to stand for re-election at the upcoming 2026 Shareholder Meeting. Ms. Tharp joined the Company’s Board in 2020 and has served as a member of both the Talent and Compensation Committee, as well as the Audit Committee during her tenure. Recently, Ms. Tharp was promoted into a new role as Go To Market COO & VP Customer Experience of Google Cloud. The Company is served by six remaining Board members with a diverse set of skills and backgrounds and so the Company will be shrinking the size of the board and not filling the vacancy.Seeking Alpha • Apr 15Vera Bradley: A Colorful TurnaroundSummary Vera Bradley suffered from a failed brand transformation and mismanagement, leading to record-low stock prices and declining revenues. New leadership, including CEO Ian Bickley, is driving a turnaround via Project Sunshine, refocusing on core brand identity, product simplification, and cost control. Recent actions returned VRA to profitability after 1.5 years, mainly through $10.6M in corporate expense reductions, despite ongoing revenue declines. VRA trades near liquidation value, with no debt, $18.5M cash, $76M inventory, and owned real estate, making it attractive for turnaround or acquisition. However, I am looking for an adequate margin of safety and would rather stay on the sidelines and wait for a better entry point. Read the full article on Seeking AlphaReported Earnings • Mar 12Full year 2026 earnings released: US$1.17 loss per share (vs US$2.15 loss in FY 2025)Full year 2026 results: US$1.17 loss per share (improved from US$2.15 loss in FY 2025). Revenue: US$269.7m (down 28% from FY 2025). Net loss: US$32.7m (loss narrowed 48% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Mar 12+ 2 more updatesVera Bradley, Inc. Provides Financial Guidance for the Fiscal Year 2027Vera Bradley, Inc. provided financial guidance for the fiscal year 2027. For the year, the company continues to focus on stabilizing the business and plans for sales to be in the range of $255 million to $270 million.お知らせ • Feb 26Vera Bradley, Inc. to Report Q4, 2026 Results on Mar 12, 2026Vera Bradley, Inc. announced that they will report Q4, 2026 results at 8:00 AM, US Eastern Standard Time on Mar 12, 2026Recent Insider Transactions • Dec 17Lead Independent Director recently bought US$590k worth of stockOn the 15th of December, Andrew Meslow bought around 300k shares on-market at roughly US$1.97 per share. This transaction increased Andrew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.3m more in shares than they have sold in the last 12 months.分析記事 • Dec 13Benign Growth For Vera Bradley, Inc. (NASDAQ:VRA) Underpins Stock's 28% PlummetVera Bradley, Inc. ( NASDAQ:VRA ) shareholders won't be pleased to see that the share price has had a very rough month...Reported Earnings • Dec 11Third quarter 2026 earnings released: US$0.44 loss per share (vs US$0.46 loss in 3Q 2025)Third quarter 2026 results: US$0.44 loss per share (improved from US$0.46 loss in 3Q 2025). Revenue: US$62.3m (down 23% from 3Q 2025). Net loss: US$12.4m (loss narrowed 3.4% from 3Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Board Change • Dec 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ivan Brockman was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Dec 03Is Vera Bradley (NASDAQ:VRA) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 26Vera Bradley, Inc. to Report Q3, 2026 Results on Dec 11, 2025Vera Bradley, Inc. announced that they will report Q3, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2025お知らせ • Nov 22Vera Bradley, Inc. Announces the Appointment of Ivan Brockman to its Board of Directors, Effective November 17, 2025Vera Bradley, Inc. announced the appointment of Ivan Brockman to its Board of Directors effective November 17, 2025. Mr. Brockman currently serves as a Senior Advisor to PJT Partners, a leading independent investment bank, and previously was a Partner and in the firm’s technology strategic advisory group in San Francisco. Mr. Brockman has been at the firm since its inception when it was created in a spin-off transaction from Blackstone in 2015. Prior to the spin-off, Mr. Brockman was a part of Blackstone’s strategic advisory group and served on the firm’s Innovations Investment Committee. Mr. Brockman has a wealth of experience as an investment banker having also served as the co-head of West Coast Technology Investment Banking for Citigroup and prior to that was a Vice President with Goldman Sachs’ TMT investment banking group in Silicon Valley and San Francisco. Mr. Brockman began his career practicing corporate securities law for several years with Wilson Sonsini Goodrich & Rosati. Over the course of his career, Mr. Brockman has advised on well over $100 Billion of strategic transactions including with selected leading companies such as Google, Microsoft, Amazon, IBM, Oracle, Verizon, SAP, Dell, HP, Intel, Citrix, Yahoo, eBay, Intuit, Accenture, VERITAS, and many others. Mr. Brockman is also an active private investor as a limited partner in leading private equity, growth, real estate, and venture funds, as well as a direct investor in technology and consumer start-up companies. Some of his more prominent early-stage investments have included identity protection leader LifeLock; innovative DTC medical scrubs provider FIGS; and influencer marketing company Influential.New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$68.4m market cap).お知らせ • Oct 29Vera Bradley Announces Appointment of Melinda Paraie as Chief Brand Officer, Effective November 1, 2025Vera Bradley, Inc. announced the appointment of Melinda Paraie as the Company’s Chief Brand Officer effective November 1, 2025. Ms. Paraie served as the Chief Executive Officer of Cath Kidston where she managed the brand through its digital transformation, challenging business environment, during COVID-19 and eventual sale. Previously, she was a key leader at Tapestry, Inc. (formerly, Coach, Inc.) (NYSE: TPR), for more than ten years, most recently serving as Senior Vice President of Merchandising for North America and prior to that for the APAC region. Her contribution was an important part of Coach’s global expansion which saw sales outside North America grow by more than $1 Billion during her tenure. Ms. Paraie was a key part of the leadership team that saw success globally in revitalizing Coach’s product offerings. Ms. Paraie also served as Chief Merchandising Officer for John Hardy and acted as a strategic advisor to several other brands, including The Body Shop, Adolfo Dominguez and Vera Bradley.分析記事 • Oct 29Vera Bradley, Inc. (NASDAQ:VRA) Surges 27% Yet Its Low P/S Is No Reason For ExcitementVera Bradley, Inc. ( NASDAQ:VRA ) shareholders have had their patience rewarded with a 27% share price jump in the last...お知らせ • Oct 10Vera Bradley, Inc. and Anthropologie Unveil Limited-Edition Holiday LineVera Bradley, Inc. is celebrating the holiday season with the launch of an exclusive collaboration with global lifestyle brand, Anthropologie, blending its beloved craftsmanship and quilted heritage with Anthropologie's whimsical style. The limited-edition collection features 39 products in total, with the full assortment available at 80 Anthropologie stores and a curated selection of styles offered online at verabradley.com. The collaboration includes cosmetic cases, travel pouches, jewelry cases, scrunchies, bag charm, weekenders, duffels, and more. The collection debuts three brand-new, holiday-inspired patterns including: Diamond Patchwork Somethin' Sweet -Vera Bradley Online exclusive and Anthropologie; Trellis Patchwork Mistletoe -Anthropologie exclusive; Diamond Patchwork North Star*Anthropologie exclusive. Diamond Patchwork North Star-Anthropologie exclusive. With price points ranging from $20 to $225, the collaboration offers something special for every gift list this season, from stocking stuffers to statement travel pieces.お知らせ • Oct 02Alison Hiatt Will Be Leaving Vera Bradley, Inc. as Chief Marketing Officer, Effective October 9, 2025Vera Bradley, Inc. announced that it’s Chief Marketing Officer, Alison Hiatt will be leaving the Company on October 9, 2025. The Company entered into a Release and Waiver Agreement with Ms. Hiatt. The Release Agreement provides that Ms. Hiatt’s employment with the Company will terminate on October 9, 2025 and that she will receive severance compensation, including base salary through the date of termination, accrued benefits under the terms of the Company’s employee benefit plans, reimbursement of unreimbursed business expenses in accordance with Company policy, reimbursement of COBRA premiums for a period of up to 12 months (subject to Ms. Hiatt obtaining coverage under another group health plan), payments totaling $300,000 payable in 15 equal installments and an additional amount, if any, equal to 1.25 times the amount of the annual bonus Ms. Hiatt would have received under the Company’s annual Cash Bonus Plan for the 2026 fiscal year, payable at the time payment is made to other Company executives under the Cash Bonus Plan. Additionally, Ms. Hiatt shall be treated as not having separated from Service for purposes of any stock awards made by the Company and shall be entitled to receive any shares that vest according to Executive’s Award Agreements during that time period while payments are still being made by Company. In consideration of these severance benefits, Ms. Hiatt agrees to release the Company, its affiliates and certain other persons specified in the Release Agreement from all claims related to her employment or the termination thereof, subject to customary limitations set forth in the Release Agreement.Reported Earnings • Sep 12Second quarter 2026 earnings released: US$0.17 loss per share (vs US$0.20 profit in 2Q 2025)Second quarter 2026 results: US$0.17 loss per share (down from US$0.20 profit in 2Q 2025). Revenue: US$70.9m (down 36% from 2Q 2025). Net loss: US$4.71m (down 183% from profit in 2Q 2025). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Aug 29Vera Bradley, Inc. to Report Q2, 2026 Results on Sep 11, 2025Vera Bradley, Inc. announced that they will report Q2, 2026 results at 8:00 AM, US Eastern Standard Time on Sep 11, 2025分析記事 • Aug 05Vera Bradley, Inc.'s (NASDAQ:VRA) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioNasdaqGS:VRA 1 Year Share Price vs Fair Value Explore Vera Bradley's Fair Values from the Community and select yours...Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Co-Founder & Director Emeritus Barbara Baekgaard was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 30+ 12 more updatesVera Bradley, Inc.(NasdaqGS:VRA) dropped from Russell 2500 IndexVera Bradley, Inc.(NasdaqGS:VRA) dropped from Russell 2500 IndexNew Risk • Jun 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 48% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$65.1m market cap).Recent Insider Transactions • Jun 15Independent Director recently bought US$100k worth of stockOn the 12th of June, Ian Bickley bought around 54k shares on-market at roughly US$1.86 per share. This transaction increased Ian's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jun 13Vera Bradley, Inc. Reports PPE Impairment Charges for the First Quarter Ended May 3, 2025Vera Bradley, Inc. reported PPE impairment charges for the first quarter ended May 3, 2025. For the quarter, the company reported PPE impairment charges of $1,048,000.Reported Earnings • Jun 12First quarter 2026 earnings released: US$0.66 loss per share (vs US$0.27 loss in 1Q 2025)First quarter 2026 results: US$0.66 loss per share (further deteriorated from US$0.27 loss in 1Q 2025). Revenue: US$51.7m (down 36% from 1Q 2025). Net loss: US$18.3m (loss widened 125% from 1Q 2025). Revenue is expected to decline by 12% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 26% per year.お知らせ • Jun 11+ 2 more updatesVera Bradley, Inc. Announces Chief Financial Officer Changes, Effective June 12, 2025Vera Bradley, Inc. on June 11, 2025, announced that Michael Schwindle, the Company’s Chief Financial Officer (“CFO”), will be stepping down from his position as CFO, effective June 12, 2025. Mr. Schwindle will stay on as an employee through June 30, 2025 to ensure a smooth transition. On June 11, 2025, the Company also announced that Martin Layding, 54, will join the Company as its CFO effective June 12, 2025. Mr. Layding has served as a CFO in various organizations, including most recently for Noodle Partners, an educational technology company. From December 2021 to March 2024 Mr. Layding was CFO of the Rohrer Corporation, a packaging company. Before that he was CFO with Function of Beauty, a hair and skin care company, and served as CFO at several private equity backed firms, including for the streetwear fashion brand Supreme Brand. Mr. Layding also served as the International and North American divisional CFO for the Coach brand and began his finance career at Procter and Gamble.分析記事 • Jun 10Vera Bradley, Inc.'s (NASDAQ:VRA) 38% Price Boost Is Out Of Tune With RevenuesThose holding Vera Bradley, Inc. ( NASDAQ:VRA ) shares would be relieved that the share price has rebounded 38% in the...お知らせ • May 28Vera Bradley, Inc. to Report Q1, 2026 Results on Jun 11, 2025Vera Bradley, Inc. announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Jun 11, 2025分析記事 • May 07Is Vera Bradley (NASDAQ:VRA) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Apr 28Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025. Location: vera bradleydesign center, 12420 stonebridge road, in 46783., roanoke United Statesお知らせ • Apr 19Vera Bradley, Inc. Announces Frances P. Philip Not Stand for Re-Election at 2025 Shareholder MeetingVera Bradley announced that board member Frances P. Philip will not stand for re-election at the upcoming 2025 Shareholder Meeting. Ms. Philip joined the Company’s Board in 2011 and has served as a member on both the Talent and Compensation Committee, as well as the Nominating, Governance and Sustainability Committee during her tenure. Ms. Philip has served as the Lead Independent Director since 2022, overseeing the Company’s business with insights stemming from the extensive product development, branding, marketing, and retail experience she possesses.New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$59.1m market cap).分析記事 • Mar 16Vera Bradley, Inc. (NASDAQ:VRA) May Have Run Too Fast Too Soon With Recent 27% Price PlummetUnfortunately for some shareholders, the Vera Bradley, Inc. ( NASDAQ:VRA ) share price has dived 27% in the last thirty...お知らせ • Mar 15Vera Bradley, Inc. Announces Transition of Barbara Baekgaard to Director Emeritus RoleVera Bradley, Inc. announced on March 14, 2025, that its co-founder Barbara Baekgaard will not stand for re-election at the upcoming shareholders meeting and will transition to a Director Emeritus role. While stepping back from official board duties, Baekgaard will continue to remain involved in the company she co-founded and the Vera Bradley brand transformation. Baekgaard has been instrumental in launching the brand in 1982 with Patricia Miller and growing it into a recognized lifestyle company. Her influence on Vera Bradley has been immeasurable, shaping the business and inspiring generations of women entrepreneurs. Beyond Vera Bradley, Baekgaard is active in philanthropy and hospitality, having established the Vera Bradley Foundation for Breast Cancer in 1994, which has raised over $41 million for breast cancer research. She also founded The Bradley, Fort Wayne’s only boutique hotel. Baekgaard continues her philanthropic endeavors and sits on boards focusing on medical research.New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$72.9m market cap).Reported Earnings • Mar 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$2.15 loss per share (down from US$0.25 profit in FY 2024). Revenue: US$372.0m (down 21% from FY 2024). Net loss: US$62.2m (down US$70.0m from profit in FY 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 12Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2026Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2026. For the fiscal year ending February 1, 2026, the company expects consolidated net revenues of $280 million. Net revenues totaled $318.8 million in Fiscal 2025 (excluding the Pura Vida segment). Consolidated operating loss of approximately ($6) million compared to operating loss of ($16.9) million in Fiscal 2025 (excluding the Pura Vida segment). Consolidated diluted EPS of approximately ($0.15). Fiscal 2025 non-GAAP diluted EPS totaled ($0.64) on a total Company basis (including Pura Vida).New Risk • Mar 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$88.4m market cap).お知らせ • Feb 26Vera Bradley, Inc. to Report Q4, 2025 Results on Mar 12, 2025Vera Bradley, Inc. announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Mar 12, 2025Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jessica Rodriguez was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 10Vera Bradley Announces Board ChangesVera Bradley announced the appointment of Andrew Meslow, former CEO of L Brands and Bath and Body Works, to the Company’s Board of Directors. Mr. Meslow joins the Board most recently from L Brands and Bath and Body Works, where he was CEO. Prior to becoming CEO, Andrew held the role of COO at Bath & Body Works, leading several functional areas of the business, including finance, merchandise planning, store operations and the direct channel. He joined L Brands in 2003, working in roles at Victoria’s Secret and the corporate group before moving to Bath & Body Works in 2005 as executive vice president and chief financial officer. Prior to joining L Brands, Andrew held senior leadership positions at Banana Republic and Ann Taylor. Further, long-time board member Mary Lou Kelley is retiring from the Company’s board of Directors, effective February 7, 2025. Ms. Kelley joined the Company’s Board in 2015 and has served as a member on all of the Company’s committees during her tenure, overseeing the Company’s business with insights stemming from the wealth of deep retail, marketing and E-commerce experience she possesses. The Company is served by 8 remaining Board members with a diverse set of skills and backgrounds, including Ian Bickley, who was also recently appointed to the Board on November 1, 2024.Seeking Alpha • Jan 04Vera Bradley's Rebranding Has Been A Failure, The Stock Is Not Attractive YetSummary Vera Bradley's 3Q25 results show a 30% drop in comparable sales, worsening from 1H25, attributed to a poorly received rebranding in July 2024. The company faces inventory accumulation, necessitating more promotions in Q4, further pressuring already declining gross margins and increasing SG&A as a percentage of sales. With cash reserves dwindling to $13 million and expected to end FY25 at $32 million, the balance sheet is thinning despite no debt and a $75 million credit facility. Despite a 42% drop in stock price since the rebranding, the valuation remains unattractive due to ongoing sales declines and operational losses, maintaining a Hold rating. Read the full article on Seeking AlphaNew Risk • Dec 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$93.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.分析記事 • Dec 19Some Vera Bradley, Inc. (NASDAQ:VRA) Shareholders Look For Exit As Shares Take 35% PoundingVera Bradley, Inc. ( NASDAQ:VRA ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Dec 17Vera Bradley Worth A Flyer On Hopes Of Better Management Or TakeoverSummary Vera Bradley's stock has been declining for over a decade, and management missteps appear to be a core reason. Multiple strategic plans have failed to reverse the company's fortunes, and sales continue to decline. Thankfully, margins have generally held up, suggesting that the Vera Bradley brand isn't impaired. Signals from the Q3 conference call, along with my belief that acquirers could soon be calling, leads to my Speculative Buy rating. Read the full article on Seeking Alpha分析記事 • Dec 14Vera Bradley, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how Vera Bradley, Inc. ( NASDAQ:VRA ) shares plunged 25% in the week since...お知らせ • Dec 14Vera Bradley, Inc. Updates Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. updated consolidated earnings guidance for the fiscal year ending February 1, 2025. For the year, the company expects consolidated net revenues of approximately $385 million.New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Dec 12Vera Bradley, Inc. (NasdaqGS:VRA) announces an Equity Buyback for $30 million worth of its shares.Vera Bradley, Inc. (NasdaqGS:VRA) announces a share repurchase program. Under the program, the company will repurchase up to $30 million worth of its shares. The program will be funded using company's available cash. The repurchase program is valid for 3 years.Reported Earnings • Dec 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.46 loss per share (down from US$0.17 profit in 3Q 2024). Revenue: US$80.6m (down 30% from 3Q 2024). Net loss: US$12.8m (down 350% from profit in 3Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Nov 27Vera Bradley, Inc. to Report Q3, 2025 Results on Dec 11, 2024Vera Bradley, Inc. announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2024お知らせ • Nov 01Vera Bradley, Inc. Announces Appointment of Ian Bickley to the Board of DirectorsVera Bradley, Inc. announced the appointment of Ian Bickley to its Board of Directors effective November 1, 2024. Mr. Bickley served as a key architect and leader at Tapestry, Inc. (formerly, Coach, Inc.), overseeing the company’s global expansion and growing Coach’s international sales from less than $20 million to more than $2 billion. As President of the International Group for Coach, and President of Global Business Development for all Tapestry brands, Mr. Bickley established an exceptional track record in building and revitalizing brands, developing omni-channel businesses, and managing and integrating a global multi-brand portfolio. Mr. Bickley currently serves as an independent director and member of the Audit Committee and Corporate Responsibility and Sustainability Committee on the Boards of Directors at Crocs, Inc. and as an independent director on the Board at Brilliant Earth where he chairs the Nominating and Corporate Governance Committee and is a member of the Audit Committee. Previously, he served as an independent director on the Board at Natura & Co., where he served on the Strategy Committee.新しいナラティブ • Sep 28Revitalizing The Company Brand With Project Restoration To Target Affluent Young Demographics And Enhance Revenue Streams Introduction of Project Restoration and product assortment streamlining aims to enhance brand relevance and customer base, potentially boosting revenues. Major Estimate Revision • Sep 18Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$467.9m to US$410.0m. EPS estimate fell from US$0.37 to US$0.21 per share. Net income forecast to grow 783% next year vs 13% growth forecast for Luxury industry in the US. Consensus price target down from US$9.50 to US$6.50. Share price rose 2.2% to US$5.09 over the past week.Seeking Alpha • Sep 17Vera Bradley Is Too Risky: 2Q25 Was Challenging, And Does Not Even Include Its Criticized RebrandingSummary Vera Bradley's 2Q25 results were disappointing, with significant sales and gross margin declines, and guidance slashed from $21 million to $3 million in operating income. The company's abrupt rebranding has faced severe backlash from core customers, leading to concerns about future demand and customer loyalty. Despite historical valuation metrics suggesting a cheap stock, the uncertainty surrounding the new branding and product changes makes it difficult to assess Vera Bradley's true value. Given the current uncertainties, I recommend holding off on any investment decisions until 3Q25 results provide clearer insights into customer reactions. Read the full article on Seeking Alpha分析記事 • Sep 16The Consensus EPS Estimates For Vera Bradley, Inc. (NASDAQ:VRA) Just Fell DramaticallyOne thing we could say about the analysts on Vera Bradley, Inc. ( NASDAQ:VRA ) - they aren't optimistic, having just...Reported Earnings • Sep 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.20 (down from US$0.30 in 2Q 2024). Revenue: US$110.8m (down 14% from 2Q 2024). Net income: US$5.71m (down 38% from 2Q 2024). Profit margin: 5.1% (down from 7.2% in 2Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.分析記事 • Sep 12Vera Bradley, Inc.'s (NASDAQ:VRA) Revenues Are Not Doing Enough For Some InvestorsVera Bradley, Inc.'s ( NASDAQ:VRA ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...Price Target Changed • Sep 11Price target decreased by 21% to US$7.50Down from US$9.50, the current price target is an average from 2 analysts. New target price is 58% above last closing price of US$4.75. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.25 last year.お知らせ • Sep 11Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2025. For the year, the company expects Consolidated net revenues of approximately $410 million. Net revenues totaled $470.8 million in Fiscal 2024, including the estimated impact of a 53rd week of $6.0 million. Revenues for the back half of the year are expected to be down in the low-teen range with sequential improvement in Fourth Quarter over Third Quarter driven by six new outlet store openings along with the anniversary of Pura Vida’s digital marketing cost increase in Third Quarter last year. Consolidated operating income of approximately $3 million compared to $22.6 million in Fiscal 2024. Consolidated diluted EPS of approximately $0.10 based on diluted weighted-average shares outstanding of 29.8 million and an effective tax rate of approximately 34%. Diluted EPS totaled $0.55 last year, including the estimated impact of a 53rd week of $0.01.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$5.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Luxury industry in the US. Total loss to shareholders of 52% over the past three years.お知らせ • Aug 07Vera Bradley, Inc. to Report Q2, 2025 Results on Sep 11, 2024Vera Bradley, Inc. announced that they will report Q2, 2025 results at 8:00 AM, Eastern Standard Time on Sep 11, 2024お知らせ • Jul 11Vera Bradley, Inc. Unveils New, Elevated Product LineVera Bradley, Inc. unveiled a new, elevated product line that celebrates customers’ unique sense of style and encourages self-expression. The new product assortment, available to shop now, features elevated fabrics and performance materials, such as cotton gabardine, oxford canvas, and genuine full grain leather, and includes an expansion of modernized silhouettes. The new styles have been elegantly redesigned while honoring the heritage and elements that have classically defined Vera Bradley. In addition to expanding its handbag selection with new fabrications and silhouettes, the brand is making enhancements to some of its styles, such as duffels and backpacks, to modernize them in shape, fabric, and color. Customers will also be able to further personalize each style and curate their own look for each occasion by mixing and matching a wide assortment of accessories including bag charms, keychains, and scarves. The new Vera Bradley collection ranges in price from $15 to $295 and is available now in Vera Bradley Full Line Stores, participating Vera Bradley retailers, and online.Major Estimate Revision • Jun 19Consensus EPS estimates fall by 55%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$474.4m to US$467.9m. EPS estimate also fell from US$0.55 per share to US$0.25 per share. Net income forecast to grow 124% next year vs 12% growth forecast for Luxury industry in the US. Consensus price target of US$9.50 unchanged from last update. Share price fell 22% to US$6.02 over the past week.Seeking Alpha • Jun 18Vera Bradley: Project Restoration Promising, But Looking For Net Revenue GrowthSummary Vera Bradley has seen a dip in net revenues in the most recent quarter. VRA's Project Restoration initiative seems prudent and has the capacity to allow for a longer-term rebound in growth. That said, I take the view that net sales and earnings need to rebound to justify upside from here. Read the full article on Seeking AlphaReported Earnings • Jun 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.27 loss per share (further deteriorated from US$0.15 loss in 1Q 2024). Revenue: US$80.6m (down 15% from 1Q 2024). Net loss: US$8.12m (loss widened 74% from 1Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Jun 13Vera Bradley, Inc.'s (NASDAQ:VRA) Shareholders Might Be Looking For ExitThere wouldn't be many who think Vera Bradley, Inc.'s ( NASDAQ:VRA ) price-to-sales (or "P/S") ratio of 0.4x is worth a...Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$6.42, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Luxury industry in the US. Total loss to shareholders of 48% over the past three years.Seeking Alpha • Jun 11Vera Bradley: A Risky Turnaround PlaySummary Vera Bradley's shares have dropped 17.4% since December 2021, despite positive financial performance in the first half of fiscal year 2022. The company's revenue has been declining, but profitability has improved due to cost reductions and inventory management. Analysts expect a decline in revenue for the first quarter of fiscal year 2025, but an increase in profits. The stock is considered cheap but risky. Read the full article on Seeking Alphaお知らせ • May 08Vera Bradley, Inc. to Report Q1, 2025 Results on Jun 12, 2024Vera Bradley, Inc. announced that they will report Q1, 2025 results at 8:00 AM, Eastern Standard Time on Jun 12, 2024お知らせ • Apr 28Vera Bradley, Inc., Annual General Meeting, May 30, 2024Vera Bradley, Inc., Annual General Meeting, May 30, 2024, at 08:00 Central Standard Time. Location: Seneca Lounge, The Ritz-Carlton Water Tower Place 160 East Pearson Street Chicago Indiana United States Agenda: To elect nine Directors for a one-year term to expire at the 2025 Annual Meeting of Shareholders; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal 2025; to approve, on an advisory basis, the compensation of the Company’s named executive officers; and to transact any other business as may properly come before the meeting or at any adjournments or postponements thereof.分析記事 • Mar 20Vera Bradley's (NASDAQ:VRA) Earnings Seem To Be PromisingDespite posting healthy earnings, Vera Bradley, Inc.'s ( NASDAQ:VRA ) stock has been quite weak. Along with the solid...Seeking Alpha • Mar 20Vera Bradley: Stitching Together An OpportunitySummary Vera Bradley is a handbag and accessories brand that has seen a decline in sales. VRA has fixed its inventory supply to a more appropriate level for its sales, and gross margins have improved as inventory levels improved. Growth will be limited, but the valuation is inexpensive, there is no debt, and a sizable share repurchase program all help tilt the risk/reward toward reward, with minimal downside risks. Read the full article on Seeking Alphaお知らせ • Mar 14+ 1 more updateVera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2025. For the fiscal year ending February 1, 2025, the company expects consolidated net revenues of $460 to $480 million. Consolidated operating income of $21.0 to $24.5 million compared to $22.6 million in fiscal 2024. Consolidated diluted EPS of $0.54 to $0.62.Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.25 (up from US$1.90 loss in FY 2023). Revenue: US$470.8m (down 5.8% from FY 2023). Net income: US$7.84m (up US$67.6m from FY 2023). Profit margin: 1.7% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.お知らせ • Feb 09Vera Bradley, Inc. to Report Q4, 2024 Results on Mar 13, 2024Vera Bradley, Inc. announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Mar 13, 2024Board Change • Jan 30Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kristina Cashman was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元VRAUS LuxuryUS 市場7D5.9%7.6%1.2%1Y63.3%-9.9%28.7%株主還元を見る業界別リターン: VRA過去 1 年間で-9.9 % の収益を上げたUS Luxury業界を上回りました。リターン対市場: VRA過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is VRA's price volatile compared to industry and market?VRA volatilityVRA Average Weekly Movement13.9%Luxury Industry Average Movement6.7%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: VRAの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: VRAの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19821,360Ian Bickleyverabradley.comヴェラ・ブラッドリー社は、その子会社とともに、米国で女性用ハンドバッグ、バッグ、旅行用品、ファッション・ホームアクセサリー、ギフトのデザイン・製造を行っている。ヴェラ・ブラッドリー・ダイレクト」と「ヴェラ・ブラッドリー・インダイレクト」の2つのセグメントで事業を展開している。バックパック、トートバッグ、クロスボディ、ランチバッグ、サッチェル、クラッチバッグ、ベビーバッグなどのバッグ製品、IDホルダー、ストラップ、財布、リストレット、アイウェア、各種テクノロジーアクセサリー、バッグチャームなどのアクセサリーを提供している。また、ローリングラゲージ、化粧品、旅行用品、パッキングアクセサリー、ダッフルバッグやウィークエンドバッグなどのトラベルバッグ、テキスタイル、スローブランケット、ビーチタオル、寝具、マグカップ、タンブラーなどのホーム用品、ヴェラ・ブラッドリーブランドのスリープウェア、アウターウェア、スリッパ、ソックス、ステーショナリー、ライセンシング、運賃、マーチャンダイジング、ギフトカード破損サービスなども提供している。同社はヴェラ・ブラッドリーブランド製品を、米国内のフルラインストアおよびアウトレットストア、verabradley.com、outlet.verabradley.com、international.verabradley.comなどのeコマースサイト、消費者向け直販サイト、インディアナ州フォートウェインで毎年開催されるアウトレットセール、専門小売店、百貨店、全国規模のアカウント、第三者在庫清算業者、ライセンス契約を通じて販売している。ヴェラ・ブラッドリー社は1982年に設立され、インディアナ州ロアノークに本社を置いている。もっと見るVera Bradley, Inc. 基礎のまとめVera Bradley の収益と売上を時価総額と比較するとどうか。VRA 基礎統計学時価総額US$95.84m収益（TTM）-US$32.68m売上高(TTM)US$269.65m0.4xP/Sレシオ-3.0xPER（株価収益率VRA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VRA 損益計算書（TTM）収益US$269.65m売上原価US$144.61m売上総利益US$125.04mその他の費用US$157.71m収益-US$32.68m直近の収益報告Jan 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.15グロス・マージン46.37%純利益率-12.12%有利子負債／自己資本比率0%VRA の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 00:23終値2026/05/26 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vera Bradley, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Mark AltschwagerBairdOliver ChenCitigroup IncSteven MarottaCL King & Associates, Inc.11 その他のアナリストを表示
New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$99.2m market cap).
New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$13m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Apr 27Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026. Location: vera bradley design center, 12420 stonebridge road, in 46783, roanoke United States
お知らせ • Apr 24Vera Bradley, Inc. Announces Board Member Carrie Tharp Has Decides Not to Stand for Re-Election At the Upcoming 2026 Shareholder MeetingVera Bradley, Inc. announced that board member Carrie Tharp has decided not to stand for re-election at the upcoming 2026 Shareholder Meeting. Ms. Tharp joined the Company’s Board in 2020 and has served as a member of both the Talent and Compensation Committee, as well as the Audit Committee during her tenure. Recently, Ms. Tharp was promoted into a new role as Go To Market COO & VP Customer Experience of Google Cloud. The Company is served by six remaining Board members with a diverse set of skills and backgrounds and so the Company will be shrinking the size of the board and not filling the vacancy.
Seeking Alpha • Apr 15Vera Bradley: A Colorful TurnaroundSummary Vera Bradley suffered from a failed brand transformation and mismanagement, leading to record-low stock prices and declining revenues. New leadership, including CEO Ian Bickley, is driving a turnaround via Project Sunshine, refocusing on core brand identity, product simplification, and cost control. Recent actions returned VRA to profitability after 1.5 years, mainly through $10.6M in corporate expense reductions, despite ongoing revenue declines. VRA trades near liquidation value, with no debt, $18.5M cash, $76M inventory, and owned real estate, making it attractive for turnaround or acquisition. However, I am looking for an adequate margin of safety and would rather stay on the sidelines and wait for a better entry point. Read the full article on Seeking Alpha
Reported Earnings • Mar 12Full year 2026 earnings released: US$1.17 loss per share (vs US$2.15 loss in FY 2025)Full year 2026 results: US$1.17 loss per share (improved from US$2.15 loss in FY 2025). Revenue: US$269.7m (down 28% from FY 2025). Net loss: US$32.7m (loss narrowed 48% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
New Risk • May 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$99.2m market cap).
New Risk • May 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$13m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$13m free cash flow). Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Apr 27Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026. Location: vera bradley design center, 12420 stonebridge road, in 46783, roanoke United States
お知らせ • Apr 24Vera Bradley, Inc. Announces Board Member Carrie Tharp Has Decides Not to Stand for Re-Election At the Upcoming 2026 Shareholder MeetingVera Bradley, Inc. announced that board member Carrie Tharp has decided not to stand for re-election at the upcoming 2026 Shareholder Meeting. Ms. Tharp joined the Company’s Board in 2020 and has served as a member of both the Talent and Compensation Committee, as well as the Audit Committee during her tenure. Recently, Ms. Tharp was promoted into a new role as Go To Market COO & VP Customer Experience of Google Cloud. The Company is served by six remaining Board members with a diverse set of skills and backgrounds and so the Company will be shrinking the size of the board and not filling the vacancy.
Seeking Alpha • Apr 15Vera Bradley: A Colorful TurnaroundSummary Vera Bradley suffered from a failed brand transformation and mismanagement, leading to record-low stock prices and declining revenues. New leadership, including CEO Ian Bickley, is driving a turnaround via Project Sunshine, refocusing on core brand identity, product simplification, and cost control. Recent actions returned VRA to profitability after 1.5 years, mainly through $10.6M in corporate expense reductions, despite ongoing revenue declines. VRA trades near liquidation value, with no debt, $18.5M cash, $76M inventory, and owned real estate, making it attractive for turnaround or acquisition. However, I am looking for an adequate margin of safety and would rather stay on the sidelines and wait for a better entry point. Read the full article on Seeking Alpha
Reported Earnings • Mar 12Full year 2026 earnings released: US$1.17 loss per share (vs US$2.15 loss in FY 2025)Full year 2026 results: US$1.17 loss per share (improved from US$2.15 loss in FY 2025). Revenue: US$269.7m (down 28% from FY 2025). Net loss: US$32.7m (loss narrowed 48% from FY 2025). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 12+ 2 more updatesVera Bradley, Inc. Provides Financial Guidance for the Fiscal Year 2027Vera Bradley, Inc. provided financial guidance for the fiscal year 2027. For the year, the company continues to focus on stabilizing the business and plans for sales to be in the range of $255 million to $270 million.
お知らせ • Feb 26Vera Bradley, Inc. to Report Q4, 2026 Results on Mar 12, 2026Vera Bradley, Inc. announced that they will report Q4, 2026 results at 8:00 AM, US Eastern Standard Time on Mar 12, 2026
Recent Insider Transactions • Dec 17Lead Independent Director recently bought US$590k worth of stockOn the 15th of December, Andrew Meslow bought around 300k shares on-market at roughly US$1.97 per share. This transaction increased Andrew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.3m more in shares than they have sold in the last 12 months.
分析記事 • Dec 13Benign Growth For Vera Bradley, Inc. (NASDAQ:VRA) Underpins Stock's 28% PlummetVera Bradley, Inc. ( NASDAQ:VRA ) shareholders won't be pleased to see that the share price has had a very rough month...
Reported Earnings • Dec 11Third quarter 2026 earnings released: US$0.44 loss per share (vs US$0.46 loss in 3Q 2025)Third quarter 2026 results: US$0.44 loss per share (improved from US$0.46 loss in 3Q 2025). Revenue: US$62.3m (down 23% from 3Q 2025). Net loss: US$12.4m (loss narrowed 3.4% from 3Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Board Change • Dec 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ivan Brockman was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 03Is Vera Bradley (NASDAQ:VRA) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 26Vera Bradley, Inc. to Report Q3, 2026 Results on Dec 11, 2025Vera Bradley, Inc. announced that they will report Q3, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2025
お知らせ • Nov 22Vera Bradley, Inc. Announces the Appointment of Ivan Brockman to its Board of Directors, Effective November 17, 2025Vera Bradley, Inc. announced the appointment of Ivan Brockman to its Board of Directors effective November 17, 2025. Mr. Brockman currently serves as a Senior Advisor to PJT Partners, a leading independent investment bank, and previously was a Partner and in the firm’s technology strategic advisory group in San Francisco. Mr. Brockman has been at the firm since its inception when it was created in a spin-off transaction from Blackstone in 2015. Prior to the spin-off, Mr. Brockman was a part of Blackstone’s strategic advisory group and served on the firm’s Innovations Investment Committee. Mr. Brockman has a wealth of experience as an investment banker having also served as the co-head of West Coast Technology Investment Banking for Citigroup and prior to that was a Vice President with Goldman Sachs’ TMT investment banking group in Silicon Valley and San Francisco. Mr. Brockman began his career practicing corporate securities law for several years with Wilson Sonsini Goodrich & Rosati. Over the course of his career, Mr. Brockman has advised on well over $100 Billion of strategic transactions including with selected leading companies such as Google, Microsoft, Amazon, IBM, Oracle, Verizon, SAP, Dell, HP, Intel, Citrix, Yahoo, eBay, Intuit, Accenture, VERITAS, and many others. Mr. Brockman is also an active private investor as a limited partner in leading private equity, growth, real estate, and venture funds, as well as a direct investor in technology and consumer start-up companies. Some of his more prominent early-stage investments have included identity protection leader LifeLock; innovative DTC medical scrubs provider FIGS; and influencer marketing company Influential.
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$68.4m market cap).
お知らせ • Oct 29Vera Bradley Announces Appointment of Melinda Paraie as Chief Brand Officer, Effective November 1, 2025Vera Bradley, Inc. announced the appointment of Melinda Paraie as the Company’s Chief Brand Officer effective November 1, 2025. Ms. Paraie served as the Chief Executive Officer of Cath Kidston where she managed the brand through its digital transformation, challenging business environment, during COVID-19 and eventual sale. Previously, she was a key leader at Tapestry, Inc. (formerly, Coach, Inc.) (NYSE: TPR), for more than ten years, most recently serving as Senior Vice President of Merchandising for North America and prior to that for the APAC region. Her contribution was an important part of Coach’s global expansion which saw sales outside North America grow by more than $1 Billion during her tenure. Ms. Paraie was a key part of the leadership team that saw success globally in revitalizing Coach’s product offerings. Ms. Paraie also served as Chief Merchandising Officer for John Hardy and acted as a strategic advisor to several other brands, including The Body Shop, Adolfo Dominguez and Vera Bradley.
分析記事 • Oct 29Vera Bradley, Inc. (NASDAQ:VRA) Surges 27% Yet Its Low P/S Is No Reason For ExcitementVera Bradley, Inc. ( NASDAQ:VRA ) shareholders have had their patience rewarded with a 27% share price jump in the last...
お知らせ • Oct 10Vera Bradley, Inc. and Anthropologie Unveil Limited-Edition Holiday LineVera Bradley, Inc. is celebrating the holiday season with the launch of an exclusive collaboration with global lifestyle brand, Anthropologie, blending its beloved craftsmanship and quilted heritage with Anthropologie's whimsical style. The limited-edition collection features 39 products in total, with the full assortment available at 80 Anthropologie stores and a curated selection of styles offered online at verabradley.com. The collaboration includes cosmetic cases, travel pouches, jewelry cases, scrunchies, bag charm, weekenders, duffels, and more. The collection debuts three brand-new, holiday-inspired patterns including: Diamond Patchwork Somethin' Sweet -Vera Bradley Online exclusive and Anthropologie; Trellis Patchwork Mistletoe -Anthropologie exclusive; Diamond Patchwork North Star*Anthropologie exclusive. Diamond Patchwork North Star-Anthropologie exclusive. With price points ranging from $20 to $225, the collaboration offers something special for every gift list this season, from stocking stuffers to statement travel pieces.
お知らせ • Oct 02Alison Hiatt Will Be Leaving Vera Bradley, Inc. as Chief Marketing Officer, Effective October 9, 2025Vera Bradley, Inc. announced that it’s Chief Marketing Officer, Alison Hiatt will be leaving the Company on October 9, 2025. The Company entered into a Release and Waiver Agreement with Ms. Hiatt. The Release Agreement provides that Ms. Hiatt’s employment with the Company will terminate on October 9, 2025 and that she will receive severance compensation, including base salary through the date of termination, accrued benefits under the terms of the Company’s employee benefit plans, reimbursement of unreimbursed business expenses in accordance with Company policy, reimbursement of COBRA premiums for a period of up to 12 months (subject to Ms. Hiatt obtaining coverage under another group health plan), payments totaling $300,000 payable in 15 equal installments and an additional amount, if any, equal to 1.25 times the amount of the annual bonus Ms. Hiatt would have received under the Company’s annual Cash Bonus Plan for the 2026 fiscal year, payable at the time payment is made to other Company executives under the Cash Bonus Plan. Additionally, Ms. Hiatt shall be treated as not having separated from Service for purposes of any stock awards made by the Company and shall be entitled to receive any shares that vest according to Executive’s Award Agreements during that time period while payments are still being made by Company. In consideration of these severance benefits, Ms. Hiatt agrees to release the Company, its affiliates and certain other persons specified in the Release Agreement from all claims related to her employment or the termination thereof, subject to customary limitations set forth in the Release Agreement.
Reported Earnings • Sep 12Second quarter 2026 earnings released: US$0.17 loss per share (vs US$0.20 profit in 2Q 2025)Second quarter 2026 results: US$0.17 loss per share (down from US$0.20 profit in 2Q 2025). Revenue: US$70.9m (down 36% from 2Q 2025). Net loss: US$4.71m (down 183% from profit in 2Q 2025). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 29Vera Bradley, Inc. to Report Q2, 2026 Results on Sep 11, 2025Vera Bradley, Inc. announced that they will report Q2, 2026 results at 8:00 AM, US Eastern Standard Time on Sep 11, 2025
分析記事 • Aug 05Vera Bradley, Inc.'s (NASDAQ:VRA) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioNasdaqGS:VRA 1 Year Share Price vs Fair Value Explore Vera Bradley's Fair Values from the Community and select yours...
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Co-Founder & Director Emeritus Barbara Baekgaard was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 30+ 12 more updatesVera Bradley, Inc.(NasdaqGS:VRA) dropped from Russell 2500 IndexVera Bradley, Inc.(NasdaqGS:VRA) dropped from Russell 2500 Index
New Risk • Jun 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 48% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$65.1m market cap).
Recent Insider Transactions • Jun 15Independent Director recently bought US$100k worth of stockOn the 12th of June, Ian Bickley bought around 54k shares on-market at roughly US$1.86 per share. This transaction increased Ian's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jun 13Vera Bradley, Inc. Reports PPE Impairment Charges for the First Quarter Ended May 3, 2025Vera Bradley, Inc. reported PPE impairment charges for the first quarter ended May 3, 2025. For the quarter, the company reported PPE impairment charges of $1,048,000.
Reported Earnings • Jun 12First quarter 2026 earnings released: US$0.66 loss per share (vs US$0.27 loss in 1Q 2025)First quarter 2026 results: US$0.66 loss per share (further deteriorated from US$0.27 loss in 1Q 2025). Revenue: US$51.7m (down 36% from 1Q 2025). Net loss: US$18.3m (loss widened 125% from 1Q 2025). Revenue is expected to decline by 12% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 26% per year.
お知らせ • Jun 11+ 2 more updatesVera Bradley, Inc. Announces Chief Financial Officer Changes, Effective June 12, 2025Vera Bradley, Inc. on June 11, 2025, announced that Michael Schwindle, the Company’s Chief Financial Officer (“CFO”), will be stepping down from his position as CFO, effective June 12, 2025. Mr. Schwindle will stay on as an employee through June 30, 2025 to ensure a smooth transition. On June 11, 2025, the Company also announced that Martin Layding, 54, will join the Company as its CFO effective June 12, 2025. Mr. Layding has served as a CFO in various organizations, including most recently for Noodle Partners, an educational technology company. From December 2021 to March 2024 Mr. Layding was CFO of the Rohrer Corporation, a packaging company. Before that he was CFO with Function of Beauty, a hair and skin care company, and served as CFO at several private equity backed firms, including for the streetwear fashion brand Supreme Brand. Mr. Layding also served as the International and North American divisional CFO for the Coach brand and began his finance career at Procter and Gamble.
分析記事 • Jun 10Vera Bradley, Inc.'s (NASDAQ:VRA) 38% Price Boost Is Out Of Tune With RevenuesThose holding Vera Bradley, Inc. ( NASDAQ:VRA ) shares would be relieved that the share price has rebounded 38% in the...
お知らせ • May 28Vera Bradley, Inc. to Report Q1, 2026 Results on Jun 11, 2025Vera Bradley, Inc. announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Jun 11, 2025
分析記事 • May 07Is Vera Bradley (NASDAQ:VRA) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Apr 28Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025. Location: vera bradleydesign center, 12420 stonebridge road, in 46783., roanoke United States
お知らせ • Apr 19Vera Bradley, Inc. Announces Frances P. Philip Not Stand for Re-Election at 2025 Shareholder MeetingVera Bradley announced that board member Frances P. Philip will not stand for re-election at the upcoming 2025 Shareholder Meeting. Ms. Philip joined the Company’s Board in 2011 and has served as a member on both the Talent and Compensation Committee, as well as the Nominating, Governance and Sustainability Committee during her tenure. Ms. Philip has served as the Lead Independent Director since 2022, overseeing the Company’s business with insights stemming from the extensive product development, branding, marketing, and retail experience she possesses.
New Risk • Apr 07New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$59.1m market cap).
分析記事 • Mar 16Vera Bradley, Inc. (NASDAQ:VRA) May Have Run Too Fast Too Soon With Recent 27% Price PlummetUnfortunately for some shareholders, the Vera Bradley, Inc. ( NASDAQ:VRA ) share price has dived 27% in the last thirty...
お知らせ • Mar 15Vera Bradley, Inc. Announces Transition of Barbara Baekgaard to Director Emeritus RoleVera Bradley, Inc. announced on March 14, 2025, that its co-founder Barbara Baekgaard will not stand for re-election at the upcoming shareholders meeting and will transition to a Director Emeritus role. While stepping back from official board duties, Baekgaard will continue to remain involved in the company she co-founded and the Vera Bradley brand transformation. Baekgaard has been instrumental in launching the brand in 1982 with Patricia Miller and growing it into a recognized lifestyle company. Her influence on Vera Bradley has been immeasurable, shaping the business and inspiring generations of women entrepreneurs. Beyond Vera Bradley, Baekgaard is active in philanthropy and hospitality, having established the Vera Bradley Foundation for Breast Cancer in 1994, which has raised over $41 million for breast cancer research. She also founded The Bradley, Fort Wayne’s only boutique hotel. Baekgaard continues her philanthropic endeavors and sits on boards focusing on medical research.
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$72.9m market cap).
Reported Earnings • Mar 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$2.15 loss per share (down from US$0.25 profit in FY 2024). Revenue: US$372.0m (down 21% from FY 2024). Net loss: US$62.2m (down US$70.0m from profit in FY 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Luxury industry in the US are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 12Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2026Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2026. For the fiscal year ending February 1, 2026, the company expects consolidated net revenues of $280 million. Net revenues totaled $318.8 million in Fiscal 2025 (excluding the Pura Vida segment). Consolidated operating loss of approximately ($6) million compared to operating loss of ($16.9) million in Fiscal 2025 (excluding the Pura Vida segment). Consolidated diluted EPS of approximately ($0.15). Fiscal 2025 non-GAAP diluted EPS totaled ($0.64) on a total Company basis (including Pura Vida).
New Risk • Mar 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$88.4m market cap).
お知らせ • Feb 26Vera Bradley, Inc. to Report Q4, 2025 Results on Mar 12, 2025Vera Bradley, Inc. announced that they will report Q4, 2025 results at 8:00 AM, US Eastern Standard Time on Mar 12, 2025
Board Change • Feb 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jessica Rodriguez was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 10Vera Bradley Announces Board ChangesVera Bradley announced the appointment of Andrew Meslow, former CEO of L Brands and Bath and Body Works, to the Company’s Board of Directors. Mr. Meslow joins the Board most recently from L Brands and Bath and Body Works, where he was CEO. Prior to becoming CEO, Andrew held the role of COO at Bath & Body Works, leading several functional areas of the business, including finance, merchandise planning, store operations and the direct channel. He joined L Brands in 2003, working in roles at Victoria’s Secret and the corporate group before moving to Bath & Body Works in 2005 as executive vice president and chief financial officer. Prior to joining L Brands, Andrew held senior leadership positions at Banana Republic and Ann Taylor. Further, long-time board member Mary Lou Kelley is retiring from the Company’s board of Directors, effective February 7, 2025. Ms. Kelley joined the Company’s Board in 2015 and has served as a member on all of the Company’s committees during her tenure, overseeing the Company’s business with insights stemming from the wealth of deep retail, marketing and E-commerce experience she possesses. The Company is served by 8 remaining Board members with a diverse set of skills and backgrounds, including Ian Bickley, who was also recently appointed to the Board on November 1, 2024.
Seeking Alpha • Jan 04Vera Bradley's Rebranding Has Been A Failure, The Stock Is Not Attractive YetSummary Vera Bradley's 3Q25 results show a 30% drop in comparable sales, worsening from 1H25, attributed to a poorly received rebranding in July 2024. The company faces inventory accumulation, necessitating more promotions in Q4, further pressuring already declining gross margins and increasing SG&A as a percentage of sales. With cash reserves dwindling to $13 million and expected to end FY25 at $32 million, the balance sheet is thinning despite no debt and a $75 million credit facility. Despite a 42% drop in stock price since the rebranding, the valuation remains unattractive due to ongoing sales declines and operational losses, maintaining a Hold rating. Read the full article on Seeking Alpha
New Risk • Dec 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$93.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
分析記事 • Dec 19Some Vera Bradley, Inc. (NASDAQ:VRA) Shareholders Look For Exit As Shares Take 35% PoundingVera Bradley, Inc. ( NASDAQ:VRA ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha • Dec 17Vera Bradley Worth A Flyer On Hopes Of Better Management Or TakeoverSummary Vera Bradley's stock has been declining for over a decade, and management missteps appear to be a core reason. Multiple strategic plans have failed to reverse the company's fortunes, and sales continue to decline. Thankfully, margins have generally held up, suggesting that the Vera Bradley brand isn't impaired. Signals from the Q3 conference call, along with my belief that acquirers could soon be calling, leads to my Speculative Buy rating. Read the full article on Seeking Alpha
分析記事 • Dec 14Vera Bradley, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowOne of the biggest stories of last week was how Vera Bradley, Inc. ( NASDAQ:VRA ) shares plunged 25% in the week since...
お知らせ • Dec 14Vera Bradley, Inc. Updates Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. updated consolidated earnings guidance for the fiscal year ending February 1, 2025. For the year, the company expects consolidated net revenues of approximately $385 million.
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings have declined by 38% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Dec 12Vera Bradley, Inc. (NasdaqGS:VRA) announces an Equity Buyback for $30 million worth of its shares.Vera Bradley, Inc. (NasdaqGS:VRA) announces a share repurchase program. Under the program, the company will repurchase up to $30 million worth of its shares. The program will be funded using company's available cash. The repurchase program is valid for 3 years.
Reported Earnings • Dec 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.46 loss per share (down from US$0.17 profit in 3Q 2024). Revenue: US$80.6m (down 30% from 3Q 2024). Net loss: US$12.8m (down 350% from profit in 3Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Nov 27Vera Bradley, Inc. to Report Q3, 2025 Results on Dec 11, 2024Vera Bradley, Inc. announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2024
お知らせ • Nov 01Vera Bradley, Inc. Announces Appointment of Ian Bickley to the Board of DirectorsVera Bradley, Inc. announced the appointment of Ian Bickley to its Board of Directors effective November 1, 2024. Mr. Bickley served as a key architect and leader at Tapestry, Inc. (formerly, Coach, Inc.), overseeing the company’s global expansion and growing Coach’s international sales from less than $20 million to more than $2 billion. As President of the International Group for Coach, and President of Global Business Development for all Tapestry brands, Mr. Bickley established an exceptional track record in building and revitalizing brands, developing omni-channel businesses, and managing and integrating a global multi-brand portfolio. Mr. Bickley currently serves as an independent director and member of the Audit Committee and Corporate Responsibility and Sustainability Committee on the Boards of Directors at Crocs, Inc. and as an independent director on the Board at Brilliant Earth where he chairs the Nominating and Corporate Governance Committee and is a member of the Audit Committee. Previously, he served as an independent director on the Board at Natura & Co., where he served on the Strategy Committee.
新しいナラティブ • Sep 28Revitalizing The Company Brand With Project Restoration To Target Affluent Young Demographics And Enhance Revenue Streams Introduction of Project Restoration and product assortment streamlining aims to enhance brand relevance and customer base, potentially boosting revenues.
Major Estimate Revision • Sep 18Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$467.9m to US$410.0m. EPS estimate fell from US$0.37 to US$0.21 per share. Net income forecast to grow 783% next year vs 13% growth forecast for Luxury industry in the US. Consensus price target down from US$9.50 to US$6.50. Share price rose 2.2% to US$5.09 over the past week.
Seeking Alpha • Sep 17Vera Bradley Is Too Risky: 2Q25 Was Challenging, And Does Not Even Include Its Criticized RebrandingSummary Vera Bradley's 2Q25 results were disappointing, with significant sales and gross margin declines, and guidance slashed from $21 million to $3 million in operating income. The company's abrupt rebranding has faced severe backlash from core customers, leading to concerns about future demand and customer loyalty. Despite historical valuation metrics suggesting a cheap stock, the uncertainty surrounding the new branding and product changes makes it difficult to assess Vera Bradley's true value. Given the current uncertainties, I recommend holding off on any investment decisions until 3Q25 results provide clearer insights into customer reactions. Read the full article on Seeking Alpha
分析記事 • Sep 16The Consensus EPS Estimates For Vera Bradley, Inc. (NASDAQ:VRA) Just Fell DramaticallyOne thing we could say about the analysts on Vera Bradley, Inc. ( NASDAQ:VRA ) - they aren't optimistic, having just...
Reported Earnings • Sep 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.20 (down from US$0.30 in 2Q 2024). Revenue: US$110.8m (down 14% from 2Q 2024). Net income: US$5.71m (down 38% from 2Q 2024). Profit margin: 5.1% (down from 7.2% in 2Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 12Vera Bradley, Inc.'s (NASDAQ:VRA) Revenues Are Not Doing Enough For Some InvestorsVera Bradley, Inc.'s ( NASDAQ:VRA ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
Price Target Changed • Sep 11Price target decreased by 21% to US$7.50Down from US$9.50, the current price target is an average from 2 analysts. New target price is 58% above last closing price of US$4.75. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.25 last year.
お知らせ • Sep 11Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2025. For the year, the company expects Consolidated net revenues of approximately $410 million. Net revenues totaled $470.8 million in Fiscal 2024, including the estimated impact of a 53rd week of $6.0 million. Revenues for the back half of the year are expected to be down in the low-teen range with sequential improvement in Fourth Quarter over Third Quarter driven by six new outlet store openings along with the anniversary of Pura Vida’s digital marketing cost increase in Third Quarter last year. Consolidated operating income of approximately $3 million compared to $22.6 million in Fiscal 2024. Consolidated diluted EPS of approximately $0.10 based on diluted weighted-average shares outstanding of 29.8 million and an effective tax rate of approximately 34%. Diluted EPS totaled $0.55 last year, including the estimated impact of a 53rd week of $0.01.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$5.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Luxury industry in the US. Total loss to shareholders of 52% over the past three years.
お知らせ • Aug 07Vera Bradley, Inc. to Report Q2, 2025 Results on Sep 11, 2024Vera Bradley, Inc. announced that they will report Q2, 2025 results at 8:00 AM, Eastern Standard Time on Sep 11, 2024
お知らせ • Jul 11Vera Bradley, Inc. Unveils New, Elevated Product LineVera Bradley, Inc. unveiled a new, elevated product line that celebrates customers’ unique sense of style and encourages self-expression. The new product assortment, available to shop now, features elevated fabrics and performance materials, such as cotton gabardine, oxford canvas, and genuine full grain leather, and includes an expansion of modernized silhouettes. The new styles have been elegantly redesigned while honoring the heritage and elements that have classically defined Vera Bradley. In addition to expanding its handbag selection with new fabrications and silhouettes, the brand is making enhancements to some of its styles, such as duffels and backpacks, to modernize them in shape, fabric, and color. Customers will also be able to further personalize each style and curate their own look for each occasion by mixing and matching a wide assortment of accessories including bag charms, keychains, and scarves. The new Vera Bradley collection ranges in price from $15 to $295 and is available now in Vera Bradley Full Line Stores, participating Vera Bradley retailers, and online.
Major Estimate Revision • Jun 19Consensus EPS estimates fall by 55%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$474.4m to US$467.9m. EPS estimate also fell from US$0.55 per share to US$0.25 per share. Net income forecast to grow 124% next year vs 12% growth forecast for Luxury industry in the US. Consensus price target of US$9.50 unchanged from last update. Share price fell 22% to US$6.02 over the past week.
Seeking Alpha • Jun 18Vera Bradley: Project Restoration Promising, But Looking For Net Revenue GrowthSummary Vera Bradley has seen a dip in net revenues in the most recent quarter. VRA's Project Restoration initiative seems prudent and has the capacity to allow for a longer-term rebound in growth. That said, I take the view that net sales and earnings need to rebound to justify upside from here. Read the full article on Seeking Alpha
Reported Earnings • Jun 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.27 loss per share (further deteriorated from US$0.15 loss in 1Q 2024). Revenue: US$80.6m (down 15% from 1Q 2024). Net loss: US$8.12m (loss widened 74% from 1Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Luxury industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 13Vera Bradley, Inc.'s (NASDAQ:VRA) Shareholders Might Be Looking For ExitThere wouldn't be many who think Vera Bradley, Inc.'s ( NASDAQ:VRA ) price-to-sales (or "P/S") ratio of 0.4x is worth a...
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$6.42, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Luxury industry in the US. Total loss to shareholders of 48% over the past three years.
Seeking Alpha • Jun 11Vera Bradley: A Risky Turnaround PlaySummary Vera Bradley's shares have dropped 17.4% since December 2021, despite positive financial performance in the first half of fiscal year 2022. The company's revenue has been declining, but profitability has improved due to cost reductions and inventory management. Analysts expect a decline in revenue for the first quarter of fiscal year 2025, but an increase in profits. The stock is considered cheap but risky. Read the full article on Seeking Alpha
お知らせ • May 08Vera Bradley, Inc. to Report Q1, 2025 Results on Jun 12, 2024Vera Bradley, Inc. announced that they will report Q1, 2025 results at 8:00 AM, Eastern Standard Time on Jun 12, 2024
お知らせ • Apr 28Vera Bradley, Inc., Annual General Meeting, May 30, 2024Vera Bradley, Inc., Annual General Meeting, May 30, 2024, at 08:00 Central Standard Time. Location: Seneca Lounge, The Ritz-Carlton Water Tower Place 160 East Pearson Street Chicago Indiana United States Agenda: To elect nine Directors for a one-year term to expire at the 2025 Annual Meeting of Shareholders; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal 2025; to approve, on an advisory basis, the compensation of the Company’s named executive officers; and to transact any other business as may properly come before the meeting or at any adjournments or postponements thereof.
分析記事 • Mar 20Vera Bradley's (NASDAQ:VRA) Earnings Seem To Be PromisingDespite posting healthy earnings, Vera Bradley, Inc.'s ( NASDAQ:VRA ) stock has been quite weak. Along with the solid...
Seeking Alpha • Mar 20Vera Bradley: Stitching Together An OpportunitySummary Vera Bradley is a handbag and accessories brand that has seen a decline in sales. VRA has fixed its inventory supply to a more appropriate level for its sales, and gross margins have improved as inventory levels improved. Growth will be limited, but the valuation is inexpensive, there is no debt, and a sizable share repurchase program all help tilt the risk/reward toward reward, with minimal downside risks. Read the full article on Seeking Alpha
お知らせ • Mar 14+ 1 more updateVera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025Vera Bradley, Inc. provided consolidated earnings guidance for the fiscal year ending February 1, 2025. For the fiscal year ending February 1, 2025, the company expects consolidated net revenues of $460 to $480 million. Consolidated operating income of $21.0 to $24.5 million compared to $22.6 million in fiscal 2024. Consolidated diluted EPS of $0.54 to $0.62.
Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.25 (up from US$1.90 loss in FY 2023). Revenue: US$470.8m (down 5.8% from FY 2023). Net income: US$7.84m (up US$67.6m from FY 2023). Profit margin: 1.7% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 47%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 09Vera Bradley, Inc. to Report Q4, 2024 Results on Mar 13, 2024Vera Bradley, Inc. announced that they will report Q4, 2024 results at 8:00 AM, US Eastern Standard Time on Mar 13, 2024
Board Change • Jan 30Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kristina Cashman was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
