Vera Bradley, Inc.

NasdaqGS:VRA 株式レポート

時価総額:US$117.7m

Vera Bradley マネジメント

マネジメント 基準チェック /04

Vera Bradleyの CEO はIan Bickleyで、 Jul2025年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.38%を直接所有しており、その価値は$ 441.83K 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と1.9年です。

主要情報

Ian Bickley

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権0.4%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間1.9yrs

経営陣の近況

Recent updates

Seeking Alpha Apr 15

Vera Bradley: A Colorful Turnaround

Summary 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
分析記事 Dec 13

Benign Growth For Vera Bradley, Inc. (NASDAQ:VRA) Underpins Stock's 28% Plummet

Vera Bradley, Inc. ( NASDAQ:VRA ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Dec 03

Is 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...
分析記事 Oct 29

Vera Bradley, Inc. (NASDAQ:VRA) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Vera Bradley, Inc. ( NASDAQ:VRA ) shareholders have had their patience rewarded with a 27% share price jump in the last...
分析記事 Aug 05

Vera Bradley, Inc.'s (NASDAQ:VRA) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

NasdaqGS:VRA 1 Year Share Price vs Fair Value Explore Vera Bradley's Fair Values from the Community and select yours...
分析記事 Jun 10

Vera Bradley, Inc.'s (NASDAQ:VRA) 38% Price Boost Is Out Of Tune With Revenues

Those holding Vera Bradley, Inc. ( NASDAQ:VRA ) shares would be relieved that the share price has rebounded 38% in the...
分析記事 May 07

Is 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...
分析記事 Mar 16

Vera Bradley, Inc. (NASDAQ:VRA) May Have Run Too Fast Too Soon With Recent 27% Price Plummet

Unfortunately for some shareholders, the Vera Bradley, Inc. ( NASDAQ:VRA ) share price has dived 27% in the last thirty...
Seeking Alpha Jan 04

Vera Bradley's Rebranding Has Been A Failure, The Stock Is Not Attractive Yet

Summary 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
分析記事 Dec 19

Some Vera Bradley, Inc. (NASDAQ:VRA) Shareholders Look For Exit As Shares Take 35% Pounding

Vera Bradley, Inc. ( NASDAQ:VRA ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Dec 17

Vera Bradley Worth A Flyer On Hopes Of Better Management Or Takeover

Summary 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 14

Vera Bradley, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

One of the biggest stories of last week was how Vera Bradley, Inc. ( NASDAQ:VRA ) shares plunged 25% in the week since...
User avatar
新しいナラティブ Sep 28

Revitalizing 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.
Seeking Alpha Sep 17

Vera Bradley Is Too Risky: 2Q25 Was Challenging, And Does Not Even Include Its Criticized Rebranding

Summary 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 16

The Consensus EPS Estimates For Vera Bradley, Inc. (NASDAQ:VRA) Just Fell Dramatically

One thing we could say about the analysts on Vera Bradley, Inc. ( NASDAQ:VRA ) - they aren't optimistic, having just...
分析記事 Sep 12

Vera Bradley, Inc.'s (NASDAQ:VRA) Revenues Are Not Doing Enough For Some Investors

Vera Bradley, Inc.'s ( NASDAQ:VRA ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
Seeking Alpha Jun 18

Vera Bradley: Project Restoration Promising, But Looking For Net Revenue Growth

Summary 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
分析記事 Jun 13

Vera Bradley, Inc.'s (NASDAQ:VRA) Shareholders Might Be Looking For Exit

There 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...
Seeking Alpha Jun 11

Vera Bradley: A Risky Turnaround Play

Summary 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
分析記事 Mar 20

Vera Bradley's (NASDAQ:VRA) Earnings Seem To Be Promising

Despite posting healthy earnings, Vera Bradley, Inc.'s ( NASDAQ:VRA ) stock has been quite weak. Along with the solid...
Seeking Alpha Mar 20

Vera Bradley: Stitching Together An Opportunity

Summary 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

CEO

Ian Bickley (62 yo)

less than a year
在職期間

Mr. Ian Martin Bickley was Interim Chief Executive Officer of Vera Bradley, Inc. since July 31, 2025 until March 2026 and serves as CEO since March 2026 and served as Independent Director from November 1,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Mark Dely
Chief Administrative9.8yrsUS$900.09k1.24%
$ 1.5m
Alissa Hines
VP of GMM Merchandising2.3yrsUS$504.25kデータなし
Ian Bickley
CEO & Chairman of the Boardless than a yearデータなし0.38%
$ 441.8k
Barbara Baekgaard
Co-Founder & Director Emeritus44yrsデータなし8.43%
$ 9.9m
Martin Layding
Chief Operating & Financial Officerless than a yearデータなし0.00088%
$ 1.0k
Melinda Paraie
Chief Brand Officerless than a yearデータなしデータなし
1.6yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: VRAの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Ian Bickley
CEO & Chairman of the Board1.5yrsデータなし0.38%
$ 441.8k
Barbara Baekgaard
Co-Founder & Director Emeritusless than a yearデータなし8.43%
$ 9.9m
Kristina Cashman
Independent Director5.9yrsUS$155.80k0.16%
$ 192.7k
Robert Hall
Director19.3yrsUS$161.50k1.94%
$ 2.3m
Andrew Meslow
Lead Independent Director1.3yrsデータなし1.97%
$ 2.3m
Ivan Brockman
Independent Directorless than a yearデータなしデータなし
Jessica Rodriguez
Independent Director2.3yrsデータなし0.045%
$ 52.5k
Carrie Tharp
Independent Director5.9yrsUS$148.60k0.16%
$ 192.7k
1.9yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: VRAの 取締役会経験豊富 ではない ( 1.9年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/07 13:31
終値2026/05/07 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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 AltschwagerBaird
Oliver ChenCitigroup Inc
Steven MarottaCL King & Associates, Inc.