Torrid Holdings Inc.

NYSE:CURV 株式レポート

時価総額:US$134.3m

Torrid Holdings マネジメント

マネジメント 基準チェック /34

Torrid Holdingsの CEO はLisa Harperで、 May2022年に任命され、 の在任期間は 4.83年です。 の年間総報酬は$ 2.52Mで、 39.7%給与と60.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の4.8%を直接所有しており、その価値は$ 6.44M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と4.8年です。

主要情報

Lisa Harper

最高経営責任者

US$2.5m

報酬総額

CEO給与比率39.74%
CEO在任期間4yrs
CEOの所有権4.8%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

分析記事 May 16

When Should You Buy Torrid Holdings Inc. (NYSE:CURV)?

Torrid Holdings Inc. ( NYSE:CURV ), might not be a large cap stock, but it received a lot of attention from a...
ナラティブの更新 Apr 29

CURV: Future Earnings Will Struggle As Execution Risks Undermine Margin Outlook

Analysts have raised their price target on Torrid Holdings to $0.75, citing updated expectations for a smaller revenue decline, a similar profit margin outlook, and a slightly lower future P/E multiple. Analyst Commentary While the updated target of US$0.75 reflects revised assumptions on revenue and margins, bearish analysts remain cautious about how much upside is justified at current levels.
ナラティブの更新 Apr 15

CURV: Refined Revenue And Margin Assumptions Will Reset Future Earnings Power

Analysts have raised their Torrid Holdings price target from $2.00 to $2.25, citing updated assumptions related to fair value, discount rate, revenue trends, profit margins and future P/E expectations. Analyst Commentary Recent research points to a more constructive tone from bullish analysts.
ナラティブの更新 Apr 01

CURV: Higher Future P/E Assumptions Will Likely Exceed Realistic Margin Delivery

Analysts raised their Torrid Holdings price target from $1.48 to $1.58, citing updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as the key drivers of the change. Analyst Commentary Recent Street research around the revised US$1.58 price target highlights both upside potential and execution risks for Torrid Holdings, with valuation assumptions playing a central role in the debate.
ナラティブの更新 Mar 18

CURV: Future Earnings Will Weaken As Sales Declines Outpace Margin Gains

Analysts have slightly reduced their price target on Torrid Holdings, reflecting a minor downward adjustment to projected revenue growth, a modest improvement in expected profit margins, and a small decrease in the anticipated future P/E to about 2.03x. Valuation Changes Fair Value: The fair value estimate is unchanged at 0.75.
ナラティブの更新 Mar 04

CURV: Completed Buyback And Cost Cuts Will Gradually Support Margin Stability

Analysts have trimmed their implied valuation for Torrid Holdings slightly, with the updated target shifting marginally lower based on small adjustments to the discount rate, revenue expectations, profit margin outlook, and future P/E assumptions. What's in the News From August 3, 2025 to November 1, 2025, Torrid Holdings did not repurchase any shares under its existing buyback program, with activity reported as 0 shares for $0 million (Key Developments).
ナラティブの更新 Feb 18

CURV: Future Earnings Will Weaken As Sales Declines And Margins Tighten

Analysts have trimmed their price expectations for Torrid Holdings, pointing to slightly softer revenue and profit margin assumptions, a marginally higher forward P/E multiple, and a modest adjustment to the discount rate. Together, these factors leave their updated price target at $0.75 versus the prior $0.75.
分析記事 Feb 12

Torrid Holdings (NYSE:CURV) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
ナラティブの更新 Feb 04

CURV: Future Earnings Will Struggle As Revenue Declines Outweigh Margin Improvement

Analysts have trimmed their fair value estimate for Torrid Holdings from $1.75 to $0.75 per share, citing updated assumptions for revenue trends, profit margins, a lower future P/E multiple, and a slightly higher discount rate of 12.5%. What's in the News Torrid Holdings reported that between August 3, 2025 and November 1, 2025, it repurchased 0 shares for $0 million, while completing a total of 6,779,633 shares repurchased for $55.06 million under the buyback announced on December 8, 2021 (Key Developments).
ナラティブの更新 Jan 20

CURV: Cost Cuts And Store Closures Will Gradually Support Margin Stability

Analysts have trimmed their price targets for Torrid Holdings by a small amount, citing expectations that management's cost-cutting efforts and early stage store closures could take time to support a more stable operating model under ongoing tariff pressures and broader macroeconomic uncertainty. Analyst Commentary Recent research points to a more cautious stance on Torrid Holdings, with analysts weighing the potential upside from cost controls against execution risks tied to store closures, tariffs, and the broader macro backdrop.
分析記事 Jan 15

Torrid Holdings Inc.'s (NYSE:CURV) 33% Share Price Surge Not Quite Adding Up

Torrid Holdings Inc. ( NYSE:CURV ) shareholders are no doubt pleased to see that the share price has bounced 33% in the...
分析記事 Jan 06

Is There Now An Opportunity In Torrid Holdings Inc. (NYSE:CURV)?

Torrid Holdings Inc. ( NYSE:CURV ), is not the largest company out there, but it saw a decent share price growth of 15...
ナラティブの更新 Jan 06

CURV: Cost Cuts And Store Closures Will Reset Earnings Power

Analysts have cut their price target on Torrid Holdings significantly, reducing fair value by about $5.80 per share and applying a higher 12.5% discount rate as they factor in a tougher revenue outlook, uncertainty around long term sales retention from planned store closures, and ongoing tariff pressures. Analyst Commentary Recent research highlights a more cautious stance on Torrid Holdings, with analysts weighing the potential benefits of cost actions against the uncertainties tied to store closures and tariffs.
Seeking Alpha Dec 23

Torrid Holdings Remains Too Risky, Even After Plunging

Summary Torrid Holdings remains a "Sell" as revenue, profits, and cash flows continue to deteriorate, despite management's strategic initiatives. CURV's aggressive store closures and sub-brand launches aim to improve margins, but guidance on margin expansion has been withdrawn, raising uncertainty. Net debt has surged to $273.7 million, exacerbated by an ill-timed $20 million share buyback amid worsening fundamentals. Despite rock-bottom valuation multiples, CURV's declining performance and elevated risk profile justify its discounted price and continued bearish outlook. Read the full article on Seeking Alpha
ナラティブの更新 Dec 19

CURV: Cost Cuts And Store Closures Will Support Future Margin Upside

Analysts have trimmed their fair value estimate for Torrid Holdings from approximately $1.38 to $1.48 per share, reflecting slightly improved margin expectations but also acknowledging that cost-cutting, store closures, tariff headwinds, and broader macro uncertainty could weigh on revenue and delay a stable operating model. Analyst Commentary Analyst feedback on Torrid Holdings reflects a mixed outlook, with optimism around management actions tempered by concerns over execution risk and macro headwinds.
ナラティブの更新 Dec 05

CURV: Cost Cuts And Store Closures Will Drive Leaner Future Model

Analysts have sharply reduced their fair value estimate for Torrid Holdings from approximately $2.95 to about $1.38 per share, citing weaker revenue growth expectations, a lower future P/E multiple, and uncertainty around the timing and impact of store closures and cost-cutting efforts. Analyst Commentary Analysts are reassessing Torrid Holdings' outlook in light of the updated fair value estimate, focusing on the balance between near term execution risk and the potential benefits of management's cost reduction initiatives.
ナラティブの更新 Aug 29

Festy And Nightball Sub-Brands Will Diversify Product Assortment In 2025

Analysts have lowered their fair value estimate for Torrid Holdings, primarily reflecting a notable decline in the Future P/E multiple while revenue growth expectations remain unchanged, resulting in the consensus price target dropping from $4.45 to $3.85. What's in the News Torrid CEO Lisa Harper sold 350,000 common shares at $3.32 per share on June 26, 2025 (Periodicals).
ナラティブの更新 Aug 08

Festy And Nightball Sub-Brands Will Diversify Product Assortment In 2025

Torrid Holdings' consensus analyst price target has declined to $4.45, as valuation multiples have compressed despite a marginal improvement in revenue growth forecasts. What's in the News Torrid CEO Lisa Harper sold 350,000 shares at $3.3163 per share in a transaction disclosed on June 26 (Periodicals).
分析記事 Jul 31

At US$2.51, Is Torrid Holdings Inc. (NYSE:CURV) Worth Looking At Closely?

Torrid Holdings Inc. ( NYSE:CURV ), is not the largest company out there, but it saw significant share price movement...
分析記事 Jun 26

Torrid Holdings Inc.'s (NYSE:CURV) 39% Cheaper Price Remains In Tune With Earnings

Torrid Holdings Inc. ( NYSE:CURV ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 May 25

We Like Torrid Holdings' (NYSE:CURV) Returns And Here's How They're Trending

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 May 04

Optimistic Investors Push Torrid Holdings Inc. (NYSE:CURV) Shares Up 36% But Growth Is Lacking

Those holding Torrid Holdings Inc. ( NYSE:CURV ) shares would be relieved that the share price has rebounded 36% in the...
分析記事 Apr 09

Is Now An Opportune Moment To Examine Torrid Holdings Inc. (NYSE:CURV)?

Torrid Holdings Inc. ( NYSE:CURV ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha Mar 21

Torrid Holdings: Not Much To Get Excited About

Summary Torrid Holdings Inc. has shown improvement from its 2023 lows, with management pivoting to return to growth despite ongoing sales and margin pressures. Q4 sales fell 6.1%, but beat estimates, and comparable sales declined just 0.8%, indicating a potential stabilization. Earnings improved due to operational expense control and fewer stores, with adjusted EBITDA rising to $16.7 million and net loss narrowing to $3.0 million. For 2025, CURV sales are expected to decline due to a lower store count, with flat margins and EPS around $0.10, suggesting limited excitement ahead. Read the full article on Seeking Alpha
分析記事 Mar 12

With Torrid Holdings Inc. (NYSE:CURV) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 35.1x Torrid Holdings Inc. ( NYSE:CURV ) may be sending very bearish...
分析記事 Feb 01

Calculating The Intrinsic Value Of Torrid Holdings Inc. (NYSE:CURV)

Key Insights The projected fair value for Torrid Holdings is US$6.65 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Dec 19

We Think Torrid Holdings' (NYSE:CURV) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Torrid Holdings Inc. ( NYSE:CURV ) recently. We have...
Seeking Alpha Dec 04

Torrid Q3: Expectations Collapsed, It Now Approaches An Interesting Valuation

Summary Torrid Holdings' Q3 2024 results were highly disappointing, with sales down 4.2% and comparable sales down 6.5%, leading to a 30% stock drop. The company faces a challenging Q4 with expected sales between $250 million and $270 million and operating and net losses. New assortments post-Christmas and in H1 2025 could potentially revive the brand, but the current valuation is barely fair, not attractive. I maintain a Hold rating on Torrid, becoming more interested if CURV stock falls below $2.5, considering a potential turnaround in Q1 2025. Read the full article on Seeking Alpha
分析記事 Dec 03

Why Investors Shouldn't Be Surprised By Torrid Holdings Inc.'s (NYSE:CURV) 27% Share Price Surge

Torrid Holdings Inc. ( NYSE:CURV ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
分析記事 Oct 13

Is Torrid Holdings Inc. (NYSE:CURV) Potentially Undervalued?

While Torrid Holdings Inc. ( NYSE:CURV ) might not have the largest market cap around , it saw a significant share...
User avatar
新しいナラティブ Sep 18

Expanding Offerings And Omni-Channel Strategy Set To Revitalize Growth And Margins

Strategic focus on broadening customer base and increasing share of current customers' wallet through expanded product offerings and targeting younger demographics.
Seeking Alpha Sep 04

Torrid Holdings: Business Is Inflecting, But Traders Long And Short Have Opportunity

Summary Torrid Holdings Inc. has rebounded from its 2023 lows, showing improved sentiment and potential for swing trading, but remains a risky investment due to competition and lack of a protective moat. Q2 sales fell slightly, but margins expanded significantly due to reduced promotional activity, leading to better-than-expected earnings and a positive near-term outlook. The Torrid Holdings balance sheet shows improvement with increased cash flow and liquidity, although the stock's valuation is higher than a year ago, making it somewhat expensive. For long-term investors, Torrid is a hold, but traders may find opportunities for gains long or short, depending on future performance and market conditions. Read the full article on Seeking Alpha

CEO報酬分析

Torrid Holdings の収益と比較して、Lisa Harper の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026US$3mUS$1m

-US$7m

Nov 01 2025n/an/a

-US$2m

Aug 02 2025n/an/a

US$3m

May 03 2025n/an/a

US$10m

Feb 01 2025US$4mUS$1m

US$16m

Nov 02 2024n/an/a

US$15m

Aug 03 2024n/an/a

US$14m

May 04 2024n/an/a

US$12m

Feb 03 2024US$2mUS$1m

US$12m

Oct 28 2023n/an/a

US$12m

Jul 29 2023n/an/a

US$22m

Apr 29 2023n/an/a

US$38m

Jan 28 2023US$2mUS$708k

US$50m

Oct 29 2022n/an/a

US$31m

Jul 30 2022n/an/a

-US$35m

Apr 30 2022n/an/a

-US$19m

Jan 29 2022US$100kn/a

-US$30m

Oct 30 2021n/an/a

-US$16m

Jul 31 2021n/an/a

US$47m

May 01 2021n/an/a

US$25m

Jan 30 2021US$100kn/a

US$25m

報酬と市場: Lisaの 総報酬 ($USD 2.52M ) は、 US市場 ($USD 630.36K ) の同規模の企業の平均を上回っています。

報酬と収益: Lisaの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Lisa Harper (65 yo)

4yrs
在職期間
US$2,516,276
報酬

Ms. Lisa M. Harper is Director at Torrid Holdings Inc. since July 2021 and its Chief Executive Officer since May 03, 2022. is Director at Torrid LLC since 2019 and serves as its Chief Executive Officer sin...


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
Lisa Harper
CEO & Director4yrsUS$2.52m4.8%
$ 6.4m
Hyon Park
Executive VP & COO1.9yrsUS$1.08m0.12%
$ 157.4k
Ashlee Wheeler
Executive VP & Chief Commercial Officer3.7yrsUS$946.91k0.0083%
$ 11.1k
Paula Dempsey
Executive VP & CFO3yrsUS$1.25m0.060%
$ 80.4k
Chinwe Abaelu
Senior VP4.2yrsデータなし0.23%
$ 304.9k
Bridgett Zeterberg
Executive VP3.8yrsUS$1.13m0.099%
$ 133.5k
Kate Horton
Chief Merchandising Officer of Intimates2.3yrsデータなしデータなし
3.7yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: CURVの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Lisa Harper
CEO & Director4.8yrsUS$2.52m4.8%
$ 6.4m
Stefan Kaluzny
Independent Chairman4.8yrsデータなしデータなし
Valeria Rico Nikolov
Independent Director4.7yrsUS$225.00k0.071%
$ 94.8k
Theophlius Killion
Lead Independent Director4.9yrsUS$240.00k0.080%
$ 106.8k
Michael Shaffer
Independent Director4yrsUS$240.00k0.087%
$ 117.5k
Dary Kopelioff
Independent Director4.8yrsデータなしデータなし
4.8yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: CURVの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


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2026/05/22 06:02
終値2026/05/22 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

Torrid Holdings Inc. 6 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。10

アナリスト機関
Lorraine Corrine HutchinsonBofA Global Research
Jeffrey LickB. Riley Securities, Inc.
Janine Hoffman StichterBTIG