New Risk • May 13
New minor risk - Market cap size The 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 03
New major risk - Financial position The 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). Duyuru • Apr 27
Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026 Vera Bradley, Inc., Annual General Meeting, Jun 04, 2026. Location: vera bradley design center, 12420 stonebridge road, in 46783, roanoke United States Duyuru • Apr 24
Vera Bradley, Inc. Announces Board Member Carrie Tharp Has Decides Not to Stand for Re-Election At the Upcoming 2026 Shareholder Meeting Vera 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. Reported Earnings • Mar 12
Full 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. Duyuru • Feb 26
Vera Bradley, Inc. to Report Q4, 2026 Results on Mar 12, 2026 Vera 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 17
Lead Independent Director recently bought US$590k worth of stock On 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. Reported Earnings • Dec 11
Third 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 03
High number of new directors There 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. Duyuru • Nov 26
Vera Bradley, Inc. to Report Q3, 2026 Results on Dec 11, 2025 Vera Bradley, Inc. announced that they will report Q3, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2025 Duyuru • Nov 22
Vera Bradley, Inc. Announces the Appointment of Ivan Brockman to its Board of Directors, Effective November 17, 2025 Vera 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 18
New minor risk - Share price stability The 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). Duyuru • Oct 29
Vera Bradley Announces Appointment of Melinda Paraie as Chief Brand Officer, Effective November 1, 2025 Vera 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. Duyuru • Oct 10
Vera Bradley, Inc. and Anthropologie Unveil Limited-Edition Holiday Line Vera 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. Duyuru • Oct 02
Alison Hiatt Will Be Leaving Vera Bradley, Inc. as Chief Marketing Officer, Effective October 9, 2025 Vera 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 12
Second 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. Duyuru • Aug 29
Vera Bradley, Inc. to Report Q2, 2026 Results on Sep 11, 2025 Vera Bradley, Inc. announced that they will report Q2, 2026 results at 8:00 AM, US Eastern Standard Time on Sep 11, 2025 Board Change • Jul 01
High number of new directors There 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. New Risk • Jun 25
New major risk - Share price stability The 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 15
Independent Director recently bought US$100k worth of stock On 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. Duyuru • Jun 13
Vera Bradley, Inc. Reports PPE Impairment Charges for the First Quarter Ended May 3, 2025 Vera 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 12
First 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. Duyuru • May 28
Vera Bradley, Inc. to Report Q1, 2026 Results on Jun 11, 2025 Vera Bradley, Inc. announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Jun 11, 2025 Duyuru • Apr 28
Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025 Vera Bradley, Inc., Annual General Meeting, Jun 05, 2025. Location: vera bradleydesign center, 12420 stonebridge road, in 46783., roanoke United States Duyuru • Apr 19
Vera Bradley, Inc. Announces Frances P. Philip Not Stand for Re-Election at 2025 Shareholder Meeting Vera 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 07
New major risk - Revenue and earnings growth Earnings 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). Duyuru • Mar 15
Vera Bradley, Inc. Announces Transition of Barbara Baekgaard to Director Emeritus Role Vera 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 13
New major risk - Revenue and earnings growth Earnings 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 12
Full year 2025 earnings: EPS and revenues miss analyst expectations Full 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. Duyuru • Mar 12
Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2026 Vera 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 10
New minor risk - Share price stability The 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). Duyuru • Feb 26
Vera Bradley, Inc. to Report Q4, 2025 Results on Mar 12, 2025 Vera 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 12
Less than half of directors are independent Following 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. Duyuru • Feb 10
Vera Bradley Announces Board Changes Vera 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. New Risk • Dec 19
New minor risk - Market cap size The 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. Duyuru • Dec 14
Vera Bradley, Inc. Updates Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025 Vera 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 12
New major risk - Revenue and earnings growth Earnings 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. Duyuru • Dec 12
Vera 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 11
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third 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. Duyuru • Nov 27
Vera Bradley, Inc. to Report Q3, 2025 Results on Dec 11, 2024 Vera Bradley, Inc. announced that they will report Q3, 2025 results at 8:00 AM, US Eastern Standard Time on Dec 11, 2024 Duyuru • Nov 01
Vera Bradley, Inc. Announces Appointment of Ian Bickley to the Board of Directors Vera 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. Major Estimate Revision • Sep 18
Consensus 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. Reported Earnings • Sep 12
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second 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. Price Target Changed • Sep 11
Price target decreased by 21% to US$7.50 Down 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. Duyuru • Sep 11
Vera Bradley, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 1, 2025 Vera 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 07
Investor 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. Duyuru • Aug 07
Vera Bradley, Inc. to Report Q2, 2025 Results on Sep 11, 2024 Vera Bradley, Inc. announced that they will report Q2, 2025 results at 8:00 AM, Eastern Standard Time on Sep 11, 2024 Duyuru • Jul 11
Vera Bradley, Inc. Unveils New, Elevated Product Line Vera 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 19
Consensus 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. Reported Earnings • Jun 13
First quarter 2025 earnings: EPS and revenues miss analyst expectations First 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. Valuation Update With 7 Day Price Move • Jun 12
Investor 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. Duyuru • May 08
Vera Bradley, Inc. to Report Q1, 2025 Results on Jun 12, 2024 Vera Bradley, Inc. announced that they will report Q1, 2025 results at 8:00 AM, Eastern Standard Time on Jun 12, 2024 Duyuru • Apr 28
Vera Bradley, Inc., Annual General Meeting, May 30, 2024 Vera 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. Reported Earnings • Mar 13
Full year 2024 earnings: EPS misses analyst expectations Full 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. Duyuru • Feb 09
Vera Bradley, Inc. to Report Q4, 2024 Results on Mar 13, 2024 Vera 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 30
Less than half of directors are independent Following 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. 