The earnings call revealed significant challenges, particularly in the tops and shoe categories, leading to revenue declines and increased promotions. However, there are positive signs in the successful sub-brand momentum, cost reductions from store closures, and strong performance in denim and dresses. The overall sentiment is mixed but leans toward negative due to the significant revenue misses and anticipated declines.
Company Guidance
During the call, the company identified significant merchandising missteps primarily in the tops category, which accounted for about 50% of the revenue miss for the quarter, with shoes contributing 40% and jackets 10%. To address these issues, the company plans to reintroduce core products and opening price point (OPP) strategies, emphasizing longer tops, tunics, and specific fabrications like brushed waffles and super soft knits. They anticipate improvements in these categories by early next year. Promotional activities increased due to the tops category's performance, but there were no inventory issues reported. The full-year guidance includes a mid-teens revenue decline in Q4, reflecting ongoing challenges in the tops and shoes categories, although some recovery in tops is expected in the next fiscal year. The company is also optimizing its store footprint, having closed up to 180 stores, which is projected to improve their EBITDA margin in 2026 through reduced fixed expenses and improved sales retention.
Successful Sub-Brand Momentum
The Festi brand is identified as a clear winner, with Nightfall and Retro performing well. Belle Isle is more of a first-half brand, and the company introduced a successful interactive business.
Store Closure Optimization
Store closures have resulted in over $18 million in cost reductions for the year. This is expected to result in substantial EBITDA margin expansion in 2026 with an improved leverage profile.
Denim and Dresses Performance
Despite challenges in other areas, denim and non-denim dresses have shown successful performance, with innovation in leg shape and wash treatment driving growth.
Torrid Holdings (CURV) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CURV Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 03, 2025
$1.31
$1.13
-13.74%
Jun 05, 2025
$4.98
$4.93
-1.00%
Mar 20, 2025
$5.53
$5.75
+3.98%
Dec 03, 2024
$4.58
$3.43
-25.11%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Torrid Holdings (CURV) report earnings?
Torrid Holdings (CURV) is schdueled to report earning on Mar 19, 2026, After Close (Confirmed).
What is Torrid Holdings (CURV) earnings time?
Torrid Holdings (CURV) earnings time is at Mar 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.