Vince Holding (VNCE)
NASDAQ:VNCE
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Earnings Data
Report Date
Jun 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.37Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear momentum in the direct-to-consumer business, meaningful quarter-over-quarter and year-over-year improvements in several profitability metrics, constructive near-term guidance, and actionable growth initiatives (drop-ship expansion, men's growth, international flagships). However, notable headwinds remain from tariffs, freight, a wholesale disruption with Saks (including a $6M bad debt), gross margin pressure, and elevated inventory. Management presented these challenges as largely mitigated or manageable while emphasizing ongoing strategic tailwinds and confidence in fiscal 2026 performance.Company Guidance
Quarterly Revenue Growth
Total company net sales for Q4 increased 4.7% to $83.7M from $80.0M a year ago, driven by strength across channels.
Direct-to-Consumer Momentum
Direct-to-consumer sales rose approximately 10.4% year-over-year in Q4, paced by both e-commerce and stores and supported by strategic pricing and improved customer experience.
Improved Operating and Profitability Metrics (Year-over-Year)
Q4 adjusted operating income (excluding $6M Saks-related bad debt) was $3.1M versus $2.5M in the prior-year comparable adjusted period; Q4 adjusted net income excluding bad debt was $2.4M ($0.18/share) versus $0.8M ($0.06/share) a year ago.
Significant Reduction in Year-over-Year Net Loss
Q4 net loss narrowed to $3.6M (loss per share $0.28) from a $28.3M net loss (loss per share $2.24) in the prior-year quarter, reflecting improved operating performance and fewer nonrecurring charges.
Full-Year Fiscal 2025 Profitability Progress
Fiscal 2025 delivered net sales growth of ~2.2%, reported net income of $6.4M and adjusted EBITDA of $15.1M; management noted adjusted EBITDA growth of about 8% year-over-year despite headwinds.
Lower Interest Expense and Manageable Leverage
Net interest expense decreased to $0.7M in Q4 from $1.6M prior year due to paydown of the third lien facility; long-term debt at quarter end was $19.5M.
Positive Outlook and Guidance
Q1 FY2026 guidance calls for net sales growth of ~8.5%–10.5%; FY2026 guidance projects net sales growth ~3%–6%, adjusted operating income margin ~3.5%–4% and adjusted EBITDA margin ~5%–5.5%, indicating management expects continued momentum.
Strategic Growth Initiatives and International Traction
Plans to expand drop-ship categories (handbags, tailored clothing, belts, accessories in Spring 2026), scale men's business (men's ~24% of sales with a 30% target), and pursue international flagship opportunities after Marylebone London store exceeded expectations.
VNCE Earnings History
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
VNCE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 15, 2026 | $2.81 | $3.14 | +11.74% |
Dec 09, 2025 | $3.20 | $3.27 | +2.19% |
Sep 10, 2025 | $1.66 | $3.14 | +89.16% |
Jun 17, 2025 | $1.68 | $1.48 | -11.90% |
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 Vince Holding (VNCE) report earnings?
Vince Holding (VNCE) is schdueled to report earning on Jun 23, 2026, Before Open (Confirmed).
What is Vince Holding (VNCE) earnings time?
Vince Holding (VNCE) earnings time is at Jun 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VNCE EPS forecast?
VNCE EPS forecast for the fiscal quarter 2026 (Q1) is -0.19.