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Earnings Data
Report Date
Sep 15, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.27Last Year’s EPS
0.38Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents substantially more positive developments than negatives: strong double-digit top-line momentum (10.5% company-wide, DTC +15.6%), improving margins, meaningful reductions in operating losses and adjusted EBITDA deficits, raised full-year guidance, expanding product assortment (drop-ship, accessories, shoes) and improving wholesale account health. Key headwinds include tariff-related cost pressure, a notable inventory build (≈13.7% y/y), continued GAAP losses (albeit smaller), and some remaining debt obligations. On balance, execution and momentum appear to outweigh the challenges, though management is appropriately cautious about macro uncertainty and tariff refund timing.Company Guidance
Top-line Growth
Total net sales increased 10.5% year-over-year to $64.0M (Q1 FY2026 vs $57.9M). Direct-to-consumer sales grew 15.6% and wholesale sales rose 5.9%, with quarter-to-date trends in Q2 running above low-double-digits.
Gross Profit and Margin Expansion
Gross profit rose to $32.4M and gross margin improved to 50.6% of net sales (from 50.3% a year ago). Management attributes the margin improvement to ~130 bps from higher pricing and ~100 bps from lower discounting, partly offset by higher tariffs.
Operating and Profitability Improvement
Loss from operations improved to -$2.6M from -$4.4M (a $1.8M improvement). Net loss narrowed to -$2.1M (-$0.16/sh) from -$4.8M (-$0.37/sh), a $2.7M improvement (≈56% reduction in the year-over-year loss). Adjusted EBITDA improved to -$1.1M from -$3.0M (a $1.9M improvement, ≈63% reduction in negative EBITDA).
Raised Outlook
Company raised full-year fiscal 2026 guidance: now expects net sales growth of ~7%-8% (FY2026 vs FY2025). Q2 guidance expects net sales +10%-12%; Q2 adjusted operating income margin ~6.5%-7% and adjusted EBITDA margin ~8%-8.5%. FY adjusted operating income margin will target ~4%-4.5% and adjusted EBITDA ~5.5%-6%.
Channel and Product Momentum
Direct-to-consumer remains a standout driven by store remodels, e-commerce enhancements and drop-ship expansion; drop-ship added handbags, belts and accessories (in addition to shoes). Head-to-toe assortments lifted average transaction values. Men's business showing strong growth with a stated pathway toward 30% penetration over time. Retail category strengths: women's woven tops, pants and knit/printed dresses; men's novelty textured knits, polos and living categories.
Wholesale Execution and Key Account Strength
Wholesale 'at-the-register' sales were up low double-digits at U.S. major accounts. Relationship with Saks Global/Saks, Neiman Marcus and Bergdorf's improved significantly versus a year ago and is now a smaller but strengthening part of the wholesale portfolio, presenting upside as their footprint stabilizes.
Balance Sheet/Liquidity Improvements
Net interest expense declined to $0.6M from $0.9M due to lower revolver usage. Long-term debt was reported at $29.1M with ~ $31M excess revolver availability; management describes the balance sheet and liquidity as strong and notes the ability to invest in growth initiatives.
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 |
|---|---|---|---|
Jun 16, 2026 | $5.01 | $6.95 | +38.72% |
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% |
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 Corp (VNCE) report earnings?
Vince Holding Corp (VNCE) is schdueled to report earning on Sep 15, 2026, Before Open (Confirmed).
What is Vince Holding Corp (VNCE) earnings time?
Vince Holding Corp (VNCE) earnings time is at Sep 15, 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 (Q2) is 0.27.