Vera Bradley (VRA)
NASDAQ:VRA
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Earnings Data
Report Date
Sep 02, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear and measurable operational progress across revenue, gross margin (up 430 bps), SG&A reduction ($5.6M) and inventory management (down 26%), plus product and marketing momentum and digital/wholesale initiatives. However, the company remains unprofitable this quarter, with negative cash flow and exposure to macro headwinds and some one-off wholesale collaboration effects. On balance, the improvements are substantive and recurring levers (margin expansion, cost discipline, inventory control, product-market fit) appear to be driving a sustainable recovery trajectory.Company Guidance
Return to Revenue Growth
Consolidated revenues rose 7.8% year-over-year to $55.7M from $51.7M, marking the company's first quarter of overall revenue growth since Q4 FY2022.
Gross Margin Expansion
Non-GAAP gross margin expanded 430 basis points year-over-year to 51.8% (gross profit $28.8M), driven by favorable sales mix and lower freight and duty costs.
SG&A Improvement and Cost Discipline
SG&A expenses decreased $5.6M year-over-year, improving 1,540 basis points as a percent of revenue to 58.8% from 74.2%, reflecting cost optimization (personnel, marketing rephasing, lease savings).
Operating and Net Loss Improvements
Operating loss improved roughly $10M (approximately 76% improvement) to a non-GAAP operating loss of $3.3M (−5.8% of revenue) from $13.6M prior year; net loss from continuing operations improved 75% to −$2.5M (−$0.009 per diluted share) vs −$10.1M.
Inventory Reduction and Cash Flow Progress
Inventory decreased 26% year-over-year to $73.0M (from $99.2M), the leanest Q1 inventory position since 2011; operating cash flow improved (CEO noted a $12.7M / ~70% improvement) and Q1 cash flow loss narrowed ~68% to −$6.0M from −$19.1M. Cash and cash equivalents increased to $12.5M from $11.3M.
Segment Momentum — Direct and Indirect
Direct segment revenues rose 4.1% to $44.9M with comparable sales up 13.4% (fourth consecutive quarter of sequential comp improvement). Indirect segment revenues increased 26.6% to $10.8M, driven by specialty/department store improvements and strategic wholesale collaborations.
Product and Marketing Wins
Product strategy traction: cotton performance nearly doubled YoY; Winnie the Pooh collection sold out in under two weeks; six of top 10 non-IP products were new styles; Bespoke 100 Bag drop sold out in <3 minutes with 30,000+ queued. Marketing saw higher engagement on lower spend and partnerships (Target, Bath & Body Works) brought ~80% new social-channel consumers.
Operational and Strategic Progress
Advances across five 'Project Sunshine' pillars: intensified brand focus, go-to-market reset (4-season alignment, earlier factory engagement), digital leadership hire (new head of digital commerce), Outlet 2.0 pilot success (4 consecutive months of positive comp sales) and plans for four new outlet openings. Company raised expected full-year non-GAAP operating loss improvement to at least 50%.
VRA 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
VRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 11, 2026 | $3.18 | $3.46 | +8.81% |
Mar 12, 2026 | $2.49 | $3.38 | +35.74% |
Dec 11, 2025 | $2.15 | $1.80 | -16.28% |
Sep 11, 2025 | $2.28 | $2.10 | -7.89% |
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 Vera Bradley (VRA) report earnings?
Vera Bradley (VRA) is schdueled to report earning on Sep 02, 2026, Before Open (Confirmed).
What is Vera Bradley (VRA) earnings time?
Vera Bradley (VRA) earnings time is at Sep 02, 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 VRA EPS forecast?
VRA EPS forecast for the fiscal quarter 2027 (Q2) is -0.08.