VNCE

NEW YORK, September 03, 2026--(BUSINESS WIRE)--Vince Holding Corp., (Nasdaq: VNCE) ("VNCE" or the "Company"), a global retail platform, today announced that it plans to report its second quarter 2026 financial results pre-market on Thursday, September 10, 2026. The Company also plans to hold a conference call to discuss its financial results on the same day at 8:30 a.m. ET. During the conference call, the Company may answer questions concerning business and financial developments, trends and other business or financial matters. The Company's responses to these questions, as well as other matters discussed during the conference call, may contain or constitute information that has not been previously disclosed. Those who wish to participate in the call may do so by dialing (833) 461-5787, conference ID: 879 266 281. Any interested party will also have the opportunity to access the call via the Internet at http://investors.vince.com/. To listen to the live call, please go to the website at least 15 minutes early to register and download any necessary audio software. For those who cannot listen to the live broadcast, a recording will be available for 12 months after the date of the event. Recordings may be accessed at http://investors.vince.com/. ABOUT VINCE HOLDING CORP.Vince Holding Corp. is a global retail platform that operates the Vince brand women's and men's ready to wear business and the October’s Very Own ("OVO") brand apparel and accessories business. Vince, established in 2002, is a leading global luxury apparel and accessories brand best known for creating elevated yet understated pieces for every day effortless style. Vince operates 41 full-price retail stores, 12 outlet stores, and its e-commerce site, vince.com, as well as through premium wholesale channels globally. OVO is a Canadian lifestyle brand originally founded in 2008 by Aubrey "Drake" Graham and a Toronto collective offering premium apparel and accessories. OVO operates 12 flagship retail stores worldwide and its e-commerce site, octobersveryown.com. Please visit investors.vince.com for more information. This press release is also available on the Vince Holding Corp. website (http://investors.vince.com/). View source version on businesswire.com: https://www.businesswire.com/news/home/20260903034070/en/ Contacts Investor Relations: ICR, Inc.Caitlin Churchill, [email protected]

Cintas Corporation CTAS reported fourth-quarter fiscal 2026 earnings of $1.29 per share, which beat the Zacks Consensus Estimate of $1.24 by 4%. The bottom line increased 18.3% from the year-ago quarter figure. Revenues of $2.91 billion surpassed the consensus estimate of $2.88 billion by 1% and rose 8.9% year over year.The top line was driven by 8.4% organic revenue growth, reflecting solid demand across its route-based businesses. Record gross margins also stood out as a key highlight in the quarter. The company has two reportable segments, Uniform Rental and Facility Services and First Aid and Safety Services. Other businesses, like Uniform Direct Sale and Fire Protection Services, are included in All Other. Quarterly sales data are briefly discussed below.Cintas’ Uniform Rental and Facility Services segment generated revenues of $2.20 billion, up 8.2% year over year from $2.03 billion. Segment operating income rose to $529.5 million from $465.1 million, reflecting steady demand and operating leverage.The First Aid and Safety Services segment delivered revenues of $368.1 million, increasing 13.5% from $324.4 million in the prior-year quarter. Operating income climbed to $98.6 million from $76.7 million, supported by strong demand for safety and compliance solutions.Revenues from the All Other segment totaled $339.4 million, up 8.6% from $312.6 million a year ago. Segment operating income increased to $59 million from $55.7 million. Cintas Corporation price-consensus-eps-surprise-chart | Cintas Corporation Quote Cintas’ cost of sales (comprising costs related to uniform rental and facility services and others) increased 6.2% year over year to $1.42 billion. Cintas reported gross profit of $1.48 billion, up 11.6% year over year. Gross margin improved 130 basis points to 51%, marking a record high.Selling and administrative expenses totaled $793.2 million, up 8.9% from the year-ago quarter figure. Despite this increase, operating income rose 12.7% to $673 million.Operating margin was 23.2%, up from 22.4% in the prior-year quarter, helped by higher sales. Net income increased 14% to $511 million, with a tax rate of 21.2%. Exiting fiscal 2026, Cintas had cash and cash equivalents of $289 million compared with $264 million at the end of fiscal 2025. Long-term debt was about $1.43 billion compared with $2.42 billion at the end of fiscal 2025. In fiscal 2026, it generated net cash of $2.28 billion from operating activities, up 5.1% from the year-ago period. Capital expenditures in the same period totaled $395.1 million, down 3.4% year over year.The company repurchased shares worth $952.1 million compared with $934.8 million in the previous fiscal year. Dividend payments totaled $701.5 million, up 14.7% year over year. For fiscal 2027, the company expects revenues to be in the range of $12.10-$12.25 billion. Adjusted earnings per share are projected in the range of $5.36-$5.50. The guidance excludes any expected impacts associated with the pending UniFirst acquisition.Management expects net interest expense of approximately $105 million and an effective tax rate of 20.2% for the year. The outlook assumes stable foreign exchange rates and excludes contributions from acquisitions. The company currently carries a Zacks Rank #2 (Buy).  Some other top-ranked stocks from the same space are discussed below:Duluth Holdings DLTH presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Duluth’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 107.5%.  In the past 60 days, the Zacks Consensus Estimate for DLTH’s fiscal 2027 bottom line has increased 45.8%.Columbia Sportswear COLM presently carries a Zacks Rank of 2. Columbia Sportswear’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 44.1%. In the past 60 days, the Zacks Consensus Estimate for COLM’s 2026 earnings has increased 3.8%.Vince Holding VNCE currently carries a Zacks Rank of 2. Vince Holding’s earnings topped the consensus estimate thrice and missed once in the trailing four quarters. The average earnings surprise was 635.7%. In the past 60 days, the Zacks Consensus Estimate for VNCE’s fiscal 2027 earnings has increased 59.5%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cintas Corporation (CTAS) : Free Stock Analysis Report Columbia Sportswear Company (COLM) : Free Stock Analysis Report Vince Holding Corp. (VNCE) : Free Stock Analysis Report Duluth Holdings Inc. (DLTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Vince Holding Corp. (VNCE) used its first-quarter fiscal 2026 earnings call to press a more confident message than the headline EPS miss alone suggested. Management emphasized that demand strength across direct-to-consumer and wholesale has carried into the second quarter, supporting a higher full-year outlook. That mattered because executives framed the quarter less as one-off beat on revenues and more as evidence that brand momentum, customer acquisition and operating discipline are building into a stronger base for the year. Chief executive officer Brendan Hoffman said the momentum built in fiscal 2025 accelerated into the new year, with the company executing its priorities “with precision and confidence.” Hoffman pointed to growth in both operating channels rather than a single pocket of demand. Net sales rose 10.5% year over year to $64 million, with direct-to-consumer up 15.6% and wholesale up 5.9%. Management also highlighted double-digit growth in both new and reactivated full-price customers, reinforcing that the brand’s traction was not limited to promotions. The company incurred a loss of 16 cents per share, wider than the Zacks Consensus Estimate of a loss of 13 cents, delivering a negative surprise of 23.1%. Revenues topped the Zacks Consensus Estimate of $63 million by 1.6%. Vince Holding Corp. price-consensus-eps-surprise-chart | Vince Holding Corp. Quote Chief financial officer Yuji Okumura said gross margin improved to 50.6% from 50.3% a year earlier. Okumura attributed the gain primarily to about 130 basis points from higher pricing and 100 basis points from lower discounting, partly offset by higher tariffs. That commentary was notable because it showed Vince protecting profitability even as it continued to invest behind the brand. Selling, general and administrative expenses rose in dollars to $35.0 million, driven by higher benefit costs plus marketing and advertising, though the expense rate improved to 54.7% from 58.0%. Loss from operations narrowed to $2.6 million from $4.4 million, while adjusted EBITDA improved to negative $1.1 million from negative $3.0 million. Management presented that improvement as evidence of operating leverage rather than a temporary mix benefit. The clearest message on the call was the guidance change. Okumura said Vince now expects fiscal 2026 net sales to rise about 7% to 8%, up from the prior outlook, with adjusted operating income at 4.0% to 4.5% of sales and adjusted EBITDA at 5.5% to 6.0%. For the fiscal second quarter, management guidance for sales growth was about 10% to 12%, adjusted operating income margin was 6.5% to 7.0% and adjusted EBITDA margin was 8.0% to 8.5%. Hoffman said quarter-to-date sales were running above a low-double-digit pace. Even with that confidence, management kept a measured tone on assumptions. The company said its outlook reflects higher input costs and lower reciprocal tariff rates, while excluding any potential tariff refunds because of uncertainty around timing and amount. Hoffman described direct-to-consumer as a standout area, tying the performance to store remodels, stronger e-commerce capabilities, broader marketing support and new drop-ship functionality. He also said men’s remains a meaningful expansion opportunity over time. On the product side, management cited strength in women’s woven tops, pants and dresses, as well as growth in men’s textured knits and polos. Hoffman also noted that more head-to-toe dressing is lifting average transaction values as bottoms penetration improves. The company is also using licensing and drop-ship to widen its assortment without taking on inventory risk. Management said shoes launched earlier, while handbags, belts and accessories were added in the fiscal second quarter, with home, kids and swim also in development through licensing partners. Analysts pressed management on whether the revenue acceleration reflected a favorable category cycle or company-specific execution. Hoffman said contemporary apparel is benefiting from tailwinds, but argued Vince is outperforming through product consistency, execution and stronger wholesale positioning. Questions also centered on Saks Global, an area of prior concern. Hoffman said Vince planned conservatively for the account entering the year, but has been pleasantly surprised by stronger orders and improving cooperation through the retailer’s restructuring process. On capital allocation, management sounded more assertive. Hoffman said the revolver is in better shape than it has been in a long time, with total borrowings at $29.1 million and excess availability at $31.2 million, leaving Vince able to “play some offense” and invest in the business. The call’s broader tone was more ambitious than defensive. Management repeatedly returned to the idea that Vince has established a new baseline for growth and now has room to invest while protecting discipline. That stance was reinforced by the blend of raised full-year guidance, improving profitability and selective spending on store upgrades, marketing and digital assortment expansion. The company did not present growth and caution as conflicting messages, but as parallel priorities for fiscal 2026. VNCE carries a Zacks Rank #3 (Hold), along with a Value Score of A, Growth Score of D, Momentum Score of B and VGM Score of B. Under the Zacks framework, higher Style Scores are more favorable, while the strongest combinations typically pair A or B Style Scores with a Zacks Rank #1 (Strong Buy) or #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. For a Rank #3 stock, the same grade hierarchy still applies, meaning stronger Style Scores remain a constructive signal, but the rank does not place VNCE in the top tier of expected near-term performance. That assessment can change as earnings estimate revisions adjust after the quarter’s results and outlook update. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vince Holding Corp. (VNCE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Image source: The Motley Fool. Tuesday, June 16, 2026 at 8:30 a.m. ET Chief Executive Officer — Brendan Hoffman Chief Financial Officer — Yuji Okumura Chief Administrative Officer — Akiko Okuma Need a quote from a Motley Fool analyst? Email [email protected] Operator Hello, everyone. Thank you for joining us, and welcome to Vince's first quarter 2026 earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press Star one to raise your hand. To withdraw your question, press Star one again. I will now hand the conference over to Akiko Okuma, Chief Administrative Officer. Please go ahead. Akiko Okuma Thank you, and good morning, everyone. Welcome to Vince Holding Corp's first-quarter fiscal 2026 results conference call. Hosting the call today is Brendan Hoffman, Chief Executive Officer, and Yuji Okumura, Chief Financial Officer. Before we begin, let me remind you that certain statements made on this call may constitute forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ from those that the company expects. Those risks and uncertainties are described in today's press release and in the company's SEC filings, which are available on the company's website. In addition, in today's discussion, the company is presenting its financial results in conformity with GAAP and on an adjusted basis. The adjusted results that the company presents today are non-GAAP measures. Discussions of these non-GAAP measures and information on reconciliations of them to their most comparable GAAP measures are included in today's press release and related schedules, which are available in the Investors section of the company's website at investors.vince.com. Now I'll turn the call over to your host. Brendan Hoffman Good morning, everyone. Thank you for joining us today to discuss Vince Holding Corp's first quarter fiscal 2026 results. The momentum we built throughout fiscal 2025 has accelerated into the new year, and we are executing our strategic priorities with precision and confidence. I'm pleased to report that Vince delivered a first-quarter performance with net sales up 10.5% compared to the prior year, reflecting strength across both of our channels. Direct-to-consumer sales grew 15.6%, and wholesale increased 5.9%. Our direct-to-consumer segment continues to be a standout performer. From store remodels to enhanced e-commerce capabilities, from expanded marketing support to the launch of drop ship capabilities, we are creating more touchpoints and more compelling reasons for customers to engage with Vince. Q1 delivered outstanding performance and full price customer acquisition, driving double-digit growth in both new and reactivated customers, proof that our brand is resonating and our strategy is working. Our wholesale business is equally robust with at-the-register sales up low double digits with U.S. major accounts and relationships with key partners strengthening and benefiting from the broader resurgence in contemporary. Customers see real value in our product, appreciating the quality of the design and the effortless style that defines Vince. In women's, our strongest category was woven tops, including solid blouses, prints, and new cotton woven programs. We also saw strength in pants through the expansion of our core pant fabrications and additional color options and novelty prints. Dresses gained momentum at the end of Q1, driven by knit dresses and elevated event dressing in printed silks. In men's, we continue to see significant growth across all channels, driven by novelty textured knits and polos. We're also seeing increases across all living categories and sets. Head-to-toe dressing has elevated our average transaction values, with expanded offerings driving higher bottom sales penetration. Our men's business remains a significant growth opportunity. We're on a clear path towards 30% penetration over time. We are leaning into high-potential areas, particularly in our direct-to-consumer channel. In e-commerce, our drop ship business is expanding our reach without inventory risk. While still a small portion of the business, we recently launched handbags, belts, and accessories in Q2, in addition to shoes, adding another dimension to our offering. In our store business, we are continuing targeted remodels and strategically looking to reposition in existing markets in lifestyle centers where traffic and productivity trends are strongest. This summer, we will amplify store traffic through activations in key markets. Looking ahead, I'm more confident than I've ever been in this business, and we are pleased to be raising our full-year outlook. Over the last 12 months, we have fundamentally raised the bar for Vince, establishing a new baseline for growth. We're executing with discipline, our brand is resonating, and our customers are responding. This performance has extended into the second quarter, with sales trends running above low double-digit quarter to date. As Yuji will discuss, we're balancing the strong performance with prudent planning. With half the quarter remaining and macroeconomic volatility persisting, we're maintaining a disciplined approach to our Q2 and fiscal year outlook. In summary, we're operating from a position of tremendous strength, on pace to deliver strong growth for the year. We remain excited for the opportunities we continue to see to maximize Vince Holding Corp as a platform, and I want to thank the team for their continued hard work. I look forward to updating you on our continued progress. I'll turn it over to Yuji to walk through the financials in more detail. Yuji Okumura Thank you, Brendan, and good morning, everyone. I'll walk you through our first quarter results and provide some additional color on our outlook for the second quarter and full year fiscal 2026. Total company net sales for the first quarter increased 10.5% to $64 million, compared to $57.9 million in the first quarter of fiscal 2025. For respective channel performance, our direct-to-consumer segment grew 15.6%, driven by strong performances across both our e-commerce business and stores. Our wholesale segment increased 5.9% year-over-year. Gross profit in the first quarter was $32.4 million or 50.6% of net sales. This compares to $29.2 million or 50.3% of net sales in the first quarter of last year. The increase in gross margin rate was primarily driven by approximately 130 basis points due to favorable impact from higher pricing and 100 basis points due to favorable impact from lower discounting, largely offset by unfavorable impact of higher tariffs. Selling, general, and administrative expenses in the quarter were $35 million or 54.7% of net sales as compared to $33.6 million or 58% of net sales for the first quarter of last year. The increase in SG&A dollars was primarily driven by higher benefit costs as well as higher marketing and advertising costs. Loss from operations for the first quarter was $2.6 million compared to loss from operations of $4.4 million in the same period last year. This represents a $1.8 million improvement year-over-year, reflecting both top-line growth and operating leverage. Net interest expense for the quarter decreased to $0.6 million compared to $0.9 million in the prior year. The decrease was primarily due to lower levels of debt under the revolving credit facility. At the end of the first quarter of fiscal 2026, our long-term debt balance was $29.1 million. The income tax benefit was $0.4 million compared to zero income tax benefit in the same period last year. The benefit is due to the impact of applying company's estimated annual effective tax rate to the year-to-date ordinary pre-tax loss. Net loss for the first quarter was $2.1 million or loss per share of $0.16 compared to net loss of $4.8 million or loss per share of $0.37 for the first quarter of last year. Adjusted EBITDA was negative $1.1 million for the first quarter compared to negative $3 million in the prior year, representing an improvement on $1.9 million. Turning to the balance sheet, net inventory was $70.8 million at the end of first quarter as compared to $62.3 million at the end of first quarter last year. The year-over-year increase was primarily driven approximately $4.5 million higher inventory carrying value due to tariffs. Turning to our outlook. As Brendan discussed, we are thrilled to see the momentum carry into the start of the second quarter our outlook considers the strong growth we are driving as well as dynamic macro environment. For the second quarter, we expect net sales for the period to increase approximately 10%-12% compared to the prior year period. We expect adjusted operating income as a percentage of net sales to be approximately 6.5%, 7%, and adjusted EBITDA as a percentage of net sales to be approximately 8%, 8.5%. Given the momentum we have seen in the business and continue to expect to see, we are raising our full year outlook. For fiscal 2026, we now expect net sales to increase approximately 7%-8% compared to fiscal 2025. We expect adjusted operating income as a percentage of net sales to be approximately 4%-4.5%, and our adjusted EBITDA as a percentage of net sales to be approximately 5.5%-6%. Our outlook now contemplates the net impact of higher input costs and lower reciprocal tariff rates based on what we know today. While we received a portion of tariff refunds, given the uncertainty on timing and ultimate amount of any reimbursement, we are not factoring tariff refunds into our guidance. In summary, we're pleased with our year-to-date performance and the trajectory of the business. We're managing the external environment effectively, and with our strong balance sheet with ample liquidity, we are continuing to invest in initiatives that drive long-term growth, and we're well positioned to execute against our plans. With that, I'll turn it back to the operator to open the line for questions. Operator Thank you. We will now begin the question and answer session. If you would like to ask a question, please press Star one to raise your hand. To withdraw your question, press Star one again. We ask that you pick up your handset when asking a question, and if you are muted locally, please remember to unmute your device. Please stand by while we compile the Q&A roster. As a reminder, if you would like to ask a question, please press Star one to raise your hand. Your first question comes from the line of Michael Kupinski from Noble Capital Markets. Your line is open. Michael Kupinski Thank you. First of all, congratulations on your quarter. I was just wondering, to what extent do you believe the current acceleration in revenue is being driven by favorable category trends versus company specific execution? How sustainable do you think that advantage is over the coming years? Brendan Hoffman Yeah. Thanks, Michael. Well, as I said in my remarks, I definitely think the contemporary segment is having a moment now with some tailwinds. I feel even more confident that Vince is at the top of the list. We speak to our wholesale partners, and we see where we rank. We see the increases we're getting, so I think a lot of it is our execution, the great product that continues to flow through. I mentioned that the consistency of the team that's now been together largely for seven years is a big factor, and they just keep evolving and elevating the product. The team behind it finds ways to expand it commercially. I think it's a combination of both things, and as I said, we haven't seen any slowdown right now. Michael Kupinski Got you. With your debt at $29 million, $31 million excess revolver availability, how are you thinking about balance sheet priorities and as profitability improves here? Brendan Hoffman Well, we have a revolver that we're very comfortable right now with the availability and it's in better shape than it probably has been in a long time or maybe ever. We still have a little bit of a long-term debt that Sun Capital holds with PIK interest that we're in discussion to figure out how to handle, but it's less than $10 million at this point, so greatly reduced from where it was 16, 18 months ago. We feel given the strength of the business and the balance sheet, we're in a position to play some offense here and make some investments in business. As I mentioned, also look for ways to use our platform to extend beyond Vince if the opportunity presents itself. Michael Kupinski Got you. That's all I have for now. Thank you. Brendan Hoffman Thanks, Michael. Operator Your next question comes from the line of Eric Beder from SCC Research. Please go ahead. Eric Beder Good morning. Brendan Hoffman Hey, Eric. Good morning. Eric Beder Could we get an update on Saks, where that stands, and how that fit into the guidance for this quarter and the year? Brendan Hoffman Well, we're certainly in a much better place with Saks Global, which is Saks, Neiman Marcus and Bergdorf's for us than we were a year ago. We continue to manage it very closely with their senior management team. We came into the year planning it very conservatively and planning it down from last year. I think we mentioned last year it was about 7% of our business. Certainly much smaller than our other wholesale accounts at this point. We've been pleasantly surprised with the strength of the business there. We're seeing orders increase and they've been good partners in terms of going through this bankruptcy process. I read what you read that they're coming close to emerging, a healthy Saks Global, even though it's slightly reduced in terms of footprint from what it was a year and a half ago, is terrific for Vince and good for the industry. That presents some upside for us as we look in the back half of the year and into 2027. Eric Beder When you look at your renovations to stores, A, how many should we be thinking about this year, maybe next? B, what's the financial impact from those kind of, I don't know, payback, or what kind of metrics do you see when you upgrade a store? Brendan Hoffman Yeah. Last year we did quite a few renovations at the beginning of the year, in many cases it's to kind of retrofit the aged stores that we don't really need cash wraps and big registers in the stores. It opens up the stores. I know you've seen Greenwich and seen it firsthand and gotten great payback where we did the renovations last year in Greenwich and Stanford, California, and Mercer Street, just to name a few. This year over the summer, we have plans to upgrade Abbot Kinney out in California and Scottsdale. We're not going to close the stores. The stores are just doing too much business at this point to want to shut them down for a period like we did last year. Working with our team and the centers, we've found ways to be able to do it off hours where we can not lose the momentum we're building. I think I'm curious to see how that goes and how we're able to execute as we think about renovations in 2027 and beyond, if we're able to do it with less disruption of the business, given the momentum, that will further incentivize us to make those investments. Eric Beder Oh, interesting. Okay. When you look at the drop ship, I see you expanded it out. Help us out here. How does the drop ship help change the ability for stores and for your ability to drive higher returns? Brendan Hoffman Well, I think it certainly is a tool for the stores, but it's more directly impacting e-commerce. I think that anything we can do to expand the offering to the consumer beyond just what's traditionally been an apparel and shoe-based company provides the consumer more choice and more reason to spend time on the site or in the store. I know it increases our units per transaction as they have further opportunities. So we continue to be thrilled with shoes, which was what we launched six months ago. Now we've added these other categories just recently. We're tracking to where we hope to be, if not a little bit more in terms of the annual projection. It's a meaningful number in terms of just continuing to grow the business. We have our store manager conference next month, and that's one of the topics is how do we better utilize drop ship that's online in our stores. The stores are keen to do that. So, we continue to get great support from Authentic Brands Group, our partners there as they look to further expand categories. I think it's pleasantly surprised us how accretive that's been, both, as we said, in things like drop ship, but also in brand awareness. They're looking to do or have signed up licenses in categories like home and kids and swim. We're very active in terms of partnering with them to make sure it fits into the Vince aesthetics and design, and creative team's very involved. It's been a really energizing and beneficial relationship for both sides. Eric Beder Great. One last one on suiting. We saw that this summer you guys switched over some linen suiting that went really well. How should we be thinking about that in terms of expanding men's suiting in more stores this year after testing it last year? Thanks. Brendan Hoffman Well, again, that's through Peerless, one of the ABG licenses. I happen to have done business with them for 30 years at this point, so I know them quite well, and they're the leaders in the field. I've been really impressed with how they've elevated their product from what I've dealt with them in the past. The customer's definitely reacting to it, as you mentioned from last summer. That's part of what we're thinking about, is how do we better incorporate that into the stores? The stores were not originally set up for all these additional categories, and as you know, floor space is precious, but that's where balancing the ability to drop ship with having some merchandise on-site is kind of the next phase of figuring out the way to optimize this. We're experimenting with things like alterations. Things that we didn't really have to think about before are nice opportunities that we're kind of in the process of experimenting and solving. Eric Beder Great. Congratulations, and good luck for the rest of the year. Brendan Hoffman Thanks, Eric. Operator At this time, there are no further questions. I will now turn the call back to Brendan Hoffman, CEO, for closing remarks. Brendan Hoffman Great. Well, thank you everyone for your continued interest in Vince. We look forward to updating you again in September for our Q2 earnings call. Thanks again. Operator This concludes today's call. Thank you all for attending. You may now disconnect. Before you buy stock in Vince, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vince wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $440,440!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,303,950!* That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul. See the 10 stocks » *Stock Advisor returns as of June 16, 2026. This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Vince (VNCE) Q1 2026 Earnings Transcript was originally published by The Motley Fool

Net Sales Increased 10.5% to $64.0 Million vs. 1Q25 Raises Full Year Fiscal 2026 Guidance NEW YORK, June 16, 2026--(BUSINESS WIRE)--Vince Holding Corp. (Nasdaq: VNCE) ("VNCE" or the "Company"), a global retail platform, today reported its financial results for the first quarter ended May 2, 2026. Brendan Hoffman, Chief Executive Officer of VNCE said, "We delivered strong first quarter results that demonstrate the powerful momentum we’ve built is not only sustained but accelerating. Net sales grew 10.5%, with direct-to-consumer up 15.6% and wholesale increasing 5.9% demonstrating strength across our entire business. Our strategic investments in customer experience are paying off, fueling double-digit growth in both new and reactivated customers and supporting healthy full-price selling." Mr. Hoffman continued, "We’re executing with discipline and precision across our business. The strength we’ve established has carried into the second quarter, reinforcing my confidence in our trajectory. With our strategic foundation firmly in place and a talented team driving product and execution, we are raising our full year guidance and remain focused on driving sustained profitable growth and creating long-term shareholder value." In this press release, the Company is presenting its financial results in conformity with U.S. generally accepted accounting principles ("GAAP") as well as on an "adjusted" basis. Adjusted results presented in this press release are non-GAAP financial measures. See "Non-GAAP Financial Measures" below for more information about the Company's use of non-GAAP financial measures. For the first quarter ended May 2, 2026: Total Company net sales increased 10.5% to $64.0 million compared to $57.9 million in the first quarter of fiscal 2025. The year-over-year increase was driven by a 15.6% increase in the direct-to-consumer segment and a 5.9% increase in the wholesale segment. Gross profit was $32.4 million, or 50.6% of net sales, compared to gross profit of $29.2 million, or 50.3% of net sales, in the first quarter of fiscal 2025. The increase in gross margin rate was primarily driven by approximately 130 basis points due to the favorable impact from higher pricing and 100 basis points due to the favorable impact of lower discounting, largely offset by the unfavorable impact of higher tariffs. Selling, general, and administrative expenses were $35.0 million, or 54.7% of sales, compared to $33.6 million, or 58.0% of sales, in the first quarter of fiscal 2025. The increase in SG&A dollars was primarily driven by higher benefit costs as well as marketing and advertising costs. Loss from operations was $2.6 million compared to loss from operations of $4.4 million in the same period last year. Income tax benefit was $0.4 million compared to an income tax expense of $0 in the same period last year. The benefit is due to the impact of applying the Company's estimated annual effective tax rate to the year-to-date ordinary pre-tax loss. Net loss was $2.1 million or $(0.16) per share compared to net loss of $4.8 million or $(0.37) per share in the same period last year. Adjusted EBITDA* was $(1.1) million compared to $(3.0) million in the same period last year. The Company ended the quarter with 54 company-operated Vince stores, a net decrease of 4 stores since the first quarter of fiscal 2025. First Quarter Review Net sales increased 10.5% to $64.0 million as compared to the first quarter of fiscal 2025. Wholesale segment sales increased 5.9% to $32.1 million compared to the first quarter of fiscal 2025. Direct-to-consumer segment sales increased 15.6% to $32.0 million compared to the first quarter of fiscal 2025. Income from operations excluding unallocated corporate expenses was $12.0 million compared to income from operations of $8.6 million in the same period last year. Net Sales and Operating Results by Segment: (1) Unallocated corporate expenses are related to the Vince brand and are comprised of selling, general and administrative expenses attributable to corporate and administrative activities (such as marketing, design, finance, information technology, legal and human resource departments), and other charges that are not directly attributable to the Company's Vince Wholesale and Vince Direct-to-consumer reportable segments. Balance Sheet At the end of the first quarter of fiscal 2026, total borrowings under the Company's debt agreements totaled $29.1 million and the Company had $31.2 million of excess availability under its revolving credit facility. Net inventory at the end of the first quarter of fiscal 2026 was $70.8 million compared to $62.3 million at the end of the first quarter of fiscal 2025. The year-over-year increase in inventory includes approximately $4.5 million of higher inventory carrying value due to tariffs. During the quarter ended May 2, 2026, the Company did not make any offerings or sales of shares of common stock under the Virtu At-the-Market Offering. At May 2, 2026, $0.9 million was available under the Virtu At-the-Market Offering. Outlook For the second quarter of fiscal 2026 the Company expects the following: Net sales to increase approximately 10% to 12% compared to the prior year period. Adjusted operating income as a percentage of net sales to be approximately 6.5% to 7.0%. Adjusted EBITDA as a percentage of net sales to be approximately 8.0% to 8.5%. For fiscal 2026 the Company expects the following: Net sales to increase approximately 7% to 8% compared to the prior year. Adjusted operating income as a percentage of net sales to be approximately 4% to 4.5%. Adjusted EBITDA as a percentage of net sales to be approximately 5.5% to 6.0%. Following the Supreme Court’s decision striking down certain tariffs imposed under the International Emergency Economic Powers Act, ("IEEPA"), the Company’s outlook assumes a 10 percent rate for applicable inventory receipts under Section 122 of the Trade Act of 1974. The Company’s outlook does not consider potential tariff refunds resulting from the Supreme Court’s decision on the IEEPA tariffs. *Non-GAAP Financial Measures In addition to reporting financial results in accordance with GAAP, the Company has provided, with respect to the financial results relating to the three months ended May 2, 2026 and May 3, 2025, adjusted EBITDA, which is a non-GAAP measure. Adjusted EBITDA is calculated as earnings before interest, taxes, depreciation and amortization, share-based compensation, and capitalized cloud computing amortization. The Company believes that the presentation of these non-GAAP measures facilitates an understanding of the Company's continuing operations without the impact associated with the aforementioned items. While these types of events can and do recur periodically, they are excluded from the indicated financial information due to their impact on the comparability of earnings across periods. Non-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information prepared in accordance with GAAP. A reconciliation of GAAP to non-GAAP results has been provided in Exhibit 3 to this press release. Conference Call A conference call to discuss the first quarter results will be held today, June 16, 2026, at 8:30 a.m. ET, hosted by Vince Holding Corp. Chief Executive Officer, Brendan Hoffman, and Chief Financial Officer, Yuji Okumura. During the conference call, the Company may make comments concerning business and financial developments, trends and other business or financial matters. The Company's comments, as well as other matters discussed during the conference call, may contain or constitute information that has not been previously disclosed. Those who wish to participate in the call may do so by dialing (833) 461-5787, conference ID 639507707. Any interested party will also have the opportunity to access the call via the Internet at http://investors.vince.com/. To listen to the live call, please go to the website at least 15 minutes early to register and download any necessary audio software. For those who cannot listen to the live broadcast, a recording will be available for 12 months after the date of the event. Recordings may be accessed at http://investors.vince.com. ABOUT VINCE HOLDING CORP. Vince Holding Corp. is a global retail platform that operates the Vince brand women's and men's ready-to-wear business. Vince, established in 2002, is a leading global luxury apparel and accessories brand best known for creating elevated yet understated pieces for everyday effortless style. Vince Holding Corp. operates 41 full-price retail stores, 12 outlet stores, and its e-commerce site, as well as through premium wholesale channels globally. Please visit www.vince.com for more information. Forward-Looking Statements: This document, and any statements incorporated by reference herein contain forward-looking statements under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include the statements under "Outlook" above as well as statements regarding, among other things, our current expectations about possible or assumed future results of operations of the Company and are indicated by words or phrases such as "may," "will," "should," "believe," "expect," "seek," "anticipate," "intend," "estimate," "plan," "target," "project," "forecast," "envision" and other similar phrases. Although we believe the assumptions and expectations reflected in these forward-looking statements are reasonable, these assumptions and expectations may not prove to be correct and we may not achieve the results or benefits anticipated. These forward-looking statements are not guarantees of actual results, and our actual results may differ materially from those suggested in the forward-looking statements. These forward-looking statements involve a number of risks and uncertainties, some of which are beyond our control, including, without limitation: changes to and unpredictability in the trade policies and tariffs imposed by the U.S. and the governments of other nations; general economic conditions; our ability to maintain adequate cash flow from operations or availability under our revolving credit facility to meet our liquidity needs; restrictions on our operations under our credit facilities; our ability to improve our profitability; our ability to maintain our larger wholesale partners; our ability to accurately forecast customer demand for our products; our ability to maintain the license agreement relating to the Vince brand with ABG Vince; ABG Vince's expansion of the Vince brand into other categories and territories; ABG Vince's approval rights and other actions; our ability to realize the benefits of our strategic initiatives; our ability to make lease payments when due; our ability to open retail stores under favorable lease terms and operate and maintain new and existing retail stores successfully; our operating experience and brand recognition in international markets; our ability to remediate the identified material weakness in our internal control over financial reporting; our ability to comply with domestic and international laws, regulations and orders; increased scrutiny regarding our approach to sustainability matters and environmental, social and governance practices; competition in the apparel and fashion industry; our ability to attract and retain key personnel; seasonal and quarterly variations in our revenue and income; the protection and enforcement of intellectual property rights relating to the Vince brand; the extent of our foreign sourcing; our reliance on independent manufacturers; our ability to ensure the proper operation of the distribution facilities by third-party logistics providers; fluctuations in the price, availability and quality of raw materials; the ethical business and compliance practices of our independent manufacturers; our ability to mitigate system or data security issues, such as cyber or malware attacks, as well as other major system failures; our ability to adopt, optimize and improve our information technology systems, processes and functions; our ability to comply with privacy-related obligations; our status as a "controlled company"; our status as a "smaller reporting company"; and other factors as set forth from time to time in our Securities and Exchange Commission filings, including those described under "Item 1A—Risk Factors" in our Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. We intend these forward-looking statements to speak only as of the time of this release and do not undertake to update or revise them as more information becomes available, except as required by law. View source version on businesswire.com: https://www.businesswire.com/news/home/20260616460437/en/ Contacts Investor Relations Contact: ICR, Inc.Caitlin Churchill, [email protected]

Interested in Vince Holding Corp.? Here are five stocks we like better. Vince posted a strong first quarter with net sales up 10.5% year over year to $64 million, driven by gains in both direct-to-consumer and wholesale. Direct-to-consumer sales rose 15.6% and wholesale increased 5.9%. Profitability improved despite tariff pressure, as gross margin ticked up to 50.6% and operating losses narrowed to $2.6 million from $4.4 million a year ago. The company said higher pricing and lower discounting helped offset the impact of tariffs. Vince raised its fiscal 2026 outlook, now expecting full-year sales growth of 7% to 8% and higher profitability targets. Management also said second-quarter sales are tracking above low-double-digit growth so far, though it remains cautious about macro volatility. Vince (NASDAQ:VNCE) reported stronger first-quarter fiscal 2026 results and raised its full-year outlook, as the apparel company cited momentum across both its direct-to-consumer and wholesale channels. Chief Executive Officer Brendan Hoffman said the company’s performance reflected continued execution of strategic priorities following momentum built during fiscal 2025. “The momentum we built throughout fiscal 2025 has accelerated into the new year,” Hoffman said on the earnings call. He added that Vince is “executing our strategic priorities with precision and confidence.” → Viasat's Orbiting Profits: Space Force Jackpot? For the first quarter, Vince reported net sales of $64 million, up 10.5% from $57.9 million in the prior-year period. Direct-to-consumer sales increased 15.6%, while wholesale sales rose 5.9% year over year. Hoffman described direct-to-consumer as a “standout performer,” pointing to store remodels, expanded e-commerce capabilities, increased marketing support and the launch of drop ship capabilities as factors giving customers more ways to engage with the brand. → Meta to Follow Alphabet's Footsteps? What an Equity Raise Could Mean He said the first quarter delivered “outstanding performance” in full-price customer acquisition, with double-digit growth in both new and reactivated customers. In wholesale, Hoffman said at-the-register sales were up low double digits with U.S. major accounts, and relationships with key partners were strengthening amid what he described as a broader resurgence in the contemporary category. Hoffman said customers continue to respond to Vince’s product quality, design and style. In women’s, he identified woven tops as the strongest category, including solid blouses, prints and new cotton woven programs. Pants also showed strength through expanded core fabrications, added colors and novelty prints. Dresses gained momentum late in the quarter, led by knit dresses and elevated event dressing in printed silks. → Oil Could Dip, But These 3 Energy Stocks Still Look Built to Win In men’s, Hoffman said Vince continued to see significant growth across all channels, driven by novelty textured knits and polos. He also pointed to increases across “living categories and sets,” saying head-to-toe dressing helped raise average transaction values. Hoffman said the men’s business remains a significant growth opportunity and that Vince is “on a clear path towards 30% penetration over time.” Chief Financial Officer Yuji Okumura said gross profit in the quarter was $32.4 million, or 50.6% of net sales, compared with $29.2 million, or 50.3% of net sales, a year earlier. The improvement in gross margin was primarily driven by a roughly 130-basis-point benefit from higher pricing and a 100-basis-point benefit from lower discounting, largely offset by the unfavorable impact of higher tariffs. Selling, general and administrative expenses were $35 million, or 54.7% of net sales, compared with $33.6 million, or 58% of net sales, in the prior-year quarter. Okumura said the increase in SG&A dollars was mainly due to higher benefit costs and higher marketing and advertising expenses. Vince reported a loss from operations of $2.6 million, compared with a loss from operations of $4.4 million in the same period last year. Okumura said the $1.8 million improvement reflected both top-line growth and operating leverage. Net interest expense fell to $0.6 million from $0.9 million a year earlier, primarily because of lower debt levels under the company’s revolving credit facility. Vince ended the quarter with long-term debt of $29.1 million. The company reported a net loss of $2.1 million, or $0.16 per share, compared with a net loss of $4.8 million, or $0.37 per share, in the prior-year quarter. Adjusted EBITDA was negative $1.1 million, compared with negative $3 million last year. Net inventory was $70.8 million at the end of the first quarter, compared with $62.3 million a year earlier. Okumura said the year-over-year increase was primarily driven by approximately $4.5 million of higher inventory carrying value due to tariffs. Okumura said the company’s updated outlook reflects the expected net impact of higher input costs and lower reciprocal tariff rates based on current information. While Vince has received a portion of tariff refunds, he said the company is not including tariff refunds in guidance because of uncertainty around the timing and ultimate reimbursement amount. Vince said sales trends in the second quarter were running above low double digits quarter to date, though management emphasized a cautious approach because half the quarter remained and macroeconomic volatility persisted. For the second quarter, Vince expects net sales to increase approximately 10% to 12% from the prior-year period. The company expects adjusted operating income as a percentage of net sales to be approximately 6.5% to 7%, and adjusted EBITDA as a percentage of net sales to be approximately 8% to 8.5%. For fiscal 2026, Vince now expects net sales to increase approximately 7% to 8% compared with fiscal 2025. It expects adjusted operating income as a percentage of net sales of approximately 4% to 4.5%, and adjusted EBITDA as a percentage of net sales of approximately 5.5% to 6%. Hoffman said he is “more confident than I’ve ever been in this business,” adding that Vince has “fundamentally raised the bar” over the last 12 months and established a new baseline for growth. During the question-and-answer portion of the call, Hoffman said Vince is in “a much better place” with Saks Global, which includes Saks, Neiman Marcus and Bergdorf Goodman, than it was a year ago. He said Vince planned the business conservatively and down from last year, when Saks represented about 7% of the company’s business, but has been “pleasantly surprised” by the strength of business there. Hoffman also discussed store renovations, saying Vince plans to upgrade locations including Abbot Kinney in California and Scottsdale this summer without closing the stores. He said the company is looking for ways to renovate with less disruption, given current business momentum. On drop ship, Hoffman said the initiative is most directly affecting e-commerce by expanding customer choice beyond Vince’s traditional apparel and shoe offering. He said the company recently added handbags, belts and accessories in the second quarter, following the earlier launch of shoes. Hoffman also said Vince continues to receive support from Authentic Brands Group as licenses expand into categories such as home, kids and swim. Asked about the balance sheet, Hoffman said Vince is comfortable with its revolver availability and said the company is in a position to “play some offense” and make investments in the business, while also evaluating opportunities to extend its platform beyond Vince if they arise. Vince Holding Corp. designs, merchandises, and sells luxury apparel and accessories in the United States and internationally. It operates through three segments: Vince Wholesale, Vince Direct-to-Consumer, and Rebecca Taylor and Parker. The company offers a range of women's products, such as cashmere sweaters, silk blouses, leather and suede leggings and jackets, dresses, skirts, denims, pants, t-shirts, footwear, outerwear, and accessories; and men's products comprising t-shirts, knit and woven tops, sweaters, denims, pants, blazers, footwear, and outerwear under the Vince brand. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Vince Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for June 2026.

This article first appeared on GuruFocus. Net Sales: Increased 10.5% to $64 million compared to $57.9 million in the prior year. Direct-to-Consumer Sales: Grew 15.6% year over year. Wholesale Sales: Increased 5.9% year over year. Gross Profit: $32.4 million or 50.6% of net sales, up from $29.2 million or 50.3% of net sales last year. Selling, General, and Administrative Expenses: $35 million or 54.7% of net sales, compared to $33.6 million or 58% of net sales last year. Loss from Operations: $2.6 million, improved from $4.4 million loss last year. Net Loss: $2.1 million or $0.16 per share, compared to $4.8 million or $0.37 per share last year. Adjusted EBITDA: Negative $1.1 million, improved from negative $3 million last year. Net Inventory: $70.8 million, up from $62.3 million last year. Long-term Debt: $29.1 million at the end of the first quarter. Warning! GuruFocus has detected 10 Warning Signs with VNCE. Is VNCE fairly valued? Test your thesis with our free DCF calculator. Release Date: June 16, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Vince Holding Corp (NASDAQ:VNCE) reported a 10.5% increase in net sales for the first quarter of fiscal 2026, driven by strong performance across both Direct-to-Consumer and Wholesale channels. Direct-to-Consumer sales grew by 15.6%, showcasing the effectiveness of store remodels, enhanced e-commerce capabilities, and expanded marketing efforts. The company achieved a gross profit of $32.4 million, representing 50.6% of net sales, an improvement from the previous year's 50.3%. Vince Holding Corp (NASDAQ:VNCE) is expanding its product offerings with the launch of handbags, belts, and accessories, adding to its existing shoe line, which enhances customer engagement. The company is raising its full-year outlook, expecting net sales to increase by approximately 7% to 8% compared to fiscal 2025, reflecting confidence in sustained growth. Despite improvements, Vince Holding Corp (NASDAQ:VNCE) reported a net loss of $2.1 million for the first quarter, although this was an improvement from the $4.8 million loss in the same period last year. Selling, general, and administrative expenses increased to $35 million, driven by higher benefit costs and increased marketing and advertising expenses. The company faces challenges from higher tariffs, which have impacted inventory carrying value and gross margins. Vince Holding Corp (NASDAQ:VNCE) is maintaining a cautious approach to its Q2 and fiscal year outlook due to macroeconomic volatility. The company's long-term debt remains at $29.1 million, which, although reduced, still requires careful management and strategic planning. Q: To what extent do you believe the current acceleration in revenue is driven by favorable category trends versus company-specific execution, and how sustainable is this advantage over the coming years? A: Brendan Hoffman, CEO, stated that while the Contemporary segment is experiencing favorable trends, Vince's success is largely due to its execution and product quality. The consistency of the team and their ability to evolve and elevate the product are significant factors. Vince is currently at the top of the list with wholesale partners, and there has been no slowdown in momentum. Q: With your debt at $29 million and $31 million excess revolver availability, how do you think about balance sheet priorities as profitability improves? A: Brendan Hoffman, CEO, mentioned that Vince is comfortable with its current revolver availability and has significantly reduced long-term debt. The company is in a strong position to make investments in the business and explore opportunities to extend beyond Vince if they arise. Q: Can we get an update on Saks and how it fits into the guidance for this quarter and the year? A: Brendan Hoffman, CEO, explained that Vince is in a better position with Saks Global than a year ago, managing it conservatively. Although Saks was about 7% of Vince's business last year, orders have increased, and the partnership is strong. A healthy Saks Global presents upside potential for Vince in the back half of the year and into 2027. Q: How many store renovations should we expect this year, and what is the financial impact of these upgrades? A: Brendan Hoffman, CEO, noted that Vince plans to upgrade stores in Abbott Kinney and Scottsdale over the summer without closing them, to maintain business momentum. Renovations have previously resulted in great payback, and the company is exploring ways to execute upgrades with minimal disruption. Q: How does the dropship model change the ability for stores and drive higher returns? A: Brendan Hoffman, CEO, stated that dropship primarily impacts e-commerce by expanding the offering beyond apparel and shoes, increasing units per transaction. The model has been accretive, and Vince is working with Authentic Brands Group to further expand categories, enhancing brand awareness and customer choice. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Bilibili (BILI) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +15.15%. A quarter ago, it was expected that this Chinese video sharing website would post earnings of $0.27 per share when it actually produced earnings of $0.28, delivering a surprise of +3.7%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Bilibili, which belongs to the Zacks Broadcast Radio and Television industry, posted revenues of $1.08 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.23%. This compares to year-ago revenues of $963 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bilibili shares have lost about 20.2% since the beginning of the year versus the S&P 500's gain of 8.1%. While Bilibili has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bilibili was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.23 on $1.15 billion in revenues for the coming quarter and $1.01 on $4.79 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Broadcast Radio and Television is currently in the bottom 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Vince Holding Corp. (VNCE), another stock in the broader Zacks Consumer Discretionary sector, has yet to report results for the quarter ended April 2026. This company is expected to post quarterly loss of $0.19 per share in its upcoming report, which represents a year-over-year change of +48.7%. The consensus EPS estimate for the quarter has been revised 68.4% higher over the last 30 days to the current level. Vince Holding Corp.'s revenues are expected to be $63.05 million, up 8.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bilibili Inc. Sponsored ADR (BILI) : Free Stock Analysis Report Vince Holding Corp. (VNCE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research